Segmentation is the core of audience building in Salesforce Data 360. It is the process of defining who should be targeted — and everything else (Activation, Data Graph, Flows) builds on top of it.
This guide covers the foundational concepts behind Data 360 segmentation, the different segment types available, the Segment Canvas interface, and the additional features that extend what’s possible when building audiences.
Articles in this guide
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Concepts & Types — what segments are, how Segment On works, the difference between Direct and Related Attributes, and a breakdown of all five segment types (Standard, Real-Time, Waterfall, Dynamic, Nested).
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Additional Features — prerequisites, Approximate Segment Population, Segment Preview, Segment Member Validation, Vector Filters, Einstein Segment Creation, and Value Suggestions.
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Segment Canvas — a deep dive into the drag-and-drop canvas UI, containers, relationship paths, aggregations, the full operator reference, Include/Exclude tabs, Group/Rank/Limit, and canvas hard limits.