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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…

Updated 1 month 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…

Updated 1 month 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…

Updated 1 month 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…

Updated 1 month ago by Camela Thompson

Custom Config (Object Mapping) - Start Here!

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…

Updated 1 month 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…

Updated 1 month ago by Camela Thompson

Object Mapping: Create a Substitution

The 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…

Updated 1 month ago by Camela Thompson

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