As with other objects in Account Engagement, you can use custom objects in automation
rules. Because an automation matches prospects, a custom object automation rule matches prospects
related to a custom object. Custom objects aren’t available as criteria in automation rule
groups.
Required Editions
User Permissions Needed
To create an automation rule:
Account Engagement Administrator or Marketing
role
Open the Automation Rules page.
In Account Engagement, select Marketing | Automation | Automation Rules.
In the Lightning app, open the Automations tab and then select
Automation Rules.
From the Match Type dropdown, select Prospect custom object.
Define the criteria that matches prospects to the custom object.
Related matches any prospects that are related to any instances of
the selected custom object via the selected relation field.
Not related matches any prospects that aren’t related to any
instances of the selected custom object via the selected relation field.
Related with properties matches any related prospects with any
properties you define.
Note Only custom objects that have a direct relation to leads, contacts, or accounts in
Salesforce are available for selection.
Add more rules and actions as needed.
Løste denne artikel dit problem?
Giv os besked, så vi kan forbedre os!
Indlæser
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
