---
schema_version: "1"
id: 26761623938d49c2f0ed90fcf498c2f76f8a9ad69fb53985a9edd8dcbfae5ea0
title: Add Latest Matching Dataset 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_lists.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.actionable_segmentation_refresh_lists.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f4b813b26a5275310cff2012e527168f81b6e8acb2e56a66f1b7b511f73d596f
description: As a list creator, manually add the latest dataset records that match the filter criteria associated with the list to get an up-to-date actionable list.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Add Latest Matching Dataset Records to Actionable Lists

As a list creator, manually add the latest dataset records that match the filter criteria associated with the list to get an up-to-date actionable list.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4639e60">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4639e60 ">To add the latest records to actionable lists:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4639e60 ">
              <p>Actionable Segmentation</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Query for Datapipelines User</p>
            </td>

          </tr>
        </tbody>
      </table>

You can add latest matching records only to actionable lists that are created in the Winter ’24 release and later versions.

1. From the App Launcher, find and select **Actionable Lists**.
2. Click the list that you want to update.
3. On the list details page, click **Add Latest Records**. This option is visible to actionable lists that have an associated saved filter criteria. Learn more about the considerations for adding the latest matching records to lists in [Salesforce Help](https://help.salesforce.com/s/articleView?id=ind.actionable_segmentation_refresh_list_considerations.htm&release=264.0.0&type=5 "Review these considerations when you plan to add the latest matching dataset records to existing actionable lists.").
4. Perform one of these actions:
    
    - To view and add records of your choice, click **View & Add Matching Records**.
    - To add all the matching records, click **Add All Matching Records**.
    
    ![Add Latest Records](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-sales_innovations-264-0-0-production-enus/5436c041-18a0-4efe-907a-134ebd767640/sales_innovations/images/actionable_segmentation/add_latest_records.png)
    
    If the number of records that match the filter criteria is more than 200, these records are added to the list asynchronously, and users are notified after the list is updated.

- **[Considerations for Adding Latest Matching Records to Actionable Lists](https://help.salesforce.com/s/articleView?id=ind.actionable_segmentation_refresh_list_considerations.htm&release=264.0.0&type=5)**  
    Review these considerations when you plan to add the latest matching dataset records to existing actionable lists.