data360-segment

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

3. Create with reusable JSON definitions

4. Publish or run explicitly

5. Verify with counts or SQL

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

References

• ../data360-orchestrate/assets/definitions/calculated-insight.template.json
• ../data360-orchestrate/assets/definitions/segment.template.json
• ../data360-orchestrate/references/feature-readiness.md