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Add Account Engagement Prospects to a List Based on Pre-defined Field Values through Form Submissions

Publish Date: Sep 30, 2025
Description

Fields configured to use predefined values can also have an action attached to those values. This enables you to add a Prospect to a designated list if the field value matches. 

Resolution
    1. Navigate to Prospect Fields
      * In Account Engagement Classic, go to Admin | Configure Fields | Prospect Fields
      * In Account Engagement Lightning App, go to Account Engagement Settings | Objects and Field Configuration | Prospect Fields
    2. Select and Edit a field with predefined values (checkbox, radio button, dropdown, or multi-select).
    3. For the desired value, click the  Add to List icon next to the value (this icon looks like a bulleted list).
    4. Choose the List you'd like to have the prospect added to.
    5. Save your changes.


    Notes:

    • This setting is not retroactive - only prospects who are given the value after the option is set will be added to the list. 
    • This setting will not remove prospects from a list. Even if their field value changes or the option is removed from the field, the prospect will stay on the list. 
    • This can also be configured in the field settings within a form. This way, the action will only be taken if the value is provided through that form's submission. Manually applying the value will not add the prospect to the list. The field will remain otherwise unaffected. 


     

    Knowledge Article Number

    000382117

     
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    Salesforce Help | Article