Target Account lists

Qualified Target Account lists allow you to create lists based on your high-value Accounts or Opportunities in Salesforce to trigger specific experiences, offers, and targeted alerts for the visitors that belong to these Accounts and Opportunities as soon as they hit your site.

Getting started

• Log in to your Qualified admin account.
• Go to Settings → Integrations → Salesforce → Target Accounts.
• Click the + Create new target account list button.
• Enter a name… for the list.
• Add the criteria using the Salesforce Account or Opportunity fields.

You can create lists based on any criteria in Salesforce including custom fields such as "Tier" or standard fields such as account owner or type. We recommend also creating a few lists for your open opportunities, allowing you to alert your sales team when one of their open opportunities is on the site.

Some common Target Account lists include open opportunities, ABM accounts, and current customers.

Viewing your list details

To see the list, you’ll use the tab on the same page called Accounts where we'll show all Salesforce Accounts matching your list criteria. Click on this tab to see your accounts start to load onto the page. Next, add filter criteria in order for Qualified to populate your list.

Please note there is a limit of 50,000 accounts that can be on any list at one time. If your list is over 50,000 add more filter criteria to narrow it down.

Populating your list might take some time to load as we sync over your account information and pull data from your Salesforce Instance.

It’s important to note that the domain names given here must be correct in order for us to match website visitors to your Target Accounts. If no domain name is provided here for your accounts, we’ll not be able to match visitors correctly and any experiences you’ve created specifically for these Accounts will not fire properly.

You can use any website address format that is valid, such as:

• http://qualified.com
• www.qualified.com
• qualified.com
• https://qualified.com
• https://www.qualified.com
• http://www.qualified.com

Duplicate Accounts in lists

When creating your Target Account lists, Qualified will pull in information directly from your Salesforce instance based on the criteria that you’ve selected.

If there are duplicate accounts, we’ll show them all in your list. For example, you’ll see in our example list below that our Salesforce instance has two Accounts named “Voolith” that fit the criteria we’ve filtered on. Both accounts are shown in the Target List.‍

When a visitor comes to the site from a company with a duplicate Account in Salesforce (like our Voolith Account above), we’ll do our best to match the visitor with the correct account in your Salesforce instance in the following priority order:

1. Account with the most Opportunities

2. Account with the most Contacts

3. Most recently modified Account

Syncing from Salesforce

We'll sync your information from Salesforce every day at 12:00 am according to the time zone of Salesforce instance.

How Qualified matches visitors to Salesforce Accounts

Fuzzy matching

Qualified matches unknown visitors to  accounts by referencing their email address and reverse IP address lookup integrations in a process known as Fuzzy Matching:

1. If we have the visitor's email address and you have our Clearbit Enrichment integration, we'll use the company domain supplied by your data enrichment integration  (Company Field: Website).

2. If you do not have a data enrichment integration and we have the visitor email address, we will try to match the email address domain to the website domain in the account.

3. Finally if the email address is not available we look at the company domain that we get from Clearbit Reveal (Company Field: Website) or 6sense (Field: Website) based on the visitor's IP address.

If an account is a fuzzy match, this is highlighted within the Visitor 360:

If duplicate Salesforce accounts are found, Qualified follows logic to update only one account.