---
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id: 33e5a3f5dd1fc7ab91e11be4421a75f76b1897a16f5d1962a8ab5179a800a512
title: Considerations for Adding Latest Matching Records to Actionable Lists
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/actionable_segmentation_refresh_list_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.actionable_segmentation_refresh_list_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 20e712d690702961854027e9c63a4d80a02ff1d608db13c89760540b9d2e6cae
description: Review these considerations when you plan to add the latest matching dataset records to existing actionable lists.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Considerations for Adding Latest Matching Records to Actionable Lists

Review these considerations when you plan to add the latest matching dataset records to existing actionable lists.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses</td></tr></tbody></table>

As list creators, review these considerations before adding latest matching records to actionable lists:

- You can add latest matching records only to the lists created in the Winter ’24 and later releases.
- You can add latest matching records only to the lists that are created using actionable list definitions.
- The Add Latest Records button on the list details page is visible:
    - Only to the list creators who have the permissions to access the Actionable List object.
    - Only to the actionable lists that have associated saved filter criteria.
- Filter criteria are saved for an actionable list in these scenarios:
    - Selecting all the filtered records to add to the list.
    - Using the Select All option to add all the filtered records to add to the list.
- Filter criteria aren’t saved for an actionable list when you use multiple filter criteria to filter dataset records to add to a list.