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Sales Innovations for Prospect Management
Add Actionable List Members to a Page

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Add Actionable List Members to a Page

Make the Actionable List Members component available to list creators by adding the component to the Actionable List record page.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Professional, Starter, and Unlimited Editions with the required add-ons
User Permissions Needed
To add Actionable List Members to a page: Actionable Segmentation permission set
Note
Note Ensure that OmniStudio is installed in the Salesforce org.
  1. Edit an Actionable List record page in Lightning App Builder.
  2. Drag the Actionable List Members component on to the page.
  3. Save your changes, and then activate your page, if necessary.
Important
Important To add the Configure List quick action to the Actionable List record page, edit the Actionable List page layout.

See Also

 
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Salesforce Help | Article