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Crossbeam Copilot for Salesforce
Crossbeam Copilot for Salesforce

See when your accounts overlap with your partners’ sales pipelines and customer lists directly in Salesforce.

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

Get Crossbeam data where you work: directly in Salesforce. Your sales reps don't need to log in to Crossbeam to access partner data — instead, they can get the info they need on their Accounts, Leads, and Opportunities where they need it most.

In this article:

Crossbeam Copilot for Salesforce Overview

Click here to open the detailed Installation Guide to complete the setup process for the Crossbeam Copilot for Salesforce.


When new versions of the Crossbeam Copilot for Salesforce are released, you will return to the AppExchange to complete updates.

Follow the detailed steps in the Crossbeam Upgrade and Reauthorization Guide found here to complete this process.


You must have a Sales seat and be on the Connector Plan or Supernode plan to have access to the Crossbeam Copilot for Salesforce.

The Crossbeam Copilot for Salesforce is available on all three plans:

  • Explorer: Install the Preview Crossbeam Copilot for Salesforce, with limited overview information for overlapping accounts and opportunities. To gain full access, click the Request Access button and an email will be sent to the admin with the steps on how to give you access.

screenshot in salesforce highlighting the full widget
  • Connector: includes access to the Full Copilot and allows customization of the Copilot

  • Supernode: includes access to the Full Copilot and allows customization of what data they see in the Copilot with the Crossbeam Custom Object


✍️ Note

To further explore the pricing plan options and the Crossbeam Custom Object, click here.


❗️Important

Only overlaps from Populations using Salesforce as a data source will be viewable in the Crossbeam Copilot for Salesforce.


What is the Crossbeam Copilot for Salesforce

The Copilot is your companion while viewing accounts in Salesforce.

  • Click on Account tab to see Account Highlights and Recommended Plays

  • Click on Partners tab to see Partner Tags, Get Intel, and to view more details

  • Click on Contacts tab to see details on the best contacts for opportunities and to see Partner Connections

  • Click on Plays tab to see a list of actionable next steps

From the Partners tab, you can quickly locate the Partners who have the account in their Customers Population if you see the label Customers highlighted in orange with a star. Additionally, you can see the custom Partner Tags from Crossbeam for each Partner.

View detailed information your partner shares with you directly in Salesforce by clicking on View next to the partner you want to view data for.


Sort Partners

Custom Partner Sorting lets you decide which partners you want to appear at the top of your Crossbeam Copilot for Salesforce. The default sorting view can be set to alphabetical order (A to Z or Z to A) or customized. To change the sorting view in the Copilot:

  • Open the Crossbeam Settings by clicking on the gear icon.

  • In the pop-up window, click on Partner Sort Settings tab.

  • Find the partner(s) to prioritize in your view and click the Pencil icon.

    • In the box to the left of the Pencil icon, you will be able to type in a numerical position for the selected partner.

  • Click the Save icon to the right of the Pencil icon and close the setting page.

Now, reload the main page to see the updated sorting view.

Additionally, you can change the default sorting view in the Full Copilot by clicking the arrow button to open the dropdown menu. Here you can select Sort A-Z, Sort Z-A, or Sort Default, which will refer back to the configuration in the Crossbeam Sorting Partners Setting.


Filter Account Partner Status

Adjust the view of the Partner accounts in the Crossbeam Copilot for Salesforce by clicking on the funnel to select from the dropdown menu option. See all Partners, Partner Customers, Partner Open Opportunities, or Partner Prospects.


✍️ Note

Only users with the Crossbeam Setup User permission set can access the Settings page. Crossbeam settings are applied globally for all users of the Crossbeam Copilot for Salesforce.


How to Display or Hide Fields

Crossbeam Admins can select which Crossbeam fields they want visible in the Crossbeam Copilot for Salesforce. To change the view details:

  • Open the Crossbeam Settings by clicking on the gear icon

  • In the pop-up window, click on the Partner Field Settings tab

  • Select a Partner name under the Partner list

    • Click on the name to open the menu of Salesforce Objects

    • Click on an Object to open a detailed table of fields

      • To the right of each field, you can toggle the button to Hidden or Displayed

  • Click the Close button to exit the settings page

Now you can open the View Detail next to a partner in the Copilot and see the updated edits to the fields.


Get Intel Button


If you have a seat in Crossbeam for Sales, you will have the option to start a conversation with a partner in the Crossbeam Copilot for Salesforce.

  • Locate the partner you want to reach out to and click on the Get Intel button

    • If a Get Intel button displays an X, that partner is not available for this feature

  • Next, select the warm introduction to start the conversation or create your own by clicking on +Add your own question

  • Click Choose Partners

    • Check the box next to the Partner you want to reach out to

    • Click Add Context

  • In this window, write additional context based on the prompt provided

    • Click Preview Your Message

  • Preview your message and click Edit to make changes or click Send

gif in crossbeam copilot showing action in get intel button

Plays and Contacts

Use Plays and Contacts in the Crossbeam Copilot for Salesforce to access the best contacts, expedite deal closures, and gain insights into the most effective next steps. Filter out unnecessary leads, emails, and notifications, and equip your sellers with prime contacts and actionable steps for faster deal closures.

Click here for the detailed steps to configure Plays and Contacts in the Crossbeam Copilot for Salesforce.

Configure Trusted URLs for Crossbeam Copilot for Salesforce

Watch this video here with detailed steps on setting up the Trusted URLs for Crossbeam Copilot for Salesforce.

Feed

click on the Feed tab in Copilot to see:

  • Overlaps for new accounts assigned to you

  • Overlaps for new opportunities assigned to you

  • Overlaps sent to you from Shared Lists

screenshot of the feed tab in Crossbeam Copilot for Salesforce

Crossbeam Permission Sets in the Salesforce App

Control your team’s access to sensitive data with permission sets in the Salesforce App.

For detailed instructions on configuring Permission Sets click here, or to Update Permission Sets click here.

Both articles serve as a guide to configuring the Crossbeam package in Salesforce.

  • In the Salesforce window, click the gear icon and select Setup from the dropdown menu

  • On the Setup page, navigate to the left side menu and locate Administration

    • Under Administration, click on Users to see the dropdown list of options

      • On the dropdown list, again locate users and click on it to open a new panel to the right with a list of users

  • Click on the full name of the user to open a detailed list of information on the user

  • Next, click on Permission Set Assignments to open all the assignments for the user

  • You will click on Edit Assignments and will now be able to change the Permission Sets for the user

    • On the left column under Available Permission Sets, click on permission(s) you want to assign

    • Click on the Add arrow button and now the new permission(s) will be listed under the right column named Enabled Permission Sets

    • You can remove Crossbeam permission sets Under Enabled Permission Sets by selecting them and clicking on the Remove arrow button

  • Click Save to exit the Setup process


Configure Partner Data in Crossbeam

To customize what Partner data is available in Salesforce, you will need to configure the Copilot settings in your Crossbeam account.

Simply open the Integrations area in Crossbeam and click on the Settings button in the

Crossbeam Copilot for Salesforce row.

In the settings modal:

  • Select from the dropdown option under the Salesforce Connection and choose which Salesforce connection(s) you would like to configure

  • Next, expand the Population data fields for your data and your Partner's data

    • Check the boxes for the Population data you want to show and uncheck the boxes to restrict the Population data to be shared

Click the Save button when you are done.


❗️Important

You can apply the same Copilot settings to the Custom Object settings. Simply open the Integrations area in Crossbeam and click on the Settings button in the

Salesforce Custom Object row.

In the modal:

  • Click Go to Widget to see current Widget settings (edit, if needed)

  • Click the box next to Use same customization setting as Widget

  • Click the Save button


What is the Crossbeam Custom Object


The Crossbeam Custom Object allows you to customize what data shows up in the Crossbeam Copilot for Salesforce, and is only available on the Supernode plan.

For a deep dive into the Custom Object v2, check out this article here.


🎓 Sign into Crossbeam Academy to further explore the Crossbeam Copilot for Salesforce!


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