What types of tasks can I perform with this skill?

You can create and publish audience segments, manage calculated insights, inspect segment counts, and troubleshoot SQL queries related to segments.

How do I verify the success of my segment operations?

You can verify success by checking member counts or running SQL queries after publishing or executing segments.

What is the required context before using this skill?

You should gather the target org alias, the unified data model object name, the specific action you want to perform, and the expected success metrics.

Can I reuse definitions when creating segments?

Yes, it is recommended to use reusable JSON definitions for creating segments and calculated insights to streamline your workflow.

Data Cloud Segment

Name: Data Cloud Segment
Availability: InStock
Author: forcedotcom

OfficialFree

Manage segments and insights in Salesforce Data Cloud.

by forcedotcom808 stars on forcedotcom/sf-skills

1 views

Updated Aug 10, 2026

Get this skill

Free · Opens the source repo

What Data Cloud Segment does

The data360-segment skill is designed for users working with audience segments and calculated insights within Salesforce Data Cloud. It facilitates the creation, publication, and troubleshooting of segments, allowing users to effectively manage their audience data. This skill is particularly useful when you need to execute segment workflows, verify member counts, or troubleshoot SQL queries related to audience segments.

When using this skill, users can leverage commands to create segments and calculated insights using reusable JSON definitions. It also provides the necessary tools to inspect the current state of segments and insights, ensuring that users can monitor their audience data effectively. Additionally, the skill includes specific commands to publish segments and run calculated insights, allowing for seamless integration into data workflows.

The skill is particularly beneficial for data analysts and Salesforce administrators who are involved in audience segmentation and insights generation. It streamlines the process of managing audience data, reducing the complexity often associated with SQL troubleshooting and segment management. By providing clear commands and workflows, data360-segment enhances productivity and ensures that users can focus on deriving insights from their audience data rather than getting bogged down in technical details.

However, it is important to note that this skill is not suitable for tasks related to data model objects, activation, or query/search-index work. For those specific tasks, users should refer to other skills such as data360-harmonize, data360-activate, or data360-query. This delineation ensures that users can select the right tool for their specific needs, optimizing their workflow in Salesforce Data Cloud.

When to use it

Use this skill when you need to create, publish, or troubleshoot audience segments and calculated insights in Salesforce Data Cloud.

When not to use it

Avoid this skill for tasks involving data model objects, activation of segments, or executing read-only SQL queries.

What you can build with it

Creating a New Segment

Use the skill to create a new audience segment by defining it in a JSON file and executing the appropriate command.

Publishing Calculated Insights

After creating calculated insights, utilize this skill to publish them and make them available for analysis.

Troubleshooting SQL Queries

If you encounter issues with segment SQL, this skill provides the tools necessary to troubleshoot and resolve those problems.

How to install Data Cloud Segment

View source

1. Install with the skills CLI

npx skills add forcedotcom/sf-skills/data360-segment --agent claude-code

2. Or install it manually

Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.

Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs

Inside SKILL.md

Written by forcedotcom

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:

still building Data Model Objects (DMOs), mappings, or identity resolution → data360-harmonize
activating a segment downstream → data360-activate
writing read-only SQL or search-index queries → data360-query

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

Frequently asked questions about Data Cloud Segment

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