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 redesigned canvasCreate, connect, label, and navigate audience nodes.
Build with CabbyTurn a plain-language goal into a reviewed audience configuration.
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 changesCompare joins, leavers, and definition changes in Run History.
Profile compositionSee how selected fields are distributed across the audience.
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 reserve a one-time holdout.
Schedule and automate an audienceChoose timing, actions, deltas, outcomes, approvals, and persistent holdouts.
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 and govern filtersCreate library entries and apply them as Copy or Sync; administer authoritative Locked policies.
CAB Outcomes
Section titled “CAB Outcomes”Measure outcomesDefine conversion rules and interpret checkpoint curves.
Measure campaign liftReserve a control group and compare treated and held-out conversion.
Ask Cabby about performanceGenerate outcome-aware suggestions and explanations from aggregate data.
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.