How to enable your Salesforce production instance for use with CaliberMind
To maximize your insights with the CaliberMind platform, we recommend performing the following:
Initial setup of your instance per Salesforce best practices.
Enable Set History Tracking for all relevant objects and fields.
Create an API credentialed username as YOURCOMPANYfirstname.lastname@example.org
Where YOURCOMPANY is your company’s name (no spaces, punctuation, etc)
Ensure user is set with full read & write access to all objects/fields