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Manage CAB Settings

Administer the app from one place

Open the CAB Settings tab to start required jobs and manage organization-wide CAB behavior. The current interface is organized by administrative goal rather than by the older Setup, Scheduler, and Advanced tabs.

Navigation group Page What it controls
Getting startedOverview & setup Required background jobs and setup progress.
ConfigureAutomation Final Actions and scheduler behavior.
ConfigureChanges & approvalsRun-to-run change tracking and change-approval policy. The page header is Auditability & Governance.
ConfigureAI & integrations Cabby, Account Engagement, and Marketing Cloud setup when those features are available.
MaintainPerformance & data Cache, result persistence, batch sizes, composition profiles, and log retention.
MaintainAudience Query Diagnostics Generated SOQL and large-data-volume filter risks when diagnostics are included in the edition.

Only pages relevant to the enabled CAB edition and integrations are shown.

On Overview & setup, the Core setup progress indicator tracks the available setup steps:

  1. Enqueue Audience Scheduler starts recurring audience work. Use Edit to change its schedule or Unschedule to stop it.
  2. Enqueue Archive Batch Job applies the configured data-retention limits.
  3. Schedule the outcome measurement job appears when Outcome Tracking is available and measures due checkpoints.

CAB SettingsAutomation

The upper part of the page manages Final Actions. Under Scheduler Settings, administrators can:

  • turn on Automatically remove recurring schedules targeted on inactive campaigns;
  • turn on Automatically remove recurring schedules targeted on past campaigns;
  • choose Which sharing context should be used during scheduled audience runs?: Audience Owner or Job User.

CAB SettingsPerformance & data

Under Advanced Settings, CAB can expose these controls depending on the edition:

  • Store audience results in the Platform Cache to improve segmentation performance;
  • Persist cached results as audience member records. This will create audience members asynchronously after a run using platform cache finishes and delete members which are not in the results anymore. and Batch size of the job that persists the cache results;
  • Batch Size for asynchronous campaign member creation;
  • Automatically compute composition profiles after each run.

Under Data Retention Settings, set both age and record-count limits:

  • Number of days to retain Audience Run records as run history;
  • Maximum number of Audience Run records to retain as run history;
  • Number of days to retain Data Extension Addition Request records;
  • Maximum number of Data Extension Addition Request records to retain.

CAB keeps a record only while it is inside both applicable limits. Review these values against your audit requirements before reducing them.