Prerequisites
Before you can add an account, make sure the following are in place:- A seller profile exists with a company profile and an ideal customer profile (ICP) configured
- You have the Seller, Manager, or Admin role assigned
If you have a restricted seller role, you cannot add accounts yourself. Contact your admin or manager to have accounts added to your profile.
Quick reference
To add accounts from the account page or account list view, this function must be configured by your Salesforce admin.
Add an account from a Salesforce account record
You can add any Salesforce account to ShiftUp directly from the account page.1
Open a Salesforce account record
Navigate to the account you want to monitor in Salesforce. The account record page includes a ShiftUp tab that opens by default.
2
Review the monitoring prompt
If the account is not yet monitored, you see a message: “This account is not being monitored” along with a prompt to start monitoring.
3
Select a seller profile (if applicable)
If your org has more than one active seller profile, select the appropriate profile from the Seller Profile dropdown. If only one profile exists, it is selected automatically.
4
Click Monitor this Account
Click the Monitor this Account button. The button updates to “Setting up monitoring…” while ShiftUp activates the account.
5
Confirm activation
A success notification confirms “Account is now being monitored”. The page reloads and displays the account plan with AI-generated intelligence.
Add multiple accounts from the account list view
Add multiple accounts from the account list view.1
Open the account list view
Navigate to the Accounts tab in Salesforce.
2
Select the accounts
Select the accounts to be monitored or choose select all
3
Create account plans
Click on create account plans
4
Select seller profile
Select the appropriate seller profile
Add multiple accounts from a seller profile
You can also add multiple accounts at once from the seller profile page.1
Open a seller profile
Navigate to the Seller Profiles tab in the ShiftUp sidebar. Select the seller profile you want to add accounts to.
2
Click Manage Accounts
On the seller profile detail page, click the + Manage Accounts button. This opens a two-pane transfer list.
3
Select Salesforce accounts
The left pane displays accounts from your Salesforce org. Use the search bar to find specific accounts, then check the box next to each account you want to add.
4
Transfer accounts to ShiftUp
Click the arrow button between the two panes to move selected accounts from the Salesforce list (left) to the ShiftUp monitored list (right).
5
Save changes
Confirm the accounts you want to monitor appear in the right pane, then click Save Changes to activate monitoring.
Bulk Import from a Salesforce report or custom criteria
For large batches, use the Bulk Import wizard on a seller profile. It creates monitored account plans in the background from either an existing Salesforce report or a filter-based query against Account records, and reports success, failed, and skipped counts when it finishes.Who can run Bulk Import
Bulk Import is gated by two Salesforce custom permissions. There is no toggle in ShiftUp Admin — access is assigned through Salesforce Setup → Permission Sets, like the other ShiftUp role permissions.- Bulk Import Account Plans (
Bulk_Import_Account_Plans) — enables the Bulk Import button and the full wizard, including aborting a running job. - View Bulk Import Account Plan Jobs (
View_Bulk_Import_Account_Plan_Jobs) — enables View Import Jobs on the seller profile (read past runs and their outcomes). Users with Bulk Import Account Plans implicitly get this too.
Managers and Sellers see View Import Jobs on the seller profile but the Bulk Import button is hidden. To let a specific Manager or Seller start imports, either assign them the ShiftUp Admin permission set, or create a small custom permission set that enables the Bulk Import Account Plans custom permission and assign it alongside their existing ShiftUp Manager or ShiftUp Seller set.
Choose a source
The wizard supports two sources for the accounts to import:- Report — an existing Salesforce report. Search by name; the wizard validates the report before it will let you continue.
- Custom criteria — a filter builder over Account fields. Add up to 5 filters. Text fields match as contains by default (turn on Exact match for equals); date fields support on, before, after, and between. No filters means every Account you can access will be imported.
Row caps
- Report imports process up to 2,000 rows per run. If the report returns more, the import processes the first 2,000 and warns you on the review step.
- Custom criteria imports process up to 10,000 rows per run. Over-cap warns rather than blocks; narrow the filters and run again to import the rest.
Run the wizard
1
Open Bulk Import
Navigate to Seller Profiles in the ShiftUp sidebar, open the target profile, and select the Monitored Accounts tab. Click Bulk Import.
2
Select the source
Pick Report or Custom criteria.
- Report — search for the report by name and select it from the results.
- Custom criteria — add filter rows using the field, operator, and value controls.
3
Review
Confirm the source, the target seller profile, and the number of accounts that will process. If the result exceeds the row cap, a warning explains how many will be imported.
4
Start import
Click Start import. The job runs asynchronously — you can leave the wizard open to watch progress or close it and come back through View Import Jobs.
5
Abort if needed
While the job is running, click Abort and confirm. The import stops at the next chunk boundary; any accounts already created stay monitored.
After the import
When the job finishes, the wizard shows the outcome — Success, Partial, Error, or Aborted — with success, failed, and skipped counts.- Successful rows are now monitored account plans on the seller profile.
- Failed rows are listed with a per-row reason, so you can fix the source data and re-run.
- Open View Import Jobs on the seller profile any time to see the full history of past runs and their outcomes.
What happens after you add an account
Once an account is activated, ShiftUp’s AI engine automatically begins analyzing it. It generates:- Account plan — a strategic blueprint with company intelligence, key highlights, factors driving change, and a business landscape narrative
- Sales strategies — hypothesis-driven strategies with conversation roadmaps, stakeholder mapping, and business cases
- Stakeholder intelligence — identified stakeholders with roles, influence levels, and confidence scores
Account plan limits
Your ShiftUp license determines the maximum number of active account plans. If you reach the limit, a message displays: “Account plan limit reached,” and the monitor button is not available. You need to deactivate an existing account before adding a new one. Contact your admin to review your license allocation.Troubleshooting
No seller profiles available
No seller profiles available
If you see “No Seller Profiles available”, a seller profile has not been created for your org yet. Contact your administrator to set up a seller profile.
Account plan limit reached
Account plan limit reached
Your org has reached the maximum number of monitored accounts allowed by your license. Deactivate accounts you no longer need or contact your admin to adjust the allocation.
Account is already monitored
Account is already monitored
If the account already has an active plan, the ShiftUp tab displays the account plan directly instead of the monitoring prompt. You do not need to add it again.