Actionable List Members Add-Ons and Permissions

Required Add-Ons

The products and add-on licenses in your Salesforce org determine whether you have Actionable List Members. To give users access to Actionable List Members, your org must have the Industry Sales Excellence add-on license.

Required Permissions

Assign the Actionable Segmentation permission set to your users who use Actionable List Members.

To see what’s included in a permission set, click View Summary on the permission set’s detail page in Setup.

Customizing Permissions

If you customize Actionable List Members—for example, by adding fields—create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the default permission set in addition to your custom permission sets. This approach is an alternative to cloning permission sets and ensures that users always have the latest default permissions.