How do I configure Salesforce for customer segmentation? | Scribe

    How do I configure Salesforce for customer segmentation?

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