Andrew Sawusch, Author at CaliberMind Knowledge Base and Docs

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 17, 2026

Setting 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

GDPR 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-61b822@pleh or reach out to your Customer Success representative. What to include in...

June 5, 2026

Pushing 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

Connecting 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

Ad 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

Ad 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...

Downloading 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

Single 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

Manage Users – Viewing, Inviting, Updating Users and Roles

Only Administrator users can manage the organization users - either adding new users or modifying the role of a current user - within Account Settings Viewing all Users. To view all users, from the C…

January 19, 2026

Campaign-Program Membership

View the CaliberMind campaign program membership listing. Campaigns are actions designed to generate results in the short, medium, or long term. As a result, they provide a reliable way to measure company efforts so that the return is profitable.

December 8, 2025

Signing In to CaliberMind

When logging into CaliberMind as a new user, you will be set to the default user role as set by your administrator. Note, that if your default is set to "disabled" then you'll need to be activated by…

December 3, 2025