How to use Salesforce Custom Object Data in Segments

Question

I have a Salesforce Custom object that holds data that I need to use in my segments. It doesn't appear that the "Has Object" filter is available for use in segments. As a work around, I'm planning on setting up individual smart lists for the records that have each data value that I need, and then creating custom fields that will be updated based on who is in each of the smart list. Since there is also no "Was Changed" trigger for Salesforce Custom Objects, these will need to be run everynight instead of real-time.

Once the data is in the custom field, then I can use that in the segments.

This seems like a really long walk to get to something that should be simple, so I just wanted to see if anyone had found a better way to do this.

SanfordWhiteman · Accepted Answer

Segment Smart Lists are more limited than general SLs, as you’ve noticed. They’re essentially “flat,” considering only person fields and instantly rolling up into another, invisible person field.

Because they’re like a real-time trigger campaign for your entire database, it’s vital for performance to limit the possible dimensions. That’s why you can’t use custom object relationships, smart list membership, and time ranges, to name a few.

Your approach of rolling up CO activity into a flat field once per day is the correct one.

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