In this article:
💡 Tracking products on opportunities instead? To sync products from Salesforce's product catalog (Product2), which links products to opportunities, see How to Sync Opportunity Products (Product2) into Crossbeam.
Overview
Product Line Support brings product data into Crossbeam from whichever Salesforce object you use to track what your customers have purchased, such as the Asset object or a custom object. Crossbeam attaches each product to the right account, so you can:
Build Populations based on the products an account owns
Filter Lists by product and add a Products column
See an account's products on the Individual Record Page
Every organization tracks account-level products differently in Salesforce. Some use the standard Asset object, some use a custom object from another integration, and some use a parent and child structure for product families and line items. Product Line Support works with any of these setups, as long as the object links to the account.
✍️ Note
Product Line Support is available for Salesforce only.
Plan Availability
Plan | Sync products | Populations | See on Individual Record Page | Lists (filters, columns, shared columns) |
Free | ✓ | Standard only | ✓ | — |
Connector | ✓ | Standard and Custom | ✓ | — |
Supernode | ✓ | Standard and Custom | ✓ | ✓ |
Enterprise | ✓ | Standard and Custom | ✓ | ✓ |
To upgrade, visit the Plan & Billing page.
Requirements
Salesforce connected as a data source in Crossbeam
A Salesforce object, standard or custom, that holds your product data and has an account lookup field, so each product links back to an account
Permission for Crossbeam to view that object in Salesforce. The object list in Crossbeam only shows objects Crossbeam can see.
💡 Tip
Your Salesforce admin usually knows which object holds your product data, so loop them in before you start.
Set Up Product Mapping
Go to Data > Data Sources.
Open the Settings for your Salesforce data source and click the Product Mapping tab.
From the dropdown, select the object that holds your product data, such as Asset. The list shows every object Crossbeam can view that has an account lookup field.
Map the two required fields:
Account ID: the field on the object that holds the related account's ID
Product Name: the field that holds the product name, such as Asset Name
(Optional) Map a Status field. This standardizes your product status values so you can filter on them, for example to leave out past purchases kept for an audit trail. Mapping Status doesn't hide inactive products on its own.
Click Save. Crossbeam starts syncing your product data.
Use more fields from the same object
To filter by other fields on the product object, such as product family or SKU, add them through Field Sync in your Salesforce data source settings. Once synced, you can use them in Population filters.
Edit or Remove a Mapping
After you save a mapping, you can:
Remap the Product Name and Status fields
Remove the mapping and start over
You can't change the object or the Account ID field on a saved mapping. To change either one, remove the mapping and set it up again.
Use Product Data in Crossbeam
Build a Population by product
Create a new Population from your Salesforce data source.
Add a filter on the product field, such as Product Name is Analytics Dashboard.
Click Apply Filters to preview the matching accounts, then create the Population.
You can also filter on any other field you've synced from the product object, including Status. For example, use a product family field to build a specific Population of every customer who has purchased a product within that family.
To learn more, see Build a Standard Population and Custom Populations.
Filter Lists and add a Products column (Supernode and Enterprise)
Filter: In any List, such as an Account Mapping List, add a filter on the product name to show only accounts with those products. The filter is named after the object you synced, with (Account Products) in parentheses.
Add a column: add the Products column to see each account's products. When you've filtered by product, the column shows only the products you filtered on, the same way the Opportunities column works.
See products on the Individual Record Page
Open any account's Individual Record Page and go to the Account Details tab to see the products synced for that account.
Share Product Data with Partners
Product data isn't part of Sharing Settings, and partners can't see your products on their overlaps. To share product context with a partner:
Share a product-based Population. Build a Population by product, then share it with the partners who matter for that product line.
Share a List with the Products column set to Shared (Supernode and Enterprise). When you share a saved List, set the Products column to Shared to include it or Private to keep it to yourself.
FAQ
Can I still use Product2 to sync in product data?
Yes. Product2 syncs Salesforce’s product catalog, which links to opportunities. Product Line Support syncs products from the object you use to track what each account owns.
Which object should I choose?
The one where your team tracks what each customer owns, such as the Asset object or a custom object. It must have an account lookup field.
Why don't I see my object in the dropdown?
Either the object doesn't have an account lookup field, or Crossbeam doesn't have permission to view it in Salesforce. Ask your Salesforce admin to check the integration user's access.
Does mapping Status hide inactive products?
No. Mapping Status standardizes the field so you can filter on it in Populations and Lists.
Can my partners see my products?
Not automatically. Share a product-based Population, or share a List with the Products column set to Shared.
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