1. Implementation Reference
  2. My Lists

My Lists

Based on your use and engagement patterns with your Digital Sales and CX sales application, My Lists present the most contextually relevant records to help minimize navigation and searching.

My Lists are automatically created for you and are derived from your past and recent application touches and interactions with the following supported objects:

  • Accounts

  • Activities

  • Contacts

  • Leads

  • Opportunities

  • Partners

  • Products,

  • Product Groups

Using a predefined relevancy scoring mechanism, lists are based on near real-time user context and display the most relevant and contextual records data to users once every 10 minutes. They also help reduce the amount of navigation and clicks required to perform additional 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. So, if today you open or update account information on Acme four times, but only open 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 of the factors that affect how relevancy scores influence the presentation of records for your respective My List saved searches:

  • Recency: Last time you interacted with an object
  • Frequency: How frequent you interact with an object
  • Favorites: Records you mark as a favorite
  • Urgency: When an action is expected from you 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 boosts the relevancy score for opportunity records

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

In CX Sales, My Lists are available in Workspace, in work areas powered by Adaptive Search, infolets, and in CX Sales Mobile app. For example, to display a list of your accounts in Workspace, salespeople select Accounts > My List for Accounts, just like any other saved search.

The list is created and maintained by two processes:

  • The Generate Relevancy Feed process creates the list. 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.