segmenting-datacloud: Data Cloud Segment Phase

When This Skill Owns the Task

segmenting-datacloud

• sf data360 segment *

• sf data360 calculated-insight *

• segment publish workflows
• member counts and segment troubleshooting
• calculated insight execution and verification

• still building Data Model Objects (DMOs), mappings, or identity resolution → harmonizing-datacloud
• activating a segment downstream → activating-datacloud
• writing read-only SQL or search-index queries → retrieving-datacloud

Required Context to Gather First

• 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

  orchestrating-datacloud

  skill before mutating audience assets:

  node ../orchestrating-datacloud/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 ../orchestrating-datacloud/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

• README.md
• ../orchestrating-datacloud/assets/definitions/calculated-insight.template.json
• ../orchestrating-datacloud/assets/definitions/segment.template.json
• ../orchestrating-datacloud/references/feature-readiness.md
• ../orchestrating-datacloud/UPSTREAM.md