Segmentation in Salesforce Data Cloud:
The Segment Canvas interface is used to define and adjust target populations for marketing campaigns.
Reference: Salesforce Segment Canvas Documentation
Elements for Adjusting Target Populations:
Direct Attributes: These are specific attributes directly related to the target entity (e.g., customer age, location).
Related Attributes: These are attributes related to other entities connected to the target entity (e.g., purchase history).
Population Filters: Filters applied to define and narrow down the segment population (e.g., active customers).
Reference: Salesforce Segmentation Guide
Steps to Adjust Populations in Segment Canvas:
Direct Attributes: Select attributes that directly describe the target population.
Related Attributes: Incorporate attributes from related entities to enrich the segment criteria.
Population Filters: Apply filters to refine and target specific subsets of the population.
Example: To create a segment of "Active Customers Aged 25-35," use age as a direct attribute, purchase activity as a related attribute, and apply population filters for activity status and age range.
Reference: Salesforce Segment Canvas Tutorial
Practical Application:
Navigate to the Segment Canvas.
Adjust direct attributes and related attributes based on campaign goals.
Apply population filters to fine-tune the target audience.
Reference: Salesforce Marketing Cloud Segmentation Best Practices