Getting Started Archives | CaliberMind Knowledge Base and Docs

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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-1cc99d@pleh or reach out to your Customer Success representative. What to include in...

June 5, 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...

May 26, 2026

Signing In to CaliberMind

When logging into CaliberMind as a new user, you will be set to the default user role as set by your administrator. Note, that if your default is set to "disabled" then you'll need to be activated by…

December 3, 2025

Building Blocks – Foundational Objects

As you navigate CaliberMind, understanding our “Building Blocks” is key to unlocking powerful insights into your marketing and sales performance. These foundational objects—Opportunities, Companies, People (Contacts and Leads), and Campaigns—are essential for accurate reporting, effective modeling, and actionable intelligence. Let’s dive into each one: Opportunities Opportunities are a core element...

October 13, 2025

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: Account Campaign Campaign Member Contact Contact History (for Funnels product) Group Lead Lead History Opportunity Opportunity Contact Role Opportunity Field History (for Funnels product) Opportunity History Opportunity Line Item...

October 9, 2025

Settings Home Page

We’re thrilled to announce a significant update to your Admin Settings experience, designed to enhance efficiency and improve your overall workflow. What’s New? To provide you with more screen real estate and a simplified, intuitive user interface, we’ve reimagined the Admin Settings homepage. As part of this enhancement, we’ve removed...

September 16, 2025

Monthly Active Rows (MAR)

Monthly Active Rows (MAR) are the total number of unique net-new or updated records that are synced or imported into CaliberMind within a given month. This includes all system connectors (CRM, MAP, Ad Platforms, etc.) and SFTP connections. Admin users can monitor MAR usage within the CaliberMind platform here. A record...

June 30, 2025

Fiscal Calendar for Analytics and Search Reporting

Unleash Deeper Insights with Fiscal Calendar Support in Analytics & Search Dashboards! 🚀 Hey RevOps Leaders! Are you tired of wrestling with standard calendar limitations when analyzing your business performance? We hear you! That’s why we’re thrilled to announce Fiscal Calendar support across our Analytics and Search (Object) Dashboards. Finally,...

April 28, 2025

Fiscal Calendar Configuration

Okay, RevOps Rockstars! Let’s talk Fiscal Calendars. We know how crucial accurate revenue tracking is, and that’s why we’ve built a Fiscal Calendar feature with maximum flexibility. This means it might take a few minutes to set up just right, but trust us, the granular control you’ll gain is worth...

Integrating 6sense and CaliberMind

6sense is a popular Account Based Marketing and “Go to Market” solution used by CaliberMind customers. We view CaliberMind and 6sense as very complementary solutions for the savvy B2B marketer and there are a variety of use cases. CaliberMind + 6sense can offer many synergies and a few core use...

March 31, 2025

Integrating Demandbase and CaliberMind

Demandbase is a popular Account Based Marketing and “Go to Market” solution used by CaliberMind customers. We view CaliberMind and Demandbase as very complementary solutions for the savvy B2B marketer and there are a variety of use cases. CaliberMind + Demandbase can offer many synergies and inte two core use...

March 25, 2025

Custom Group By Options for Analytics Reporting

Unlock the full power of your custom data with CaliberMind’s Analytics and Search Reporting. We’re thrilled to announce a game-changing update to CaliberMind that puts the power of customization directly into your hands. Our latest release transforms how you leverage your custom fields across our platform. What’s New? Building on...

February 21, 2025