data360-segment
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).
How do I install this agent skill?
npx skills add https://github.com/forcedotcom/sf-skills --skill data360-segmentIs this agent skill safe to install?
- Gen Agent Trust Hubpass
The skill manages Salesforce Data Cloud segments and insights using standard CLI commands and local scripts. It originates from a recognized vendor and follows typical orchestration patterns for Data Cloud workflows. No malicious behaviors were detected.
- Socketwarn
1 alert: gptSecurity
- Snykpass
Risk: LOW · No issues
What does this agent skill do?
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-orchestrateskill 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 64.0when 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 memberswhen 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 membersreturns 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
How can the creator link this skill?
Add the canonical catalog link to the repository README so users can inspect current installs and available audits. The publishing guide covers the complete discovery path.
<a href="https://skillzs.dev/skills/forcedotcom/sf-skills/data360-segment">View data360-segment on skillZs</a>