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            Automation Rule Criteria

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            Automation Rule Criteria

            Automation rules use criteria to filter matching prospects to apply actions to. The criteria are available in the first dropdown in the Rules section of your automation rule.

            Required Editions

            Available in: All Account Engagement Editions
            Rule Criteria Definition
            Prospect account field Filters prospects based on the value of a prospect’s account field. Prospects must have an account to match, even if the rule uses the “doesn’t contain,” “isn’t,” or “is empty” operators.
            Prospect account custom object

            Filters prospects based on the prospect’s relationship to a custom object.

            Knowledge Article: Custom Objects FAQ
            Prospect assigned queue Filters prospects based on whether the prospect is assigned to a Salesforce queue.
            Prospect assigned user Filters prospects based on the user the prospect is assigned to.
            Prospect assignment status Filters prospects based on whether the prospect is assigned to a user or queue.
            Prospect campaign Filters prospects based on an Account Engagement campaign.
            Prospect CRM campaign Filters prospects based on the prospect’s Salesforce campaign. Prospects must be associated with at least one Salesforce campaign, even if the rule uses the “doesn’t contain,” “isn’t,” or “is empty” operators.
            Prospect CRM campaign status Filters prospects based on the status of the prospect’s Salesforce campaign.
            Prospect CRM status Filters prospects based on the status of the prospect’s synced CRM record.
            Prospect custom field Filters prospects based on the value of a custom field on the prospect record.
            Prospect custom object

            Filters prospects based on the prospect’s relationship to a custom object.

            Knowledge Article: Custom Objects FAQ
            Prospect custom redirect Filters prospects based on a custom redirect click.
            Prospect default field Filters prospects based on the value of a default field on the prospect record.
            Prospect email opens Filters prospects based on whether a prospect has opened an email within a given number of days or weeks.
            Prospect email status Filters prospects based on whether the user’s email status is Opted Out, Do Not Email, hard bounce detected, or soft bounce detected.
            Prospect external activity Filters prospects based on specified activities that occur in third-party apps. This criteria requires Marketing App Extensions to be configured in Salesforce Marketing Setup.
            Prospect file Filters prospects based on a non-image file download.
            Prospect form Filters prospects based on a form view or submission. If the form is on an Account Engagement landing page, use prospect landing page for the rule instead.
            Prospect form handler Filters prospects based on a form handler submission.
            Prospect grade Filters prospects based on a prospect’s grade.
            Prospect landing page Filters prospects based on a landing page view or submission.
            Prospect list Filters prospects based on a prospect’s list membership.
            Prospect opportunity Finds prospects using the relation group functionality. It allows users to define multiple rules that must all match a single opportunity tied to a prospect for that prospect to match the relation group. This criteria doesn’t work inside a rule group.
            Prospect opportunity custom field Finds prospects based on custom field values stored in an opportunity to which the prospect is tied as a contact.
            Prospect opportunity default field Finds prospects based on default field values stored in an opportunity to which the prospect is tied as a contact.
            Prospect opportunity status Filters prospects based on a prospect’s opportunity status.
            Prospect profile Filters prospects based on a prospect’s profile.
            Prospect public list opt-in status Filters prospects based on whether a user is opted in or out of a public list from the email preference center.
            Prospect query Filters prospects based on a prospect search. Includes site search, paid search, and organic search.
            Prospect score Filters prospects based on a prospect’s score.
            Prospect score for Scoring Category Filters prospects based on a prospect’s score for a scoring category.
            Prospect tag Filters prospects based on a prospect’s tags.
            Prospect time Filters prospects based on the number of days since a prospect was created or since the prospect’s last activity. Day is defined as between 12 AM and 11:59 PM in the time zone of your business unit.
            Prospect webinar Filters prospects based on whether the prospect was absent, attended, or registered for a webinar. This criteria is available when you have a verified webinar connector.
            Visitor Google Analytics parameter Evaluates all visitor records related to a prospect for the presence of Google Analytics parameters. Prospects can be related to visitor records that have parameters and records that don’t.
            Visitor hostname Filters prospects based on the prospect’s hostname.
             
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