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Create a Segment for Salesforce Personalization
You can create standard or real-time segments to use for decision targeting.
To create a standard segment, see Create a Segment.
To create real-time segments for Salesforce Personalization, use these instructions.
- In Data 360, go to the Segments tab and click New.
- Select Create with Visual Builder, and select Real-Time Segment.
- Click Next.
- Enter the segment details.
- Select the data space that the source data graph for this new segment is assigned to. You can’t assign a segment to a different data space than its source data object.
- For Segment On, select the real-time data graph that you’re basing the segment on. You can select attributes to filter segment membership from the fields in the data graph.
- Give your segment a unique, easily identifiable name.
- Click Next.
- Select the data space that the source data graph for this new segment is assigned to.
- Set the time period over which the real-time segment can be built, and click Next.
- Select the data graph fields on which segment membership is filtered.
- Save your work.
