System 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…

Raviv Turner
Updated 2 months ago by Raviv Turner

How to Map Your 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…

Raviv Turner
Updated 7 months ago by Raviv Turner

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…

Camela Thompson
Updated 2 months ago by Camela Thompson

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…

Camela Thompson
Updated 2 months ago by Camela Thompson

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…

Camela Thompson
Updated 2 months ago by Camela Thompson

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…

Camela Thompson
Updated 2 months ago by Camela Thompson

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…

Cathy Funderburg
Updated 2 months ago by Cathy Funderburg

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.

Cathy Funderburg
Updated 2 months ago by Cathy Funderburg

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…

Cathy Funderburg
Updated 6 months ago by Cathy Funderburg

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.

Cathy Funderburg
Updated 1 month ago by Cathy Funderburg

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…

Camela Thompson
Updated 1 day ago by Camela Thompson

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