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Sales Innovations for Prospect Management
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            Create and Manage Actionable Lists

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            Create and Manage Actionable Lists

            Create actionable lists using actionable list definitions. Customize column preferences when creating lists according to business needs. Edit actionable lists to update name, description, priority, and list status. Refresh lists by adding latest dataset records to existing actionable lists. Add more members to existing actionable lists.

            Required Editions

            Available in: Lightning Experience
            Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses
            • Create Actionable Lists From List Definitions
              Create an actionable list by using an actionable list definition. You can specify list filtering criteria when creating a list. Before creating a list, ensure that your Salesforce admin has already created and activated the actionable list definition that you plan to use.
            • Edit Actionable Lists
              List creators can edit an existing actionable list to change its name, description, priority, and list status.
            • Add Latest Matching Dataset Records to Actionable Lists
              As a list creator, manually add the latest dataset records that match the filter criteria associated with the list to get an up-to-date actionable list.
            • Add More Members to Actionable Lists
              Add more members to an existing actionable list, which helps list creators to revise the member list iteratively based on the changing business needs.
            • Update List Member Count with Flow
              List creators must run the List Member Count API to get the latest count of list members if these members are added to the list through APEX code or Connect API. Use a flow with HTTP Callout action to invoke the List Member Count API, which is a no-code approach and helps you to update the list member count easily and quickly.
            • 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.
            • Share Actionable Lists
              Like all Salesforce objects, actionable lists are governed by your sharing model. To make sure that the right colleagues have access to the right lists, a list creator can extend sharing for your own lists one by one.
             
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