To create, edit, and view actionable lists, set the tab visibility, and enable permissions for the Actionable List, Action List Member, and Actionable List Column objects.
Required Editions
| Available in: Lightning Experience |
| Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses |
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Click the profile that you're editing.
- Click Edit.
- Go to Tab Settings, and select Default On for these settings: Actionable List Builder, Actionable Lists
- Go to Administrative Permissions, and select View Setup and Configuration.
-
Under Standard Object Permissions, locate these objects and assign permissions according to
the profiles:
Note- For Sales executives or managers or advisors who plan to create actionable lists, assign
these permissions:
- Actionable List, and then select Read, Create, Edit, and Delete.
- Action List Member, and then select Read, Create, Edit, Delete, and View All Records.
- Actionable List Column, and then select Read, Create, Edit, and Delete.
- For Sales executives or managers or advisors who plan to add more members to existing
actionable lists, assign these permissions:
- Actionable List, and then select Read.
- Action List Member, and then select Read, and Edit.
- Actionable List Column, and then select Read.
- For Sales executives or managers or advisors who plan to create actionable lists, assign
these permissions:
- Save your changes.
- Repeat these steps for other profiles.