How to Map Your Salesforce Opportunity Revenue Field

Map Salesforce Opportunity Revenue Field

When you initially sync your CaliberMind account with Salesforce, CaliberMind automatically makes the association between your Amount field under your Salesforce Opportunity object.

If you are using a custom field that is not the Amount field in Salesforce.opportunity. your Org Admin can map that field.

  • Go to: Settings/ Object Mapping/ Opportunity/ Salesforce
  • Select the right field from the dropdown menu (CaliberMind will also sync your custom fields on your Opportunities)
  • Click Save (changes to these settings will be reflected in your data after your next data compilation.)
Note that this field affects all calculations for Attribution across the system and where any report requests amount data so please consult with your Customer Success Manager before making changes to this field.
Note that if your organization is using formulas to calculate the amount field, CaliberMind automatically syncs formulas and will pull the amount value directly from the formula so this config option doesn't apply.
CaliberMind automatically makes an association between amount field and Saleforce Opportunity Object

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Object Mapping Filters

Custom SQL Data Transformations