Pssst.. here's a video in case you don't feel like reading through the steps!
Connecting your Data Source
1. Navigate to "Data Sources" in the User Menu.
2. Scroll to the "Salesforce" integration and click to connect.
3. Authorize Access to Salesforce Data.
To initiate your Salesforce connection, you’ll be asked to authorize the integration within Salesforce. Any Salesforce user with API permissions can set up the initial Oauth. Ensure your Salesforce org has both the API enabled and "View Setup and Configuration" system permissions enabled.
You'll then see a message that says "Configuring", followed by a "Success" message
You’re all set! Your connection will say "Setting up..." as the sync is happening. It can take up to an hour to fully sync, depending on the amount of data in your Salesforce instance.
After the sync is complete, you'll now see Salesforce listed as an "Active" on your data sources page.
If at any point you want to pause your sync, or update the frequency, you can do that on the Settings page:
When you integrate Salesforce with Crossbeam, you can add or remove any fields that you’d like through the Salesforce Settings page.
These are the most common fields used:
Contact Created At
Account Created At
Account Executive Name
Account Executive Phone
Account Executive Email
Sync Multiple User Lookup Fields
To include data about your CSMs, sales engineers, SDRs, and more across your reports, filters, and populations in Crossbeam, you'll need to sync multiple user lookup fields from Salesforce.
Follow the steps below or watch this video to get started:
Open your Salesforce Settings on your Data Sources page.
Click All Fields and scroll to the User object. Select Account Executive Name, Account Executive Phone and Account Executive Email from the User object.
🔔 Note: The Account Executive fields must be selected in order to sync additional lookup fields and contact details for your CSMs, sales engineers, SDRs, and more. For example, if you want to pull in CSM Email, the Account Executive Email must be selected.
Then, scroll to the Account table. You can scroll to select additional user fields like CSM, SDR, sales engineer and more ( fields will be listed in alphabetical order). You can also use the search bar in the settings modal.
Include these User Lookup Fields throughout Crossbeam in your reports, the Individual Record Page, populations, filters, etc.
Why am I not not able to select User types? You must first select the Account Owner User type. Once that role is selected, you will now able to select multiple User types and their contact details.
When this feature is turned on, will I see the lookup fields immediately? The feed needs to sync again to see the Lookup Fields. The sync timing depends on your sync schedule as you can select anywhere from 30 minutes to 24 hours in your Salesforce settings.
Managing your Salesforce Connection
Once Salesforce is connected, find out how to manage your connection.
If you run into any issues, find out how to troubleshoot your connection.