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Set Up and Maintain Retail Execution
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            Create a Segmentation Rule Template

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            Create a Segmentation Rule Template

            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.
             
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