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Salesforce Reporting with Crossbeam's Custom Object
Salesforce Reporting with Crossbeam's Custom Object

Check out our step-by-step guide to maximize the use of partner intelligence right within Salesforce

Joy Rudnick avatar
Written by Joy Rudnick
Updated over 11 months ago

The Crossbeam Overlaps Custom Object allows you to push partner data from Crossbeam directly into your Salesforce instance for reporting, dashboards, and viewing overlaps in Salesforce Classic.


โœ๏ธ Note

This feature is only available on the Supernode Plan. To upgrade your account, visit the Plan & Billing page.

Once your team has installed the Salesforce app, follow the steps in our Guide to Salesforce Reports, Dashboards & Automations.

Here is an example Report:

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