How to Add Adverse Monitor List Member (List View)

1. Log In to Salesforce

➡ Access your Salesforce org with the appropriate credentials.

2. Navigate to Source Object 

• Go to the List View of the source object (e.g., Lead, Contact, Account) 

3. Select Records from the List View

• Select one or more records using checkboxes. 

4. Add List Members

• Click on Add Monitor List Members Button. 

4.1 Choose Member Type (Select Person or Entity )

4.2 Select Monitor List Option 

4.2.1 Add to Existing Monitor List

• Select the Exiting Monitor List which are available and Active

4.2.2 Create New Monitor List

• Click on ‘Create New Monitoring List’ button 

• Enter the List Name and Select the Permissible Purpose

• Select: 

  • GLB 

  • DPPA 

  • Voter Code 

• Select Categories

  • Choose one or more Categories (They allow you to narrow down or restrict the results shown based on specific categories you've selected.) to associate with this monitor list. 

  • Click Add Members

5. Confirmation 

• Selected records are added to the new or existing monitor list.