Creating Actionable Lists by Using List Builder for Data Cloud Segment

Available in: Lightning Experience

Available in: Enterprise, Professional, Starter, and Unlimited Editions with the required add-ons

List creators can create actionable lists for various outreach initiatives. For example:

• Wealth managers can create an actionable list of high-net-worth individuals for a wealth plan outreach initiative.
• Auto dealers can create a list of leads for a test drive and follow up on store visit outreach initiatives.
• Admissions directors can create a list of prospects for an admissions initiative.

• List Builder for Data Cloud Segment Add-Ons and Permissions
  Users access List Builder for Data Cloud Segment in their Salesforce org, including Companion org, through supported editions, add-ons, and permissions.
• Enable and Set Up List Builder for Data Cloud Segment
  To create actionable lists from Data Cloud segments, first enable Data Cloud as a data source in Setup. Then add the tab to user profiles and customize user notifications.
• Configure Companion Org to Use Data Cloud One Actionable Lists
  Set up your Companion Org to leverage the power of Data Cloud One Actionable Lists. Companion org users gain the ability to use these lists for segmentation and action. To enable this, administrators must first activate Data Pipelines and Actionable Segmentation in Setup. By assigning the appropriate licenses and permissions, you enable users in the companion org to access and utilize segments defined in Data Cloud One, empowering them with actionable customer data.
• Create an Actionable List from a Data Cloud Segment
  Use the List Builder for Data Cloud Segment feature to create an actionable list from a Data Cloud segment.
• Work with Actionable Lists Created from Data Cloud
  Set priority, assign OmniScripts for guided interactions, and assign actionable lists to sales or service agents to engage with prospects, including existing customers.
• Limitations of List Builder for Data Cloud Segment
  Limitations are boundaries beyond which features are unavailable, performance is throttled, or usage billing charges are applied. Work with your account executive to find a solution that meets your goals.