EP 7 - Salesforce Data Cloud Segmentation Master Class | GetGenerative.ai скачать в хорошем качестве

EP 7 - Salesforce Data Cloud Segmentation Master Class | GetGenerative.ai

This free Salesforce Data Cloud course is brought to you by GetGenerative.ai - the AI-powered platform that helps teams implement Salesforce 10x faster with intelligent Workspaces and Agents. 👉 Schedule a Demo Today: https://www.getgenerative.ai/ In Episode 7, we move from insights to action by exploring how to segment unified profiles and prepare them for activation using Salesforce Data Cloud. This hands-on session covers: 🧠 Segmentation and Activation – The difference between filtering audiences and sending data to external systems 🧩 Segmentation Basics – Real-world use cases like EV charging promotions, loyalty re-engagement, and reward program targeting 🧑‍🤝‍🧑 Unified vs Individual Profiles – Why using unified profiles helps avoid duplication and ensures cleaner segmentation 📊 Types of Attributes – Using direct fields, calculated insights, and related objects like sales orders or parking reservations ⚙️ Creating Segments – Step-by-step process using the visual builder, filters, lookback windows, and publish settings 🔄 Standard vs Rapid Publish – Key differences in refresh frequency, compatibility, and lookback range 🔍 Filtering Techniques – How to apply inclusive or exclusive filters using AND and OR logic 🧪 Spot-Checking Segments – Verifying accuracy through Data Explorer and validating record counts 📉 Understanding Credit Impact – How segmentation and publishing consume Data Cloud credits 🔐 Activation Requirement – Why segments must be activated before they can be published or synced to marketing platforms This episode gives you a complete walkthrough of audience segmentation in Data Cloud, helping you convert raw profile data into precise marketing audiences ready for activation. ⏱️ Timestamp 00:00:00 - Introduction - Salesforce Data Cloud Segmentation Master Class 00:00:09 - Visualizing Unified Data in Data Cloud 00:01:04 - Overview: Segmentation vs Activation 00:01:49 - Identity Resolution and Unified Profiles 00:02:22 - Understanding Segmentation 00:03:04 - Segmentation vs Activation Explained 00:03:44 - Types of Attributes for Segmentation 00:05:04 - Combining Demographic & Behavioral Data 00:06:14 - Best Practices: Unified vs Individual Segmentation 00:07:13 - How Segmentation Matches Unified Profiles 00:08:15 - Direct, Related & Calculated Insights 00:09:05 - Use Case Recap and Activation Preview 00:10:58 - Use Case 1: EV Charging Segment 00:13:04 - Creating New Segment: Data Cloud UI Walkthrough 00:16:13 - Rapid vs Standard Publish Explained 00:20:10 - Segment Builder: Filtering and Recounting 00:22:07 - EV Charging Criteria: Field Setup 00:24:26 - Value Suggestion Feature for Segmentation 00:26:12 - Verifying Segmentation Accuracy with Raw Data 00:28:40 - Hands-On Summary: EV Charging Segment 00:29:00 - Use Case 2: High Loyalty, No Recent Orders 00:31:04 - Building Segment with Loyalty Points Filter 00:32:13 - Verifying Sales Order Data Gaps 00:34:07 - Applying Multiple Filters with AND Logic 00:36:05 - Segment Criteria: Loyalty High + No Orders 00:38:04 - Confirming Segment Works as Expected 00:39:03 - Summary of First Two Use Cases 00:39:29 - Use Case 3: Low CSAT + Rewards Member 00:41:05 - Building Segment for CSAT & Loyalty 00:43:08 - Validating Case Records & CSAT Criteria 00:44:48 - Editing Segment Publish Settings 00:45:14 - Use Case 4: Parking Only, Not in Rewards 00:47:12 - Building Segment: Not in Rewards + Parked 00:48:24 - Segment Within Segment: Drag & Drop Logic 00:50:03 - Reusing Segment Criteria Efficiently 00:51:04 - Correcting Logic for Rewards Program Filtering 00:53:30 - Finalizing Fourth Segment Logic 00:54:09 - All 4 Use Cases Completed 00:55:01 - Segmentation Prerequisites & Questions to Ask 00:56:03 - Importance of Cleaned & Standardized Data 00:57:02 - Refresh Strategies & Credit Usage 00:59:00 - Segment Refresh vs Publish 01:00:04 - Segment Membership and Limitations 01:01:20 - Credit Impact & Roles for Segmentation Creation 👉 New here? Start with Episode 1 – Introduction to Salesforce Data Cloud where we cover the fundamentals like data ingestion, unification, and activation -    • Free Salesforce Data Cloud Course 2025 | E...   🔔 Subscribe for more Salesforce deep-dives and implementation tutorials. #SalesforceDataCloud #SalesforceCourse #SalesforceTraining #LearnSalesforce #MasterSalesforce #SalesforceAdmin #SalesforceArchitect #DataCloudTraining #SalesforceImplementation #Customer360 #DataLakeManagement #DataUnification #SalesforceFlows #SalesforceMasterClass #SalesforceTutorial #SalesforceForBeginners #SalesforceSetup #DataCloudOne #MarketingCloudIntegration #SalesforceLearning #SalesforceClass #DataCloudAdmin #SalesforceCertification #DataCloudProvisioning #GetGenerativeAI