Segmentation Reports

Salesforce Service Cloud Segmentation reports

  1. Start with the pre-defined template reports found in the Global Library - Segmentation folder (Service Cloud > Reports > Global Library - Segmentation).

    Service Cloud Global Library - Segmentation folder

  2. Open the template report based on your needs (e.g., students, faculty, staff).
  3. Click Customize, and then save to your business unit folder. You can always change name or folder by opening the properties of your report.

Tips

Faculty and Staff reports should include:

  • Status = Active
  • Email address not equal to " "
  • Campus, DeptID, or RC3 Code (subject to data needs and permissions)

Academic Appointee reports should include:

  • Employment type = Student academic appointee

    AND

    • Salary Plan Code = AC3

      OR

    • Salary Plan = WSG

Enrolled Student reports should include:

  • Term (current term code)
  • Enrolled = Y
  • Career = (optional GRAD, UNDERGRAD)
  • Email address not equal to " "