Give list creators
access to the objects that they need to configure actionable lists and KPI Bar.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Professional,
Starter, and Unlimited Editions with the required
add-ons
User
Permissions Needed
To provide list creators access to objects:
Actionable Segmentation permission set
From Setup, in the Quick Find box, enter Profiles, and
then select Profiles.
Next to the list creator profile, click Edit.
In the Standard Object Permissions section, enable the Read, Create, Edit, and
Delete permissions for the Actionable List, Actionable List Column, Actionable
List Key Performance Indicator Assignment, Actionable List Key Performance
Indicator Definition, Actionable List Member, and Engagement Attendee
objects.
In the Standard Object Permissions section, enable the View All Records permission for
the target objects of actionable lists.
The View All Records permission to target objects, such as Action, improves the
performance of the Actionable List Members component.
Save your changes.
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