In this article:
Overview
This article explains how to create a custom Salesforce Report Type that combines Crossbeam Ecosystem Overlaps with your Account and Partner Account objects. Once configured, this report type lets you and your team view overlap data alongside account fields and Partner Account ownership in a single report.
Requirements
At least one mapped Partner Account within Crossbeam
Salesforce user with the Manage Report Types permission
Users running reports must have the Crossbeam Report User permission set assigned
Step 1: Create the Custom Report Type
Set Up the Report Type
Navigate to Setup in Salesforce
In the Quick Find box, type Report Types and select Report Types from the results
Click New Custom Report Type
In the Primary Object field, select Crossbeam Ecosystem Overlaps
Enter a Report Type Label. Recommended:
Crossbeam Ecosystem Overlaps with Account and Partner AccountEnter a Description. For example:
Report on Crossbeam overlaps with your Account fields and Partner Account fields in a single viewSet Store in Category to Other Reports, or whichever category your team uses for Crossbeam reports
Set Deployment Status to Deployed
Click Next
Select the Fields to Include
On the Edit Layout page, select the fields to make available when building reports with this type.
Recommended fields by object:
Crossbeam Ecosystem Overlaps: Partner Name, Standard Populations, Partner Standard Populations, Account, Opportunity
Accounts: Account Owner, Account Name, Industry, Annual Revenue
Partner Account: Account Owner (Partner Manager/CAM), Account Name, Type, and any custom tier or priority fields your team uses
Click Save.
Your custom Report Type is now available.
Step 2: Build a Report Using the New Report Type
Navigate to Reports in Salesforce and click New Report
Search for your new Report Type label and select it
Click Start Report
In the Filters tab, set the date filter to All Time and the overlap filter to All Crossbeam Ecosystem Overlaps
In the Outline tab, add the columns most relevant to your use case
Recommended starting columns:
Account Name (your account)
Partner Name (from the overlap record)
Partner Account: Account Owner (the Partner Manager or CAM who owns the relationship)
Partner Account: Type (for example, Reseller, ISV, Strategic Partner)
Standard Populations
Partner Standard Populations
Account Owner (your AE or account owner)
Apply filters as needed.
For example, filter by Partner Account: Type to scope to a specific partner segment, or group rows by Partner Account: Account Owner so each Partner Manager sees only their own accounts
Click Save & Run
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