How do I configure Salesforce for customer segmentation? | Scribe

    How do I configure Salesforce for customer segmentation?

    • Grace Everwood |
    • 8 steps |
    • 18 seconds
    1
    Go to [https://salesforce.com](https://salesforce.com)
    2
    Click on the “Setup” button in the top right corner of the page.
    3
    In the left sidebar, click on “Data Management” and then “Segmentation”.
    4
    Click on the “Create Segmentation” button.
    5
    Enter a name for the segmentation in the “Name” field.
    6
    Select the object you want to segment from the “Object” dropdown menu.
    7
    Select the criteria you want to use to segment the object from the “Criteria” dropdown menu.
    8
    Click the “Save” button.