Actionable Segmentation enables you to segment similar client profiles, curate them, and
design timely and personalized client outreach programs. Actionable list definitions and
actionable lists are the key elements of the Actionable Segmentation feature.
Required Editions
| Available in: Lightning Experience |
| Available in: Clouds that have Industry Sales Excellence Add On and Query for
Datapipelines User licenses |
You can create actionable lists for various outreach initiatives. For example, as a wealth
manager, create an actionable list of high net worth individuals for a wealth plan outreach
initiative, or an actionable list of potential leads for an Insurance Plan initiative.
Create actionable list definitions that enable you to build datasets containing records
joining information across multiple objects according to your business requirements. For
example, if a business requirement is to sell a wealth plan designed for high net worth
individuals or households whose net worth is greater than US$1 million, then your org admin
can create a dataset containing such records by performing cross-object joins of Account,
Contact, Financial Account, and other related objects.
Create an actionable list by using an actionable list definition. You can specify list
filtering criteria when creating a list. Before creating a list, ensure that your org admin
has already created and activated the actionable list definition that you plan to use.
Explore and Learn
Watch this video to learn about Actionable
Segmentation and its end-to-end workflow.
If you aren’t able to watch the video in full screen, open the
video on a new tab: 
Overview of Actionable
Segmentation.
To learn how to create actionable list definitions and
actionable lists, see Actionable Segmentation.
