Get to Know Customer 360 Audiences

Learning Objectives 

After completing this unit, you’ll be able to:

  • Navigate the Customer 360 Audiences interface.
  • Describe user roles and permissions.

Welcome to Customer 360 Audiences

Customer 360 Audiences is a self-service customer data platform (CDP) that can be used to create personalized audience segments to power your marketing. In this module, we help you navigate Customer 360 Audiences, provision your account, and get you ready to support your company as an admin.

Before You Begin

We cover an overview of Customer 360 Audiences, along with preparation steps and setup considerations, in the module Customer 360 Audiences Basics. It’s not required, but it’s a good place to start if you’re new to Customer 360. Here is a recap of the preparation steps.

  • Identify project stakeholders.
  • Identify data sources and integrations.
  • Understand system requirements.
  • Identify Customer 360 Audiences users.
  • Document all business requirements.

In this module, we assume you are an admin and have the proper access to provision Customer 360 Audiences. We also assume you are familiar with Salesforce Lightning and general admin responsibilities. If not, that’s OK. Consider reviewing the Lightning Experience for Salesforce Classic Users module and Admin Beginner trail.

Grab your compass—it’s time to do some navigation. The first time you log in to a brand-new account, it can take a moment to get your bearings. Customer 360 Audiences should look familiar to Salesforce Lightning users, but it may look less familiar to Marketing Cloud users. So let’s take a look around together.

First, let's navigate to the Audiences app. Click the App Launcher icon (1) in the navigation bar. Then either use the search box to find the Audiences app or scroll through the page to find the Audiences tile. Click it to go the Audiences Home page.Customer 360 Audiences Home page with app launcher icon highlighted.

After you click the Audiences app, you are taken to the Home page. 

App Launcher with the Audiences app selected.


The first two tabs, Data Streams (connected data sources) and Data Model (1), provide insight into the data that is being brought into your Audiences platform. The Segments (2) tab is where marketers create audience segments. Marketers then use Activation Targets and Activations (3) to manage where the segments are exported—like Marketing Cloud, for example. Finally the Setup gear (4) is where you, the admin, do all the behind the scenes work.  

Customer 360 Audiences Home page highlighting the navigation bar.

Setup Options

Since it’s an admins most-used page, let’s go through the Setup options. You won’t see all of the options until you add your admin permission set to your user. Once that’s done, you have the following options under Setup.

Setup gear selected.

  • Setup. Configure, maintain, and customize your org from the Setup page.
  • Audiences Setup. Opens the Customer 360 Audiences Configuration page for admins.
  • Subscription Management. Links to Checkout, where you can do a variety of billing-related activities associated with your account, including purchasing additional licenses and viewing quotes.
  • Developer Console. Opens the Developer Console, which is a development environment with a collection of tools you can use to create, debug, and test applications in your Salesforce org.
  • Edit Page. Opens the Lightning App Builder, where you can manage the app’s settings. Update app branding, navigation, and other options, and manage the Lightning pages assigned to that app all in one place.

User Management

Now that you have your bearings, let’s look at another key aspect of your role as admin: user management. User permissions—determined by permission sets—specify the tasks users can perform and the features they can access. After you create each user, you need to assign a permission set to the user. Here are your four options. 

Permission Set

Description

Admin (that’s you)

Responsible for the setup of the application, user provisioning, and assigning permission sets within the system. The admin has access to Sales Cloud and Service Cloud, in addition to other integrated systems within the Salesforce Platform. The admin executes day-to-day configuration, support, maintenance, and improvement, and performs regular internal system audits.

Marketing manager

Manages the overall segmentation strategy and identifies the target campaigns. They create and maintain reports and dashboards, including the Customer 360 Audiences Home page dashboard. 

Marketing specialist 

Creates, manages, and publishes segments of the messaging campaigns the marketing manager identifies. 

Data-aware specialist

Manages the logical, marketer-friendly data model defined by the marketing manager and marketing specialist. They create and manage data streams, and the mapping of data streams into the data model.

You should work closely with these individuals to make sure that your Customer 360 Audiences account meets the needs of all your users.

Note

Note

If you have a small team, one person can fulfill multiple roles and be assigned multiple permission sets.

Now that you are familiar with the navigation and understand user permission sets, let’s move on to account setup.

Resources