Just like pricebook and currency ISO code (for multi-currency orgs), you can use Segments to add one more layer of security/filtering. Few common scenarios we come across are – securing bundles based on customer type, opportunity, or region by defining Segment field on bundle and opportunity. For example, if “Segment A” is selected in bundle Segment field, this bundle will appear in the search only if opportunity has “Segment A” selected on Segment field.
To modify Segment picklist go to
Note: Keep segment fields blank, if you do not want to use segmentation.
