Product guide
Campaign Audience Builder is organized around five primary app tabs. Start with the tab you see in Salesforce, then choose the task you need to complete.
Campaign Audience Builder
Section titled “Campaign Audience Builder”Find and organize audiences
Section titled “Find and organize audiences”Use the audience homeSearch, categorize, order, and organize audiences in folders.
Create an Account audienceReturn Account records and understand the Salesforce Campaign prerequisite.
Build audiences
Section titled “Build audiences”Build on the audience canvasCreate, connect, label, and navigate audience nodes.
Build with CabbyTurn a plain-language goal into a reviewed audience configuration.
Build an audience sequenceCombine audiences in a waterfall or combination and read every step in one ledger.
Choose filter operatorsUse the right comparison for each Salesforce field type.
Filter by locationUse Is Within or Is Not Within with a radius and coordinates.
Combine related-object filtersUse AND, OR, and parentheses across parent and child relationships.
Understand results
Section titled “Understand results”Work with resultsSearch and explain records, restore snapshots, and monitor background work.
Review run-to-run changesSee who joined or left and how the definition changed in Run History.
Profile compositionSee how selected fields are distributed across the audience.
Remove duplicate recordsDeduplicate audiences by match field, exclude an audience, and review what a run removed.
Understand related dataAdd related result values and inspect why an individual record matched.
Compare audiencesFind shared and unique records with Overlap Analysis.
Activate and automate
Section titled “Activate and automate”Add results to a CampaignMap fields, protect existing members, cleanse carefully, or measure outcomes.
Schedule and automate an audienceChoose timing, actions, deltas, outcomes, approvals, and control groups.
Split resultsAllocate exact counts and percentages across campaigns.
Process only changesUse run deltas to reduce repeated activation work.
Build a scheduled sequenceRun ordered audience steps and activation actions on a schedule.
Require change approvalPause scheduled activation when membership changes exceed policy.
Export resultsChoose CSV or Excel, columns, encoding, and definition metadata.
CAB Filter Library
Section titled “CAB Filter Library”Reuse filters across audiencesWhat the library is, the four ways an entry reaches an audience, and how to read the list.
Use a library filter in an audienceCopy, configure or sync an entry, and recognize synced and locked filters.
Create a library entryStart from scratch or from an audience, add related objects and calculations.
Make an entry configurableLeave values such as an amount or a date for the builder to fill in.
Manage entries that are in useSee where an entry is used, edit it safely, detach or delete it.
Set defaults and enforce filtersMake an entry a Copy, Sync or Locked default and decide what Cabby may read.
CAB Outcomes
Section titled “CAB Outcomes”See what happens after you add peopleWhat Outcomes measures, who counts, and how results keep updating.
Set up an outcomeStart from a goal or any record, choose the window, and pick where it is measured.
Read your resultsCompare audiences and campaigns, see when people convert, and add your own metrics.
Measure extra conversionsKeep a control group out of a campaign to see what it brings on top.
Act on resultsLeave out people who already completed it or follow up with those who haven't.
Turn on and manage OutcomesTurn it on, give access, and set storage, retention and nightly limits.
CAB Integrations
Section titled “CAB Integrations”Operate integrationsManage Account Engagement syncs, job history, and Marketing Cloud Data Extensions.
Set up Account EngagementAuthorize and configure the Pardot integration.
Set up Marketing CloudConfigure the installed package and connect CAB.
CAB Settings
Section titled “CAB Settings”Manage CAB SettingsFind setup jobs, automation, governance, integrations, performance, and retention.
Set up CabbyConnect, authorize, configure, and activate the Segmentation Agent.
Diagnose a queryInspect generated SOQL and large-data-volume filter risks.