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Customer experience | Sales, Customer Insights,...
Suggested Answer

how to add custom entity in segment

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Posted on by 5

Hi guys, 

I am trying to add a custom entity that should be showing up in segment.

I tried to add the entity from 'data set configuration' of setting area but the entity that I created is not showing there, even though I created a lookup field and created 1:N relationship with the contact entity.

please provide the solution if anyone knows..

 thanks in advance!

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    First of all, you need to enable the Change tracking for the entity. 

    Otherwise it won't be listed on the Dataset configuration page.

    1. Open the Settings menu pastedimage1649238469104v1.png at the top of the page and select Advanced settings. The advanced-settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.
    2. Navigate to Settings > Customization > Customization.
    3. Select Customize the system (or select Solutions and open a solution if your entity is part of a solution).
    4. Find and select the entity you want to sync.
    5. On the General tab for the entity, select the Change tracking check box.
    6. Save and publish the change.

    pastedimage1649238619755v2.png

  • Fraposo Profile Picture
    on at

    This resolved it for me as well, thanks!

  • Suggested answer
    Dineshvoleti Profile Picture
    5 on at

    Hey did u get that segment

  • Community member Profile Picture
    6 on at
    Which segment are you referring to? 

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