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
| Action | Where | Steps |
|---|---|---|
| Add Single Account | Account → ShiftUp tab | Click the ShiftUp tab to add |
| Account List Add | Account List → Create Account Plans | Click Create Account Plans |
| Accounts in Seller Profile | Seller Profile → Manage Accounts → Save Changes | Select Accounts and Save Changes |
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.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.
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.
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.
Click Monitor this Account
Click the Monitor this Account button. The button updates to “Setting up monitoring…” while ShiftUp activates the account.
Add multiple accounts from the account list view
Add multiple accounts from the account list view.Add multiple accounts from a seller profile
You can also add multiple accounts at once from the seller profile page.Open a seller profile
Navigate to the Seller Profiles tab in the ShiftUp sidebar. Select the seller profile you want to add accounts to.
Click Manage Accounts
On the seller profile detail page, click the + Manage Accounts button. This opens a two-pane transfer list.
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.
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).
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.