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            Assign Permission Sets for Actionable Segmentation

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            Assign Permission Sets for Actionable Segmentation

            Give users access to use the Actionable Segmentation feature by assigning permission sets.

            Required Editions

            Available in: Lightning Experience
            Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses
            Add permissions in the Actionable Segmentation permission set:
            1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
            2. Click Actionable Segmentation.
            3. Click the System Permissions link.
            4. Click Edit.
            5. Select the following permissions:
              • Actionable Segmentation Admin
              • Actionable Segmentation List Manager
              • Actionable Segmentation Objects
              • Actionable Segmentation Engagement
            6. Save your changes.

            See Also

            Assign the Permission Set

            Based on these user persona, assign permission sets for your users.

            User PersonaUser ActionPermission Set
            Admin Create and activate actionable list definitions
            • Actionable Segmentation
            • Data Pipelines Base User
            • Query for Data Pipelines
            Sales or service executives Create and configure actionable lists
            • Actionable Segmentation
            • Query for Data Pipelines
            • View Setup and Configuration Permission
            Sales or service agents Engage with prospects Actionable Segmentation
            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Click a user’s name.
            3. Under Permission Set Assignments, click Edit Assignments.
            4. Save your changes.
             
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