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Market to Your Customers with Account Engagement
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            Create an Account Tier Field in Account Engagement

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            Create an Account Tier Field in Account Engagement

            Users can filter automation rules by Einstein Key Accounts Identification account tier. To show the account tier field when users are creating rules, an admin must first map the field in Account Engagement as a custom field.

            Required Editions

            Available in: Account Engagement Advanced and Premium Editions with Salesforce Enterprise, Performance, or Unlimited Edition
            User Permissions Needed
            To create a custom field in Account Engagement: Account Engagement Administrator role
            To select a custom field in automation rules and segmentation lists:

            Account Engagement Administrator or Marketing role

            OR

            CRM User, Sales User, or Services User with Marketing User selected in User Details
            1. Open the settings for your business unit.
              • In Account Engagement, click gear icon and then select Settings.
              • In the Lightning app, select Account Engagement Settings.
            2. Click Object and Field Configuration, and then select Account Fields.
            3. Click + Add Custom Field.
            4. Enter Account Tier in the Name field.
            5. In the Salesforce.com Field Name field, select Tier (Tier).
            6. Select any other settings that you prefer, and click Create Custom Field.
             
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