Salesforce (production)

Salesforce (production) connector for CaliberMind

If you're reading this you're probably an SFDC Admin, in Sales Ops, or part of IT (it's OK, we love you too!) - if so, read on...

Setting up a connection between your Salesforce production instance and CaliberMind is easy!

Start by going to the Integrations overview and clicking on 'Add Connector':

Then click the card for 'Salesforce', set a name, and check the 'Bulk' checkbox. Then click Authorize.

Select the 'Tables to Replicate' tab. Check the tables to be replicated into CaliberMind. Click Save:

You're all set!

To maximize your insights with the CaliberMind platform, check out our Salesforce (production) enablement guide if you haven't already.

Tony is the author of this solution article.

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