---
schema_version: "1"
id: 1f8c9b6e2bff2a5c6048ea4e7f36e2f5f4f8997649d288ccba9069e14d166cf7
title: Create and Configure Prioritized Lists of Collection Plans with Actionable List Definitions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_create_actionable_lists.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_create_actionable_lists.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2478506ead22ac91893a02317362d7dd73cb176685f873b9abedb2ea44e4b77c
description: As a collections manager, use actionable list definitions to create actionable lists. Specify list filtering criteria, such as due amount, days past due, or collection plan segment. After you create an actionable list, assign it to collections specialists so that they can get started with the collections activities quickly.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create and Configure Prioritized Lists of Collection Plans with Actionable List Definitions

As a collections manager, use actionable list definitions to create actionable lists. Specify list filtering criteria, such as due amount, days past due, or collection plan segment. After you create an actionable list, assign it to collections specialists so that they can get started with the collections activities quickly.

### 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: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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        <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="d5426e68">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5426e68 ">To create and configure actionable lists of collection plans:</td>


            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5426e68 ">
              <p>Collections and Recovery Specialist permission set</p>
              <p>AND</p>
              <p>Actionable Segmentation permission set</p>
              <p>AND</p>
              <p>Query for Datapipelines User permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration permission</p>
            </td>

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Before creating a list, make sure that your Salesforce admin has already created, activated, run the required actionable list definition. The actionable list definition creates a CRM dataset that contains collection plan and related records. You can use this dataset associated with the list definition to create prioritized list of collection plans. See [Set Up Actionable Segmentation for Collections and Recovery](https://help.salesforce.com/s/articleView?id=ind.collections_set_up_actionable_segmentation.htm&release=264.0.0&type=5 "Enable Actionable Segmentation, which helps you segment similar client profiles, curate them, and design timely and personalized client outreach programs. Create actionable list definitions by using the Collection Plan and related objects. Your collections managers can use these list definitions to create prioritized lists of collection plans, and plan collections activities more effectively.").

1. From the App Launcher, find and select**Actionable Lists**, and then click **New**.
2. [Create an actionable list of collection plans.](https://help.salesforce.com/s/articleView?id=ind.actionable_segmentation_create_lists.htm&language=en_US).