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            Create Account Segments with List Builder for Data 360

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            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.

            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 lists from a Data Cloud segment:

            Actionable Segmentation permission set

            AND

            Data Cloud for Marketing Manager permission set OR Data Cloud for Marketing Specialist permission set

            AND

            Data Cloud Data Aware Specialist OR Data Cloud Marketing Admin

            Before you begin, complete these steps.

            Then you can use List Builder to create actionable lists.

            1. From the App Launcher, find and select Admin Console.
            2. Select Sample Limits, and then Segmentation.
            3. Select Manage Segmentation.
              Note
              Note From the App Launcher, you can also find and select Actionable Lists.
              The Actionable Lists page opens.
            4. On the Actionable Lists page, create a new actionable list.
            5. Select Data Cloud Segment as the source, and then click Next.
            6. Enter a name and a description for the actionable list.
            7. In the Actionable List Type field, select Healthcare Provider List.
            8. To finish creating the actionable list, complete the remaining steps.

            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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