Operate Account Engagement and Marketing Cloud integrations

Move audiences into your activation platforms

Open CAB Integrations to operate configured Account Engagement (Pardot) and Marketing Cloud connections. The navigation only shows integrations that are included and enabled for the organization.

Synchronize Account Engagement lists

1. Open CAB Integrations → Pardot Integration → Sync Settings.
2. If your organization has multiple business units, choose the business unit.
3. Under Synchronized Lists, select Add List.
4. Choose a static Account Engagement list and the CAB audiences that should feed it, then finish the setup.
5. Use Edit to change the audiences, Stop to stop the list synchronization, or the audience row action Stop Synchronization to remove one audience.

Last Synchronization shows the most recent scheduled import. The stateful Cleanse/Cleansing control removes target-list members who are not in the synchronized CAB audiences; use it only when CAB should be authoritative for the complete list.

When Outcome Tracking is configured, the audience row action Tracked outcomes opens Track outcomes for this sync so Salesforce conversion outcomes can be measured for that activation stream.

Inspect Account Engagement jobs

Go to Import Job History to see manual additions and synchronized-audience jobs. Select an import number to open its Salesforce record, including status, created and updated records, and errors. Select Refresh to retrieve current job status from Account Engagement.

Work with Marketing Cloud Data Extensions

Open Marketing Cloud Integration → Data Extensions. Select Create Data Extension to define one, or review the recently populated Data Extensions shown on the page.

When mapping a Data Extension field from an audience, Audience Data Graph can retrieve one related value. Choose the path, Sort By, Sort Order, and final field, then select Done. The sort reduces a one-to-many path to the single record whose value is sent.

Audience Data Graph also offers the aggregates the audience calculates. Number and currency aggregates can be sent to Number and Decimal columns, and date aggregates to Date columns. Data Extensions have no currency column type, so a currency amount arrives as a plain number in your corporate currency. The value is rounded to the column’s decimal places, and a Number column receives a whole number. A Decimal column must have its length and decimal places defined in Marketing Cloud; otherwise CAB refuses the mapping and asks you to correct the column and search the Data Extension again. An addition that maps an aggregate always runs asynchronously; when a value cannot be delivered, for example an empty aggregate into a required column, CAB stops the addition and reports it as failed with the reason.

Cleansing is destructive at the destination

Cleansing can remove existing members from the target Account Engagement list. Confirm that no other process owns those members before enabling it.

For admins

Configure the connections under CAB Settings → AI & integrations. Assign Campaign Audience Builder - Pardot Integration or Campaign Audience Builder - Marketing Cloud Integration as appropriate.

Users who manage synchronized lists also need Campaign Audience Builder Automations, which contains Manage Campaign Audience Builder Automations. Integration availability also depends on the CAB edition.