Salesforce Data 360 Segment Membership: How Profiles Enter & Exit Segments

Segmentation prerequisites

Before you open the Segmentation tab and hit the “New” button, you have to be sure that you have done some steps before:

1. Data Ingestion - obviously, without the data, you will segment empty objects (which is also a nice option if you want to do some QA before getting the data to Data 360).
2. Data Harmonization - you have to map the data from Data Lake Objects to Data Model Objects, as you can only segment on DMOs.
3. Identity Resolution is not a necessary step, but if you want to segment on Unified Data Model Objects like Unified Individual, Unified Account, or Unified Household, you must run Identity Resolution.

Creating Standard Segment

Creating Real-Time Segment

Creating Waterfall Segment

Creating Dynamic Segment

Creating Segment From Data Kit