---
schema_version: "1"
id: 07a2dc81801b7ae8aac6eb2ffa9c12e73317a93e26aedf847da2cf624d83e645
title: Create a Segmentation Rule in Retail Execution
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_segmentation_rule.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_segmentation_rule.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 47b85ec94617832f27b572be763f5bb5b53fd3e905e0331a05980f6ff1391adf
description: To create customer sets, create segmentation rules using segmentation rule templates and segmentation rule definitions. You can use only the segmentation rule templates that are assigned to your sales org.
products:
  - Consumer Goods
release: "264"
---
# Create a Segmentation Rule in Retail Execution

To create customer sets, create segmentation rules using segmentation rule templates and segmentation rule definitions. You can use only the segmentation rule templates that are assigned to your sales org.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d81751e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e64 ">To create segmentation rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e64 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Segmentation Rules**, and then click **New**.
2. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">

              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d81751e120">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d81751e123">Description</th>
              </tr>

            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d81751e120 d81751e123 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e120 ">Segmentation Rule Template</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e123 ">Name of the segmentation rule template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e120 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e123 ">Sales org of the selected segmentation rule.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e120 ">Segmentation Rule Definition</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e123 ">Name of the segmentation rule definition.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e120 ">Description</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e123 ">Description of the selected segmentation rule definition.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d81751e120 d81751e123 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e120 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e123 ">Description of the segmentation rule in the languages configured for the sales
                  org.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d81751e120 d81751e123 ">Segmentation Parameter</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e120 ">Result Level</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e123 ">
                  <p>Result level from which customer records are retrieved. The options are: </p>
                  <ul>
                    <li>Trade Org: Select for TPM accounts. Accounts with valid dates in the
                      Account_Extension__c.Promotion_Valid_From__c and
                      Account_Extension__c.Promotion_Valid_Thru__c fields are retrieved.</li>
                    <li>Store: Select for Retail accounts. Accounts with valid dates in the
                      Account_Extension__c.Store_Role_Valid_From__c and
                      Account_Extension__c.Store_Role_Valid_Thru__c fields are retrieved.</li>
                  </ul>
                  <p style="margin-bottom:0;">If the source object is Account, then Sales Org and Result Level can be combined.
                    If the source object is Account_Extension__c, then child-to-parent relationship can be
                    used.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e120 ">Org Unit Hierarchy Node/Account Hierarchy Node</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81751e123 ">
                  <p>The Org Unit Hierarchy node or the Account Hierarchy node of the segmentation
                    rule.</p>
                  <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                    <div class="slds-media slds-media_responsive">
                      <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png" alt="Note"></span></div>
                      <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> This field is shown only if the Use Org Unit Hierarchy or the Use Account
                        Hierarchy options are selected for the segmentation rule definition.</div>
                    </div>
                  </div>
                </td>

              </tr>
            </tbody>
          </table>
3. Save the segmentation rule:
    1. Click **Preview Filters**.
        
        A list of the customers who fulfill the query parameters appears.
    2. Save your changes.
        
        The process to recalculate the segmentation is initiated.