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.
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'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 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:
Account: Account 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.
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:
Text(100) (External ID) (Unique Case Insensitive)
Crossbeam Overlap Name
Last Modified By
Partner AE Email
Partner AE Name
Push Frequency and Load on Salesforce
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.
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?
ALL overlaps from all partners and all populations will be pushed to Salesforce (Note: You can customize what data is shown in the Crossbeam Widget in Salesforce Lightning). This means the initial sync will be large, 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.