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Sales Innovations for Prospect Management
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            Select Dataset Records for Actionable Lists

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            Select Dataset Records for Actionable Lists

            You can manually select up to 200 records to add to an actionable list. Using the bulk select option, you can select up to 10,000 records at a time to add to an actionable list.

            Required Editions

            Available in: Lightning Experience
            Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses
            User Permissions Needed
            To select dataset records for actionable lists:

            Actionable Segmentation

            AND

            Query for Datapipelines User

            Bulk selection is available only when you’re creating a list. You can use manual selection when creating a list or editing an existing list.

            1. To select dataset records manually:
              1. Create a list or edit an existing list.
              2. On the actionable list builder page, click the column header.
                200 dataset records on the current page are selected.
              3. Click Review & Save (Count).
              4. Review the selected members, update the default list member status if necessary, and click Confirm & Save.
            2. To select dataset records in bulk:
              1. Create a list.
              2. On the actionable list builder page, click the column header.
                200 dataset records on the current page are selected, and a banner text with the bulk selection option is shown.
              3. Click Select all <count> items matching filter criteria.
                If the count of dataset record items is more than 10,000, apply filter criteria and select up to 10,000 record items.
              4. Click Review & Save (Count).
              5. Change the default list member status if necessary, and click Confirm & Save.
                You can’t see the list member selection because the count of selected members is too large to preview.
             
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            Salesforce Help | Article