Loading
Sales Innovations for Prospect Management
Содержание
Фильтры (0)Добавить
Выбрать фильтры

          Результаты отсутствуют
          Результаты отсутствуют
          Ниже приведены некоторые советы по поиску.

          Проверьте орфографию ключевых слов.
          Воспользуйтесь более общим поисковым запросом.
          Выберите несколько фильтров для расширения области поиска.

            Выполните поиск по всей справке Salesforce.
            Выполните поиск по всей справке Salesforce.
            Enable Actionable Segmentation

            You are here:

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

            Enable Actionable Segmentation

            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.

            1. 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.
            2. Enable Data Pipelines.
            3. From Setup, in the Quick Find box, enter Actionable Segmentation, and then select Actionable Segmentation Settings.
            4. 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.
            5. To view the auto-installed application for Actionable Segmentation, follow these steps:
              1. From Setup, in the Quick Find box, enter Auto-Installed, and then select Auto-Installed Apps.
              2. Click the Apps tab. You can view the application created for Actionable Segmentation here.
            Important
            Important Create the Actionable Segmentation application only using Auto-Installed Apps and not manually.
             
            Загрузка
            Salesforce Help | Article