8 Top Tips for Clean Prospect lists in Salesforce Account ...

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1. 2. Create automation rules to manage Prospects “Create a dynamic list that matches your cold prospect criteria. Run an automation rule that uses this list and any other additional criteria. Set up a completion action on the rule that marks the prospects as ‘do not email’.” 3. Utilise the Recycle Bin

   In Data hygiene

2. Schedule time in your calendar once a month to perform a cleanse/review if you’re not setting up automation to manage this. “Ensure that when filtering/creating lists of prospects to cleanse, all angles have been considered, for example, has the prospect been created recently? Has the Prospect recently opened an email? Is the prospect associated with a recently created or won opportunity? If associated with an opportunity that was lost, could another arise?” Furthermore, ensure prospects are not currently in an Engagement Studio Programme and consider data points that could be unique to your business.

   In Lifecycle segmentation

3. 6. Consider a phased cleanse “Consider removing prospects in a phased approach; this will reduce the risk of encountering issues, allowing you to monitor the data or stop the removal if there are any issues.” 7. Monitor/Check Limits regularly

   In Prospect data deletion workflows

4. So there are two choices when it comes to cleansing your prospects: The recycle bin or do not email. “Prospects’ activities are not tracked in the recycle bin, but Prospects will be auto-undeleted if they submit an MCAE form.” Mark Prospects as do not email if you have no intention to email them again, but you would like to keep tracking their engagement.

   In Prospect data deletion workflows