Teach Agent Cal Your Language: Custom Salesforce Field Support Now Live!

Agent Cal just got a whole lot smarter. You can now train Agent Cal to understand and analyze your business’s unique Salesforce Custom Columns, giving you deeper, tailored insights across your revenue data.

What’s New & Why It Matters

  • Smarter, Business-Specific Insights: Standard fields are great, but your unique business logic lives in your custom fields. By training Agent Cal on your Salesforce Custom Columns, you ensure your AI assistant speaks your company’s exact data language.
  • Seamless Contextual Learning: All out-of-the-box standard fields are pre-configured, but now you hold the keys to expanding Agent Cal’s knowledge base to include custom tiering, and custom account statuses.
  • Effortless Configuration: Teaching Agent Cal is as simple as populating a couple of fields. Just assign a clear Friendly Name (Label) and a brief Description to any synced custom column, and Agent Cal takes care of the rest.

How to Get Started

Ready to level up your AI prompts and revenue reporting?

  1. Navigate to Settings > Object Manager in CaliberMind.
  2. Select your synced Salesforce table (e.g., Account - Salesforce Custom Columns).
  3. For any custom column you want Agent Cal to understand, fill in the Label (Friendly Name) and Description.
  4. Save your changes—Agent Cal will automatically incorporate these definitions into its intelligence model!

Need assistance setting up your custom field mappings? Reach out directly to your Dedicated Customer Success Manager.