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Create a Standard Segment in Data 360

Create a standard segment based on a data model object and then publish the segment to activation targets.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
Permission Sets Needed
To create a segment:

Any one of these permission sets:

  • Data Cloud Architect
  • Data Cloud Activation Manager
  • Data Cloud Activation Specialist

Filter your unified data to define a specific audience based on the data model object (DMO) you select. After you create a segment, you publish it to activation targets on a defined schedule. You can choose between standard and rapid publish when you set the segment schedule.

  1. In Data Cloud, click Segments.
  2. Click New.
  3. Select Use a Visual Builder.
  4. Select Standard Segment, and click Next.
  5. Enter the segment details.
    1. Select a data space.
    2. For Segment On, select the data model object (DMO) that your segment is built on.
    3. Give your segment a unique name that's easily identifiable.
    4. Set the Lookback Window for your segment.
      The default is 90 days. You can set it up to 2 years. If you select Days from the dropdown, you can set a window of up to 360 days, depending on your organization's requirements.
      Note
      Note The Lookback Window options are based on your organization's maximum allowed period. This setting defines the initial data range you can select. When you're in the segment, you can apply specific criteria in a container that may differ from the segment-level Lookback Window. For example, if the segment-level Lookback Window is set to 90 days and a container specifies 60 days, the container criteria takes precedence and data is pulled for only 60 days.
  6. Click Next.
  7. Choose how to publish the segment.
    Both standard and rapid publish types support configurable lookback window in segmentation rules.
  8. Define when and how often your segment publishes to activation targets.
    If you plan to add segment filters, you can also select Don't Refresh and add the schedule later.
  9. (Optional) Click Preview to view your segment audience and verify its accuracy. If you notice anomalies or missing members you expected to be included, review the segment rules and container configurations.
    Note
    Note The segment preview feature is available to users with segment view or edit rules permissions and access to data in Data Explorer.
  10. Click Save.

The maximum number of segments that you can have in Salesforce is 9,950.

Example
Example

A retail company creates a standard segment targeting customers who made a purchase in the last 60 days. They select their UnifiedIndividual DMO, set a 60-day Lookback Window, and choose Rapid Publish with a 1-hour interval running Monday through Friday to quickly push updated audience data to their Marketing Cloud Engagement activation target.

After you create a segment, activate it by publishing to an activation target. You can also create additional segments using the same DMO or refine your segment rules using container criteria.

  • Segment On
    Segment On defines the target object used to build your segment. You can choose an object marked as Profile or Engagement type during ingestion. For example, you can build a segment on Unified Individual, Unified Household, Account, Reservations, Sales Order, etc.
  • Manage Data 360 Segment Schedules
    The segment scheduling options provide you with granular control over segment publish frequency. You can schedule your segments to run at the frequency that best suits your needs.
  • Publish a Segment in Data 360
    After defining your segment in Data 360, you can publish it to your activation targets whenever you want or based on a schedule when the segment was created. The standard publish schedule is 12 or 24 hours. You can also change the segment schedule by editing its properties. When you’ve reached the segment publish concurrency limit, Data 360 defers the publish of other segments. This deferral continues until the number of simultaneously running segments falls below the limit. This means that a segment scheduled at a specific time sometimes doesn’t start publishing at its scheduled time.
  • Segment Membership Data Model Object
    Each time you publish a segment, a data model object (DMO) is created or updated to store segment membership information. To identify who's included in a segment, use the Segment Membership DMO (type Segment_Membership). If there are no dependencies on the DMO, you can delete segment membership DMOs manually.
  • Edit a Segment
    After you create a segment in Data 360, you can edit its rules or properties to provide updates or change the purpose. Changing the segment name doesn’t change the segment API name.

See Also