Learn how to connect your Salesforce data to Crossbeam.
In this article:
Video Tutorial
Watch this video or keep reading to learn how to connect Salesforce:
❗️Important
The user setting up Salesforce as a data source for Crossbeam will need to meet the requirements below, or the connection will fail.
Crossbeam user requirements
You'll need a Crossbeam user seat with the following roles :
Full Access Role: Admin
Review your seat assignment by visiting the Team page in the Crossbeam web app:
Salesforce user requirements
Administrative Permissions
API Enabled
View All Users
View Setup and Configuration
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.
Connecting your Data Source
Click on Data from the navigation bar, then select Data Sources from the dropdown
Scroll to the Salesforce tile and click on Salesforce
You'll have an option to Connect to Sandbox or Connect to Salesforce to go straight to production
Syncing Data Options
Once Salesforce is connected to Crossbeam, choose from the following sync options:
Recommended: the best option for unlocking value from our full range of features
Custom: Define a custom select of your data
Hover over each option to see the field names.
After selecting your syncing option, you will be prompted to review the fields. You can click Sync Now or Customize.
How to Customize Sync Fields
How to Customize Sync Fields:
From the data source Salesforce Settings, click Field Sync >Edit
In the next window, expand any table under All Data by clicking the drop-down arrow, or use the search bar to locate specific fields
Select or deselect any of the fields to customize your data
You can also click the Toggle button to turn entire tables on or off
Click Review Fields, then select Sync Now to complete the connection
Or click Go Back to edit your changes before completing the sync
Data Presets
Data Presets allow you to quickly add data that corresponds to direct use cases and Crossbeam functionality. After clicking the Customize button, Data Presets are located on the left side, highlighted in blue. Select from the following preset data field options:
Account Mapping: Compare your data with partners to identify overlapping prospects, opportunities, and customers | Pipeline Map: Accelerate opportunities and forecast revenue more accurately with more visibility into your partner's pipeline |
Co-Market: Target overlapping prospects, opportunities, and customers for your better together stories and integration outreach | Co-Sell: Use your partner ecosystem to surface pre-vetted overlapping accounts that can shorten sales cycles and increase opportunity sizes |
Refer: Give and get warm introductions into your target accounts with insights into partner overlaps |
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Hover over the options to see the list of fields required. When ready, simply click the option you want and Crossbeam will do the rest.
Adjust Data Settings
On the Data Sources workspace, hover over the three dots at the end of the Salesforce row to reveal the Settings button.
Click on Settings to:
View Connection Status and Details: Check the connection status, error messages, and reauthorization requirements
Reauthorization may be needed if user access or permissions have changed, and any errors will display here when available
Adjust Data Sync Frequency: Use the Update Frequency dropdown to select how often Crossbeam syncs with Salesforce
Edit Data Sync: Click Edit Data Sync to open the Customize pop-up, allowing you to add or remove specific fields
Remove Data Source: Select Remove Data Source to disconnect Salesforce from Crossbeam
✍️ Note
You'll also get email confirmation when the sync is complete. You can then move on to creating your dynamic Standard Populations.
🎓 Sign into Crossbeam Academy to further explore Salesforce as a Data Source!
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