Accounts Overview

Manage and analyze your Salesforce Accounts in Common Room, enriched with real-time customer signals.

Why this matters

Use Accounts to:

• Prioritize high-value opportunities based on real engagement signals
• Align your team around Salesforce-driven workflows
• Identify accounts most likely to convert or expand

What is an Account?

An Account in Common Room represents a company record synced directly from Salesforce.

It reflects:

• Your pipeline
• Your customer base
• The accounts your team actively owns and manages

Each Account is enriched with signals from across Common Room, including:

• Product usage
• Community activity
• Website visits
• Job changes

Accounts vs. Organizations

Common Room includes both Accounts and Organizations to represent companies—but they serve different purposes and work together.

At a glance

How they work together

Think of the relationship like this:

• Organizations = the complete picture of a company across all signals
• Accounts = the Salesforce-owned record your team uses to manage that company

In many cases:

• One Organization maps to one Account
• But not always

Key differences

• Organizations can exist without Accounts → Created from activity across your data sources (even if not in Salesforce)
• Accounts only exist if they exist in Salesforce → They reflect your CRM system of record
• Organizations merge data across sources → Accounts inherit and surface that signal data for GTM workflows

Hierarchy & Data Flow

• Data flows from multiple sources → Organizations
• Salesforce data syncs → Accounts
• Common Room enriches Accounts with signals tied to the corresponding Organization

👉 In practice:

• Organizations = data foundation
• Accounts = action layer for GTM teams

When should I use Accounts?

Use Accounts when you want to:

• Track and prioritize revenue-driving companies
• Align GTM teams around Salesforce-owned data
• Identify engaged accounts using signal data
• Build targeted account segments for outreach

Who is this for?

• Sales teams
• Customer Success Managers
• RevOps / GTM Operations
• Marketing (account-based workflows)

Quick Start

1. Navigate to Accounts
2. Apply filters (e.g., ARR, owner, engagement)
3. Sort by a relevant signal (e.g., recent activity)
4. Click Create segment to save and monitor your view

Requirements & Access

Supported CRM: Accounts requires a Salesforce integration
Access: Available automatically for new customers

If you don’t see Accounts:

• Contact your CSM
• Or email support@commonroom.io

Accounts vs. Organizations

👉 Recommendation: If your team works in Salesforce, use Accounts as your primary object

Using the Accounts Page

The Accounts page displays all synced Salesforce Accounts.

From here, you can:

• Filter and sort accounts to find high-priority opportunities
• Customize columns to match your workflow
• Export data for reporting or analysis
• Create segments to monitor accounts over time

Filter and Sort Accounts

Use filters to narrow down accounts based on:

• Salesforce fields (e.g., Account Owner, Opportunity Stage, ARR)
• Signal data (e.g., community activity, web visits)
• Firmographic data (e.g., industry, employee count)

To sort:

• Click any column with the ▾ icon
• Toggle ascending or descending order

💡 Pro tip: Sort by engagement signals to quickly identify high-intent accounts.

Customize Columns

To customize your view:

1. Click Edit columns (top-right)
2. Add or remove fields
3. Set a default sorting column

Permissions:

• Only Admins can update columns
• Changes apply to all teammates

Create an Account Segment

If you’ve built a useful filtered view:

1. Click Create segment
2. Save your filters
3. Pin it to your homepage

This allows you to:

• Monitor account changes over time
• Share views across your team
• Power downstream workflows

Common Issues

Accounts not appearing

• Confirm Salesforce is connected
• Verify Accounts exist in Salesforce
• Check sync status

Missing fields or data

• Confirm field mappings in your Salesforce integration
• Verify field-level permissions

Can’t edit columns

• Only Admin users can update column configurations

Best Practices

• Use Accounts for revenue workflows, not raw signal exploration
• Combine filters + segments for ongoing monitoring
• Regularly review high-engagement accounts for outbound opportunities

FAQs

What’s the difference between Accounts and Organizations?

Accounts come from Salesforce and reflect your pipeline and customer base. Organizations are Common Room’s merged view across all signal sources.

Do Accounts update automatically?

Yes — Accounts sync from Salesforce and are continuously enriched with new signal data.

Can I use Accounts without Salesforce?

No — Accounts currently require a Salesforce integration. HubSpot support is coming soon.