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Audience Lifecycle Management for Salesforce

Campaign Audience Builder brings audience segmentation, activation, governance, and measurement into one Salesforce-native workflow. Start with the audience you need, keep it current, and learn what creates impact.Build, activate, manage, and improve campaign audiences in one Salesforce-native workflow.

  1. 01SegmentDefine the audience
  2. 02ActivateLaunch campaigns
  3. 03ManageKeep control
  4. 04MeasureLearn what works

Flexible solutions for every audience challenge.

From complex data to clear campaign impact — CAB helps teams keep audiences accurate, active, governed, and measurable.

Turn Salesforce data into precise audiences

Connect Salesforce objects, combine filters, and define who belongs in your audience. Build and reuse the logic on a visual canvas—without writing SOQL.

  • Connect standard and custom Salesforce objects
  • Combine filters, relationships, and exclusions
  • Segment visually—without SOQL
  • Reuse trusted audience logic

Translate precise business criteria into audience logic your team can inspect and trust.

Connect related Salesforce data without flattening it into exports or rebuilding it elsewhere.

Preview who qualifies before activation and keep every audience decision explainable.

Built for precision

Cross-object filters

Find contacts through the accounts, opportunities, or custom records connected to them. Combine criteria across standard, custom, and managed-package objects in your Salesforce org.

Aggregated filters

Target accounts by total opportunity value, not just a single deal. Use counts, sums, minimums, maximums, or averages across related records to define who qualifies.

Filter exclusions

Leave out contacts already in a campaign or with an open case. Combine relationship exclusions with field conditions, such as email opt-out, to make every exclusion explicit.

Radius search

Invite contacts near an event or select accounts outside a service area. Filter a Salesforce Location field by a point and radius, in kilometers or miles.

Reusable filter library

Save proven filters, relationship chains, and aggregate rules. Reuse an editable copy, keep a synced reference, or let administrators enforce locked criteria across audiences.


Connect segment activations to business outcomes

Define what success looks like in Salesforce, then track what happens after each audience activation. Compare results over time and use the evidence to guide your next campaign.

  • Define outcomes around your business
  • Track conversions after activation
  • Compare audience performance over time
CAB Outcomes

Opportunity won within 60 days

Conversion window 60 daysCheckpoints 7 · 30 · 60Measurement complete
Conversion by checkpoint
Since activation
Customer expansionProspect nurture
From activation to outcome

Define success your way

Track campaign responses, won opportunities, donations, or custom Salesforce events. Set the criteria and conversion window that match your goal.

Measure after every activation

CAB records results at your chosen checkpoints, keeping each reading connected to the audience activation that produced it.

Compare with context

Compare audiences using conversion rates, sample sizes, and measurement status. See which results are complete and which are still developing.


Turn a business brief into an audience with agents

Describe the audience you need. Cabby turns your brief into Salesforce objects, relationships, and filters—ready to refine in conversation or continue editing on the visual canvas.

  • Build from your business requirements
  • Work with your Salesforce data model
  • Refine in chat or on the canvas
CabbyYour Segmentation Agent
You

Find decision makers at customer accounts with open opportunities closing this quarter.

Cabby

I’ve connected Contacts, Accounts, Opportunities, and Contact Roles. The configuration is ready for you to preview.

Auto-apply changesOff
Contact audience

Configuration Ready

ContactEmail available
AccountType = Customer
OpportunityOpen · Closes this quarter
Opportunity Contact RoleRole = Decision Maker
1,340 contacts
From a business brief to editable audience logic.

Start with the business goal

Describe who you want to reach, including timing and exclusions. Start from your own brief or ask Cabby for suggestions based on your Salesforce Campaign.

Build on your Salesforce context

Cabby uses your org’s objects, fields, and relationships to shape the audience. It can also reuse existing Filter Library entries instead of rebuilding trusted logic.

Keep refining, your way

Adjust the audience in conversation, inspect the proposed configuration, or continue on the visual canvas. The resulting logic stays visible and editable.


Keep campaign membership up to date

Keep audiences current on your schedule. Refresh membership, activate relevant changes, and pause unexpected shifts for review—without rebuilding the audience each time.

  • Refresh on a recurring schedule
  • Process changes for each activation
  • Review unexpected membership shifts
Audience schedule

Configure schedule

Active
Scheduled days
MonTueWedThuFriSatSun
FrequencyEvery 24 hours
DestinationSalesforce Campaign
Audience-limited cleansingRemove members who no longer qualify
Membership changes

A clear view of every run

+128Joined
−24Left
Last 8 runsJoined Left
Review before activationPause when a change threshold is exceeded
One schedule. Current membership. Controlled activation.

Set the rhythm

Choose run days, frequency, and a start and end date. Refresh an audience on its own or attach the activation actions your workflow needs.

Act on what changed

Track changes since each action’s last successful activation. Add new campaign members and use audience-limited cleansing to remove those who no longer qualify.

Keep a review point

Set change thresholds to notify your team or pause activation for approval. When review is required, actions wait until an approver releases the run.

Audience Scheduling

Run your audience once or on a recurring schedule. Choose the days, frequency, and timeframe, then let CAB refresh membership from current Salesforce data. Attach destination actions when you want the refreshed audience to feed your campaigns.

Campaign Cleansing

Keep campaign membership aligned with who qualifies now. Remove members outside the current audience, limit cleansing to members added by this audience, and protect selected statuses—so responses and work owned by other teams stay intact.

Membership Changes

See how your audience evolves from run to run. Review who joined, who left, and who stayed, then inspect the affected records. Make changing membership visible instead of relying on a total count alone.


Activate the right contacts in every campaign

Move from a qualified audience to a campaign-ready membership. Choose the destination, map the context, and decide how existing members should be handled—all inside Salesforce.

  • Activate directly into Salesforce Campaigns
  • Map fields and set member status
  • Control updates and cleansing
Audience results

Decision makers · DACH

12,480qualified contacts
Ready to activate
Salesforce Campaign

Add to campaign

CampaignDACH customer outreach
Member statusSent
Field mapping
Contact languagePreferred language
Account industryIndustry
Audience logic becomes campaign membership—with the context attached.

Choose where it goes

Add results to an existing Salesforce Campaign or create a new one. Use connected Account Engagement lists, Marketing Cloud Data Extensions, or Flow and Apex actions where available.

Carry the context forward

Set the campaign member status and map compatible fields from the audience record, related data, or fixed values. Keep the information your campaign needs alongside every member.

Protect existing work

Keep the status of existing campaign members or update it deliberately. Limit cleansing to members from this audience and protect selected statuses from removal.

Add to Campaign

Turn qualified contacts into Salesforce Campaign Members. Choose an existing campaign or create a new one, set the member status, and map the fields your team needs. Decide whether to keep or update the status of existing campaign members.

Pardot Integration

Build audiences using Salesforce objects and relationships, then add the results to an Account Engagement list. Bring precise CRM segmentation into your Pardot workflows without exporting and reimporting a contact file.

Marketing Cloud Integration

Send audience results to a Marketing Cloud Data Extension. Map its columns from record fields, related data, or fixed values, and use scheduled activations to keep your campaign data flowing from Salesforce.

Flow & Apex Integration

Hand the audience to a configured Flow or Apex action when the next step goes beyond a standard destination. Supply the action’s input values and use your own Salesforce automation to process the qualifying records.


Understand who qualifies—and why

See the people behind the count. Explore audience composition, inspect why individual records qualify, and spot missing data or meaningful differences before activation.

  • Explore audience composition
  • Trace why a record qualifies
  • Compare with your org’s baseline
Audience composition

What stands out

Industry
Manufacturing38%
Technology24%
Services15%
3.2×

Manufacturing representation compared with the org baseline

Missing country8%
Record Match Breakdown

Why this contact qualifies

JL
Jordan LeeContact · Customer audience
Match
ContactEmail is available
Related accountType equals Customer
Related opportunityOpen · Closes this quarter
Understand the audience as a whole—and the logic behind each match.

See what stands out

Explore prominent values, recency patterns, and missing data. Compare your audience with the org baseline, with filter-driven patterns separated from unexpected findings.

Explain individual matches

Search the results, choose the fields you need, and open the Record Match Breakdown. Inspect the criteria and relationships behind a record’s qualification.

Turn findings into decisions

Use the composition profile and Cabby’s summary to review your audience before activation. Large audiences can be profiled from a labeled sample, keeping the scope of each finding clear.


Prioritize records and orchestrate the next step

Decide which audience gets priority when records qualify for more than one. Build a waterfall with separate activations, or combine audiences into one final result set.

  • Assign records by audience priority
  • Combine, intersect, or exclude audiences
  • Activate each waterfall step separately
Three priorities. Distinct audiences. A clear next action for each.

Put priority into practice

Order audiences in a waterfall. Each step excludes records already claimed by a higher-priority step, so the same record is not assigned twice. Leading steps can also serve as pure exclusions.

Build one combined audience

Use union, intersection, and exclusion to combine existing audiences into one final result set. Reuse the audience logic you already trust instead of rebuilding it.

Give each step its own action

Attach different Campaign, Data Extension, Flow, or Apex actions to waterfall steps. Schedule recurring runs and inspect each step’s results, retained share, and activation status.


See the audience lifecycle hands-on in Salesforce.

Watch webinar

CAB Academy

Audience operations you can rely on.

Powering businesses of all sizes.Run your audience management on a reliable tool that adapts to your needs.

Turn audience work into a streamlined Salesforce workflow.

Book a demo

Real teams, real workflows: from an annual mailing that took a day to segments that build themselves — see what audience work in Campaign Audience Builder looks like in practice.

Read the story
Person walking across a glass bridge between modern library towers
Any objectaccounts, cases, custom data combined
No codebuilt entirely in the visual canvas
Independent teamsmove without waiting on IT

Built for every industry that runs on Salesforce.

From lean nonprofit teams to organizations with thousands of licenses — CAB adapts to the data, processes, and controls behind your audiences, whatever your industry calls them.

“Campaign Audience Builder is fantastic. We've found it to be a really useful, intuitive tool. On the surface it's simple, has an easy-to-use UI, but it actually has a lot of power hidden behind it, too. It even enabled us to close gaps where standard Salesforce simply lacks the functionality. Would 100% recommend.”

Nick Letham, Senior Email Marketing Manager, London & Partners

“We can confidently say that Campaign Audience Builder has transformed the way we handle audience segmentation. The intuitive Point-and-Click feature was so easy to use. The user-friendly interface makes the process smooth and efficient, allowing even those with limited technical expertise to navigate and customize their audience effortlessly.”

Polly Chang, Database Executive, War Child UK

“Campaign Audience Builder can only bring advantages to each business! While very simple and straightforward to use, the tool allows for extremely precise segmentation. Campaign Audience Builder adapts perfectly to each Salesforce environment and makes work so much easier.”

Kelly Langer, Sales Intelligence Leader, Faymonville

Extend the way audiences work.

Adapt Campaign Audience Builder to your business needs with flexible features.

Manage the complete audience lifecycle.

Keep every audience accurate, activated, governed, and measurable from start to finish.

Reliable performance for every audience.

Run high-volume segmentation, activation, and measurement without compromising speed or control.

200M+segmented results per month

50k+audiences built

100k+activations

Beyond the standard.

Campaign Audience Builder grows with your requirements — from smart background processing to custom actions and individual filters.

Async Mode. The smart engine automatically detects large data volumes and switches from synchronous to asynchronous processing — the job completes performantly in the background, no matter how big the audience is.

Flow, Apex & API integrations. Build custom actions beyond Campaign Audience Builder’s standard functionality — for example, segment your audience and push the result set via Apex and APIs straight to third-party tools like Mailchimp.

Custom Filters. Go beyond standard fields: technical teams package complex logic as governed filters with business-friendly parameters — usable in the builder like any other rule.

Questions, answered.

Everything you need to know before segmenting and activating audiences in Salesforce.