What are General Exclusions
General Exclusions are an account setting that helps you to exclude specific audiences from being targeted in advertising to ensure your budget is optimized.
Under Settings > General Exclusions you can use Salesforce data to exclude:
| Exclude from advertising | Use a dynamic Salesforce list |
|---|---|
| your current customers | ✅ |
| your competitors | ✅ |
| your coworkers | ❌ |
How to use Salesforce for General Exclusions
Step 1. Create a Company List
The first step is to create a list of Salesforce companies that you want to exclude. You will use the RollWorks List Manager available in your Salesforce instance.
What is the RollWorks List Manager?
The RollWorks List Manager is a legacy tool within Salesforce that allows you to create lists for specific use cases that are not yet supported through the AdRoll ABM platform. You can only use this tool for exclusion lists, not to create Account Lists and Groups you want to target.
Follow the steps below:
- Log in to Salesforce
- Click the App Launcher icon and click RollWorks List Manager
- Choose Create Company Exclusion List
- Select the objects and fields that you want to use to create your list
- Click Next
What Salesforce objects are available to create an exclusion list?
You can use any standard and custom fields on the objects below to import a Salesforce Company List:
- Account
- Opportunity
- Campaign
If you are creating a list that includes multiple objects be sure to specify whether the logic between object fields is an intersection (AND) vs a union (OR).
Your Company List cannot contain more than 50,000 accounts
- View the Estimated Size of your list while you define it so that you can fine-tune the logic to achieve the desired size
- Click Create when your list is ready to go
Step 2. Sync your customer exclusion list with the AdRoll ABM platform
- Log in to your account and go to Settings > General Exclusions
- Click Exclude Customers
- Select the Salesforce company list you created in Step 1.
- All accounts added to this list in Salesforce will be automatically added to your Customer Exclusions list after the daily data sync between the platforms at 12 pm UTC
Step 3. Sync your customer exclusion list with the AdRoll ABM platform
- Log in to your account and go to Settings > General Exclusions
- Click Exclude Competitors
- Select the Salesforce company list you created in Step 1
- All accounts added to this list in Salesforce will be automatically added to your Competitor Exclusions list after the daily data sync between the platforms at 12 pm UTC
Edit exclusion lists synced from Salesforce
To edit your Salesforce exclusion lists synced to the AdRoll ABM platform you will need to do it directly in Salesforce:
- Log in to Salesforce
- Click the App Launcher icon and click RollWorks List Manager
- Find and edit your existing Company List
Any changes made to your lists here will sync to the AdRoll ABM platform the following day at 12 pm UTC.