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            Actionable Segmentation

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            3. Financial Services Cloud Admin Guide

            Actionable Segmentation

            Actionable Segmentation enables you to segment similar client profiles, curate them, and design timely and personalized client outreach programs. Actionable list definitions and actionable lists are the key elements of the Actionable Segmentation feature.

            Required Editions

            Available in: Lightning Experience
            Available in: Clouds that have Industry Sales Excellence Add On and Query for Datapipelines User licenses

            You can create actionable lists for various outreach initiatives. For example, as a wealth manager, create an actionable list of high net worth individuals for a wealth plan outreach initiative, or an actionable list of potential leads for an Insurance Plan initiative.

            Create actionable list definitions that enable you to build datasets containing records joining information across multiple objects according to your business requirements. For example, if a business requirement is to sell a wealth plan designed for high net worth individuals or households whose net worth is greater than US$1 million, then your org admin can create a dataset containing such records by performing cross-object joins of Account, Contact, Financial Account, and other related objects. 

            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 org admin has already created and activated the actionable list definition that you plan to use.

            Explore and Learn

            Watch this video to learn about Actionable Segmentation and its end-to-end workflow.

            If you aren’t able to watch the video in full screen, open the video on a new tab: Watch video Overview of Actionable Segmentation.

            To learn how to create actionable list definitions and actionable lists, see Actionable Segmentation.

             
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