Connecting Salesforce Data

Integrate your Salesforce data with Crossbeam.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

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:

Connecting your Data Source

  1. Click on Data in the left navigation bar, then select Data Sources.

  2. Scroll to the Salesforce tile and click on Salesforce.

  3. You'll have an option to Connect to Sandbox or Connect to Salesforce to go straight to production.


To complete the Salesforce connection, a Crossbeam Admin User must have the following Salesforce permissions to authorize the data integration:

  • API enabled

  • View Setup and Configuration

  • View All Users

  • Read access to Lead, Account, Contact, and Opportunity objects

Object Permissions

  • Lead

  • Account

  • Opportunity

  • Contact

  • User

Please note that Read access to the above-mentioned objects is required for the initial connection with Crossbeam. After connection is established, they may be removed from sync in the Crossbeam UI or by updating your Salesforce Integration User settings.

Administrative Permissions

The following administrative permissions are required:

  • API Enabled

  • View All Users

  • View Setup and Configuration

  • Requisite Field Permissions

The following fields are required:

-Id, Owner Id (for identifying records).

-Name, Website (for matching algorithm to find overlaps).

-IsDeleted, SystemModstamp, CreatedAt (for record-level bookkeeping).

Syncing Data Options

❗️ REMINDER: No data is being shared at this point. This step is simply syncing your selected data points to Crossbeam. Later, you will be able to decide what to share (or not share).

Once Salesforce is connected to Crossbeam, you will be prompted to select from three sync options:

  • Required: the limited amount of fields you are allowed to sync

  • Recommended: the best option to maximize the full value of Crossbeam features

  • Custom: customize how much or how little data you want to sync

After selecting your syncing option, you will be prompted to review the fields. You can click Sync Now or Customize further within all three options.

How to Customize Sync Fields

  1. From the Review Fields pop up, click Customize

  2. On the Customize Fields pop up, expand any of the tables under All Data by clicking the drop-down arrow next to the table name, or use the search bar to find fields. Under Data Presets, you can also explore suggested fields base on your business focus.

  3. 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.

  4. Click Review fields and select Sync Now to complete the data connection.

  5. 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


Target overlapping prospects, opportunities, and customers for your better together stories and integration outreach


Use your partner ecosystem to surface pre-vetted overlapping accounts that can shorten sales cycles and increase opportunity sizes


Give and get warm introductions into your target accounts with insights into partner overlaps

gif in crossbeam showing where data preset are located

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.

Back on the Data Sources page, the Salesforce row will display Setting up while the sync is in process for a few minutes. Once the sync is complete, you will see Salesforce listed as Active.

✍️ 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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