System Configuration
How to See Your Object Manager History and Revert Back to Previous Versions
CaliberMind allows you to configure transformations in your data pipeline using the Object Manager. Sometimes, mistakes are made and the change needs to be rolled back to a previous version or sometimes you may want to see how previous logic was configured. With the ability to see your Object Manager history, you can see historical changes and revert to a previous, stable version of the configuration.
Object Mapping Filters
To apply global account filters, click on the Settings cog in the upper right corner and go to: Object Mapping -> Account -> Filters Account Filters. Account filters allow you to screen out accounts…
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 Sales…
Remove a BigQuery User within CaliberMind
Remove a User from BigQuery within CaliberMind. Google's BigQuery is a serverless data warehouse. It is a scalable, enterprise data solution that provides companies with a cloud data warehouse to store and query data.
Object Mapping: Create a Filter
Filter rules are used when you want to only include a subset of data in the CaliberMind version of your table. When you set up your rules, this configuration tool is mimicking what a 'Where' clause w…
Object Mapping: Create a Mapping
The mapping tool allows you to pick a custom column to use instead of a standard column commonly used for certain calculations. For example, we normally use the Amount field on the Opportunity object…
Adding Custom Columns in Salesforce
This document outlines Adding Custom Columns in Salesforce. Every record in Salesforce contains a number of standard fields. Almost all CRM businesses have standard fields, such as company name, contact, account number, status, date, and amount.add a custom column from cm_account___salesforce and cm_salesforce_lead to be used in the cm_account and cm_lead tables.
Add BigQuery Users within CaliberMind
Add User to BigQuery in CaliberMind. Google's BigQuery is a serverless data warehouse. It is a scalable, enterprise data solution that provides companies with a cloud data warehouse.
Custom Configuration for Object Mapping
What is Available Through Custom Configuration Screens? We are constantly innovating new configuration screens to keep up with customer demand. These screens allow admins to use logic to make changes…
Object Mapping: Create a Replacement
Replacement rules help admins standardize text fields by replacing variations of a word with the standardized word. For example, replace "Company" with "Co.", replace hyphens with spaces, or remove q…
How to Email CaliberMind Reports
Emailing reports is one of the most useful features for integrating CaliberMind into your business. . You can email CaliberMind reports to users regardless if they have a CaliberMind login or not, an…
Setting Up UTM Mapping in CaliberMind
Having UTM parameters properly setup with your campaigns and ads are one of the ways to track where your audiences are coming from and what campaigns are working best in CaliberMind. If you have a fixed structure for your UTMs that don't match the global standards, you can configure UTM mapping in CaliberMind.
Standard Channel Logic
'Channels' refers to inbound marketing channels which help quantify the marketing contribution to pipeline and revenue. Overview. Reports currently utilizing channels: Channel Cohorts, Channel Contri…
Channel Ranking Logic
Channel Ranking Logic. In order to support the use case where users want Session Sequence Rank to be enforced over Event Timestamp we have added a toggle to the Settings page.
Setting Up Account Trend Emails
Surge Emails are a fantastic way to get your most engaged accounts in front of the sales team or your disengaging accounts in front of customer success. This article details how you can configure these alerts in CaliberMind.
UTM Parameters Formatting and Best Practices
UTM Parameters Formatting and Best Practices. UTM parameters are one of the most effective ways for marketing operations to track where their audiences are coming from and what campaigns are working…
Object Mapping for Filters - Start Here!
Object mapping processes explain how objects are related to different tables. Object mapping is the ability to establish a correspondence between objects belonging to heterogeneous models and diagrams. You create a mapping between objects to set up a structure for data movement and transformation. Data comes from a data source and is loaded into another target database or model.
Object Mapping: Create a Campaign Substitution
The Campaign Substitution Tool allows users to transform existing data by either replacing the current value with a hardcoded value or pulling values dynamically from another column. Example use cases would b…
