sshvarzman-salesforce/claude-skills

segmenting-datacloud

Salesforce Data Cloud Segment phase.

소스 보기

사용 방법

  1. 설치 명령을 복사하고 자신의 에이전트 환경에 설치하기 전에 소스 패키지를 확인하세요.
  2. 필요한 도구, 인증 정보, 지원 환경은 원본 문서에서 확인하세요.
  3. 입력과 원하는 산출물을 설명하고 출처와 결과를 대조하세요.
npx skills add https://github.com/sshvarzman-salesforce/claude-skills --skill segmenting-datacloud

시작 전 확인

  • 설치에는 모델 구독, API 한도, 파일 접근 권한이 포함되지 않습니다.
  • 별점 수와 설치 수는 활동 지표이며 독립적인 품질·보안 검증이 아닙니다.
원본 Skill 문서

원본 저장소의 제목, 예시, 코드, 표, 링크, 이미지를 유지해 표시합니다.

segmenting-datacloud: 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 segmenting-datacloud 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:


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 orchestrating-datacloud skill before mutating audience assets: node ../orchestrating-datacloud/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

bash
node ../orchestrating-datacloud/scripts/diagnose-org.mjs -o <org> --phase segment --json

2. Inspect current state

bash
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

bash
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

bash
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

bash
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

text
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

관련 작업

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