Saving Data Cloud segment results to Consumer Goods custom objects
Key Takeaway
To save a Data Cloud segment's results to Consumer Goods custom objects, use an Apex class. The class calls an API to get the segment's members, then creates or updates the related records, such as Account Set records.
In Agentforce Consumer Goods, you build customer segments in Data Cloud. Segmentation creates segments from both B2B and B2C perspectives, so you can optimize retail activities with data-driven insights. After you activate a segment, you can save its results into Consumer Goods custom objects with an Apex class.
How to save segment results to a custom object
Saving to a custom object is the last part of the segmentation workflow. The workflow runs in this order:
- Create a standard segment. Build its filters from Salesforce Standard Data Model (DMO) attributes.
- Edit the segment's rules or properties as needed.
- Activate the segment by publishing it to a Data Cloud activation target.
- Save the segment's results to a Consumer Goods custom object with an Apex class.
Activation must come before saving. The reason is that before you save a segment to a custom object, the segment must have a success status and at least one activation available.
Saving a segment to a custom object is available in Lightning Experience, in Enterprise and Unlimited Editions that have Agentforce Consumer Goods enabled.