Using Salesforce Data to find Accounts in Prospector

In addition to searching for your ideal new accounts using Clearbit data, you can also use the Salesforce Data filter on the Company Search tab to find Leads or Contacts at Accounts that already exist in your Salesforce org.

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Using the Salesforce Data Filter

The filter has 3 options - 

  • All Accounts - Limit your search to only Accounts that exist in your Salesforce org
  • My Accounts - Limit your search to only Accounts that list the current user as the Account Owner
  • My Open Opportunities - Limit your search to only Accounts that list the current user as the Account Owner AND have a related open Opportunity.

This filter can also be combined with other company data filters to run advanced searches like Find me Contacts at my SaaS Accounts that have over $20M in revenue with an open Opportunity.