Add Segmentation Rule Definition Columns

Segmentation rule definition columns are definitions of placeholders that are added to a SOQL query in a segmentation rule definition. You can add one or more segmentation rule definition columns to a segmentation rule definition.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create segmentation rule definition columns:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

Note
Note You can add a segmentation rule definition column only to a segmentation rule that’s in the Initial state.
  1. From the App Launcher, find and select Segmentation Rules, and then select a segmentation rule record.
  2. From the Segmentation Rule Definition Columns related list, click New Segmentation Rule Definition Column.
  3. Provide these details:
    Field Description
    Identification
    Segmentation Rule Definition Name of the segmentation rule definition.
    Field Settings
    Field Title Title of a field.
    Field Type

    Type of a field. The options are:

    • Text
    • Picklist
    • Number
    • Date
    • List
    Field Alias Values for the aliases defined in the segmentation query (SOQL binding). For example, $AccCity$.
    Field Default Default value shown for a field.
    Other Settings
    Field List Template

    Template used for a field list. If the field type is List, then this field defines the content of the list. The options are:

    • Text
    • Picklist
    • Number
    • Boolean
    Field Picklist Target

    Field picklist target value. If the field type is Picklist or List, then this field defines the picklist to choose.

    The format is <Object>.<Attribute>. For any other field type, this field is ignored.

    Field Validations
    Field Number Digits Defines the number of digits after the decimal point for the Number type fields.
  4. Save your changes.