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About Salesforce Data 360
Add Filters to a Segment

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Add Filters to a Segment

With a segment open on the segment canvas, the Data 360 Marketing Agent adds filters to that segment instead of creating a new one. Work on the canvas whenever you can. The canvas gives you better feedback and lets you validate the segment as the agent builds it.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
Permission Sets Needed
To edit a segment:

Any one of these permission sets:

  • Data Cloud Architect
  • Data Cloud Activation Manager
  • Data Cloud Activation Specialist

Stay on the segment canvas for the whole conversation. Don’t go back to the Segments page or open a different segment while the agent is working.

  1. Open the segment on the segment canvas and click the Agentforce icon in the global header.
    If the panel opens on a different agent, select Data 360 Marketing Agent from the menu next to the agent name. To keep the panel open while you work in the canvas, click the pin icon in the panel header.
  2. Describe the filter you want to add.
    For example: Add a filter for customers who visited the pricing page last week.
  3. Answer any questions about attributes or values.
    See Answer the Agent’s Questions in Build a Segment by Describing It.
  4. Review the filter in the agent’s response and on the canvas.
    The agent shows what it built, for example Filter: Gender Identity equals male.
  5. If the agent returns an Add filters button in the Agentforce panel, click it to apply the filter.
    Your canvas doesn’t change until you do.
  6. Save the segment.
    The agent doesn’t save for you.

New filters are reconciled with the criteria already on your canvas. Review the canvas before you publish or activate. See Review What the Agent Built in Build a Segment by Describing It.

See Also

 
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