Salesforce AppExchange Listing
View our AppExchange listing here.
Once you click "Get it Now", make sure to have the installation guide (below) handy!
How to Install the Crossbeam Salesforce App
Check out our installation guide for a full walkthrough.
What does Crossbeam's Salesforce App do?
Get your Crossbeam data where you work: directly in Salesforce. Eliminate the need for your reps to need Crossbeam access, they can get the info they need on their Accounts and Leads right where they need it.
When viewing an Account or Lead in Salesforce
1. See which partners (and which of their populations) overlap with a specific Account or Lead directly on the object in Salesforce by looking at our Crossbeam component (on the right in the image below)
2. View detailed information shared with you by your partner directly in Salesforce, by clicking "View" on the partner you want to view data for.
When creating a report in Salesforce
You currently cannot report on any Crossbeam data in Salesforce.
However, coming soon (Q4 2020):
You can report on overlap data via a custom object that links to an Account or Lead. This allows you to create reports based on the existence of partner overlaps in Crossbeam.
Available data to report on will be:
- Partner name
- Partner population
- Partner's Account Executive name
- Partner's Account Executive contact information
Learn more about the reportable data in Salesforce here.
Can every user in Salesforce see the data from Crossbeam and click to view the details shared from our partners?
This is 100% controlled by your Salesforce permissions. You will need to restrict the Crossbeam component from certain user groups if you don't want them to have access to the data. There is not currently a way with the Crossbeam Salesforce App, or Crossbeam itself, to control who can or cannot view the overlap data or click "View" in Salesforce.
Can I control which partners and populations appear in the Crossbeam component?
No, this cannot be controlled right now. Any partner that overlaps with the specific Account or Lead will appear in Salesforce. If you don't want a specific partner to appear, you will need to remove the inbound data sharing rule from that partner in Crossbeam. This means you will no longer have access to the data shared by them in Crossbeam itself, either.
Can I see the Crossbeam component on Opportunities or Contacts in Salesforce?
No, the Crossbeam component currently only appears on Accounts and Leads in Salesforce.
Does your app work in Salesforce Classic?
Yes, and no. Our app setup wizard only works in Lightning, and our Crossbeam component pictured above is only viewable in Lightning. However, we push data to a custom object in Salesforce that can be added to Account and Lead page layouts so that they are viewable in classic. Learn more here.