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Standard CaliberMind Normalization and Deduplication

Out of the box, CaliberMind runs some data normalization and deduplication processes to clean up and streamline your records. These include the following: Field Normalization When running transforms and standardizations, CaliberMind will: Field Standardization We will standardize fields such as: Person Deduping Company Deduping Event Standardization / Deduping

July 11, 2025

Sync Data from CaliberMind to DataBricks

This article describes the supported connections to DataBricks from CaliberMind. This feature is only available to customers with the Bring Your Own Data Warehouse feature enabled. Supported Connections Currently, the only supported connection is through Google Storage. Available Data Any table within the cm dataset is available for export. See...

January 3, 2025

Creating Sales Campaigns from Salesloft and Outreach Activities

Creating Sales Campaigns from Salesloft and Outreach Activities Seeing the attribution value of Sales activities is possible within the CaliberMind platform. We utilize CaliberMind Workflows to create campaigns from these activities to report on the value associated. Using Sales Activities as Campaigns Most teams using CaliberMind will use the platform...

January 2, 2024

Setting Up Workflow – Contact Deduplication

Overview Deduplication is the process of merging duplicate data to a single record. The CaliberMind platform connects with your CRM to extract data. As it is extracting the data, the CM platform will automatically check for duplicate records. If it finds duplicate records it will merge the records (If there...

December 4, 2023

CaliberMind’s Most Popular Flows | Automations

CaliberMind provides a data governance layer to your organization’s connected systems through automated processes known as Flows. These personalized data recommendations are determined during the “Data Hygiene Review” performed in Week 1 of CaliberMind onboarding.

Add a Quick-Flow to Salesforce Campaign

Campaigns are the cornerstone for tracking marketing ROI and attribution. They allow you to group leads and contacts (people) by a certain outreach, tactic or channel so as to deliver marketing mater…

Setting Up Workflow – Lead Deduplication

Overview Deduplication is the process of merging duplicate data to a single record. The CaliberMind platform connects with your CRM to extract data. As it is extracting the data, the CM platform will automatically check for duplicate records. If it finds duplicate records it will merge the records (If there...

Setting Up Workflow – Website Repair

How does it work? If an account does not have an organization domain associated with them, the CaliberMind platform will use the email address of main points-of-contacts to identify the company's domain, making it much easier for data enrichment platforms to provide you with additional data points. The high-level process:...

Setting Up Workflow – Account Deduplication

Overview Deduplication is the process of merging duplicate data to a single record. The CaliberMind platform connects with your CRM to extract data. As it is extracting the data, the CM platform will automatically check for duplicate records. If it finds duplicate records it will merge the records (If there...

Flows Status Page

You can view the status of your Flows under Settings/ Flows/ Flow Status Org Admins can see: Name, Template, Last Run, Next Run Org Admins can take the following actions: 1. Enable/ Disable Flow 2. Run Now 3. View Flow’s Log 4. Delete Flow

December 1, 2023

Merge records in Salesforce CRM

Overview One of the many benefits of a Customer Data platform is that it can replace many cumbersome processes and point tools in the marketing and sales stack. A popular use case is using a CDP as a way to enforce and regulate data integrity. The Merge Records in Salesforce...