FAQ - What do I need to know about Salesforce audiences?

This article addresses common questions related to building Salesforce Criteria and List View Audiences in Metadata.

For steps on building new Salesforce audiences, read How to: Build Salesforce audiences.

What is the difference between Contact and Account?

Salesforce Contact - Create audiences based on Contacts in your Salesforce. This method pulls contacts from Salesforce to generate a Contact List for uploading to Facebook or LinkedIn. Note that it does not upload an Account list.

The Contact List retrieved from Salesforce is enriched using our data providers to find any additional personal or business emails when matches are identified, ensuring highly targeted outreach.

Salesforce Account - Create an audience based on a specific Account list from your Salesforce.

For Salesforce Accounts (Static), an Account List is retrieved from Salesforce and enriched using our data providers to create a Contact List, which is uploaded to Facebook or LinkedIn.

For Salesforce Accounts & LinkedIn Native, an Account List is directly uploaded from Salesforce to LinkedIn. Any Contact filters you define here will be applied once the Campaign is launched.

Note: Building MetaMatch Contact & Account audiences takes approximately 24 hours.

Salesforce Accounts criteria builder doesn't show fields I need

Currently, the Salesforce Accounts / Contacts Criteria builder supports only top-level fields (fields directly on the object). Unfortunately, cross-object fields, such as ownership fields, are not supported at this time.

Ensure that the user logged into the Salesforce integration has permission to view these fields. If not, even top-level fields won’t be selectable.

Currently, unsupported field types include:

• Cross-object fields like Lookup, Owner fields, and External Lookup
• Formula Fields
• Text Area (Long / Rich)
• Roll-Up Summary
• Geolocation
• Time
• Text (Encrypted)

The estimate is returning no results

Ensure your criteria are entered correctly, especially when entering multiple values in a text field, e.g., "Data, User."

The following format is required:

You can also use the advanced filter logic to apply AND or OR conditions.

None of my criteria work based on limitations

If these limitations prevent you from creating a segment, consider creating a List View directly in Salesforce. After defining the criteria there, you can pull the list into Metadata.

To do so, create your List View in Salesforce. Ensure that Account Name and Website are the first two columns, as these need to be presented to correctly pull the List View. Also, ensure the view is visible to the logged-in SFDC user. If it is only shared with you, it may not be visible when selecting it.

Once the List View is created, navigate to your Salesforce audience type, choose Salesforce List View, and select your view from the drop-down menu.

Note that for Salesforce Accounts MetaMatch, List View is currently not possible with Dynamic at this time.

My report I built in SFDC does not show in Saved Criteria

The Metadata platform currently supports only List View; reports created in SFDC will not be displayed. When building a new report in the Metadata platform, you can click "Save Criteria." After saving, the report will appear under Saved Criteria for future use.

My List View I created does not show in the list of available options

Ensure that the List View you created is accessible to the user currently connected to SFDC. If it is not shared with that user, it will not appear in the drop-down menu.

Returned Account results do not match List View in SFDC

If the results for Accounts don’t match the List View in SFDC when selecting it in MD, ensure the following:

• Account Name and Website are the first two columns in the List View.
• The user logged into the integration has permission for Account Name and Website fields.