1. Implementing Sales
  2. My Lists

My Lists

My Lists, also known as "smart lists", show users the records that are most relevant to them, based their use and engagement with Sales. The lists help minimize navigation and searching.

My lists are enabled by default, although you can configure some aspects of them. See Modify My List Behavior for details.

My Lists are included along with saved searches in Sales in the Redwood UX list pages and in the Sales Dashboard.

How the Lists Work

The lists are based on near real-time user context. They show the most relevant and contextual records data to users once every 10 minutes. They do this by using a predefined relevancy scoring mechanism.

The lists help reduce the navigating and clicking needed to do more searches. For example, the My List for Accounts includes accounts ranked by the number of times a salesperson has opened each account, its contacts, and its opportunities -- and how recently they opened these. So, if today, a salesperson opens or updates account information on Acme four times, but only opens Pinnacle once, then Acme appears higher on the list than Pinnacle.

Each list can display a maximum of 50 items. Items that haven't been touched for 30 days get automatically taken off the list.

Here are some factors that affect how relevancy scores influence the records that get displayed:

  • Recency: The last time a user interacted with an object
  • Frequency: How often a user interacts with an object
  • Favorites: Records a user marked as a favorite
  • Urgency: When an action is expected from a user, such as task due tomorrow, upcoming appointment, and so on
  • Related objects: Relevancy scores are boosted for related account, opportunity, or lead objects associated with overdue tasks and appointments
  • Event-based updates: Updates to win probability, status, and sales stage boost the relevancy score for opportunity records

The lists are created and maintained by these scheduled processes:

  • The Generate Relevancy Feed process creates the lists. By default, this process runs every 3 hours.
    Note: You can reduce the refresh rates of My Lists from once every 3 hours to near real-time (10 minutes refresh intervals) by setting the Enable Near Real Time User Context Relevancy profile option to Y.
  • The Age User Context Relevancy process removes items from the list that haven't been touched by the user in the past 30 days. By default, this process runs once a day.

Supported Business Objects for Lists

Smart lists are derived from users' past and recent application touches and interactions with these business objects:
  • Accounts
  • Activities
  • Contacts
  • Leads
  • Opportunities
  • Partners
  • Products and Product Groups