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Salesforce Sandbox Implementation

This document outlines the process for setting up the Crossbeam package into your Salesforce Sandbox environment, connecting it as a data source in your dedicated Crossbeam Sandbox Workspace, and conducting integration testing.

Written by Delphine Le Person
Updated today

1. Accessing your Crossbeam Workspace for Sandbox testing

Your Crossbeam Implementation team has created a dedicated Crossbeam workspace for your Sandbox testing. If you have not heard from us already, let us know!

You should have received the invitation to join the Sandbox Crossbeam workspace directly in your email inboxes.

To switch from your prod workspace to your Sandbox workspace, click your company logo on the bottom left corner.

2. Steps to Set your Crossbeam account for Success

Process overview:

  1. Prepare your integration user prior to starting to work on the account set up

  2. Navigate to https://app.crossbeam.com/login, and connect using the email address communicated to you by your Crossbeam implementation team. Connect your sandbox to Crossbeam as a data source, and create your population

  3. Connect with partners
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Your integration user

Here are the essential permissions your integration user needs to connect your Sandbox to Crossbeam and manage the implementation of our package in your CRM environment.

Administrative Permissions

  • API Enabled

  • 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)

Note: Read access to the above-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.

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

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.
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Connecting Salesforce Sandbox as a Data Source

  • In Crossbeam, go to your data source

  • Make sure to click “I am connecting to a Sandbox” when asked about the data source and clicking Salesforce

  • Once data source is connected, create at least one population reflecting your customers, prospects or open opportunities and share at least “overlaps counts”

Connect with partners

You can connect with our Managed Offline partner like Microsoft or AWS from your instance.

The Crossbeam team can connect you with a test partner (Alpha and Bravo test partners, which has Forbes Listed 500 companies in the populations, check that you have some of these accounts in your Sandbox).

-> If not sufficient: export data from your Sandbox and import it as an offline partner. You can ask us to import the data on your behalf.

Important tips: If you are not sure, your Crossbeam Services team can do these steps (population creation and partner connection) on your behalf once your data source is connected. Just let us know! Do not connect with actual partners in your sandbox to avoid any confusion!

3. Implementing the Crossbeam Package in your Sandbox

This section details the steps to install the Crossbeam managed package (v2), following the official guide.

  1. Create a new authentication here in Crossbeam for the data push

  2. Obtain the Installation Link: Here is the Crossbeam for Salesforce v2 Sandbox installation link. Make sure to click TRY IT to get the sandbox download link

  3. Log in: Log in to your Salesforce Sandbox environment under your integration user.

  4. Install: Go through the install process in your Sandbox.

  5. Select Users: Select the Install for Admins Only option (recommended for initial testing) and click Install.

  6. Approve Access: Approve third-party access (if prompted) by checking the box and clicking Continue.

  7. Confirmation: The installation will begin. You will receive an email when the package installation is complete.

=> Now you can Follow instructions for our regular implementation process

Important tips: Make sure to review your data push and your copilot settings here. Ask for help if you need us to validate the installation and your settings before enabling the data push. To fully test our package, make sure to also create dedicated standard fields and test the push at the account level

4. The Testing Process

The sandbox testing process ensures the Crossbeam v2 integration works as expected before deploying to production.

Test Data Flow

  1. Data Synchronization:

  2. Object Creation: Verify that the Crossbeam custom object is created and populated correctly in the Sandbox:

    • Crossbeam report templates (hide Crossbeam Overlaps reports, keep Crossbeam Ecosystem Overlaps reports)

    • Crossbeam reports folder, with pre-created reports

  3. Data Accuracy: Check a sample set of Accounts through reports to ensure the correct overlap data is being displayed or associated.

Validate Copilot Behaviour

All your Copilot users need to have both a Crossbeam license and relevant SFDC permissions prior to testing

  1. Widget Visibility: Log in as the test user and navigate to an Account record. Verify that the Crossbeam widget/component is visible on the page layout.

  2. If Crossbeam for Sales is set up and relevant for your team, test the “Get intel” Flow

Validate Deal Navigator Behaviour

  1. Place the tab as a default item in your Salesforce Nav

  2. Tab Visibility: Log in as the test user and go from your navigation to “Crossbeam”. Verify that the Crossbeam component is visible. Remember the user needs to have a Crossbeam seat and SFDC permissions to visualize the data

Validate Reports Creation

  1. Reporting Permissions: Ensure the test user profile has the ability to create and view reports on Crossbeam objects.

  2. Report Creation: Create a new custom report type or use an existing one to report on a key Crossbeam object (e.g., Overlaps).

  3. Data Verification: Run the report and confirm that the data is accurate, filters function correctly, and the report aggregates information as expected (e.g., counting overlaps by partner).

Create Your First Crossbeam Workflow

  1. Workflow Tool Selection: Choose a Salesforce automation tool (e.g., Flow Builder) to create a simple workflow based on Crossbeam data.

  2. Trigger Logic: Create a workflow that triggers when a Crossbeam field changes (ex “is a customer of” contains PARTNER A, update Prospect Tiering/create a task.

  3. Test Execution: Manually update the Crossbeam-synced data to trigger the workflow.

  4. Result Validation: Verify that the target field is updated correctly by the workflow.

5. Go-Live

Once you have validated everything is working, get in touch with your dedicated Crossbeam team so we can plan the roll-out to prod.

Related Articles
Salesforce Guide for Reports, Dashboards, & Automations Powered by Crossbeam
Installation Guide: Crossbeam for Salesforce (v2)
Installation Guide: Crossbeam for Salesforce (v1)
Setting Up a Crossbeam Ecosystem Overlaps Related List in Salesforce
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