Onboarding Archives | CaliberMind Knowledge Base and Docs

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

Creating 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...

Inbound – Orphan Campaign Member

What it is An Inbound – Orphan Campaign Member is a CaliberMind-generated event that represents a Salesforce Campaign identified as the Primary Campaign Source on an Opportunity when no corresponding Campaign Member touch exists in the underlying data. Many sales teams designate a Primary Campaign Source when creating an Opportunity,...

August 7, 2026

Online vs. Offline Channel Mapping

Priority Channel Mapping: Smarter Credit for Offline & Online Journeys We’re excited to introduce an update to Channel Assignment that gives B2B marketers and data analysts finer control over how multi-touch attribution credits offline versus online engagement. What’s New When prospects interact with both offline touchpoints (like attending an in-person...

August 6, 2026

Hubspot Activations

Turn CaliberMind Lists into High-Intent Hubspot Audiences Effortlessly sync account and prospect lists directly to Hubspot to streamline ABM targeting and eliminate manual audience uploads. Marketing and Revenue Operations teams can now build automated, dynamic workflows between CaliberMind and Hubspot. Whether you’re running targeted Account-Based Marketing (ABM) campaigns or retargeting...

July 21, 2026

Google Ads Activations

Turn CaliberMind Lists into High-Intent Google Ads Audiences Effortlessly sync account and prospect lists directly to Google Ads to streamline ABM targeting and eliminate manual audience uploads. Marketing and Revenue Operations teams can now build automated, dynamic workflows between CaliberMind and Google Ads. Whether you’re running targeted Account-Based Marketing (ABM)...

LinkedIn Ads Activations

Turn CaliberMind Lists into High-Intent LinkedIn Audiences Effortlessly sync account and prospect lists directly to LinkedIn Ads to streamline ABM targeting and eliminate manual audience uploads. Marketing and Revenue Operations teams can now build automated, dynamic workflows between CaliberMind and LinkedIn Ads. Whether you’re running targeted Account-Based Marketing (ABM) campaigns...

Activations

Seamlessly Sync Insights to Action with Activations We’ve made it easier than ever to turn your ultimate RevOps dataset into immediate, high-impact marketing campaigns. Following the rollout of our native AI assistant, Agent Cal—which helps you effortlessly build hyper-targeted segments like “Engaged ABM accounts who interacted with LinkedIn content”—we are...

July 17, 2026

Salesforce Required Objects and Fields

For Salesforce CRM customers, the following standard objects and fields are required in order to build your organization’s data pipeline properly. These are Salesforce API field names and may differ from the field labels displayed in the Salesforce UI. Some fields depend on org configuration: CurrencyIsoCode requires multi-currency, the State...

June 15, 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-2f209f@pleh or reach out to your Customer Success representative. What to include in...

June 5, 2026

Custom Roles

Tailor Your Workspace with CaliberMind’s Custom Roles We know that as your marketing and analytics teams grow, standard out-of-the-box user roles don’t always fit your organizational structure. To give you total control over your environment, we are excited to introduce Custom Roles—a simple, click-and-configure way to provision the exact level...

May 26, 2026

Settings Updates May 2026

Streamlining Your Workspace with Smarter Admin Settings We are excited to introduce a refreshed layout for our Settings overview screen! We have reorganized key administrative functions into more logical, high-impact hubs to simplify your workflow. By grouping related administrative features together, B2B marketing ops and data analytics teams can manage...