CaliberMind

Getting Started: Enabling Salesforce (production) for CaliberMind

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 YOURCOMPANY+sfdc@calibermind.com

    • Where YOURCOMPANY is your company’s name (no spaces, punctuation, etc)

    • Ensure user is set with full read & write access to all objects/fields


Useful references from Salesforce:

T
Tony is the author of this solution article.

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