Easily manage your inbound Salesforce connection via the Salesforce Settings menu

In this article:

To access your Salesforce Settings menu, navigate to your Data Sources page. Hover over the three dots alongside your Salesforce connection and click on "Settings".

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From this menu you can view who initially authorized this connection, adjust your update frequency, add or remove selected fields, toggle the connection on and off, or remove the connection entirely.

Reauthorize your Connection

You may need to reauthorize your Salesforce connection if the user that initially established the connection loses access to Salesforce, or no longer has the required permissions in place to maintain this connection.

From the Salesforce Settings menu, select "Click here to reauthorize in Salesforce" to authenticate the data sync with a different user name and password.


❗️Important

Before attempting to reauthorize this connection, be sure that you have the proper API permissions in place to do so. Any Salesforce user with API permissions can set up the initial authorization. Ensure your Salesforce org has both the API enabled and "View Setup and Configuration" system permissions enabled.


Pause Data Syncing

Click the toggle to the right of "Sync Data from Salesforce" to turn your Salesforce connection off and on.

You will not be able to modify fields that you want synced while the integration is in the "Off" position. Toggle the connection back to the "On" position in order to adjust fields and resume your sync.

View connection status

The connection status appears within the Settings modal and also on the table of connected Data Sources. The available statuses are:

  • Active: the integration is active and will sync according to your sync frequency

  • Not Syncing: the integration is paused and will not sync data until it is made active

  • Error: the integration hit an error which will be displayed to you in the modal and on the data sources table on the integrations page if we have details on the error.


❗️Important
If an error message does not appear and your sync is not behaving as expected, please reach out to us through chat or contact support@crossbeam.com.


Adjust your Update Frequency

You can adjust the frequency at which we sync data from Salesforce by selecting a value from the "Update Frequency" dropdown menu. The default setting is once every 6 hours, however you can choose to sync as often as every 30 minutes all the way up to once a week.


❗️Important

If you have concerns about hitting your API quota limit in Salesforce, try reducing the frequency of syncs to reduce the number of API calls we make to Salesforce daily.



✍️Note
In order to keep you within your API quota limit, Crossbeam will stop syncing your Salesforce data when you reach 80% of your API quota limit. If this occurs, you will receive an email notification and an error message on your Data Sources page. If you would like to adjust this value to something higher (or lower), please reach out to us at support@crossbeam.com.


Manage Which Fields to Sync

In order to surface matches with your partners, Crossbeam will require you to sync certain fields. These required fields will be greyed out and are not available to remove. All other fields are entirely your choice to sync, or not!

View fields that you are currently syncing by clicking on "Selected Fields" and scrolling through.

Add new fields by clicking "All Fields" and scrolling to the field, or use the search bar to pull up your desired field. Check the box next to the field name to include this data in future syncs. 


❗️Important

It will take a few minutes for data changes to fully sync into Crossbeam. Before that, you will receive an error and/or unexpected results if you try and use the field to filter. 



What does it mean if it says “Not Supported” next to the field I want to select?

Typically, the reason you are unable to pull in a field is because the user who initially authorized the Salesforce connection no longer has access to that field. To resolve this issue you can either:

  1. Give that user the correct permissions

  2. Have someone with the correct permissions reauthorize the Salesforce connection (see article below)

There are also some fields that Crossbeam doesn’t support:

  • "base64"

  • "byte"

  • "anyType"

  • "calculated"

  • "Address"

  • "json"

  • "complexvalue"

  • "formula"

  • "roll-up"

Supported Field Types:

  • "id"

  • "string"

  • "picklist"

  • "phone"

  • "URL"

  • "lookups (reference)"

  • "multi-select picklists"

  • "combo boxes"

  • "encrypted strings"

  • "emails"

  • "master records"

  • "text areas"

  • "numbers"

  • "dates and date/times"

  • "booleans"

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