Setting Up the Salesforce Push Connector
What is the Salesforce Push Connector? The Salesforce push connector enables your organization to use CaliberMind to write, de-duplicate, and merge records in your Salesforce CRM. In other words, while you already have your Salesforce Pull connector established for CaliberMind to ingest data, the push connector allows CaliberMind to take action on your data. When […]
Event Classification Reference Guide
This article outlines the standardized event classification system used across all data sources. Events are categorized by Event System (data source), Event Class (high-level categorization), and Event Type (specific activity type). Event Systems Overview Event System Description Primary Data Source AnalyticsJS Website tracking and visitor behavior Customer website interactions Salesforce CRM activities and object changes […]
Event Classifications: Salesforce
Salesforce is a CRM system that tracks all sales and marketing activities. It creates events when leads are created, opportunities change stages, tasks are completed, or people join marketing campaigns. Event Classes Event Types Technical Details Campaign Member Event Type: Task Event Class Logic:
Ask Cal Push to Lists
Supercharge Your BI: Analyze the Why Behind Your Marketing Data Your BI tool is a powerhouse for numbers. It can chart every touchpoint, track every score change, and dashboard every KPI flawlessly. You have the what, the when, and the who. But your dashboards have a blind spot. They can’t tell you the why. Why […]
CaliberMind for Sellers
CaliberMind isn’t just for marketers; sales teams benefit from a unified buyer journey as well. Since marketing and sales work together to land customers, why not use tools that align to your particular use case? You can now Ask Cal all of those tricky questions that would previously take a long time to analyze or […]
Ask Cal: Push to Salesforce
CaliberMind creates a unified dataset and gives customers the ability to create different data models to answer difficult questions. With the new Ask Cal Push to Salesforce feature, teams can deliver AI-generated buyer journey summaries directly to Salesforce. Some common use cases for marketing and sales teams include: By giving users the ability to generate […]
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/ […]
Using Engagement Score to Trigger an Update in Salesforce
Description The CaliberMind Engagement score is a very powerful metric that helps your Marketing and Sales teams understand exactly how engaged a specific account is with CaliberMind. Most customers have this score automatically set as a customer field on the account and contacts so that they can easily create new reports right within Salesforce. However, […]
Pushing CaliberMind Person Engagement Data to Salesforce
One of the best features in a Customer Data Platform, like CaliberMind, is the ability to READ and WRITE to core systems. For example, a Sales Manager may want to make sure her reps spend most of their time in Salesforce.com (to avoid task switching between tools). In this situation it doesn't make sense for […]
Replicating CaliberMind Attribution Data to Salesforce
This documentation is meant to help you create the permissions, related lists, custom object, and report types needed to get the most out of CaliberMind Attribution in your Salesforce Instance.
Analytics Reporting: Salesforce Custom Column Filter Support
The CaliberMind reporting layer accommodates filtering on custom fields including the ability to filter on Salesforce custom columns in our Analytics – Attribution & Engagement Reporting.
Linking to CaliberMind Reports in Salesforce
Whether your organization does or does not wish to actively write CaliberMind Engagement Data back into your Salesforce environment, linking to CaliberMind reports directly inside of Salesforce is a great way to access the CaliberMind data with minimal work required. Link to an Account’s CaliberMind “Company Overview” Report A quick method for accessing an Account’s […]