Custom Programs for Campaigns
CaliberMind campaign custom programs allow the user to create custom programs to better organize a group of campaigns. Programs can be assigned to Custom Campaigns
August 10, 2026
Read MoreCreating Company Lists using SQL
Why create an Company list using SQL? Step-by-Step Instructions Navigate to the lists tab of CaliberMind.Click on the green circle button Fill in the Create List Dialog box The SQL editor will open (Write the desired statements, test your query, and save within this section.) Sample query to get you...
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How to Connect: Salesforce [via FiveTran]
Prerequisites. To connect Salesforce to CaliberMind, you need: Access to an active Salesforce account. Administrator-level access or, at minimum, write-access to relevant objects. An Enterprise level…
July 28, 2026
Read MoreSetting Up the LinkedIn Push Connector
Permissions required for LinkedIn Push Connector. The LinkedIn Push Connector enables your organization to capture LinkedIn Ad Lead-Gen form submissions upon completion. The user who is connecting th…
July 1, 2026
Read MoreGDPR Compliance with CaliberMind
Data Deletion & Privacy Requests CaliberMind recognizes that many customers have obligations under data privacy and protection laws to honor individual rights to deletion or erasure of personal information. To submit a deletion request, contact us at moc.dnimrebilacobfsctd-15e8b2@pleh or reach out to your Customer Success representative. What to include in...
June 5, 2026
Read MorePushing CaliberMind 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...
May 18, 2026
Read MoreConnecting Tableau to CaliberMind
You can access CaliberMind data in your Tableau environment through a dedicated service account. We provide data warehouse-level access to your Tableau Server allowing you full access to the entire data set in your Google BigQuery project. This is a great way to share insights from Attribution and ABM Scoring...
March 31, 2026
Read MoreAd Performance Report – Attribution Tab
The Ad Performance Attribution Tab is where you go to get high level metrics on your ad spend performance. You can see information related to attributed pipeline, opportunities and bookings as well as filter by individual platform. The report’s attribution is calculated by focusing exclusively on interactions generated by marketing...
March 24, 2026
Read MoreAd Performance Report – Summary Tab
The Ad Performance Summary Tab shows high level metrics on your ad spend performance. In addition, you can see information related to impressions, clicks and leads, as well as filter by individual platform. Your existing platforms likely have some view into this data, but now you can see it all...
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CaliberMind Entity Relations and System Tables
CaliberMind Data Model Overview CaliberMind’s data model is designed to be fluid, open, yet structured. Regardless of which CRM, Marketing Automation Tool, or priority data source, data is mapped and transformed to work with your B2B business. At its heart, CaliberMind is a Customer Data Platform (CDP). That is: One of the...
March 19, 2026
Read MoreDownloading a List – Step-by-Step Instructions
This document lists how to download a list in CaliberMind. Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title....
February 25, 2026
Read MoreSingle Sign On (SSO) Setup
Single Sign-On (SSO) Self-Service Prerequisites How to Configure SSO To get started, navigate to Settings > Access > SSO in the CaliberMind application. 1. Identity Provider Configuration (Our Details) The left-hand panel contains the values you need to input into your Identity Provider (IdP) to recognize CaliberMind as a Service...
February 18, 2026
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