Crossbeam

Important: Integration User or People User making the connections must remain on team page, with all noted permissions or connection will break

Permissions Needed for Installation

The integration user or people user should be used to connect inbound sync & outbound integration.

Permissions for Connecting Salesforce to Crossbeam with Integration User or People User

Crossbeam Academy

Crossbeam Enablement Catalog

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Type	Requirement
Crossbeam Permissions on Team Page Invite integration user or people user to team page	Full Access: Admin Sales: Manager
Salesforce Permissions *Note:* Must have proper Salesforce permissions for package installation & data access *Note:* Read access to the mentioned objects is required for the initial connection with Crossbeam. After the connection is established, they may be removed from sync in the Crossbeam UI or by updating your Salesforce Integration User settings. *Note:* These are the "bare minimum" fields required for Crossbeam to function. Your Partnerships team and GTM end-users may need additional fields in order to achieve their specific goals and use cases.	Administrative Permissions API Enabled cannot be an API only user View All Users View Setup and Configuration Read access to Lead, Account, Contact, and Opportunity objects Write to account level if you want to push data through our 2 account level fields Write to contacts level if you want to be creating contacts from our copilot “Add to CRM” function Crossbeam Setup User Object Permissions Account (Read) Contact (Read) Lead (Read) Opportunity (Read) User (Read) Field Permissions Id, Owner Id (for identifying records). Name, Website (for matching algorithm to find overlaps). IsDeleted, SystemModstamp, CreatedAt (for record-level bookkeeping). By Object Account: Account ID, Account Name, Account Website, Owner ID Contact: Account ID, Contact Email, Contact ID Lead: Lead Email, Lead ID, Owner ID Opportunity: Account ID, Opportunity ID Opportunity Contact Role: Contact ID, Contact Role ID, Opportunity ID, Primary, Role User: Account Owner Email, User ID