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How do I configure Salesforce for customer segmentation?
Customer segmentation is an important part of any successful marketing strategy. By segmenting customers into different groups based on their needs, interests, and behaviors, businesses can create more targeted and effective campaigns that will result in higher conversion rates and increased customer loyalty. Configuring Salesforce for customer segmentation can help businesses better understand their customers and create more effective marketing campaigns. Knowing how to configure Salesforce for customer segmentation can help businesses maximize their marketing efforts and increase their ROI.
Grace Everwood
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18 seconds
Salesforce
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Go to [https://salesforce.com](https://salesforce.com)
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Click on the “Setup” button in the top right corner of the page.
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3
In the left sidebar, click on “Data Management” and then “Segmentation”.
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Click on the “Create Segmentation” button.
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5
Enter a name for the segmentation in the “Name” field.
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Select the object you want to segment from the “Object” dropdown menu.
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Select the criteria you want to use to segment the object from the “Criteria” dropdown menu.
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Click the “Save” button.
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