When OAuth (Open Authentication) is required from external applications, you will need to establish an SSO Exception User with Crossbeam to complete the integration.
❗️Important
SSO Exception User is required for any OAuth integrations, including the Salesforce Copilot and Crossbeam for Sales.
Setting Up
In the Crossbeam settings, click on Organizational Settings. Scroll down the page to Login Options.
Temporarily enable the Don't Require SSO option and click Save Settings
Invite the user that will be authenticating the integration into Crossbeam with an Admin role.
Once the user receives their registration email from Crossbeam, they will register with a Username + Password or Google Sign In. After registering, the user will appear in the list of users on the Team Page. In the Login Method column, you should see "Standard" or "Google" instead of "SSO"
Return to the Organizational Settings page and select Require SSO. Be sure to click into the SSO Login Exception box and select the name of the Standard or Google login method user:
click Save Settings
To authenticate the Salesforce Integration, follow the SFDC Installation steps, here.
In the first step of Crossbeam Setup in Salesforce, click Validate to log in in to your Crossbeam account. Be sure to use the credentials of the SSO Exception User.
✍️ Note
When authenticating/validating an integration, be sure to use the same login credentials listed on your team page (Username+ Password or Google Sign In).
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