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            Create Account Segments for Sample Limits

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            3. Agentforce Life Sciences

            Create Account Segments for Sample Limits

            Group accounts into segments by creating actionable lists so that you can customize sample limits and distribution strategies for different account groups.

            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.
            User Permissions Needed
            To manage sample limits: Life Sciences Commercial Admin permission set
            To create actionable list definitions and actionable lists:

            Health Cloud Starter permission set

            AND

            Actionable Segmentation permission set

            AND

            Data Pipelines Base User permission set

            AND

            Query for Datapipelines User permission set

            AND

            Use Data Processing Engine permission

            Create an Actionable List Definition

            Create an actionable list definition of type Healthcare Provider List by using the provided Create Dataset for Segmentation data processing engine template. The Create Dataset for Segmentation data processing engine creates a dataset by integrating data from the account, healthcare provider, provider account product information, and provider account territory information objects.

            Before you create an actionable list definition, make sure that you set up person accounts and territories. Then, grant Read access to these objects and their fields for the Analytics Cloud Integration User and Business Admin user profiles.

            • Account
            • Healthcare Provider
            • Provider Account Product Information
            • Provider Account Territory Information
            1. From Setup, in the Quick Find box, find and select Data Processing Engine under Workflow Services.
            2. Find the Create Dataset for Segmentation job in the list, click the action menu, and then select Save As.
            3. Enter a unique name and API name for the definition, and then save your changes.
              Copy and save the API name so that you can update the writeback object node.
            4. If needed, edit the Data Processing Engine definition.
            5. Update the writeback object for the Data Processing Engine definition.
              1. Find the cloned Data Processing Engine definition in the list and select it.
              2. Select the Create Dataset Writeback object node, and then select Configure.
              3. In the Dataset Name field, enter the API name of the Data Processing Engine definition.
              4. Save your changes.
            6. Activate the cloned Data Processing Engine definition.
            7. Run the activated Data Processing Engine definition to create the initial dataset.

            Create an Account Segment

            Define an account segment by creating an actionable list of type Healthcare Provider List.

            1. From the App Launcher, find and select Admin Console.
            2. Select Sample Limits, and then Segmentation.
            3. Select Manage Segmentation.
              The Actionable Lists page opens.
            4. On the Actionable Lists page, define an account segment by creating an actionable list. Select a list definition of type Healthcare Provider List.

            After you create an account segment, return to the Sample Limits tile in the Admin Console to initialize sample limits for those accounts.

            See Also

             
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