Account segments for targeted sample limits
Key Takeaway
An account segment is a Healthcare Provider List actionable list. Creating it does not apply limits, so afterward you run the Assign Sample Limit Templates to Accounts job for that segment.
Account segments let you apply different business rules, such as sample limits, to different groups of accounts. You create a segment in one of two ways: from a data processing engine dataset or from Data 360 segment data. You then run a job to apply sample limits to the accounts in the segment.
What an account segment is
Life Sciences Customer Engagement uses the Salesforce actionable list framework as the foundation for segmentation. Each actionable list represents one account segment, so creating a segment means creating an actionable list.
Sample limits are one example of what a segment can customize, so different account groups can carry different sample limits.