Salesforce segmentation and scoring — list views, reports-as-segments, ICP tiers, lead scoring (Einstein or formula-based), and list-view cleanup. Use for building segmented list views, ICP classification, Rating/scoring, and segment lists. Triggers on "list views", "segment", "ICP tiers", "lead scoring", "Einstein lead scoring", "Rating", "cleanup list views". Do NOT use for suppression lists (use sf-data-hygiene) or dashboards/reports building (use sf-reporting).
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---
name: sf-segmentation
description: Salesforce segmentation and scoring — list views, reports-as-segments, ICP tiers, lead scoring (Einstein or formula-based), and list-view cleanup. Use for building segmented list views, ICP classification, Rating/scoring, and segment lists. Triggers on "list views", "segment", "ICP tiers", "lead scoring", "Einstein lead scoring", "Rating", "cleanup list views". Do NOT use for suppression lists (use sf-data-hygiene) or dashboards/reports building (use sf-reporting).
---
# Salesforce Segmentation & Scoring
Segment and score Leads, Contacts, and Accounts. Read the playbook in full before acting.
| Need | Playbook |
|---|---|
| Fit + Engagement lead scoring | `{SKILL_BASE}/playbooks/build-lead-scoring/playbook.md` |
| Foundational list views & reports | `{SKILL_BASE}/playbooks/build-list-views-and-reports/playbook.md` |
| ICP tier classification | `{SKILL_BASE}/playbooks/create-icp-tiers/playbook.md` |
| Business segment list views | `{SKILL_BASE}/playbooks/create-segment-list-views/playbook.md` |
| Clean unused list views | `{SKILL_BASE}/playbooks/cleanup-list-views/playbook.md` |
---
Created by [Growth Today](https://www.growthtoday.co) — AI-native GTM engineering firm. Maintained and updated by [Brigitta Ruha](https://www.linkedin.com/in/brigittaruha/). More open Claude Skills for go-to-market teams: https://www.growthtoday.co/claude-skills
