Object Selection

• For both the Parent Relationship and the Related Records option, you have to select the object of choice in the first step.
• After selecting the object and clicking Next, you define your filter conditions.
• This step creates a new node on the audience canvas.

Parent Relationship:

• What is the parent object of my selected object that it refers to?
• For example, starting from the Contact node, I want to access the primary Account (to filter only Accounts of Type = Customer), so I select the Account option.

Related Records:

• Which segmentation-relevant records are related to my selected object?
• For example, starting from the Account node, I want to access Opportunities (Stage = Closed Won, Closed = This Year), so I select the Opportunity option.

Default Selection:

• Once you start using Campaign Audience Builder, the system will default the initial selection to the most used object to help you avoid clicks.
• To select another object, you can click the object option of choice.

Object Search:

• If the list of objects is too large and you want to find the relevant object quickly, you can use the object search.
• Remove the selected object by clicking the x at the right and then enter your search term. 
• The available objects are filtered in real-time.

Object Categories:

The object selection screen is organized into up to three categories:

1. Most Used - The objects used most in Campaign Audience Builder in your Salesforce Org.
2. Standard - All Standard Objects.
3. Custom - All Custom and Managed Package Objects.

If there are no Custom Objects to reference, the Custom category won't show.

Show More / Less:

• If there are more than 10 objects available in a category, you can click the + Show More button to load all options and - Show Less to reduce it again.
• Alternatively, it's easier in most cases to use the object search.