Profile list change refers to the ability to add or remove profiles from a profile list through workflow execution, based on defined conditions such as survey responses, transaction data, or profile attributes. This enables profile lists to be updated dynamically and in real time, ensuring that audience segmentation reflects the latest data without manual intervention or reliance on the Rule Engine.

Business Use Cases

• Adding customers to churn‑risk or promoter lists when survey responses meet defined criteria.

• Segmenting customers in real time based on transaction attributes or custom profile fields.

• Capturing all profiles created through Salesforce Workflows into a dedicated profile list for visibility and downstream actions.

Supported Workflows

The Profile List Change node is available across the following workflow types:

• Transaction Event Workflow: Uses the profile associated with the transaction.

• Salesforce Workflow: Profiles are not implicit and must be selected explicitly.

• Response Event Workflow: Uses the profile linked to the response that triggered the workflow.

• Audience Profile Workflow: Uses the profile on which the workflow is running.

• Zendesk Event: Uses profiles associates with Zendesk workflow.

  Note: For Transaction Event Workflow, Response Event Workflow and Audience Profile Workflow, the system automatically operates on the workflow’s base profile.

Accessing Profile List Change

Steps to access Profile List Change:

1. Navigate to Customer Feedback Management and access a Survey.

2. Navigate to Automation and click + Automation.

   

3. Select Automation Type as Workflow and click Next.

   

4. Select any Workflow Events. For example, Survey Response.

   

5. Go to the Workflow Details section, and fill in the details and click Create.

   

6. Click Add Elements in the workflow canvas and select Profile List Change under Utility, and fill in details:

   

   

   

   1. Name: Add a meaningful name to the profile list change.

   2. Add to Profile List: Select the list of Profile Lists that you want to add.

   3. Remove from Profile List: Select the list of Profile Lists that you want to remove and click Save.

      Note: The Profile List drop‑down displays only the profile lists that you own or that are shared with you while configuring the workflow. Both partner‑level and workspace‑level profile lists are available for selection, and workflows do not support creating new profile lists.

7. Click Save and Deploy.

   

To gain further insight into profile lists, please refer to this article.