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Loyalty Management
Individual Segments

Individual Segments

Use individual segments when you need to target customers based on contact or profile attributes without requiring loyalty program context.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management

An individual segment represents a single profile or record of a person in your system. For example, a customer might have separate profiles for different brands or channels.

Advantages

  • Works with general customer attributes beyond loyalty data.
  • Combines data from multiple non-loyalty sources.
  • Suitable for broader marketing campaigns.

Limitations

  • Doesn't automatically remove duplicate records.
  • May require rework when migrating to unified individual segments.
 
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Salesforce Help | Article