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            Make Segment Names Available in Data 360

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            Make Segment Names Available in Data 360

            Segment names are stored in the Salesforce Platform. To include them in your clean room query results, make them available in Data 360 by connecting to the Market Segment data by using the CRM Connector. If you don't ingest segment names into Data 360, your query reports only contain the segment IDs.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.

            Ingest Segment Names into Data 360

            Create a data stream and formula to ingest the segment names that are stored in Salesforce into Data 360. The formula truncates the segment ID to 15 characters so that it can be used for data model relationships.

            Required Editions

            User Permissions Needed
            To create a data stream Data Cloud Architect permission set

            Connect Data 360 to a CRM org. Configure a CRM connector in Data Cloud Setup.

            1. In Data Cloud, on the Data Streams tab, click New.
              1. Select Salesforce CRM, and click Next.
              2. Select the Salesforce org for the clean room. 
              3. Select View Objects.
              4. Search for and select the Segment object.
              5. Click Next.
            2. On the Standard Fields tab, select Segment Name, Population and any other field that identifies the segment. 
              The required fields are auto-selected.
            3. Map the fields of the DLO to the Market Segment DMO. Map the Population field to the Last Segment Member Count field.
            4. On the Formula Fields tab, click New Formula Field and enter these details.
              1. Enter a Field Label. The field label acts as the display name for a data stream field.
              2. Update the Field API name to match the field label in the prescribed format. The field API name acts as the programmatic reference for a data stream field.
              3. For Formula Return Type, select Text.
            5. In the Search function window, under Text, find and select the Substring function.
            6. Click Apply Function.
              1. In the example formula, delete “text,” and select Segment ID from the Attributes tab to replace it.
              2. Replace “beginindex” with 0, and replace “endindex” with 15.
                The function appears as SUBSTRING(sourceField[‘Id’],0,15)
              3. Under Tested Value, enter a segment ID that’s more than 15 characters, and click Test.
                The output should truncate the segment ID to 15 characters.
              4. Click Save.
            7. On the Formula Fields tab, select the new field and click Next.
            8. Select the data space.
            9. Click Deploy.
            10. (Optional) To use Clean Rooms in multiple data spaces, ingest the Segment object for all the required data spaces.
              1. On the Data Streams tab, select the data space that you want to add.
              2. Click Add Space Member.
              3. Select the DLO that you ingested. 

            Create a Relationship to the Market Segment DMO

            Create a relationship between the Individual - Latest DMO and the Market Segment DMO so that the segment names are mapped to the relevant fields in the Individual - Latest DMO.

            Required Editions

            User Permissions Needed
            To create a DMO relationship Data Cloud Architect permission set
            1. In Data Cloud, go to the Data Model tab.
            2. Search for and select the Individual - Latest DMO. If you can’t find the DMO, change the List View from Mapped to All.
            3. On the Relationships tab, click Edit.
            4. Click New Relationship and enter this information. 
              1. For Field, select Segment Id.
              2. For Cardinality, select 1:1.
              3. For Related Object, enter Market Segment.
              4. For Related Field, select the formula field that you created.
            5. Click Save. 
            6. If applicable, repeat these steps for the Unified Individual - Latest DMO.
              The segment names are now connected to the Individual - Latest DMO and are included in the clean room query results.
             
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