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.

You'll then see a message that says "Configuring", followed by a "Success" message

You’re all set! You should now see Salesforce listed as an Active Integration on your integrations page.

Pausing Setup

If at any point you step away from setting up your integration, you'll find a button that says "Finish Connecting" that will take you back to wherever you left off:

Salesforce Fields

When you integrate Salesforce with Crossbeam, we bring in a default set of fields for your Account and Leads tables, listed below. You can also add any additional fields that you’d like through the Salesforce Settings.

Account

OPPORTUNITY

  • Amount
  • Close Date
  • Open Date
  • Sales Stage

CONTACT

  • Id
  • Contact Email
  • Contact Name
  • Contact Phone
  • Contact Title
  • Contact Created At

ACCOUNT

  • Id
  • Account Name
  • Account Website
  • Account Type
  • Account Created At

USER

  • Account Executive Name
  • Account Executive Phone
  • Account Executive Email

Lead

LEAD

  • Id
  • Lead Name
  • Lead Phone
  • Lead Email
  • Lead Title
  • Lead Created At

USER

  • Account Executive Name
  • Account Executive Phone
  • Account Executive Email

Managing your Salesforce Connection

Once Salesforce is connected, find out how to manage your connection

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