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Campaign Audience BuilderCampaign Audience BuilderCAB Documentation

Multiple Relationship Options

  • Many orgs have rather complex data models and plenty of relationship fields. So, it’s not unusual for an object to have multiple relationships with another object.

  • Even the Salesforce standard is built like this. Let’s look at the example of Accounts and their parent-relationship to the User object.

  • You have a lookup for the Account Owner, the Last Modified By, and the Created By.

  • This can apply to parent relationships as well as to child relationships.

  • Therefore, you need to select the proper relationship for the correct segmentations.

  • If multiple relationships exist, you will see a new selection field (Parent Relation or Child Relation), including all available options:

  • Select the relationship option you want to segment on, and then continue by defining your filter conditions, or hit Done if you don’t want to apply additional criteria.