Locating Salesforce Account Owned Companies
As a rep, you can quickly identify all of the Salesforce accounts that are in your name. This will expedite your search and generate valuable results.
Simply go to the Company Search page and find the "Salesforce Account" filter. Find your name in the "Salesforce Account Owner" section and check the box.
Pro Tip: Save your search so that you can come back to that list of all of your named accounts at any time!
If you want to take this a step further, you can incorporate other custom information from Salesforce and create a list of these results. By clicking on the "Add Filter" button and scrolling down to the Salesforce section, you can pick from a variety of custom fields from your own Salesforce instance.
In the example below, I'm going to filter by all of my named accounts in a certain prospecting tier:
Now you can use our advanced company filters or find out which of these companies have had key Signals recently:
Need Help? If you don't see this filter available, make sure you have the DataFox Salesforce integration installed and your user is synced. Check with your Salesforce admin or don't hesitate to reach out to us.
We can be reached at firstname.lastname@example.org.