CRM On Demand: Segmentation Wizard

(Doc ID 1800041.1)

Last updated on OCTOBER 10, 2016

Applies to:

Segmentation Wizard
Information in this document applies to any platform.

Goal

Segmentation Wizard is an Excel-based application that allows you to define contact segments based on multiple record types. You can generate the lists based on a combination of account, contact, opportunity, and service request fields, which result in multi-dimensional customer lists for targeting campaigns.

Solution

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