Automate with Custom Objects

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.