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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

Lauren Rosenfeld avatar
Written by Lauren Rosenfeld
Updated over a week 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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