Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Table of Contents
Filter by (0)Add
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
            Search all of Salesforce Help
            Account Segments for Sample Limits

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Account Segments for Sample Limits

            Group accounts into reusable segments by using Salesforce actionable lists. Use segments to customize business rules and configurations, such as sample limits, for different account groups. Create segments by using actionable segmentation with a data processing engine or by using List Builder for Data 360.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            Life Sciences Customer Engagement uses the Salesforce actionable list framework as the foundation for segmentation, where each actionable list represents an account segment.

            • Create Account Segments with Actionable Segmentation
              Create account segments by using Salesforce actionable segmentation. Configure a data processing engine to build a dataset from your account, healthcare provider, and territory data. Then create an actionable list definition of type Healthcare Provider List and create actionable lists from the resulting dataset.
            • Create Account Segments with List Builder for Data 360
              Create account segments by using Data 360 segments and Salesforce List Builder. This approach allows you to generate actionable lists directly from Data 360 segment data.
             
            Loading
            Salesforce Help | Article