Manage customer segmentation

Learn about the administrator tasks for giving users access to Sales Insights, setting up customer segmentation, and managing configuration changes.

User permissions: Administration

Use this page to manage access and setup for Sales Insights: Customer segmentation.

Give users access to Sales Insights

1. Assign the Sales Insights license to users.

   • For one user, use the user account page.
   • For multiple users, use the bulk update tool or License view on the Users page.
2. Give users access to the required database. See Manage a user's database access and restrictions.

Set up customer segmentation

1. Set up a database to configure an unconfigured database for customer segmentation.
2. Set up the customer profile feature to map the data used to generate customer profiles and opportunities.

Next step

After setup, open the Customer segmentation page to review the results and understand how the page works.

(Optional) Edit customer segmentation to update the configuration, remove customers, or create threshold sets.