Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Segmentation

Group accounts based on specific conditions. Segmentations are reusable across different areas (such as sample limits) to distribute or assign elements to segments of accounts with the same set of criteria. There are two types of segmentations: static and dynamic. Static segmentation maintains the assignment even after the initial assignment. Dynamic segmentation changes based on account status or logic changes. Use Segmentation to assign and restrict of various elements without the need for individual account management.

The data model diagram for Advanced Therapy Management with Health Cloud objects and Salesforce Scheduler objects.

For more details and a larger image, visit the Data Model Gallery.

To learn more about the standard objects used in this data model, refer Standard Objects.