Lead Management24% of the exam
Segmentation rules for one-time prospect actions
What a segmentation rule does: one run against the prospects who match at that moment, a short list of list, tag and campaign actions, and criteria that differ from automation rules in a few testable ways.
Define the capabilities of a segmentation rule.
~6 min read · 6 practice questions ·
What the exam expects
- Recognise a one-time requirement and choose a segmentation rule over an automation rule, dynamic list or completion action.
- Explain why prospects who qualify after the run are not touched by the rule.
- Create, preview and run a segmentation rule in the Lightning App with the right match type and rule groups.
- Pick from the segmentation actions, and spot requirements (score, assignment, notification, bounce status) that need an automation rule instead.
Key terms:
- Segmentation rule: a rule that runs one time and applies a segmentation action to prospects matching its criteria at that moment.
- Segmentation action: one of the list, tag or Salesforce campaign actions a segmentation rule can apply.
- Preview: the step that shows the matching prospects before the rule runs.
- Run Segmentation: the button that executes the rule once.
Key facts
Runs
- Detail
- Once; matches only prospects meeting the criteria when it runs
Continuous?
- Detail
- No, unlike automation rules
Lightning path
- Detail
- Prospects, then Segmentation, then Rules, + Add Segmentation Rule
Who creates
- Detail
- Administrator or Marketing role
Before running
- Detail
- Click Preview, then Run Segmentation
Actions
- Detail
- Lists (add, new list, remove), tags (apply, remove), Salesforce campaign
Email status values
- Detail
- Opted Out or Do Not Email only
One-time list use case
- Detail
- Help's southeast territory example
Sources for this section (5)
- Segmentation Ruleshelp.salesforce.com (opens in a new tab)
- Create a Segmentation Rulehelp.salesforce.com (opens in a new tab)
- Segmentation Rule Actionshelp.salesforce.com (opens in a new tab)
- Segmentation Rule Criteriahelp.salesforce.com (opens in a new tab)
- Choosing the Right Toolhelp.salesforce.com (opens in a new tab)
- When a segmentation rule counts days for Prospect time, whose time zone defines a day?
- Which segmentation action creates a fresh list from whoever qualifies?
- Why can't a segmentation rule filter on activity from a third-party app?
- Which Google Analytics criterion does a segmentation rule offer?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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