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115 lines
4.7 KiB
Markdown
115 lines
4.7 KiB
Markdown
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---
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name: data360-segment
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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)."
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compatibility: "Requires an external community sf data360 CLI plugin and a Data Cloud-enabled org"
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metadata:
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version: "1.0"
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---
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# data360-segment: Data Cloud Segment Phase
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Use this skill when the user needs **audience and insight work**: segments, calculated insights, publish workflows, member counts, or troubleshooting Data Cloud segment SQL.
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## When This Skill Owns the Task
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Use `data360-segment` when the work involves:
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- `sf data360 segment *`
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- `sf data360 calculated-insight *`
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- segment publish workflows
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- member counts and segment troubleshooting
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- calculated insight execution and verification
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Delegate elsewhere when the user is:
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- still building Data Model Objects (DMOs), mappings, or identity resolution → [data360-harmonize](../data360-harmonize/SKILL.md)
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- activating a segment downstream → [data360-activate](../data360-activate/SKILL.md)
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- writing read-only SQL or search-index queries → [data360-query](../data360-query/SKILL.md)
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---
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## Required Context to Gather First
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Ask for or infer:
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- target org alias
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- unified DMO (Data Model Object) or base entity name
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- whether the user wants create, publish, inspect, or troubleshoot
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- whether the asset is a segment or calculated insight
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- expected success metric: member count, aggregate value, or publish status
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---
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## Core Operating Rules
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- Treat Data Cloud segment SQL as distinct from CRM SOQL.
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- 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`.
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- Prefer reusable JSON definitions for repeatable segment and CI creation.
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- Use `--api-version 64.0` when segment creation behavior is unstable on newer defaults.
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- Verify with counts or SQL after publish/run steps instead of assuming success.
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- Use SQL joins rather than `segment members` when readable member details are needed.
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---
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## Recommended Workflow
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### 1. Classify readiness for segment work
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```bash
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node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase segment --json
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```
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### 2. Inspect current state
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```bash
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sf data360 segment list -o <org> 2>/dev/null
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sf data360 calculated-insight list -o <org> 2>/dev/null
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```
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### 3. Create with reusable JSON definitions
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```bash
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sf data360 segment create -o <org> -f segment.json --api-version 64.0 2>/dev/null
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sf data360 calculated-insight create -o <org> -f ci.json 2>/dev/null
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```
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### 4. Publish or run explicitly
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```bash
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sf data360 segment publish -o <org> --name My_Segment 2>/dev/null
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sf data360 calculated-insight run -o <org> --name Lifetime_Value 2>/dev/null
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```
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### 5. Verify with counts or SQL
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```bash
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sf data360 segment count -o <org> --name My_Segment 2>/dev/null
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sf data360 query sql -o <org> --sql 'SELECT COUNT(*) FROM "UnifiedssotIndividualMain__dlm"' 2>/dev/null
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```
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---
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## High-Signal Gotchas
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- Segment creation can require `--api-version 64.0`.
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- `segment members` returns opaque IDs; use SQL joins when human-readable member details are needed.
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- Segment SQL is not SOQL.
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- Calculated insight assets and segment SQL have different limitations.
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- Publish/run steps may kick off asynchronous work even when the command returns quickly.
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- An empty segment or calculated-insight list usually means the module is reachable but unconfigured, not unavailable.
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---
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## Output Format
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```text
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Segment task: <segment / calculated-insight>
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Action: <create / publish / inspect / troubleshoot>
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Target org: <alias>
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Artifacts: <definition files / commands>
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Verification: <member count / query result / publish state>
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Next step: <act / retrieve / follow-up>
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```
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---
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## References
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- [README.md](README.md)
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- [../data360-orchestrate/assets/definitions/calculated-insight.template.json](../data360-orchestrate/assets/definitions/calculated-insight.template.json)
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- [../data360-orchestrate/assets/definitions/segment.template.json](../data360-orchestrate/assets/definitions/segment.template.json)
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- [../data360-orchestrate/references/feature-readiness.md](../data360-orchestrate/references/feature-readiness.md)
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- [../data360-orchestrate/UPSTREAM.md](../data360-orchestrate/UPSTREAM.md)
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