Salesforce Docs Portal

Customize Column Preferences for Actionable Lists

List creators can customize the column preferences for their actionable lists according to business needs. When creating actionable lists in List Builder, list creators can choose what columns to show and their display order.

Required Editions

Available in: Lightning Experience
Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses
User Permissions Needed
To customize column preferences for actionable lists:

Actionable Segmentation

AND

Query for Datapipelines User

The column preferences are stored individually for each list creator and the corresponding list definition. The list preferences set by a list creator in a list apply to all lists created by that list creator, as long as they have a common list definition. These preferences persist across sessions.

  1. From the App Launcher, find and select Actionable List Builder, and then click New.
  2. Click Edit Columns.
  3. Use the right and left arrows to add or remove columns to display.
  4. Use the up and down arrows to change the order in which these columns appear in actionable lists.
  5. Save the changes.

After setting the columns to display and their display order, create and apply filters to select dataset records to add to the list.