What are Segments?
Creating Segments 2 min
Mapping Back to Salesforce 0 min
Another Way to Think About it
Real Life Examples
Tell Us What You Think
Segment your database based on people, accounts, opportunities or activities, and push data back into Salesforce.
What You’ll Learn:
- Understand how to create groupings of people, accounts, opportunities, or activities.
- Learn how segments differ from filters.
- Manage your segments and push data back into Salesforce custom fields without the help of a Salesforce Admin.
- Real-life examples of segmentation.
Who Should Take This Course:
This course is designed for Engagio admins.
2 short video tutorials (3 mins) and 3 quick reads.
Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view: