In this article:

❗️Important

In order to sync Salesforce into Crossbeam, you'll need to have a plan that has API access. Salesforce has different “Editions” which are outlined here.

😎 Pro Tip

Take a deeper dive into the Salesforce Integration with this article here.

A Salesforce admin is required to have the following permissions to set up the initial Oauth:

More details below:

Object Permissions

Please note that Read access to the above-mentioned objects is required for the initial connection with Crossbeam. After connection is established, they may be removed from sync in the Crossbeam UI or by updating your Salesforce Integration User settings.

Requisite Administrative Permissions

The following administrative permissions are required:

The following fields are required:

-Id, Owner Id (for identifying records)

-Name, Website (for matching algorithm to find overlaps)

-IsDeleted, SystemModstamp, CreatedAt (for record-level bookkeeping)

Bulk API 2.0. Instead of the REST API, we use a mechanism called the Bulk API 2.0 to sync data from Salesforce to Crossbeam. These are subject to different quotas than the standard Salesforce REST API.

By default, we sync 10,000 records at a time. Reach out to support@crossbeam.com to customize your needs.

We will only pull records whose SystemModStamp changes after the initial sync. At the time of the initial sync, we pull everything from Salesforce. Upon completion of that initial sync, we “bookmark” the last time we synced. Subsequent syncs then pull records from Salesforce after that bookmark.
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For example:
1) You connect Salesforce to Crossbeam
2) Our Salesforce sync feed for then pulls all records and sets a bookmark of say “July 11, 2022 6:00 am”, the date the time the initial sync was completed
3) On the next run (i.e. the frequency you selected when you connected Salesforce), our sync asks for records that have a SystemModStamp greater than July 11, 2022
4) This process repeats continuously

We can only access the data that the authorized user who is connecting Salesforce to Crossbeam has access to. If the authorized user has more limited permissions (ie. only access to a certain subset of accounts/data), then that would be the only data that would be pulled into Crossbeam.

You must first select the Account Owner User type. Once that role is selected, you will now able to select multiple User types and their contact details.

The feed needs to sync again to see the Lookup Fields. The sync timing depends on your sync schedule as you can select anywhere from 30 minutes to 24 hours in your Salesforce

settings.

When setting up your data source connection, you will be prompted to select from three sync options.

To maximize the full value of Crossbeam, select Recommended when setting up your initial data connection. You will be prompted to review the data presets along with additionally preset options for you to customize.

At any time, you may review or edit the fields on the Data Sources page. Locate the Salesforce row and click on the three dots to access the Settings and click Edit Data Sync.

Crossbeam uses OAuth authentication to connect to Salesforce. We don’t store credentials, just the OAuth token. That token is stored in an encrypted format in a database. The token is encrypted using AWS’s Key Management System (KMS) feature. You have the ability to disconnect the connection both in Crossbeam and in your own Salesforce at any time.

During the next sync, the master data is rewritten to include only fields selected for sync (plus any internally required fields, mainly some ID fields). This deletes the deselected field data from the master records Crossbeam uses to fuel populations.

Yes! You should import all the fields necessary to filter reports. You may not share select fields with partners, but you can add them to overlap reports and filter partner data using your organization’s own values.

Check with your CRM administrator to ensure:

Once the field is available to Crossbeam again, go to your CRM settings in Crossbeam, and select the field you were missing.

Typically, the reason you are unable to pull in a field is because the user who initially authorized the Salesforce connection no longer has access to that field. To resolve this issue, you can either: