Lead Management24% of the exam
Static, dynamic, public and test lists
When to build a static or a dynamic list, how each is created and maintained, and what the list options (Email Test List, Public List, Archive Date, CRM Visible) plus copy, convert and split do to membership.
Distinguish between the capabilities of, use cases for, and how to create different types of lists.
~8 min read · 10 practice questions ·
What the exam expects
- Choose a static or a dynamic list from how membership must behave over time.
- Create each list type in the Lightning App and pick the right list options (Email Test List, Archive Date, Public List, CRM Visible).
- Predict dynamic list membership from its criteria, including account, opportunity and Salesforce campaign criteria.
- Keep a snapshot of a dynamic list, split a list at random, and clean up dynamic lists without losing what you need.
- Explain what prospects can do with public static and public dynamic lists on the email preference center.
Key terms:
- Static list: a list built once and changed by hand or by automations.
- Dynamic list: a rule-based list that adds matching prospects and removes those who stop matching.
- Public list: a list shown on the email preference center.
- Email Test List: the option that marks a list for internal test sends.
- Archive Date: the option that hides a list from tables and picklists while automations keep working.
Key facts
Static vs dynamic
- Detail
- Static is built once and edited; dynamic is rule-based and updates automatically
Manual changes
- Detail
- Possible on static lists, not on dynamic lists
Lightning path
- Detail
- Prospects, then Segmentation, then Segmentation Lists, + Add List
Archived list
- Detail
- No new prospects, no list emails, automations still work
Deleted list
- Detail
- Goes to the recycle bin; prospects aren't deleted
Split
- Detail
- Random division; a split dynamic list yields static lists, original unchanged
Convert or split
- Detail
- Can't be restored to dynamic
Recommended maximum
- Detail
- No more than 1,000 dynamic lists
Campaign field change
- Detail
- Dynamic list isn't recalculated until the prospect record updates
Dynamic list opt-out
- Detail
- Prospect stays on the list but gets no emails sent to it
Sources for this section (7)
- Static and Dynamic Listshelp.salesforce.com (opens in a new tab)
- Create a Dynamic Listhelp.salesforce.com (opens in a new tab)
- Archive a Listhelp.salesforce.com (opens in a new tab)
- Segmentationhelp.salesforce.com (opens in a new tab)
- Split a Listhelp.salesforce.com (opens in a new tab)
- Dynamic List Considerationshelp.salesforce.com (opens in a new tab)
- Email Preference Pageshelp.salesforce.com (opens in a new tab)
- When a dynamic list is the recipient list of a scheduled send, which prospects receive the email?
- Why wait before sending to a dynamic list you restored from the recycle bin?
- Which list option lets sales users edit a list from Salesforce?
- When does a dynamic list built on Prospect email status match a prospect for soft bounces?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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