
Salesforce Marketing Cloud Contact Builder | DESelect
What is Contact Builder in Salesforce Marketing Cloud, and for what purpose does it serve? Contact Builder is a Marketing Cloud app that you use to manage contacts and related data. You use Contacts to store demographic and behavioral information about individuals. The primary purpose of Contact Builder is to organize your contact data into a single customer view.
Why would you use Contact Builder?
- Leverage information from any Marketing Cloud app for any contact as mentioned in this Trailhead;
- Design, map, and link data about your customers;
- Add synchronized data sources from Salesforce CRM to Salesforce Marketing Cloud using Marketing Cloud Connect (if applicable).
With this single view of your customer, you take an essential step towards creating personalized and targeted campaigns. In other words, you can deliver a better customer experience.
Who defines access to Contact Builder?
You can assign several roles to users that grant them access to Contact Builder. These roles vary from having access to the app to permissions for more specific functions within Contact Builder. Typically, Marketing Cloud admins assign these roles.
It is best practice to create a custom role for marketers (or other groups of users) who need access to Contact Builder, so you assign them relevant permissions.
Why should you give someone access to Contact Builder?
Various instances require Salesforce Marketing Cloud users to access contact data in Contact Builder. For example, for a marketing agency you hired to create templates in Content Builder, you would probably like to restrict access to Contact Builder features like contact deletion.
On the other hand, you would like to provide admins with permissions for Marketing Cloud Connect and data deletion in Contact Builder.
How can you provide access to Contact Builder?
To administer access to Contact Builder, you will need administrative permissions to navigate Setup. Within Salesforce Marketing Cloud, click on your name (top right), and then click ‘Setup.’ Under ‘Users,’ you can assign roles to define access to Contact Builder. As recommended earlier, you can also create customer roles. To do so, click on ‘Roles,’ then on ‘Create’ to define a new custom role.
Conclusion
So that’s a whistlestop introduction to Salesforce Contact Builder. In our following few articles, we’ll take a deep into the functionality and features of this great SFMC tool.
Companies are spending countless marketing dollars and hours on collecting and managing data—often with little to no idea of how best to store or utilize it. Inefficiencies have become the norm, keeping companies from unlocking their full potential.
We created the DESelect Segment tool to help marketers, campaign managers, and CRM admins streamline this process, saving time, money, and unnecessary stress.
So marketing leaders see more return from their campaigns because they are better segmented and more personalized.
Ready to see what no code SFMC audience segmentation can do for your marketing team? Our team is ready to help you start your segmentation journey. Get a no pressure demo of DESelect Segment here.
Latest Articles
-
Why Salesforce Einstein Activity Capture Actually Matters to Sales Teams
Why Salesforce Einstein Activity Capture Actually Matters to Sales Teams Introduction to Sales Cloud Einstein Sales Cloud Einstein provides sales teams with an innovative edge, combining AI-powered tools with Salesforce CRM to automate tasks and deliver actionable insights. One standout feature is Salesforce Einstein Activity Capture, which eliminates the need for manual logging of emails […]September 18, 2025Not All Contacts Are Created Equal: Understanding Salesforce Leads vs Contacts
Not All Contacts Are Created Equal: Understanding Salesforce Leads vs Contacts Introduction to Salesforce Salesforce is more than just a CRM; it’s where customer conversations begin, grow, and turn into closed deals. For new users, though, there’s often confusion about one of its core distinctions: Salesforce leads vs contacts. Knowing the difference between these two […]September 18, 2025Creating Real Conversations with Salesforce Digital Engagement
Creating Real Conversations with Salesforce Digital Engagement Introduction to Digital Engagement When customers reach out, they expect speed, relevance, and a personal touch. Salesforce Digital Engagement makes this possible by connecting businesses with customers across various digital channels, including Facebook Messenger, WhatsApp, SMS, and web chat. By consolidating all conversations into a single view, Salesforce digital engagement enables […]September 5, 2025Your Essential Guide to Dreamforce 2025 Highlights and Insights
Your Essential Guide to Dreamforce 2025 Highlights and Insights Attend Dreamforce 2025 Dreamforce 2025 is shaping up to be one of the most impactful events in Salesforce’s history. Scheduled to take place at the Moscone Center in downtown San Francisco, this three-day event attracts tens of thousands of attendees from the Salesforce ecosystem, developers and […]September 4, 2025
