Like all Salesforce objects, actionable lists are governed by your sharing model. To make sure that the right colleagues have access to the right lists, a list creator can extend sharing for your own lists one by one.
Required Editions
| Available in: Lightning Experience |
| Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses |
| User Permissions Needed | |
|---|---|
| To share actionable lists: |
Actionable Segmentation |
An actionable list is visible only to its owner until it's shared. A list owner shares a list with other Salesforce users one by one. Before you share, review How Actionable List Sharing Works to understand how access to a list and its members is determined.
- From the App Launcher, find and select Actionable Lists.
- Click a list that you want to share with another user.
- On the highlight panel of the list details page, click the action menu and select Sharing.
- Search for users with whom you want to share this list, and select a name.
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Specify one of these Actionable List Access
Levels:
- Read/Write
- Read Only
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Save the changes.
- When you share a list with Read/Write access, the user can edit every member in that list.
- If a user doesn't have access to one or more list member records, the user can't proceed with list engagement activities for these list members even though the list is shared.
To view everyone with access to a list, open the action menu on the list details page, and select Sharing Hierarchy.