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:
Click here to open the detailed Installation Guide to complete the setup process for the Crossbeam Salesforce Widget.
How to Install the Crossbeam Salesforce Widget
To install the Crossbeam Salesforce Widget, you will first need to visit the Salesforce AppExchange here and click the Get It Now button.
When new versions of the Crossbeam Salesforce Widget 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.
If you have a Crossbeam Core or SalesEdge seat, you have access to the Crossbeam Salesforce Widget.
The Crossbeam Salesforce Widget is available on all three plans:
Explorer: Install the Preview Salesforce Widget with limited overview information for overlapping accounts and opportunities. To gain Full Widget access, click the Request Access button and an email will be sent to the admin with the steps on how to give you access.
Connector: includes access to the Full Widget
Supernode: includes access to the Full Widget and allows customization of what data they see in the Widget 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 Salesforce Widget.
What is the Crossbeam Salesforce Widget
The Full Widget is your companion while viewing accounts in Salesforce. See which Partners overlap with a specific Lead, Contact, Account, and Opportunity.
From the listed Partners 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.
How to Sort Partners
Custom Partner Sorting lets you decide which partners you want to appear at the top of your Salesforce widget. 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 Widget:
Open the Crossbeam Settings by clicking on the gear icon.
In the pop-up window click on Partner Sort Settings tab.
Find the partners you want 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 Widget by clicking the arrow button to open the drop-down 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.
✍️ 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 Widget.
How to Display or Hide Fields in the Widget
Crossbeam Admins can select which Crossbeam fields they want visible in the Widget. To change the view details in the Widget:
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 Widget and see the updated edits to the fields.
Sales Edge Request Introduction Button
If you have a seat in Sales Edge, you will have the option to start a conversation with a partner through the Widget.
Locate the partner you want to reach out to and click on the conversation button next to View Detail.
If a conversation button displays an X, that partner is not available for this feature.
The next window will be in Sales Edge where you can request warm introductions from a partner.
✍️ 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 Widget.
Crossbeam Permission Sets in the Salesforce App
Control your team’s access to sensitive data with permission sets in the Salesforce App.
In the Salesforce window click the gear icon and select Setup from the drop-down menu.
On the Setup page navigate to the left side menu and locate Administration.
Under Administration click on Users to see the drop-down list options.
On the drop-down 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 Salesforce Widget settings in your Crossbeam account.
Simply open the Integrations area in Crossbeam and click on the Settings button in the
Salesforce Widget 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 Widget 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 Salesforce Full Widget and is only available on the Supernode plan.
For a deep dive into the Custom Object, check out this article here.
FAQs
Can I see the Crossbeam Widget on Opportunities or Contacts in Salesforce?
Yes, the Crossbeam widget appears on Accounts, Leads along with Opportunities and Contacts in Salesforce.
Does your app work in Salesforce Classic?
Yes, and no. Our app setup wizard only works in Lightning, and our Crossbeam widget pictured above is only viewable in Lightning. However, we push data to a custom object in Salesforce that can be added to Account, Opportunity, and Lead page layouts so that they are viewable in classic. Learn more here.
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