Loading
Set Up and Maintain Retail Execution
Table of Contents
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
          Segmentation Rule Definition Examples

          Segmentation Rule Definition Examples

          Here are a few examples of segmentation rule definitions.

          Required Editions

          Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled

          Example Segmentation SOQL – IN List

          SELECT cgcloud__Account__c FROM cgcloud__Account_Extension__c WHERE cgcloud__Class_Of_Trade__c IN ($ClassOfTrade$)

          This query creates a customer set depending on the user entry for the ClassOfTrade variable.

          To add a segmentation rule definition column for this segmentation rule, enter these values:

          Field Value
          Field Title Class of Trade
          Field Alias ClassofTrade
          Field Type List
          Field Picklist Target cgcloud__Account_Extension__c and cgcloud__Class_Of_Trade__c

          Example Segmentation SOQL – Direct Select

          SELECT cgcloud__account__c FROM c WHERE cgcloud__Class_Of_Trade__c = $ClassOfTrade$ AND cgcloud__Priority__c = $Priority$

          This query creates a customer set depending on the user entries for the ClassOfTrade and Priority variables.

          To add a segmentation rule definition column for this segmentation rule, enter these values:

          For the ClassOfTrade variable
          Field Value
          Field Title Class of Trade
          Field Alias ClassOfTrade
          Field Type Text
          For the Priority variable
          Field Value
          Field Title Priority
          Field Alias Priority
          Field Type Text

          Example Segmentation SOQL – Picklist

          SELECT cgcloud__account__c FROM cgcloud__account__c WHERE cgcloud__Priority__c = $Priority$

          This query creates a customer set depending on the value selected for the Priority variable.

          To add a segmentation rule definition column for this segmentation rule, enter these values:

          Field Value
          Field Title Priority
          Field Alias Priority
          Field Type Picklist
          Field Picklist Target cgcloud__Account_Extension__c and cgcloud__Priority__c
           
          Loading
          Salesforce Help | Article