Onboarding Archives | Page 11 of 13 | CaliberMind Knowledge Base and Docs

What are Lists?

This document discusses Lists 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. Within lists, there are...

December 6, 2023

Importing a List

If you would like to upload a list to identify a segment for reporting or supply backfill data that was historically missing, this article will guide you on how to use the list import tool.

Identifying Companies that interacted with a specific Campaign

A common use-case for CaliberMind Lists is to see all of the Accounts associated with any members of a campaign. We provide you two options.

Field History SFDC Limits (Salesforce)

Field History Limitations The 'Number of Fields to Track History per Entity' limit cannot be increased manually or without the help of Salesforce Support. Salesforce's Default Limit: 20 fields per object. (Salesforce) To resolve this issue, your organization will need to increase your limit by contacting your Salesforce Account Executive (AE.) See also:...

Connections – Email Notifications

When CaliberMind identifies an issue with one of your connections, it would notify all Admins on the account of that issue via email: Admins will keep getting daily email reminders till they come back to reconnect. Then, once an Admin reconnects, CaliberMind will send a follow-up email to notify all...

CaliberMind Data Access FAQs

At CaliberMind, we believe that you should have access to use your data as you wish! Given the high-quality of the aggregation, normalization, standardization, and enhancement to your data provided by CaliberMind, it's not uncommon to want to pull data out of our platform.

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...

What Is a CaliberMind Event or Event Table?

What Is a CaliberMind “Event”? The CaliberMind Event table is probably the most central element in all of CaliberMind’s data models. To oversimplify, the CaliberMind Event table is a timeline of interactions with your brand from all your connected systems. These touchpoints can span interactions between prospects and customers with...

Engagement Scoring Time Decay – How It Works & How to Change It

How to Add or Change Engagement Score Time Decay. Any newly created model will take up to 24 hours to update for use. What is Time Decay? CaliberMind's engagement models all include a linear time dec…

December 5, 2023

Administration and SSO – Start Here!

CaliberMind Administration and SSO instructions menu. CaliberMind has added a support menu for administration and SSO implementation features to provide credentialed only users to support single sign on processess.

CaliberMind Data Warehouse Access in Google BigQuery

In this article we will cover why administrators would want to set up data warehouse access in BigQuery for CaliberMind users, who they might give access to, and how to set up access for existing Cal…

Campaigns – Start Here!

CaliberMind campaigns allow you to create custom programs, and custom campaigns, change program logic, and view campaign membership.