Account properties: Admins

Account properties are custom properties that admin users create that let you store information at the Account level, rather than tied to a specific lead, opportunity, etc. on a List. You can view, fill out, and update these properties on Lists, so other users can easily access them throughout the workflow.

Learn more about Account properties here.

This article explains that Account property features available to admin users only:

  • Setting up Account properties for the organization
  • Updating an Account property name or type, or deleting an Account property

Other Account property features are available to all users. Learn more about them here.

Set Up Account Properties for Your Organization

If you're an admin for your Organization, you can set custom Account properties by going to your Organization settings.

Here are some examples of Account properties you might want to include:

  • Decision maker
  • Address
  • Territory/region
  • Industry
  • Account tier
  • Contract
  • Budget
  • Phone number
  • Account value
  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Account Properties.
  3. Click Add New Property and select the property type you want to add.
  4. Enter a name for the property and set any property options.
  5. Click Add Property, and then click Save.

Update Account Property Name or Type, or Delete Account Property

Only Organization administrators for a given SalesforceIQ Account can update an Account property name or type, or delete an Account property.

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Account Properties.
  3. Do one of the following:
    • To reorder Account properties: Click and hold to the left of a property name and drag it to a different position in the list.
    • To edit an Account property: Highlight the property, click next to the property name, and enter the updated information.
    • To delete an Account property: Highlight the property and click next to the property name.
  4. Click Save.

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