Publish Criteria is defined by a rule or a set of rules. To define the Publish Criteria, you need an integration with a Data Publisher such as Salesforce, Hubspot, Marketo, Pardot, etc.
Follow the steps below to set up your Publish Criteria for any chosen integration.
- From the Left Nav Menu, go to Setup > Integration
- Select the integration that is currently in use. We are choosing Salesforce as an example, but you can choose the integration that you use.
- On the selected Integration page, click Publish Criteria.
- On the Publish Criteria pop-up window, create a rule. To add more rules click on +Add rule and then click Save Criteria.
- Select the Match rule from the dropdown.
- To Add another set of rules, click on +Add Filter
Note: Leads will be published to the integrated platform based on the defined Publish Criteria.
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