In this Article:
Overview
With these new Salesforce fields, you can integrate Ecosystem insights into Salesforce, enabling more informed decision-making, streamlined workflows, and enhanced revenue opportunities.
Key Benefits:
Actionable Partner Data: Automatically populate
is a customer of&is an open opportunity forfields on the Account objectEnhanced Reporting: Use these fields as filters in new or existing reports for deeper ecosystem insights
Seamless Integration: Leverage this data in tools like Clari, Gong, Gainsight, and more
Workflow Automation: Sync partner insights across your Salesforce workflows for more efficient operations
How to Get Started
✍️ Note
The Salesforce Custom Object is only available on the Supernode Plan. To upgrade your account, visit the Plan & Billing page.
Crossbeam for Salesforce must be installed before you can add these new fields.
😎 Pro Tip
Keep the complete Crossbeam for Salesforce Installation Guide close by for any questions. Click here to open it in another window.
Add Custom Fields in Salesforce
In your Salesforce instance, you will need to add two separate fields: is a customer of & is an open opportunity for to the Account object.
In Salesforce:
Open the Setup gear icon
Use the quick find search box and type Object Manager
Select Account from the list of objects
Click on Fields & Relationships for the side panel
Click the New button
In the next screen, scroll down under Data Type and click next to Picklist (Multi-Select)
Click the Next button
Enter the following details:
Field Label:
is a customer ofValues: select Enter Values and type NONE as the default value
Uncheck the box next to Restrict picklist to predefined values (to allow dynamic partner names)
The Field Name autopopulates from the label
Check or uncheck the box next to Auto add the custom report type (you will be able to manually add the field later)
Click the Next button
In the next screen, assign permissions to the Crossbeam Setup User and the assigned permission sets for your team.
In the final step, decide whether to add the field to page layouts (optional) by checking or unchecking the boxes
Click Save & New to repeat these steps to create is an open opportunity for for the Account object.
Enable Data Push in Crossbeam
✍️ Note
Before setting up the data push in Crossbeam, you must complete all the custom field setup steps in your Salesforce standard account object.
In Crossbeam, navigate to the Data icon found on the left-side menu. From the side panel, select Integrations and open the Settings on the row for the Salesforce integration.
In the Settings, toggle On Enable Data Push:
Select the box next to, Push to Custom Object to send Crossbeam data overlaps to the Crossbeam custom object in Salesforce
Select the box next to Push to Standard Object to send “is a customer of” and “is an opportunity for” fields in your standard Account object in Salesforce
Click Save Changes to apply your settings.
❗️Important
Crossbeam cannot complete this data push unless the two custom fields are created in Salesforce first.
✍️ Note
Any partner-specific settings you’ve configured in the integration settings will also apply to this data push. For details on how these settings work, check out this article.
Manage Settings
Return to the Crossbeam Integration workspace and click on the Settings at anytime to adjust the data push.
Use Cases
Automated Workflows: Trigger alerts or automate actions when an account becomes a customer or opens an opportunity with a partner in your current Salesforce reports, dashboards, and workflows.
Seamless GTM Integration: Push Crossbeam data into Clari, Gong, Gainsight, and any tool connected to Salesforce for deeper ecosystem insights
Clari Use Case
By integrating Crossbeam's is a customer of and is an opportunity for fields into Clari, you can enhance your sales strategies and pipeline analysis:
Enhanced Pipeline Analysis: Push these custom fields to Clari to identify which accounts are customers or have open opportunities with your partners, allowing for more precise pipeline analysis
Partner-Specific Insights: Filter by partner to refine your sales strategies, focusing on accounts with specific partner engagements
How this transforms your deal reviews on Clari
When a deal stalls, stop guessing your next move. Instead, you can create:
Tailored Pitches: Customize your approach based on the tools your prospect already uses, increasing the relevance of your pitch
Co-Selling Opportunities: Identify co-selling possibilities with partners working on the same account, fostering collaborative sales efforts
Access to Decision-Makers: Discover decision-makers your partner is connected to but aren't yet in your CRM, facilitating strategic introductions
Additionally, learn how to show standard account fields on your opportunity grid in Clari by visiting: Salesforce Account Field on Opportunity Grid.
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