Function documentationSegmentation Based on Objects (Objects Outside of CRM)

 

This function enables you to select business partners based on related products (technically speaking, based on the related objects). With this type of segmentation, you can use certain object attributes to model target groups. When you generate a target group, the business partners are selected together with the assigned objects. The objects assigned to the selected business partners are saved with the target group. The link between business partners and objects is passed on to follow-up processing.

Segmentation based on objects runs differently for segmentation, depending on whether the objects are within or outside SAP CRM. Segmentation based on objects that are outside of CRM (for example, in SAP NetWeaver BW) is only possible as part of classic segmentation. In high volume segmentation (TREX), segmentation based on objects is only possible when the objects are in SAP CRM. For more information, see Segmentation Based on Objects (Objects in CRM).

Prerequisites

  • The relevant object information is available in SAP NetWeaver Business Warehouse.

  • You have created analytical data storage (ADS) for objects. You have generated the related InfoSet and a marketing data source.

  • You have created a corresponding analysis process and performed or scheduled the data retraction.

    The ADS in CRM is filled using this, and can be used for selection using the data source.

Features

  • Data selection using InfoSets

    The selection of objects is always performed via InfoSets. An InfoSet must be created for every ADS that contains the objects of exactly one object family. The InfoSet interface must return the following field information:

    1. Business partner GUID

    2. Object GUID

    3. Relationship type

    4. Attributes and attribute values

    When assigning the InfoSet to a data source, the business partner field and the fields containing the partner function and the GUID for the objects must be filled. The InfoSet used refers to exactly one ADS.

  • Generating attribute lists

    When creating attribute lists, the input help for filter creation is not usually available. The database manager must therefore look in the ADS or in SAP NetWeaver BW to see what properties exist for the individual attributes. The filter values must be defined according to these values.

    If the description of the attribute does not indicate to which object family the information refers, the attribute description should be changed when creating the attribute filter, so that it clearly indicates the business context (for example, change "paint" to "vehicle paint").

  • Data storage

    The key that uniquely identifies the link between business partners and objects (business partner, partner function, object) is saved in a new table (CRMD_MKTTG_TG_O) for the target group. This way, the attributes can be read in the analytical data storage (ADS). Several objects can be assigned to a business partner in a target group, just as one object can also be assigned to several business partners.

    Note Note

    No attributes are stored in the target group. Because the content of the ADS can change right up until the time the attributes are read, it is possible that the information will be different at the time the selection is made. The database manager can control how often the analytical data storage needs to be updated.

    End of the note.

  • Displaying object links in segmentation

    You can display the object links after building and opening the target group, by choosing Show Assigned Objects.

    The display is carried out using the default implementation of the BAdI method IF_EX_CRM_MKTTG_SEG_MEMBER_EX~SELECT_OBJ_ATTRIBUTES. With the exception of the GUIDs and the clients, the system displays all fields from the ADS. You can create your own customer-specific BAdI implementation to restrict the display to the relevant attributes. To do this, in Customizing for Customer Relationship Management, choose Start of the navigation path Marketing Next navigation step Segmentation Next navigation step Business Add-Ins (BAdIs) Next navigation step BAdI: Define Display and Export for Target Group Members List End of the navigation path

Example

Segmentation Based on Objects: Example