Loading
Sales Innovations for Prospect Management
目次
絞り込み条件 (0)追加
絞り込み条件を選択

          結果がありません
          結果がありません
          検索のヒントをいくつかご紹介します

          キーワードの入力ミスがないか確認する。
          より一般的な検索語を使用する。
          絞り込み条件を減らして、検索範囲を広げる。

            Salesforce ヘルプ全体を検索
            Salesforce ヘルプ全体を検索
            Add Members to Actionable Lists with a Quick Action

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Innovations for Industries Clouds

            Add Members to Actionable Lists with a Quick Action

            List creatorscan add account, contact, case, opportunity, and lead records to existing actionable lists quickly with the Add to an Actionable List quick action. List creators can use this quick action from list views on object pages or from record pages.

            Required Editions

            Available in: Lightning Experience
            Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses
            User Permissions Needed
            To add object records as list members:

            Actionable Segmentation

            AND

            Query for Datapipelines User
            1. On an object page, select one or more records in the list view and click Add to an Actionable List. Alternatively, go to a record page and click Add to an Actionable List in the actions menu.
            2. Select the list to which you want to add the record, and click Add.
             
            読み込み中
            Salesforce Help | Article