When you install our Crossbeam Salesforce app, you are installing both our Crossbeam component and the ability to push data into a custom object in Salesforce.

Reporting on Crossbeam data in Salesforce

You are able to report on data we push from Crossbeam into a custom object in Salesforce.

Available data to report on:

  • 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.

Creating a report

Go into Salesforce Reports and create a new Crossbeam Overlaps with Accounts or Crossbeam Overlaps with Leads report. 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

This will create a report that will look something like this:

Viewing Crossbeam data in Salesforce Classic

With Crossbeam pushing and storing overlap data in a custom object in Salesforce, this means that you are able to view Crossbeam overlap data on Account and Lead pages in Salesforce Classic.

Note: the Crossbeam Salesforce app must still be setup in Lightning and the Crossbeam component is still only viewable in Lightning.

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

Crossbeam Overlap custom object

The custom object in Salesforce that Crossbeam pushes overlap data into is called Crossbeam Overlap and has 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.

Note that the early access version of this product will only push data manually.

Load on Salesforce

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

  1. 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.
  2. How many overlaps do you have? You can see your total number of overlaps in the Billing section of Crossbeam.

Coming Soon...

  • We are building in guardrails (like we have in our data pull from Salesforce) to stop our sync if we see that your Salesforce API quota is over a certain percentage.
  • More intelligent updating / deletion functionality

FAQ

Are there any custom fields on standard Salesforce objects?

No, all of our data gets pushed into our Crossbeam Overlaps object which has Lookup fields to Account 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. This means the initial sync will be large, but subsequent syncs (when automated) will only be for new overlaps.

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