In this article:

Consolidate your attribution activities into a single source of truth. Using this data, you can make more revenue-backed decisions on which partners to prioritize and get executive buy-in from your C-Suite and GTM teams.

✍️ Note

This feature is available on the Supernode plan, click here to explore plan options.

Crossbeam automatically pushes Attribution recorded in Crossbeam for Sales and the Attribution page of Crossbeam Core into a custom object in your Salesforce.

❗️Important

Only the Salesforce Admin is able to install the Salesforce Attribution Push Integration.

The following fields from the Salesforce Opportunity object are required:

You can adjust which fields sync at any time from the Data Sources workspace in Crossbeam. Select Data from the navigation menu. Locate Salesforce and click the Settings gear icon to customize field syncing.

Start by clicking on the Data icon from the Navigation Menu, and select Integrations from the dropdown options. Scroll down the page to locate the Salesforce Attribution Push tile, and click the Install button.

From there, a pop-up window will connect to Salesforce and will prompt you to download and install the Crossbeam Attribution package.

You can also follow this link to install the Attribution Object to your Salesforce Organization. Once you log-in, you will see the installation options:

Crossbeam recommends the Install for Admins Only option. This option allows for controlling access and permissions after the package has been installed.

This page also displays a banner stating this managed package is not part of Salesforce’s AppExchange partner program. Locate the words View Components further down the screen, and click on them to open a detailed view of the Package Components:

This will allow you and your Salesforce Admin to review the package contents which contains only a small custom object. Close the pop-up modal and check the box below the banner to acknowledge this is a Non-Salesforce Application.

You will now be able to click the Install button.

✍️ Note

Review Users Setup Profiles to confirm they will have access to the custom object in Salesforce.

Return to the Integrations workspace, locate the Salesforce Attribution Push under the list of Installed Integrations, and click the Settings button.

In the pop-up modal locate the Partner and enter the Salesforce Partner ID.

When you are done, click the Save Changes button.

You can edit or remove any Partner IDs at any time by returning to this workspace.

Now that you have successfully installed the Crossbeam Attributions object in Salesforce, completed Crossbeam for Sales conversations can automatically push an attribution record to Salesforce.

When changing the conversation status from open to completed, select the relevant Opportunity (this syncs from Salesforce: a dropdown of options will appear - you will see the names and amounts of open opportunities for the given account) and choose an attribution status (Sourced, Influenced, or Neither).

When the next Crossbeam data sync cycle completes, a "Crossbeam Attribution" record will be created in Salesforce. The record includes key information including a link back to the Sales Edge conversation.

Once the Crossbeam Attributions object is installed, any attributions saved in Crossbeam Attribution will automatically sync to Salesforce.

After the next data sync, a Crossbeam Attribution record will appear in Salesforce, including a link back to the Attribution page in Crossbeam.

Along with syncing the correct fields from your CRM, you’ll also need to configure your Revenue Settings in Crossbeam.

For a deeper dive into these settings, check out our article on Potential Revenue.

Salesforce Administrators have a lot of flexibility when it comes to displaying the attribution information to their teams. For example, consider displaying Crossbeam Attribution records in Salesforce as a Related List on the Account or Opportunity:

Whether you choose to display the attribution info on Salesforce pages or not, be sure to leverage the Crossbeam Attributions custom object for reports and dashboards. For example, use the "Crossbeam Attributions" Salesforce report types to run reports on all...

...or specific slices of attribution:

Q. I see an error message like this, and I am nervous about syncing in more data to Crossbeam:
​

A: Any new fields you sync to Crossbeam are yours only - this data is not shared with your partners. This data allows Crossbeam to accurately reflect the actual revenue impacts of your Partners.

Q. What happens if my Opportunity gets deleted (or changed) in Salesforce? But it already has an Attributed Partner in Crossbeam?

A: Attributed revenue from this opportunity will no longer count towards your statistics or those partner(s).

Q. What happens if an Opportunity has an empty amount or close date?

A: Attributed revenue from opportunities without amount or close date are excluded from the denominator when calculating Roll-Up Metrics.
​

Q. Is it possible to pull in the attribution type (i.e. influenced, sourced, etc.) into the report?

A. Yes. We send the attribution type, sourced or influenced, along with each opportunity.

Q. Does this new attribution object get installed with the existing manage package? Or is this a second manage package I’ll have to install?

A. It is a second manage package, so you can install it via the Integration Marketplace or from the tile in Crossbeam Core.

Q. Does this feature come with pre-built reports? Or do I have to create a custom report?

A. This attribution feature comes with four standard report types:

Q. Similarly to opportunities that get pushed into Salesforce today, does each attribution record connect to an account and an opportunity?

A. Yes. Each attribution is related to the account (i.e. the account you closed) and the partner account (if you include it during the setup of the integration).

Q. When configuring the Attribution Push in Crossbeam Core Settings, what does “Add a Partner ID from Salesforce” do?

A. If you input your Partner Account IDs here, your attributions will be linkable to the Partner in your Salesforce instead of by their text name only.

Q. How often does my Attribution data get synced to my Salesforce?
A. 30 minutes after the initial setup and every 12 hours after that.

🔗 Related Articles