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.
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.
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Have you already heard about “Contact Limit” or “Contact Count” within Salesforce Marketing Cloud? Or have you been contacted by your Account Executive because you exceeded the allocated amount of contacts? What is a Contact Count, and how do we manage it? This article will tell you everything you need to know. What is the […]September 12, 2022Marketing Cloud Connect and Contact Builder What is Marketing Cloud Connect (MC Connect)? MC Connect helps you synchronize your CRM data from Sales Cloud or Service Cloud to your Marketing Cloud. You do this through synchronized data sources, where you define which CRM “objects” (accounts, contacts, etc.) need to sync to Marketing Cloud. These objects […]September 6, 2022Data Designer Data Designer is probably the primary tool in Contact Builder. You use this tool to view and manage contact data, aggregate a contact’s demographic and behavioral data, and define how that data relates to a contact record. Businesses use the combined data to enrich the customer experience and serve them better. (An overview […]September 6, 2022Manual contact creation in Contact Builder Imagine you’re testing an email for a future campaign and would like to send a test email to a test contact. At this point, you might wonder if it is possible to create contacts in Contact Builder manually. Yes, you can. When you create a data extension in Contact […]September 6, 2022
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