| name | data360-segment |
| description | Salesforce Data Cloud Segment phase. Use this skill when the user creates or publishes segments, manages calculated insights, or troubleshoots audience SQL in Data Cloud. TRIGGER when: user creates or publishes segments, manages calculated insights, inspects segment counts or membership, or troubleshoots audience SQL in Data Cloud. DO NOT TRIGGER when: the task is DMO/mapping/identity-resolution work (use data360-harmonize), activation work (use data360-activate), query/search-index work (use data360-query), or Standard Data Model (STDM)/session tracing (use agentforce-observe). |
| compatibility | Requires an external community sf data360 CLI plugin and a Data Cloud-enabled org |
| metadata | {"cliTools":[{"tool":["node"],"semver":">=18.0.0"},{"tool":["sf"],"semver":">=2.0.0"}],"relatedSkills":["agentforce-observe","data360-activate","data360-harmonize","data360-orchestrate","data360-query"],"version":"1.0"} |
data360-segment: Data Cloud Segment Phase
Use this skill when the user needs audience and insight work: segments, calculated insights, publish workflows, member counts, or troubleshooting Data Cloud segment SQL.
When This Skill Owns the Task
Use data360-segment when the work involves:
sf data360 segment *sf data360 calculated-insight *- segment publish workflows
- member counts and segment troubleshooting
- calculated insight execution and verification
Delegate elsewhere when the user is:
Required Context to Gather First
Ask for or infer:
- target org alias
- unified DMO (Data Model Object) or base entity name
- whether the user wants create, publish, inspect, or troubleshoot
- whether the asset is a segment or calculated insight
- expected success metric: member count, aggregate value, or publish status
Core Operating Rules
- Treat Data Cloud segment SQL as distinct from CRM SOQL.
- Run the shared readiness classifier from the
data360-orchestrate skill before mutating audience assets: node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase segment --json.
- Prefer reusable JSON definitions for repeatable segment and CI creation.
- Use
--api-version 64.0 when segment creation behavior is unstable on newer defaults.
- Verify with counts or SQL after publish/run steps instead of assuming success.
- Use SQL joins rather than
segment members when readable member details are needed.
Recommended Workflow
1. Classify readiness for segment work
node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase segment --json
2. Inspect current state
sf data360 segment list -o <org> 2>/dev/null
sf data360 calculated-insight list -o <org> 2>/dev/null
3. Create with reusable JSON definitions
sf data360 segment create -o <org> -f segment.json --api-version 64.0 2>/dev/null
sf data360 calculated-insight create -o <org> -f ci.json 2>/dev/null
4. Publish or run explicitly
sf data360 segment publish -o <org> --name My_Segment 2>/dev/null
sf data360 calculated-insight run -o <org> --name Lifetime_Value 2>/dev/null
5. Verify with counts or SQL
sf data360 segment count -o <org> --name My_Segment 2>/dev/null
sf data360 query sql -o <org> --sql 'SELECT COUNT(*) FROM "UnifiedssotIndividualMain__dlm"' 2>/dev/null
High-Signal Gotchas
- Segment creation can require
--api-version 64.0.
segment members returns opaque IDs; use SQL joins when human-readable member details are needed.- Segment SQL is not SOQL.
- Calculated insight assets and segment SQL have different limitations.
- Publish/run steps may kick off asynchronous work even when the command returns quickly.
- An empty segment or calculated-insight list usually means the module is reachable but unconfigured, not unavailable.
Output Format
Segment task: <segment / calculated-insight>
Action: <create / publish / inspect / troubleshoot>
Target org: <alias>
Artifacts: <definition files / commands>
Verification: <member count / query result / publish state>
Next step: <act / retrieve / follow-up>
References
