✍️ Note
Connecting Salesforce as a Data Source requires OAuth authentication.
❗️ Important syncing data does not mean sharing data. Synced fields will be used to create populations, at which time default sharing settings will be created
Connecting your Data Source
Click on Data from the navigation bar, then select Data Sources from the dropdown
Scroll to the Salesforce tile and click on Salesforce
You'll have an option to Connect to Sandbox or Connect to Salesforce to go straight to production
Syncing Data Options
Once Salesforce is connected to Crossbeam, choose from the following sync options:
Recommended: the best option for unlocking value from our full range of features
Custom: Define a custom select of your data
Hover over each option to see the field names.
After selecting your syncing option, you will be prompted to review the fields. You can click Sync Now or Customize.
How to Customize Sync Fields
How to Customize Sync Fields:
From the data source Salesforce Settings, click Field Sync > Edit or (click this link)
In the next window, expand any table under All Data by clicking the drop-down arrow, or use the search bar to locate specific fields
Select or deselect any of the fields to customize your data
You can also click the Toggle button to turn entire tables on or off
Click Review Fields, then select Sync Now to complete the connection
Or click Go Back to edit your changes before completing the sync
Data Presets
Data Presets allow you to quickly add data that corresponds to direct use cases and Crossbeam functionality. After clicking the Customize button, Data Presets are located on the left side, highlighted in blue. Select from the following preset data field options:
Account Mapping: Compare your data with partners to identify overlapping prospects, opportunities, and customers | Pipeline Map: Accelerate opportunities and forecast revenue more accurately with more visibility into your partner's pipeline |
Co-Market: Target overlapping prospects, opportunities, and customers for your better together stories and integration outreach | Co-Sell: Use your partner ecosystem to surface pre-vetted overlapping accounts that can shorten sales cycles and increase opportunity sizes |
Refer: Give and get warm introductions into your target accounts with insights into partner overlaps |
|
Hover over the options to see the list of fields required. When ready, simply click the option you want and Crossbeam will do the rest.
Adjust Data Settings
On the Data Sources workspace, hover over the three dots at the end of the Salesforce row to reveal the Settings button.
Click on Settings (Click this link) to:
View Connection Status and Details: Check the connection status, error messages, and reauthorization requirements
Reauthorization may be needed if user access or permissions have changed, and any errors will display here when available
Adjust Data Sync Frequency: Use the Update Frequency dropdown to select how often Crossbeam syncs with Salesforce
Edit Data Sync: Click Edit Data Sync to open the Customize pop-up, allowing you to add or remove specific fields
Remove Data Source: Select Remove Data Source to disconnect Salesforce from Crossbeam
