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Optimizing for Intent

Goal Segments within Salesforce Personalization

In this episode of Clicks Not Code, we walk you through the process of setting up goal segments using the events you’re already tracking in your Salesforce Personalization environment. Whether you’re aiming to measure campaign effectiveness or fine-tune the Einstein AI engine, this video shows how goal segments help you optimize for customer intent—with clicks, not code.

Learn how to:

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How to create goal segments within Salesforce Personalization

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How to configure Einstein AI to optimize for these goals

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How to build a Campaign Report to track goal completion rates and performance

Watch the video below to see how to optimize for intent using goal segments:

About the Speaker

Matthew Bell

Senior Consultant at Munvo
Matthew Bell

Matthew Bell is the Salesforce Personalization Lead at Munvo, bringing 9 years of experience in creating scalable solutions tailored to meet evolving business needs. With a deep expertise in leveraging Salesforce to drive personalized real-time customer experiences, Matthew has helped businesses optimize their marketing strategies and achieve impactful results.

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