To create and view actionable list definitions and lists, enable the Actionable
Segmentation feature in Setup. After enabling this feature, you can create and activate actionable
list definitions, and create actionable lists using these list definitions.
Required Editions
Available in: Lightning Experience
Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines
User licenses
User Permissions Needed
To enable Actionable Segmentation:
Actionable Segmentation
AND
Data Pipelines Base User
Before enabling Actionable Segmentation, ensure that you enable Data Pipelines, and assign the
Actionable Segmentation, Data Pipelines Base User, and Query for Datapipelines User permission
sets.
From Setup, in the Quick Find box, enter Data Pipelines, and then
select Get Started. To find Data Pipelines in Setup, the Data Pipelines
Base User permission set must be assigned to you.
Enable Data Pipelines.
From Setup, in the Quick Find box, enter Actionable Segmentation,
and then select Actionable Segmentation Settings.
Enable Actionable Segmentation.
When you enable Actionable Segmentation in Setup, an auto-installed app creation
request is triggered and a CRMA application is created for Actionable Segmentation. This
application provides the shared folder to save datasets associated with list
definitions.
To view the auto-installed application for Actionable Segmentation, follow these
steps:
From Setup, in the Quick Find box, enter Auto-Installed, and then
select Auto-Installed Apps.
Click the Apps tab. You can view the application created for
Actionable Segmentation here.
Important Create the Actionable Segmentation application only using
Auto-Installed Apps and not manually.
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