Build segments for personalization

Updated Nov 8, 2026 · Based on Salesforce docs and web research updated 2026-11-08

A segment is a named group of individuals in Data 360, built from attributes, behavior, or calculated insights, including the ones you added to the data graph. Personalization reads segments two ways: a targeting rule checks eligibility in real time, and batch personalization runs on a schedule. This page builds a real-time segment and shows how both use it.

Create a real-time segment

1. In Data 360, open the Segments tab and click New.
2. Select Create with Visual Builder, then choose Real-Time Segment.
3. Select the data space and the real-time data graph the segment is based on.
4. Give the segment a unique, easily identifiable name.
5. Choose the data graph fields that filter segment membership.
6. Set the time period the real-time segment evaluates.
7. Save the segment.

Or build a standard segment

Segments that don’t need real-time evaluation — product or color affinity, for example — can be standard (batch) segments instead.

Put the segment to work

1. 1 Segment Built in Data 360 on your data graph
2. 2 Targeting rule or batch personalization References the segment for eligibility or scheduled decisions
3. 3 Personalized experience Served to the individuals who match

A targeting rule can use segment membership — alongside attributes, related attributes, and calculated insights — to decide who’s eligible for a decision on a personalization point. Batch personalization instead runs on the segment’s publish schedule and writes a decision for every current member.