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Overview

The Collection block renders a saved collection (a curated or rule-based set of records) as a compact list. Use it to pin a specific working set (a target account list, this week’s follow-ups) onto a dashboard.

Use cases

  • A rep’s dashboard: their “My accounts” collection as an always-visible list.
  • A team board: a shared, rule-based collection (e.g. “Deals closing this month”).

Configuration parameters

Troubleshooting

See also