Anton Chisliuk · AI Marketing Ops
Anton Chisliuk
AI Marketing Ops
SheetsABM Target List Import
fx=SUM(E2:E6)
1
2
3
4
5
6
A
B
C
D
E
Campaign
Source
Medium
Spend
Leads
Q1 Launch
google
cpc
$1200
42
Webinar
google
cpc
$1600
18
ABM Tier-1
google
cpc
$2000
7
Row
google
cpc
$2400
—
Row
google
cpc
$2800
—
List CSV
ABM

Account-Based Target List Import

Standard columns for account name, domain, tier, owner, and intent score import.

Free to download — enter your email and we'll send the List CSV file instantly. No spam.

Platform
Salesforce
Format
List CSV
Setup
~25 min
Difficulty
Intermediate
Category
ABM
abm salesforcetarget account list
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What does this Salesforce template do?

CSV template for tier-1 ABM accounts with domain, industry, employee band, assigned AE, and marketing play tags — ready for Data Loader upsert.

What's included

  • CSV template
  • Custom field API names doc

Common use cases

  • Marketing ops teams — Ship faster with a documented starting point.

How to import into Salesforce

  1. 1

    Download the config pack

    You'll receive Flow JSON, CSV field maps, or step-by-step clone documentation.

  2. 2

    Open Setup or Flow Builder

    Use Flow Builder for automations, or Object Manager for assignment rules and fields.

  3. 3

    Import or recreate

    Import Flow JSON in sandbox first, or follow the doc to clone actions manually.

  4. 4

    Validate in sandbox

    Test with sample leads before deploying to production.

How to customize for your stack

Extend the stack

Add Slack alerts or CRM branches per operator notes in email.

Anton Chisliuk · AI Marketing Ops · Updated September 2026

FAQ

Standard columns for account name, domain, tier, owner, and intent score import.

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