Release Overview
1. AI-Powered Agent Integration
Campaign Audience Builder now includes the CAB Agent, an intelligent assistant that helps users create, refine, and apply audience configurations from natural language. The Agent is available directly in the builder and can turn segmentation goals into structured filters, related-object criteria, and tested configurations.
- Natural language audience building - Describe who you want to reach and the Agent builds the audience configuration using objects, fields, operators, and values from your Salesforce org.
- Schema-aware recommendations - The Agent fetches live Salesforce schema context, field metadata, picklist values, relationship paths, usage statistics, and reference audiences before proposing filters.
- Campaign-aware suggestions - From campaign pages, the Agent can suggest tailored audience ideas based on campaign metadata and recent successful audiences.
- Tested configurations - The Agent can run test queries, review record counts, and iterate before submitting the final configuration.
- Conversation history - Agent conversations are stored so users can resume work and see prior messages, tool activity, and submitted configurations.
- Progress visibility - A timeline and localized activity messages show when the Agent is reading schema, testing an audience, applying a suggestion, or waiting for input.
- Custom instructions - Admins can define org-specific guidance for the Agent.
- Customer-selectable AI processing mode - Admins choose between EU data residency and global availability/performance during Agent setup.
2. Related Data in Results
Results can now include fields from related records, giving users a richer view of the audience without leaving CAB.
- Select parent fields up to five relationship levels deep from the results table.
- Save selected related columns per object type in the browser.
- Add reusable Data Inclusions to pull specific related values with sorting rules.
- Export related fields and Data Inclusion columns in CSV output.
- Click Name fields in results to open the underlying Salesforce records directly.
3. Custom Related Object Logic
Related object filters now support custom logic expressions. Users can combine related-object criteria with AND, OR, and parentheses to define exactly how records qualify.
- Choose between all filters, any child filter, or custom logic.
- Build expressions such as `(1 AND 2) OR 3` across parent, child, and aggregate-related criteria.
- See numbered badges and visual logic indicators on the audience canvas.
- Receive validation for missing references, invalid references, unbalanced parentheses, and ambiguous mixed AND/OR expressions.
- Preserve custom logic when configurations are cloned, exported, converted through the Agent, or reopened in the builder.
4. Campaign Split Fixed Allocation
Campaign splits can now allocate exact member counts in addition to percentages.
- Assign fixed counts such as 500 members to Campaign A and 1,000 members to Campaign B.
- Mix fixed counts and percentage-based allocation in the same split.
- Fulfill fixed counts first, then distribute remaining members by percentage.
- Use fair largest-remainder distribution so percentage groups account for every remaining record.
- Track split allocation details in run history and async operation status.
5. Overlap Analysis
Users can compare audiences to understand shared and unique membership before taking action.
- Compare one audience against one or more audiences with the same initial object type.
- View counts and percentages for records only in the current audience, only in the compared audience, and in both.
- Create Combination audiences from overlap segments.
- Create Waterfall audiences from "only in" segments.
- Review previous actions tied to compared audiences, including campaign additions, splits, integrations, and final actions.
- Large comparisons run asynchronously and notify users when results are ready.
6. Coordinate Filtering
CAB now supports geographic filtering with Salesforce Location and Address fields.
- Filter records within or outside a radius from a center point.
- Use miles or kilometers, with unit defaults based on browser locale.
- Pick a location on the map or paste coordinates directly.
- Store an optional human-readable location description.
- Execute filters using Salesforce native `DISTANCE()` and `GEOLOCATION()` SOQL functions.
7. Snapshot-Backed Audience Results
Audience results are now more resilient after large runs, cache expiration, and downstream actions.
- CAB can persist audience membership in snapshot chunks after execution.
- Campaign additions, campaign cleansing, campaign splits, Marketing Cloud exports, Pardot sync, and final actions can read from snapshots when appropriate.
- Cache can be rebuilt from snapshots when eligible, with user-visible rebuild status.
- Snapshot-backed paths reduce reliance on Platform Cache for long-running or delayed operations.
8. Async Operation Monitoring
Long-running audience actions now have clearer progress and status visibility.
- Async operations are grouped and shown with current status, progress, recent activity, and contextual labels.
- Campaign splits, campaign cleansing, snapshot jobs, cache rebuilds, and related action jobs surface richer status information.
- Failed and completed operations are separated more clearly.
- Scheduled runs are identified in the async operation UI.