Actionable Segmentation

The Actionable Segmentation data model helps segment similar client profiles and curate them to design timely and personalized client outreach programs. By using this data model, you can create actionable list definitions and actionable lists.

  • Actionable Segmentation Standard Objects

    This section lists the standard objects associated with Actionable Segmentation with their standard fields. Use the standard objects to create actionable lists, capture basic information such as reference record, member status, and column details for actionable list members.

  • Actionable Segmentation Custom Objects

    This section provides details on custom objects, including junction objects. The Junction Object is a custom object that enables you to link a custom object with a large number of child records and link each child record to a large number of parent objects.

  • Actionable Segmentation Metadata API Types

    Use the Actionable Segmentation metadata types to set up actionable list definitions. Create actionable list definitions, configure visible columns for actionable lists, and configure list member statuses before activating list definitions.