Create Targeting Lists

Specify Target Accounts and Contacts

To target Account and Contact records:

Go to the Accounts tab.
Select a list view.
Select all records that should be targeted.
In the Lightning Experience, click the Mass Manage Account Targets button. In Salesforce Classic, use the Manage Targets button.
In the Targeting Management window, select the Account category and click the Add as targets button.

Categories will be available if the Enable Category selection is allowed.
Go to the Contacts tab and repeat steps 2–5.

The selected records are targeted. For selected Account and Contact records, the Target Frequency records will be created.

The corresponding Marketing Detail Tracking record will be related to the Target Frequency record.

For example, the Account record with the division category D will be linked to the created Marketing Detail Tracking record with the assigned division category D.
The Marketing Detail Tracking record with the Call Rate record type is segmented with the Account/Contact reference to the client.

To find untargeted records:

Go to the Accounts (Contacts) tab and click the funnel icon to show filter settings.
Click Add Filter.
- Select Is Target in Field.
- Select equals in Operator.
- Enter false in Value.
Click Save.

Now, the untargeted records are displayed.

To target Account and Contact records:

Go to the Accounts tab.
Select a list view and use the filter to find targeted records, or manually select the required records.
In the Lightning Experience, click the Mass Manage Account Targets button. In Salesforce Classic, use the Manage Targets button.
Click the Remove from targets button.
Click OK in the confirmation message.
Go to the Contacts tab and repeat steps 2–5.

Records are removed from targets.