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Account attributes

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

Assign attributes to an account to build up details of the customer.

Assign an attribute

From an account record, open the Segment tab.
On the toolbar, choose Add Attribute.
Search for the attribute you want to assign.
Select the + control to add the attribute to the account with a default value.

Modify the value of an attribute

From an account record, open the Segment tab.
Select the attribute you want to change.
Enter the new value in the text box, or select it from the radio buttons, slider, or picklist.

Delete an attribute

From an account record, open the Segment tab.
Select the attribute you want to remove.
Select the x control.