Pushing Caliber Mind Person Engagement Data to Salesforce

One of the best features in a Customer Data Platform, like CaliberMind, is the ability to READ and WRITE to core systems. For example, a Sales Manager may want to make sure her reps spend most of their time in Salesforce.com (to avoid task switching between tools).

In this situation it doesn't make sense for the sales person to log into CaliberMind directly, but there are some strong insights in our data that can greatly assist the seller. What is the solution? Push data fields from CaliberMind -to-Salesforce using a flow. The results look like this:

CRM Readiness / SalesOps Preparation

At this point, you'll want to involve your CRM Administrator. Discuss and create any relevant Contact Fields in Salesforce from the below list, also note fields can be renamed or different than these-- but here are some ideas:

Step 1 - Create Placeholder Fields
CRM Field

Type

Description
id

Text (18,0)

**REFERENCE ONLY** The individual's SFDC record ID

AccountId

Text (18,0)

**REFERENCE ONLY** The SFDC record ID of the account that the individual is associated with

CM Engagement Score

Number (16, 1)

The live person engagement score within CaliberMind

CM Engagement Index

Number (3, 1)

The CM Engagement Score indexed against all other person records in the database. For example, an index of 80.1 would indicate the given record is scoring higher than 80% of other individuals.

CM Engagement Index (Non-Customers)

Number (3, 1)

The CM Engagement Score indexed against all other non-customer person records in the database. For example, an index of 80.1 would indicate the given record is scoring higher than 80% of other individuals.

CM Buyer Journey

Formula / Text[Treat blank fields as blanks]

Opens hyperlink in new tab to the CaliberMind Platform to the selected person

Engagement Sparkline

Formula / Text[Treat blank fields as blanks]

Displays an inline chart of the last 6 weeks engagement on the record's layout.

Weekly Touches

Text (60)

A comma separated list of numerical touches with a person over 6 weeks. (This field is required to be named Weekly_Touches__c for the above spark-line to work)

Inbound Touches - Last 14 Days

Number (18,0)

The individual's total number of inbound events within the past 14 days

Inbound Touches - Last 30 Days

Number (18,0)

The individual's total number of inbound events within the past 30 days

Outbound Touches - Last 14 Days

Number (18,0)

The individual's total number of outbound events within the past 14 days

Outbound Touches - Last 30 Days

Number (18,0)

The individual's total number of outbound events within the past 30 days

Non Sales Inbound Touches - Last 14 Days

Number (18,0)

The individual's total number of non-sales related inbound events in the past 14 days

Non Sales Inbound Touches - Last 30 Days

Number (18,0)

The individual's total number of non-sales related inbound events in the past 30 days

Engagement - Previous Day

Number (16, 1)

The individual's previous day CaliberMind Engagement score

Engagement - Previous Week

Number (16, 1)

The individual's previous week CaliberMind Engagement score

Engagement - Previous Month

Number (16, 1)

The individual's previous month CaliberMind Engagement score

Person Engagement - DoD

Number (16, 1)

CaliberMind Engagement score change day-over-day.

Person Engagement - WoW

Number (16, 1)

CaliberMind Engagement score change week-over-week.

Person Engagement - MoM

Number (16, 1)

CaliberMind Engagement score change month-over-month.

Last Scored Engagement Date

Date

The date of the last scored engagement event within CaliberMind

Last Scored Engagement Details

Text (255)

Details of the last scored engagement event within CaliberMind

First Keyword Date

Date

The date of the first keyword search that the individual performed

First Keyword

Text (60)

The term or phrase of the first keyword search that the individual performed

Total Campaign Membership Count

Number (18,0)

The total number of campaigns that the individual is noted as a campaign member

Last Campaign Membership Date

Date

The date of the most recent campaign that the individual was noted as a campaign member

Last Campaign Membership Details

Text (255)

The campaign details of the most recent campaign that the individual was noted as a campaign member

First Event Date

Date

Date of the first touch event that the individual had

First Event Type

Text (60)

Campaign or channel type of the first touch event that the individual had

First Event Name

Text (255)

Campaign name or page title of the first touch event that the individual had

First Event Channel

Text (60)

Channel or source of the first touch event that the individual had

First Event Content Type

Text (60)

The content's type classification of the first touch event that the individual had

Last Event Date

Date

Date of the last touch event that the individual had

Last Event Type

Text (60)

Campaign or channel type of the last touch event that the individual had

Last Event Name

Text (255)

Campaign name or page title of the last touch event that the individual had

Last Event Channel

Text (60)

Channel or source of the last touch event that the individual had

Last Event Content Type

Text (60)

The content's type classification of the last touch event that the individual had

Lead Creation Event Date

Date

The event date of the last event prior to the person record being created

Lead Creation Event Class

Text (60)

The event class of the last event prior to the person record being created

Lead Creation Event Type

Text (60)

The event type of the last event prior to the person record being created

Lead Creation Event Direction

Text (60)

The event directionality - inbound or outbound - of the last event prior to the person record being created

Lead Creation Event Name

Text (255)

The event name of the last event prior to the person record being created

Lead Creation Event Detail

Text (255)

The event details of the last event prior to the person record being created

Total Opportunities Attributed

Number (10, 0)

The total number of opportunities that the person has been attributed to - both sourced and influenced

Total Opps Attributed - Sourced

Number (10, 0)

The total number of opportunities that the person has been attributed to - sourced only (Lead creation --> Opp creation)

Total Opps Attributed - Influenced

Number (10, 0)

The total number of opportunities that the person has been attributed to - influenced only (Opp creation --> Opp close)

Total Attribution Value

Currency (16, 2)

The total attribution value of all touches by the individual

Total Attribution Value - Sourced

Currency (16, 2)

The total sourced attribution value of all touches by the individual

Total Attribution Value - Influenced

Currency (16, 2)

The total influenced attribution value of all touches by the individual

First Sourced Opp ID

Text (18)

The ID of the first sourced opportunity attributed towards the individual

CM Opportunity Details - Sourced

Formula / Text[Treat blank fields as blanks]

The first sourced opportunity that the individual was attributed to - Link opens a new tab that takes you to the opportunity within CaliberMind

First Sourced Opp Event - Date

Date

The date that the first sourced opportunity was attributed towards the individual

First Sourced Opp - Channel Type

Text (60)

The channel type of the first sourced opportunity attributed towards the individual

First Sourced Opp - Channel Description

Text (60)

The source or medium of the first sourced opportunity attributed towards the individual

First Sourced Opp - Content Type

Text (60)

The type of content for the first sourced opportunity attributed towards the individual

First Sourced Opp - Content Name

Text (255)

The name of the content or campaign for the first sourced opportunity attributed towards the individual

First Sourced Opp - Details

Text (255)

Additional details for the first sourced opportunity attributed towards the individual

First Influenced Opp ID

Text (18)

The ID of the first influenced opportunity attributed towards the individual

CM Opportunity Details - Influenced

Formula / Text[Treat blank fields as blanks]

The first influenced opportunity that the individual was attributed to - Link opens a new tab that takes you to the opportunity within CaliberMind

First Influenced Opp - Date

Date

The date that the first influenced opportunity was attributed towards the individual

First Influenced Opp - Channel Type

Text (60)

The channel type of the first influenced opportunity attributed towards the individual

First Influenced Opp - Channel

Text (60)

The source or medium of the first influenced opportunity attributed towards the individual

First Influenced Opp - Content Type

Text (60)

The type of content for the first influenced opportunity attributed towards the individual

First Influenced Opp - Content Name

Text (255)

The name of the content or campaign for the first influenced opportunity attributed towards the individual

First Influenced Opp - Details

Text (255)

Additional details for the first influenced opportunity attributed towards the individual

First Opp Attributed ID

Text (18)

The ID of the first opportunity attributed towards the individual

CM Opportunity Details - Last Opp

Formula / Text[Treat blank fields as blanks]

The first opportunity that the individual was attributed to (sourced or influenced) - Link opens a new tab that takes you to the opportunity within CaliberMind

First Opp Attributed - Event Date

Date

The date of the first opportunity attributed towards the individual

First Opp Attributed - Channel Type

Text (60)

The channel type of the first opportunity attributed towards the individual

First Opp Attributed - Channel Description

Text (60)

The source or medium of the first opportunity attributed towards the individual

First Opp Attributed - Content Type

Text (60)

The type of content for the first opportunity attributed towards the individual

First Opp Attributed - Content Name

Text (255)

The name of the content or campaign for the first opportunity attributed towards the individual

First Opp Attributed - Details

Text (255)

Additional details for the first opportunity attributed towards the individual

Last Opp Attributed ID

Text (18)

The ID of the last opportunity attributed towards the individual

CM Opportunity Details - Last Opp

Formula / Text[Treat blank fields as blanks]

The last opportunity that the individual was attributed to (sourced or influenced) - Link opens a new tab that takes you to the opportunity within CaliberMind

Last Opp Attributed - Event Date

Date

The date of the last opportunity attributed towards the individual

Last Opp Attributed - Channel Type

Text (60)

The channel type of the last opportunity attributed towards the individual

Last Opp Attributed - Channel Description

Text (60)

The source or medium of the last opportunity attributed towards the individual

Last Opp Attributed - Content Type

Text (60)

The type of content for the last opportunity attributed towards the individual

Last Opp Attributed - Content Name

Text (255)

The name of the content or campaign for the last opportunity attributed towards the individual

Last Opp Attributed - Details

Text (255)

Additional details for the last opportunity attributed towards the individual

Step 2 - Work with your CSM to enable the workflow to populate the fields created

  • We will create a "preview list" of the data available for review and download in CaliberMind.
  • Once your team approved the list logic looks correct we will test sending data to Salesforce.
  • If any errors occur, we will coordinate with your Salesforce Administrator to resolve it.

CRM Go-Live

Once data is validated and CM flow to salesforce is healthy, You can then add these fields to your contact layout in Salesforce.

That's it! You're now ready to have insights consumed from Salesforce for Person Engagement Fields-- and for use in your marketing automation for Account-Based Marketing (ABM)!

Custom Flows and Advanced List Editing

If you're an advanced user of CaliberMind, you can try the DIY version of enabling this workflow.
  1. Create a LIST in CaliberMind for example: "FLOWS - Update Person Engagement Fields"
  2. Cut and paste the below SQL and save.
  3. Create a new flow:
    1. Select Update / Create records in Salesforce
    2. Select the list you created in step 2
    3. Select the "CONTACT" object
    Map the Person ID field to the Contact.ID field
    1. Map other fields
    2. Set to daily and then run now!
  4. Check the log file after the workflow has been competed to see if the there were any errors from Salesforce.


How did we do?


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