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Salesforce Personalization
Create a Segment for Salesforce Personalization

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.

  1. In Data 360, go to the Segments tab and click New.
  2. Select Create with Visual Builder, and select Real-Time Segment.
  3. Click Next.
  4. Enter the segment details.
    1. 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.
    2. 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.
    3. Give your segment a unique, easily identifiable name.
    4. Click Next.
  5. Set the time period over which the real-time segment can be built, and click Next.
  6. Select the data graph fields on which segment membership is filtered.
  7. Save your work.
 
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