> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add An Account to ShiftUp

Learn how to add Salesforce accounts to ShiftUp so the AI engine can generate account plans and sales strategies.

Adding an account to ShiftUp links a Salesforce account to a seller profile, enabling the AI engine to analyze it and generate [account plans](https://docs.shiftupai.com/onboarding/account-plan) and [sales strategies](https://docs.shiftupai.com/onboarding/sales-strategy).

## Prerequisites

Before you can add an account, make sure the following are in place:

* A [seller profile](https://docs.shiftupai.com/onboarding/seller-profile) exists with a company profile and an ideal customer profile (ICP) configured
* You have the **Seller**, **Manager**, or **Admin** role assigned

<Note>
  If you have a restricted seller role, you cannot add accounts yourself. Contact your admin or manager to have accounts added to your profile.
</Note>

## 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 |

<Note>
  To add accounts from the account page or account list view, this function must be configured by your Salesforce admin.
</Note>

## Add an account from a Salesforce account record

You can add any Salesforce account to ShiftUp directly from the account page.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Click Monitor this Account">
    Click the **Monitor this Account** button. The button updates to **"Setting up monitoring..."** while ShiftUp activates the account.
  </Step>

  <Step title="Confirm activation">
    A success notification confirms **"Account is now being monitored"**. The page reloads and displays the account plan with AI-generated intelligence.
  </Step>
</Steps>

## Add multiple accounts from the account list view

Add multiple accounts from the account list view.

<Steps>
  <Step title="Open the account list view">
    Navigate to the **Accounts tab** in Salesforce.
  </Step>

  <Step title="Select the accounts">
    Select the accounts to be monitored or choose select all
  </Step>

  <Step title="Create account plans">
    Click on create account plans
  </Step>

  <Step title="Select seller profile">
    Select the appropriate seller profile
  </Step>
</Steps>

## Add multiple accounts from a seller profile

You can also add multiple accounts at once from the seller profile page.

<Steps>
  <Step title="Open a seller profile">
    Navigate to the **Seller Profiles** tab in the ShiftUp sidebar. Select the seller profile you want to add accounts to.
  </Step>

  <Step title="Click Manage Accounts">
    On the seller profile detail page, click the **+ Manage Accounts** button. This opens a two-pane transfer list.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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).
  </Step>

  <Step title="Save changes">
    Confirm the accounts you want to monitor appear in the right pane, then click **Save Changes** to activate monitoring.
  </Step>
</Steps>

## What happens after you add an account

Once an account is activated, ShiftUp's AI engine automatically begins analyzing it. It generates:

1. **Account plan** — a strategic blueprint with company intelligence, key highlights, factors driving change, and a business landscape narrative
2. **Sales strategies** — hypothesis-driven strategies with conversation roadmaps, stakeholder mapping, and business cases
3. **Stakeholder intelligence** — identified stakeholders with roles, influence levels, and confidence scores

Account plans and strategies refresh on a scheduled basis or when you trigger an on-demand refresh. You can also refine the account plan by adding [account notes](https://docs.shiftupai.com/onboarding/account-plan#refining-with-account-notes) based on your conversations.

## 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

<AccordionGroup>
  <Accordion title="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](https://docs.shiftupai.com/setup/seller-setup).
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>