When you install our Crossbeam Salesforce App, you are installing both our Crossbeam Widget and the ability to push data into a Crossbeam Overlaps Custom Object in Salesforce.

Check out this guide to install and configure our Salesforce App.

Reporting on Crossbeam data in Salesforce

The Salesforce App pushes data from Crossbeam into a custom object, enabling you to report on the following data related to your Salesforce Accounts, Leads, and Opportunities:

Your population name
Partner name
Partner population
Partner's account executive name
Partner's account executive contact information (email and phone)

Note: Partner account executive name and contact information currently only come over for partners that have Salesforce and HubSpot connected, not partners that are using CSVs or Google Sheets.

Dive into our Beginner’s Guide to Salesforce Reports, Dashboards & Automations. You can access the guide HERE.

To see an example of a report, watch this 40-second clip from our webinar, "The Inside Track: Get to Know Crossbeam's Salesforce App."

Creating a report

Go into Salesforce Reports and click New Report.
To select a report type, search "Crossbeam" and choose from the following Report Types:
- Crossbeam Overlaps
- Crossbeam Overlaps with Account
- Crossbeam Overlaps with Leads
- Crossbeam Overlaps with Opportunity

Configure you report to include specific data fields and filters. For the purposes of viewing all available Crossbeam data, we suggest configuring the report as follows:
- Group Rows
  - Account: Account Name
- Columns
  - Population
  - Partner Population
  - Partner Name
  - Partner AE Name
  - Partner AE Email

For example: If you create a Accounts with Crossbeam Overlaps report, it will look something like this:

Viewing Crossbeam data in Salesforce Classic

With Crossbeam pushing and storing overlap data in a custom object in Salesforce, you can view Crossbeam overlap data on Account, Opportunity, and Lead pages in Salesforce Classic.

🗒 Notes:

The Crossbeam Salesforce App must still be setup in Lightning and the Crossbeam Widget is still only viewable in Lightning.
In order to see overlap data on the Opportunity object, you must configure your integration settings to include data from your Open Opportunity standard population. The custom object on Opportunities currently does not support custom populations.

Simply add Crossbeam's custom object Crossbeam Overlap as a related list to the Account, Opportunity, Lead page layouts.

Crossbeam Overlaps Custom Object

Crossbeam pushes overlap data into a custom object in Salesforce called Crossbeam Overlap and includes the following fields:

Crossbeam Overlap Fields

Crossbeam Overlap's field labels, names, and data types are listed below in the following format:

Field label

field_name

Data type

Account

xbeamprod__Account__c

Lookup(Account)

Created By

CreatedById

Lookup(User)

Crossbeam EID

xbeamprod__Crossbeam_EID__c

Text(100) (External ID) (Unique Case Insensitive)

Crossbeam Overlap Name

Name

Text(80)

Last Modified By

LastModifiedById

Lookup(User)

Lead

xbeamprod__Lead__c

Lookup(Lead)

Owner

OwnerId

Lookup(User,Group)

Partner AE Email

xbeamprod__Partner_AE_Email__c

Text(150)

Partner AE Name

xbeamprod__Partner_AE_Name__c

Text(150)

Partner Name

xbeamprod__Partner_Name__c

Text(150)

Partner Population

xbeamprod__Partner_Population__c

Text(150)

Population

xbeamprod__Population__c

Text(150)

Push Frequency and Load on Salesforce

Push Frequency

Data is pushed into Salesforce at the frequency at which you have your data set to sync in your Salesforce settings. This can be anywhere from every 30 minutes to every 24 hours and is configurable.

Load on Salesforce

We use the Bulk API to bulk sync 5,000 records at a time. The amount of API calls depends on two things:

Is this the initial Salesforce sync? If so, we will be creating a custom object for every single one of your overlaps. The initial syncs are always the heaviest. Subsequent syncs will only push over net new (or updated) overlaps.
How many overlaps do you have? You can see your total number of overlaps in the Billing section of Crossbeam.

FAQ

Are there any custom fields on standard Salesforce objects?

No, all of our data gets pushed into our Crossbeam Overlaps custom object which has Lookup fields to Account, Opportunity, or Lead, depending on the record type.

What overlaps are pushed into Salesforce?

From Crossbeam, you can customize what data is shown in the Crossbeam Widget , as well as the Custom Object to minimize noise and be specific around which partners and populations feed back into Salesforce. The initial sync tends to be the largest, but subsequent syncs will only be for new overlaps.

I received an email from Crossbeam that the push to Salesforce has failed because of an expired token. What should I do to refresh the token?

Occasionally, the token from Salesforce will expire and you will need to re-authorize it by going through the app installation steps to solve the problem. You can find steps to re-install the app here.

Why am I not seeing overlap data on my Opportunities?
You must configure your Salesforce Settings to include data from your Open Opportunities Standard Population. The custom object on Opportunities does not support custom populations today.