With the recent release of filter widgets for specific user functionality, we’re exploring how to create automated customer segments using our Salesforce integration.
Our goal is to tailor experiences for different customer tiers, since higher-tier customers often have larger teams and dedicated CSMs, while lower-tier customers are usually solo users who need quicker, 1:Many support.
Currently, we use an API flow with Tray.io to assign a custom “Customer” role in the Community once someone is verified in Salesforce. I’m wondering if we could expand on that logic to segment customers further by tier or account type.
Has anyone else automated segmentation or personalized experiences like this within their Community platform? Would love to hear what’s worked (or not!) for you.
