Linking CaliberMind Attribution Data to Salesforce
This article serves as a guide for teams that would like to see the CaliberMind attribution data directly in their Salesforce CRM. The below process allows for data to be directly synced between CaliberMind and your CRM for teams to be able to see attribution events directly on a specific account or campaign performance in terms of your chosen attribution model on the campaign level.
The Big Picture
Linking Attribution data from CaliberMind requires a few steps:
1. Adding a custom object in Salesforce which will have encompass the various Attribution Fields
2. Mapping the CaliberMind fields to the fields in this custom object
3. Turning on the Flows
4. Adding these custom objects to the Account or Campaign Dashboards
Create a custom object in Salesforce by accessing the "Setup" environment and query for the "Object Manager" (SF Lightning). Once in the Manager, Select to Create a "New Custom Object".
The setup for this new field should look like this:
Once the Object is created, you can access the "Fields & Relationships" and create the custom fields.
The following table outlines the fields and should make it easier to cut and paste the field labels and names:
Salesforce Custom Field Mapping
CaliberMind Attribution Name
Long Text Area(32768)
Last Modified By
Once the fields are set up, it is time to move to mapping the fields in Calibermind to the ones you created.
Your CSM is here to help you with that step and to build the flow that would enable the feeding of the data into your Salesforce. Please reach out once your object is set up.
Once the flows are active, you can add some of the fields from the custom object to your Account and/or Campaign Objects. Some fields that we recommend would look like this:
We will be here throughout the process so please do not hesitate to come to us with any questions as they arise.