Access segment customization from a transaction entry or other record entry
If you need to categorize data to meet your organization’s unique reporting and analysis requirements, you can add a segment to capture the information. You can create or edit a segment directly from a transaction entry such as a sales order, or other record entry, or from the Customization section Segments page. For more information about the Customization section, see Get started with the Customization section.
Before you begin
Open a transaction or record type that supports segments. You need the Administrator access profile or the Customization: create fields and segments permission set.
Access segment customization
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From the transaction or record, select More actions > Customize.
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Select Customize segments.