Loading
Salesforce now sends email only from verified domains. Read More
About Salesforce Data 360
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create an Einstein Segment in Data 360

            You are here:

            1. Salesforce Help
            2. Docs
            3. Data 360

            Create an Einstein Segment in Data 360

            Describe your segment to get suggested related attributes that are based on the data found in your org. To avoid bias and inaccuracies, all demographic attributes are removed. Attributes that produce fewer than 10 results for the segment population are also removed to improve the segment's accuracy.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            User Permissions Needed
            To create a segment:

            Permission set:

            • Data Cloud Architect

            Some Data 360 features have guidelines to optimize performance. Other features have restrictions or incur billing charges based on usage. Learn more about feature usage in the Data 360 Limits and Guidelines.

            Before you start building Einstein segments, review our recommendations on writing good prompts.

            1. In Data Cloud, click Segments.
            2. Click New.
            3. Click Create with Einstein.
            4. Select the Segment Properties.
              1. Select the data space that the Unified Individual DMO that you’re basing this segment on is associated with.
              2. From the Segment On dropdown, select the Unified Individual DMO that you’re basing your segment on.
              3. Click Next.
            5. In the Einstein Segment Creation chat, enter a segment description of at least two words using simple phrases, and then press Enter. After you enter a description, all the words are translated for you into attributes and values based on the data that exists in your org.
            6. In the Einstein Segment Creation chat, enter a segment description of at least two words using simple phrases, and then press Enter. After you enter a description, all the words are translated for you into attributes and values based on the data that exists in your org. A segment description is created based on the phrase that you entered (1), and the attributes related to the description are created. For example, Einstein generative AI translates “physical and mental well-being” into different values using the Primary Hobby attribute. Attributes are divided into suggested attributes (2) and additional attributes (3). The suggested attributes are the most relevant to your description and are selected by default. The additional attributes aren’t necessarily relevant to your description. You can deselect any of the suggested attributes and select any of the additional attributes.
              Example of creating an Einstein Segment
            7. To edit the description or start over, click Refine Segment.
            8. For an accurate population number, click Count Population. Counting takes time to complete. If you make changes to your segment draft, recount the population.
            9. If you need to manually change any of the attributes or values this is done by clicking Edit Segment Rules. This action creates the segment and takes you to the Edit Rules tab. You can’t go back and make any changes in the editor afterwards. It’s recommended you do this only after you’re done creating your segment.
            10. When you're satisfied with the segment and its attributes, click Create Segment.
              What to do next: The new segment appears on the Segment list view. To use the segment, publish it.

            See Also

             
            Loading
            Salesforce Help | Article