Segments

Segments

Segment your database based on people, accounts, opportunities or activities, and push data back into Salesforce.

About this course

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. 

 

Time Expectations:

2 short video tutorials (3 mins) and 3 quick reads. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum3 min

  • What are Segments?
  • Creating Segments 2 min
  • Mapping Back to Salesforce 0 min
  • Another Way to Think About it
  • Real Life Examples
  • Feedback
  • Course Completed
  • Tell Us What You Think

About this course

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. 

 

Time Expectations:

2 short video tutorials (3 mins) and 3 quick reads. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum3 min

  • What are Segments?
  • Creating Segments 2 min
  • Mapping Back to Salesforce 0 min
  • Another Way to Think About it
  • Real Life Examples
  • Feedback
  • Course Completed
  • Tell Us What You Think