In this article:
Before You Begin
Crossbeam Requirements:
On the Crossbeam Connector Plan
Ensure you have a Crossbeam user seat with one of the following roles:
Full Access Role: Admin
Sales Role: Manager
Salesforce Requirements:
Salesforce Lightning Experience is required
You must have a My Domain (custom domain) enabled to use Crossbeam Copilot
Follow this Salesforce guide to set it up
Permissions Sets
Assign the appropriate Crossbeam permission sets to your users:
Crossbeam Setup User
For Salesforce admins configuring the integration
Crossbeam Account User
For sellers who will actively use Copilot to view and interact with data
Crossbeam Widget Viewer
Grants view-only access to Copilot
Users will see shared partner overlaps and insights
All interactive features are disabled, including the ability to view partner-shared data or start conversations
Use Widget Viewer for users who need visibility but shouldn’t take action inside Copilot
✍️ Note
Copilot does not support "API Only" Integration User Profiles.
For more details on managed packages, including required user permissions and installation types, review Salesforce's documentation Install a Package.
Step 1: Install the Managed Package
Navigate to Crossbeam's Salesforce AppExchange listing
Click Get It Now
Choose Install in Production (or Sandbox, if you’re testing first).
Log in with your Salesforce Admin credentials when prompted
Approve Installation Details
When asked, select Install for Admin Only: this option allows for controlling access and permissions after the package has been installed
Check the boxes to approve third-party access for these domains (used by Crossbeam to deliver insights within Salesforce)
Click Install
Installation Timing
The package may take several minutes to install
You’ll receive a confirmation email from Salesforce once the installation is complete
Once the installation is complete, proceed to assign the appropriate Crossbeam permission sets to users as needed.
✍️ Note
Connector plan users do not have access to data in the Crossbeam Custom Object. However, the object is still installed as part of the managed package. No data is pushed to it for Connector plan users.
To upgrade your account, visit the Plan & Billing page.
Step 2: Connect Salesforce to Crossbeam
In Salesforce, open the App Launcher and search for Crossbeam Setup
Click Get Started to initiate the setup process
Complete the three authentication steps to connect Crossbeam and Salesforce inside the Crossbeam Setup page
Step 3: Configure Trusted URLs
In Salesforce Setup, go to Security > Trusted URLs
Click New Trusted URL and enter the following:
API Name: Crossbeam
URL:
https://app.crossbeam.comCSP Context: Lightning Experience Pages
CSP Directives:
frame-src
Click Save to add the trusted site
Step 4: Assign Permission Sets
In Salesforce Setup, navigate to Users > Permission Sets
Locate and click on the relevant Crossbeam permission set:
Crossbeam Setup User– for admins configuring the integrationCrossbeam Account User– for sellers using CopilotCrossbeam Widget Viewer– for users who need read-only access
Click Manage Assignments
Click Add Assignment
Select the users who need access, then click Next
Click Assign, then Done
Step 5: Place the Crossbeam Copilot
Add Copilot to Standard Salesforce Objects
We recommend adding Copilot to the following standard objects:
Account
Opportunity
Lead
Contact
Follow these steps for each object:
Go to Setup > Object Manager
Search for and click into the object (Account, Opportunity, Lead, and Contact)
In the sidebar, click Lightning Record Pages
Select the record page you'd like to modify or click New to create one
Click Edit to launch the Lightning App Builder
From the left panel, under Custom – Managed, find and drag the Crossbeam Copilot component onto the layout
Most teams place it in the right-hand column or within a dedicated Partner Insights tab
Click Save, then click Activation to assign the page:
Assign as Org Default or configure for specific apps, record types, or profiles.
Repeat for each object (Account, Opportunity, Lead, and Contact) where you want Copilot to appear
Step 6: Configure Universal Integration Settings
Set which partners and types of overlaps your users can see in Copilot by adjusting your Universal Integration Settings in Crossbeam.
To find the settings in Crossbeam:
From the left-side navigation bar, select Data >Integrations
In the Salesforce row, open Settings
Locate the Control what data shows in Copilot section
Choose which partners and types of overlaps to surface in Copilot by checking or unchecking the boxes
Learn more about managing Universal Integration Settings here.
✍️ Note
Users will only see data in Copilot if they have the required Crossbeam role and Salesforce permissions.
Learn how to run winning plays in Copilot with Crossbeam Academy.