Segmentation

Create customer segments and optimize retail activities using data-driven insights from both B2B and B2C perspectives.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
  • Create a Standard Segment
    Utilize the Salesforce Standard Data Model (DMO) to build segments and create segment filters from its attributes.
  • Edit Segment
    After you create a segment, you can edit its rules or properties to provide updates or change the purpose.
  • Segment Activation
    After you create a segment in Data Cloud, you can publish it to a Data Cloud activation target.
  • Save the Segment to a Custom Object
    Save the segment results to a CG custom objects. Use an Apex class to connect to an API to retrieve segment information and create or update related records.