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💡 Tracking what each account owns instead? To sync products from the Salesforce Asset object or a custom object that links to accounts, see How to Sync Products from Salesforce into Crossbeam.
Overview
Opportunity Products (Product2) is only available for Salesforce and is not currently available for other CRMs.
Opportunity Products, also known as Product Line Support, syncs Salesforce's product catalog (Product2) into Crossbeam. Teams can see not just which accounts they share with partners but also which products are actually in play on opportunities.
With product data available across Lists, Deal Navigator, and the Performance Dashboard, teams can filter and segment ecosystem data by product, making it easier to prioritize the right partners, identify whitespace, and run more targeted GTM motions.
Key benefits include:
Product-aware prioritization: focus partner engagement and internal effort around the products you're actively selling, not just shared accounts
More relevant partner engagement: bring the right partners into the right deals based on product context, reducing noise, misalignment, and potential conflict
Clearer expansion paths: identify whitespace and natural cross-sell opportunities within existing accounts
Requirements
Before setting up Opportunity Products (Product2) in Crossbeam, make sure the following requirements are met:
Salesforce as a Data Source
You must have Salesforce connected in Crossbeam
Opportunity Products (Product2) is not currently available for other CRMs
Opportunity Data Sync
Your Salesforce integration must be syncing Opportunity data. This lets Crossbeam link products to specific deals, so you can see which products are involved in which Opportunities, not just a list of products.
Required Salesforce Objects
Your Salesforce instance must have the following objects:
Product2 (Product): contains your product catalog (product names, SKUs, and identifiers)
Opportunity Line Item: connects products (Product2) to opportunity records
✍️ Note
Both objects must exist in Salesforce to sync product data into Crossbeam.
Plan Availability
All plans can sync opportunity product data, share it with partners, and use it when building Populations. Filtering by product in Lists and the Dashboard is available on Supernode and Enterprise only.
| Free | Connector | Supernode | Enterprise |
Sync | ✓ | ✓ | ✓ | ✓ |
Share | ✓ | ✓ | ✓ | ✓ |
Use in Standard Populations | ✓ | ✓ | ✓ | ✓ |
Use in Custom Populations | — | ✓ | ✓ | ✓ |
Filter Lists | — | — | ✓ | ✓ |
Filter Dashboard | — | — | ✓ | ✓ |
Salesforce Data Access
Your Crossbeam Salesforce connection must have read permissions for:
Product2
Opportunity Line Item
Opportunity objects
If you're unsure whether these permissions are enabled, work with your Salesforce administrator to confirm that Crossbeam has read access to these objects. Without the correct permissions, product data can't be synced.
If only a Product ID is synced without a readable product name, product values appear as alphanumeric IDs in Crossbeam.
How to Sync in Crossbeam
Step 1: Sync the Required Salesforce Objects in Crossbeam
Go to Data > Data Sources.
Locate the Salesforce row and open the Settings icon.
In the modal, click Field sync, then the Edit button.
Toggle on Product 2, and expand it to check any additional fields beyond the required presets.
Toggle on Opportunity Line Item, and expand it to check any additional fields beyond the required presets.
Click Review Fields, then Sync Now.
✍️ Note
Both Product2 and Opportunity Line Item must be synced so Crossbeam can link products to opportunities.
Step 2: Configure Field Mapping
Next, define which field in your CRM represents the product line.
Go to Data > Data Sources.
Locate the Salesforce row and open the Settings icon.
In the modal, click Field Mapping.
Locate the Product Line Type Field.
From the dropdown, choose the field in your CRM that represents the product line (commonly Product Name).
Click Save.
💡 Sharing Product Data with Partners
To let partners see Product2 data in overlaps, update your sharing settings to share Product2 data. Go to Sharing Settings to review which Populations and fields (including product data) you share with each partner. See Understanding Sharing Settings for Partners.
How it Works
In Salesforce, products aren't linked directly to accounts. They're associated through opportunities. Crossbeam uses a bridge model to sync this data:
Product2: holds the product catalog (names, SKUs, identifiers)
Opportunity Line Item: links products to specific Opportunity records
By syncing both objects, Crossbeam can identify:
Which products are tied to open opportunities in your pipeline
Which products customers are using based on their most recent Closed-Won opportunity
This makes product-level insights available wherever Opportunity-level data is used in Crossbeam.
Where You Can Use It
Product2 data is available across key Crossbeam workflows:
Deal Navigator: includes a Product Type filter
Account Mapping List: use the Product Name filter to drill into product-specific overlaps
Performance Dashboard: filter Opportunity data by Product Type
Individual Record Page: see the products associated with each opportunity on the Opportunities tab
Account Detail Drawer and Copilot: view the specific products associated with opportunities on a partner account
Populations: create custom Populations based on product ownership
✍️ Note
Crossbeam uses the most recent Closed-Won Opportunity to determine which product an account is using. To see this product data for partners, the partner must be sharing Opportunity data with you.
💡 Pro Tip
Create a Custom Population using the Product Type field and compare it against your partners' opportunities to quickly spot expansion and co-sell opportunities.
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