In this article:
Overview
This article assumes you have already created the custom object and related configurations. Click here for the full guide to Crossbeam for Salesforce.
Once the custom object is installed, this guide walks you step by step through configuring the page layout, so users with the proper permissions can view the related list.
You can display Crossbeam data directly on Account or Opportunity records by adding the Crossbeam Ecosystem Overlaps related list. This allows users to see partner overlap details from Crossbeam within Salesforce. An SFDC admin can complete this setup, and anyone with Crossbeam Report User permissions will be able to access the related list once added.
How to Add Crossbeam Ecosystem Overlaps
In Salesforce, click the gear icon in the top-right corner and select Setup
In the Setup menu, select the Object Manager tab
Choose either Account or Opportunity, depending on where you want Crossbeam Ecosystem Overlaps to appear
In the left-hand menu, click Page Layouts
Select the layout you want to edit (e.g., Account Layout)
At the top of the editor, click Related Lists
Find Crossbeam Ecosystem Overlaps, then drag and drop it into the Related Lists section of the layout
To customize the fields shown, click the wrench/tool icon on the Crossbeam Ecosystem Overlaps related list
Select the fields you’d like to display
Recommended Fields to Include:
Partner Name
Partner Standard Populations
Partner Populations
Partner Record Owner Name
Partner Record Owner Email
✍️ Note
Learn more about customized fields in the Related Lists here.
Click Save when done.
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