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Create a Segmentation Rule Template in Retail Execution

To create segmentation rules and segregate them based on sales orgs, create segmentation rule templates. When you create a segmentation rule from a template, the rule is automatically applied only to the sales org that’s specified in the template.

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 templates:

CGCloud Business Admin

OR

CGCloud Retail Business Admin
  1. From the App Launcher, find and select Segmentation Rule Templates, and then click New.
  2. Provide these details:
    Field Description
    Identification
    Segmentation Rule Template Name Name of the segmentation rule template.
    Sales Org

    Sales org for which you want to create segmentation rules.

    Note
    Note You can select a sales org only if you’re assigned to the org.
    Update Policy

    Defines how the segmentation rules created from this template are updated:

    • On Demand: Segmentation rule updates are manually initiated by clicking the Refresh button.
    • Periodically: Segmentation rules are automatically updated at specific intervals.
  3. Save your changes.