Industries Common Resources Developer Guide

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Industries Common Resources
AI Accelerator and Scoring Framework
Action Launcher
Actionable List Members
Actionable Segmentation
Actionable Segmentation Standard Objects
ActionableList
ActionableListMember
ActionableListColumn
ActionableListFilterCondition
ActionableListFilterCriteria
ActionableListDefFltrCond
ActionableListDefFltrCrit
Actionable Segmentation Custom Objects
Actionable Segmentation Metadata API Types
Business Rules Engine
Collections and Recovery
Context Service
Criteria-Based Search and Filter
Data Processing Engine, Batch Management, and Monitor Workflow Services
Digital Lending
Discovery Framework
Decision Explainer
Einstein Relationship Insights
Einstein Standard Invocable Actions
Engagement
Group Membership and Households
Identity Verification
Intelligent Document Reader
Intelligent Form Reader
Interest Tagging
Omnistudio Business APIs
Outcome Management Developer Guide
Outreach List
Process Compliance Navigator
Record Alerts
Record Rollup Definitions
Scheduled Reminders
Sentiment Insights
Service Process Studio
Timeline
Virtual Calls
Associated Objects
IndustriesSettings
Industries Object Access by Community License
Access Industries Features Deployed Using Managed Packages
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ActionableList

Represents an actionable list. This object is available in API version 57.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

Access to this object requires Industries Sales Excellence add-on and the Actionable Segmentation Permission Set License.

Fields

Field Details
ActionableListDefinitionId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort
Description
The list definition that's associated with the actionable list.
This field is a relationship field.
Relationship Name
ActionableListDefinition
Relationship Type
Lookup
Refers To
ActionableListDefinition
AssigneeId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The person to whom an actionable list is assigned.
This field is a polymorphic relationship field.
Relationship Name
Assignee
Relationship Type
Lookup
Refers To
Group, User
AssigneeType
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The type of assignee of an actionable list. Available in API version 58.0 and later.
Possible values are:
  • Queue
  • RecordOwner
  • User
AssignmentStatus
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The status of the assignment done for an actionable list. Available in API version 58.0 and later.
Possible values are:
  • Failed
  • InProgress
  • PartiallyComplete
  • Success
  • Waiting
AutomaticAssigneeId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The assignee to whom the new members in an actionable list are automatically assigned. Available in API version 59.0 and later.
This field is a polymorphic relationship field.
Relationship Name
AutomaticAssignee
Relationship Type
Lookup
Refers To
Group, User
AutomaticAssigneeType
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the type of assignee to which the new members in an actionable list are automatically assigned. Available in API version 59.0 and later.
Possible values are:
  • Queue
  • RecordOwner
  • User
BatchCalcJobDefinitionId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
The batch calculation job definition associated with the actionable list. Available in API version 59.0 and later.
This field is a relationship field.
Relationship Name
BatchCalcJobDefinition
Relationship Type
Lookup
Refers To
BatchCalcJobDefinition
CompletionDate
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The last date for completing engagement with the members in an actionable list. Available in API version 58.0 and later.
CurrencyIsoCode
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The ISO currency code for the postauthorization request.
Valid values are:
  • USD—U.S. Dollar
The default value is USD. Available in API version 62.0 and later.
DefaultMemberStatusId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The default actionable list member status.
This field is a relationship field.
Relationship Name
DefaultMemberStatus
Relationship Type
Lookup
Refers To
ActionableListMemberStatus
DefaultSortMemberField
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The default field name used for sorting the actionable list members in Outreach List. Available in API version 58.0 and later.
Description
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The description about the actionable list.
IsActionableListConfigured
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates if an actionable list is configured (true) or not (false).
The default value is false.
IsAutoAssignmentAllowed
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether automatic assignment of new actionable list members is allowed (true) or not (false).
The default value is false.
IsSynchronizationAllowed
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether an actionable list is refreshed (true) or not (false).
The default value is false. Available in API version 62.0 and later.
LastMemberAddDateTime
Type
string
Properties
Filter, Group, Nillable, Sort
Description
The date and time when the last member was added to an actionable list in epoch time format.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last accessed this record, a record related to this record, or a list view.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last viewed this record or list view.
ListStatus
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The status of the actionable list.
Possible values are:
  • Active
  • Archived
  • Draft
  • Processing
MemberCount
Type
int
Properties
Filter, Group, Nillable, Sort
Description
The actionable list members count.
MemberCountLastModDtTime
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The date and time when the member count of an actionable list was last modified.
MemberSortOrder
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The default sort order used for sorting the actionable list members in Outreach List.
Possible values are:
  • Ascending
  • Descending
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
The name of the actionable list.
ObjectName
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description

The object for which the actionable list is created.

Possible values are organized by the API version in which they were introduced. Values are available in all versions after introduction unless noted otherwise.

Possible values are:

API version 60.0 and later:

PersonLifeEvent

API version 60.0 and later with Insurance Managed Package:

  • Claim
  • InsurancePolicy
  • Quote

API version 59.0 and later with Health Cloud:

  • CareFacilityBed
  • CareRequest
  • CareRequestItem
  • CareServiceVisit
  • CareServiceVisitPlan
  • ClinicalServiceRequest

API version 59.0 and later with Loyalty Cloud:

  • LoyaltyProgramMember

API version 59.0 and later:

  • Case

API version 58.0 and later with Automotive Cloud:

  • Vehicle

API version 58.0 and later:

  • Asset
  • Lead
  • Opportunity

API version 57.0 and later:

  • Account
  • Contact
OmniScriptKey
Type
textarea
Properties
Create, Nillable, Update
Description
The key that's created by combining the type, subtype, and language of the OmniScript with a '/' separating these values.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The key that's created by combining the type, subtype, and language of the OmniScript with a '/' separating these values.
This field is a polymorphic relationship field.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
Priority
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The priority of an Actionable List.
Possible values are:
  • High
  • Low
  • Medium
SegmentIdentifier
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the segment on which an actionable list is created. Available in API version 62.0 and later.
SegmentMembershipTable
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The name of the segment membership history table that tracks the existing records in a segment and the records that were added or removed from the segment. Available in API version 62.0 and later.
SourceType
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The source type of the actionable list.
Possible values are:
  • CrmAnalytics—Crm Analytics
  • DataCloudPlatform—Data Cloud Platform
Status
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The status of the actionable list.
Possible values are:
  • Failed
  • Queued
  • Success
SyncStartDateTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The date and time when an actionable list started to synchronize with a Data Cloud segment. Available in API version 62.0 and later.
SynchronizationFailureCount
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The number of times an actionable list fails to synchronize with a Data Cloud segment. Available in API version 62.0 and later.
SynchronizationOperationType
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The type of operation that's performed when an actionable list synchronizes with a Data Cloud segment.
Valid values are:
  • Insert
  • Update
Available in API version 62.0 and later.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

ActionableListChangeEvent
Change events are available for the object.
ActionableListFeed
Feed tracking is available for the object.
ActionableListHistory
History is available for tracked fields of the object.
ActionableListOwnerSharingRule
Sharing rules are available for the object.
ActionableListShare
Sharing is available for the object.