In this article:
Overview
The Partner Account CRM Integration creates a 1:1 link between each of your Crossbeam partners and their corresponding Partner Account record in Salesforce. Once mapped, every Crossbeam Ecosystem Overlap record gains a Partner Account lookup field in Salesforce—a real relationship, not just a partner name as text—so you can build reports that combine overlap data and Partner Account attributes like partner owner, tier, and type in a single view.
❗️Important
Mapped Partner Account records count toward your Record Exports, the same as any other data pushed to Salesforce via Crossbeam. Your initial auto-matched mappings are set up by Crossbeam and do not count against your limit.
Crossbeam Record Exports can be monitored here. Once you hit the Export Limit, Crossbeam insights will stop flowing into external tools.
Learn more about maximizing your record exports here.
Plan Availability
Feature | Free | Connector | Supernode / Enterprise |
Map Partner Accounts to Crossbeam partners in Crossbeam | ✓ | ✓ | ✓ |
Partner Account lookup field on Ecosystem Overlap records | — | — | ✓ |
Partner metadata sync to Salesforce (Partner Tags) | — | — | ✓ |
✍️ Note: This integration is currently available for Salesforce only.
Requirements
Salesforce connected as a data source in Crossbeam
Salesforce Custom Object Integration (v2) installed and active (Supernode / Enterprise)
Crossbeam Admin role to configure partner mapping settings
Step 1: Navigate to Partner Mapping Settings
Click Data in the left-hand navigation
Select Data Sources from the dropdown
Locate the Salesforce row and click the gear icon to open Salesforce settings
Click the Partner Mapping tab
You will see a list of your Crossbeam partners on the left. Crossbeam automatically attempts to match each partner to a corresponding Salesforce account using domain data.
Partners that matched display their mapped Salesforce account
Partners with no match show an Unmapped status
Step 2: Configure a mapping rule
A mapping rule tells Crossbeam which Salesforce accounts to consider as Partner Accounts, improving auto-match accuracy for existing partners and ensuring future partners are matched correctly.
At the top of the Partner Mapping tab, locate the mapping rule field.
Set a filter that identifies your Partner Account records in Salesforce. Common examples:
Account Record Type equals Partner
Account Type equals Partner
Partner Type equals Strategic Partner
Click Apply.
Once the rule is applied, Crossbeam re-runs matching across your full partner list. Any partner that couldn't be matched surfaces with an Unmapped status.
✍️ Note: After applying a rule, mapping may take a few minutes to update.
Step 3: Resolve unmapped partners manually
After the mapping rule runs, some partners may still show as Unmapped because no Salesforce account matched the rule or domain.
Resolve these individually by:
Locate an unmapped partner in the list
Click the dropdown in the Salesforce Account column next to that partner
Type the name of the corresponding Salesforce account in the search field
Select the correct account from the results. The ID shown is the Salesforce record ID—use it to confirm you're selecting the right account if multiple records share a name
Repeat for each unmapped partner. This is a one-time setup that does not require ongoing maintenance.
Return to the Salesforce setting at any time to update as needed.
Step 4: Enable Partner Tags sync
(Supernode and Enterprise plans only)
Once partner mapping is complete, you can push Crossbeam Partner Tags directly onto the mapped Partner Account records in Salesforce.
Add tags to your partners in Crossbeam
Before enabling the sync, make sure your partners have tags assigned in Crossbeam.
Navigate to the Partners page in Crossbeam
Open a partner and add or confirm the tags you want to push to Salesforce
Repeat for each partner whose tags you would like to sync.
For more detailed steps on creating and adding Partner Tags, click here.
Create the Crossbeam Tags field in Salesforce
Before enabling the Partner Tags sync in Crossbeam, you must create a custom text field on the Account object in Salesforce to receive the data.
Required Permissions
To create this field in Salesforce, the Salesforce user must have:
Edit/Write access on the Account object
Without these permissions, the field cannot be created or populated.
In Salesforce:
Open the Setup gear icon
Use the quick find search box and type Object Manager
Select Account from the list of objects
Click Fields & Relationships from the side panel
Click the New button
Under Data Type, select Text
Click the Next button
Enter the following details:
Field Label:
(Crossbeam) TagsThe Field Name autopopulates from the label
Check or uncheck the box next to Add to Custom Report Types (you can manually add the field later)
Click the Next button
In the next screen, assign permissions to the Crossbeam Setup User and the assigned permission sets for your team
In the final step, decide whether to add the field to page layouts (optional) by checking or unchecking the boxes
Click Save
❗️Important
Crossbeam cannot complete this data push unless the (Crossbeam) Tags field is created in Salesforce first. Complete the steps above before enabling the sync below.
Enable the sync in Crossbeam
Navigate to Data > Integrations > Salesforce Custom Object
Click the gear icon to open the Salesforce Custom Object settings
Under the Account Object tab, locate Push Crossbeam partner tags to Salesforce
Toggle it on
From the dropdown, select the
(Crossbeam) Tagsfield you just created in Salesforce
Click Save Account Object when done.
Crossbeam will populate the selected Salesforce field during the next Salesforce sync.
Once the sync runs, open a Partner Account record in Salesforce and navigate to the Details tab to confirm the (Crossbeam) Tags field is populated with the partner's tags from Crossbeam.
What changes in Salesforce
After mapping is complete, two things are available in Salesforce:
Partner Account lookup field—Every Crossbeam Ecosystem Overlap record gains a lookup field pointing to the mapped Partner Account. This is a true Salesforce relationship, not a text field, which means Salesforce understands the connection and can use it in reports and filters.
Richer Salesforce reports—You can now build reports that filter and group Ecosystem Overlap records by Partner Account attributes: partner owner, partner tier, partner type, and Crossbeam Partner Tags.
💡Ready to build the report? See How to Create a Combined Overlap and Partner Account Report in Salesforce for step-by-step instructions.
Example use cases enabled by the integration:
Filter partner-influenced pipeline by partner owner so each Partner Manager works from a view scoped to their own portfolio
Break down overlaps by partner tier to prioritize co-sell efforts
Report on partner-sourced pipeline by partner type (ISV, reseller, strategic) for leadership dashboards
For channel and CAM teams: overlap data now sits in the same Salesforce record as deal registrations and MDF tracking, both anchored to the Partner Account
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