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 cynced 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 Attrivution 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

The Details

Create a custom object in Salesforce by accessing the "Setup" enviornemnt 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:

Unce 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

Field Label

Field Name

Data Type

Indexed

attrib_date

attrib_date__c

Date

CaliberMind Attribution Name

Name

Auto Number

Yes

Campaign

Campaign__c

Lookup(Campaign)

Yes

campaign_id

campaign_id__c

Text(255)

campaign_name

campaign_name__c

Text(255)

campaign_type

campaign_type__c

Text(255)

cm_is_won

cm_is_won__c

Checkbox

company_id

company_id__c

Lookup(Account)

Yes

Created By

CreatedById

Lookup(User)

customer_date

customer_date__c

Date

days_to_value

days_to_value__c

Number(18, 0)

description

description__c

Text(255)

event_detail

event_detail__c

Long Text Area(32768)

event_system

event_system__c

Text(255)

influence

influence__c

Percent(3, 2)

isclosed

isclosed__c

Checkbox

Last Modified By

LastModifiedById

Lookup(User)

lookback

lookback__c

Number(4, 0)

member_id

member_id__c

Text(255)

model_name

model_name__c

Text(255)

model_type

model_type__c

Text(255)

opp_close

opp_close__c

Date

opp_create

opp_create__c

Date/Time

opp_order

opp_order__c

Number(3, 0)

opportunity

opportunity__c

Lookup(Opportunity)

Yes

Owner

OwnerId

Lookup(User,Group)

Yes

person

person__c

Text(255)

pre_opp

pre_opp__c

Checkbox

primary_campaign

primary_campaign__c

Checkbox

primary_campaign_id

primary_campaign_id__c

Lookup(Campaign)

Yes

response_datetime

response_datetime__c

Date/Time

source

source__c

Text(255)

total_value

total_value__c

Currency(10, 2)

touch_value

touch_value__c

Currency(10, 2)

weight

weight__c

Number(10, 2)

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.


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