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 our robust unified data model, […]
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 quotations. Regex expressions are permitted. Important: The rules are processed in the order they are displayed. Navigate to the Admin area by clicking the Setting Cog […]
Object Mapping: Create a Campaign Substitution
The Campaign 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…
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 would do in SQL. Note that the rules determine what IS included, not what is excluded. For example, if […]
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 to calculate pipeline and revenue, but some customers use a custom field. This functionality makes it easy to point to a […]
Object Mapping for Filters – Start Here!
Object mapping processes explain how objects are related to different tables. Object mapping is the ability to establish a correspondence between objects belonging to heterogeneous models and diagrams. You create a mapping between objects to set up a structure for data movement and transformation. Data comes from a data source and is loaded into another target database or model.
Custom Configuration for Object Mapping
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 in their data and view standard logic CaliberMind is using to configure your default system settings. Allowed changes are detailed more below, but at a […]
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…
How to Map Your Salesforce Opportunity Revenue Field
Map 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 a custom field that is not the Amount field in Salesforce.opportunity. your Org Admin can map that field. Go to: Settings/ Object Mapping/ […]
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 history, you can see historical changes and revert to a previous, stable version of the configuration.
Object Manager: Campaign Member
Why would you use Object Mapping for the Campaign Member table? The Objecting Manager feature is a great custom feature to use to create rules and logic to transform and filter data within an object/table in CaliberMind. The rules in the Object Manager create simulate a SQL case statement that transforms/filters your data. For the […]