Switching from the Legacy Integration?
Switching from the Legacy Integration?
If your Integrations page shows both Salesforce Custom Object (the legacy version) and Salesforce Overlaps Push (the updated version), then you should plan to move to the updated version.
FAQs:
How do I make it so that my team members in Salesforce can see the new Custom Object?
First, ensure you have the most recent Crossbeam managed package. Follow the steps in the Upgrade & Reauthorize Crossbeam for Salesforce guide to complete any upgrades. Then, go to the Integrations page and authorize the Salesforce Overlaps Push integration. Once the new integration is authorized and testing is complete, make sure the legacy Salesforce Custom Object is turned off by navigating to the Crossbeam Integrations page and toggling "Enable Push" off.
Please note that the initial sync for the new custom object will consume Bulk API calls.
Does the current permission set Crossbeam Report User allow access to the new custom object?
Yes. The managed package will allow any users with the permission set Crossbeam Report User to see all Crossbeam reports.
Will I be able to copy over their current config for custom object?
No. You will need to note your current configuration for the legacy "Crossbeam Overlaps" object and and copy that over to the new "Crossbeam Ecosystem Overlaps" object.
❗️Important
This is available on our Supernode Tier. Contact Crossbeam here if you'd like to upgrade your account.
❗️Important
Initial Record Exports will contribute to the overall Record Export Limits.
Prior to enabling the push of data from Crossbeam to Salesforce, assess the number of records in your Populations and consider applying more filters to narrow the scope. Be sure to configure which Populations and Partners you select for the push to Salesforce.
Failure to do so may cause your account to quickly hit its Record Export Limit.
Getting Started
Open the Integrations Workspace in Crossbeam. Under Integrations, locate the Salesforce overlaps Push tile, and click the Install button.
After you click Install, a pop-up window will walk you through the steps of authorizing a connection between Crossbeam and Salesforce.
Screenshots of the process
Screenshots of the process
Confirm the correct Crossbeam account is being connected, click the pencil to make edits. Click Next.
Confirm the correct Salesforce account is being connected, click the pencil to make edits. Click Next.
Follow the prompt to download the Salesforce custom object package. This is required to complete the installation process.
Follow this guide to install and configure this package.
After setting up the custom object package in a new window, return to the configuration window, and click the Next button. Next, click Finish.
✍️ Note
Data sync may take up to an hour to complete.
You will now see the installed Packages in Salesforce.
✍️ Note
If you exit the setup flow early, you'll see an error state in the side drawer. See the next steps below to complete the necessary steps in Salesforce:
Select Crossbeam data to send to Salesforce
Once you have installed the managed package, you can configure what will be pushed to the Salesforce custom object. Navigate to the Crossbeam Integrations page and click the Set Up button in the Salesforce Overlaps Push integration tile. Select or de-select your populations and partner populations accordingly. Click Save Changes.
Once you save changes, a job will be kicked off to fill your custom object with all of your selected overlap data!
Reporting on Crossbeam data in Salesforce
The data pushed from Crossbeam into Salesforce enables you to enrich your Account, Lead, and Opportunity reports with partner ecosystem data. Crossbeam report types in Salesforce can include:
Partner Name
Partner Population
Partner's Record Owner Name
Partner's Record Owner contact information (email and phone)
😎 Pro Tip
Dive into our Guide to Salesforce Reports, Dashboards & Automations to get started.
To see an example of a report, watch this 40-second clip from our webinar, "The Inside Track: Get to Know Crossbeam's Salesforce App."
Creating a report
Go into Salesforce Reports and click New Report.
To select a report type, search "Crossbeam" and choose from the following Report Types:
Crossbeam Ecosystem OverlapsCrossbeam Ecosystem Overlaps with AccountCrossbeam Ecosystem Overlaps with LeadsCrossbeam Ecosystem Overlaps with Opportunity
"Crossbeam Ecosystem Overlaps..." are the report types you will want to use. You can hide the report types from our legacy integration following this guide.
Configure your report to include specific data fields and filters. For the purposes of viewing all available Crossbeam data, we suggest configuring the report as follows:
Group Rows
Account: Account Name
Columns
Standard Populations
Population
Partner Standard Populations
Partner Population
Partner Record Name
Partner Name
Partner AE Name
Partner AE Email
For example: If you create, Accounts with Crossbeam Ecosystem Overlaps Report, it will look something like this:
Viewing Crossbeam data in Salesforce Classic
With Crossbeam pushing and storing overlap data in a custom object in Salesforce, you can view Crossbeam ecosystem overlap data on Account, Opportunity, and Lead pages in Salesforce Classic.
❗️Important
The Crossbeam Salesforce App must still be setup in Lightning. The Crossbeam Widget is still only viewable in Lightning.
Simply add Crossbeam's custom object Crossbeam Ecosystem Overlaps as a related list to the Account, Opportunity, and Lead page layouts.
Crossbeam Ecosystem Overlaps Custom Object
Crossbeam pushes overlap data into a custom object in Salesforce called Crossbeam Ecosystem Overlaps and includes the following fields:
Crossbeam Ecosystem Overlap Fields
Crossbeam Ecosystem Overlap's field labels, names, and data types are listed below in the following format:
Field label
field_name
Data type
Brief description
Account
xbeamprod__Account__c
Lookup(Account)
Identifies the Salesforce account record associated with the overlap.
Created By
CreatedById
Lookup(User)
Identifies the Salesforce user creating the overlap record - this will usually be your Salesforce Admin or user that installed the integration.
Crossbeam EID
xbeamprod__Crossbeam_EID__c
Text(100) (External ID) (Unique Case Insensitive)
For Crossbeam housekeeping purposes: this unique identifier is used as part of our process to push records into your Salesforce environment.
Crossbeam Ecosystem Overlaps Name
Name
Text(80)
For Salesforce housekeeping purposes: this unique identifier can be clicked by a user (e.g. in a report or related list) to be taken to the full Crossbeam Ecosystem Overlaps record.
Last Modified By
LastModifiedById
Lookup(User)
Identifies the Salesforce user modifying the overlap record - this will usually be your Salesforce Admin or user that installed the integration.
Lead
xbeamprod__Lead__c
Lookup(Lead)
Identifies the Salesforce lead record associated with the overlap.
Opportunity
xbeamprod__Opportunity__c
Lookup(Opportunity)
Identifies the Salesforce opportunity record associated with the overlap.
Owner
OwnerId
Lookup(User,Group)
Identifies the Salesforce owner of the overlap record - this will usually be your Salesforce Admin or user that installed the integration.
Partner Account
xbeamprod__Partner_Account__c
Text(150)
Data being shared with you by your partner: the name of the overlapping account or lead as it appears in your partner's Data Source.
Partner AE Email
xbeamprod__Partner_AE_Email__c
Text(150)
Data being shared with you by your partner: the email address of the Account Owner for the account or lead.
Partner AE Name
xbeamprod__Partner_AE_Name__c
Text(150)
Data being shared with you by your partner: the name of the Account Owner for the account or lead.
Partner AE Phone
xbeamprod__Partner_AE_Phone__c
Text(150)
Data being shared with you by your partner: the phone number of the Account Owner for the account or lead.
Partner Name
xbeamprod__Partner_Name__c
Text(150)
The name of the Partner (as it appears in Crossbeam) that the account or lead matched with.
Partner Population
xbeamprod__Partner_Population__c
Text(150)
The name of the Partner's Population that the account or lead matched with.
Population
xbeamprod__Population__c
Text(150)
The name of Your Population (as it appears in Crossbeam) that the account or lead matched with.
Push Frequency and Load on Salesforce
Push Frequency
Data is pushed into Salesforce at the frequency at which you have your data set to sync in your Salesforce settings. This is configurable and can be anywhere from every 30 minutes to once a week.
Load on Salesforce
We use the Bulk API to bulk sync 5,000 records at a time. The amount of API calls depends on two things:
Is this the initial Salesforce sync? If so, we will be creating a custom object for every single one of your overlaps. The initial syncs are always the heaviest. Subsequent syncs will only push over net new (or updated) overlaps.
How many overlaps do you have? You can see your total number of overlaps in the Billing section of Crossbeam.
FAQs
Are there any custom fields on standard Salesforce objects?
No, all of our data gets pushed into our Crossbeam Ecosystem Overlaps custom object which has Lookup fields to Account, Opportunity, or Lead, depending on the record type.
What overlaps are pushed into Salesforce?
From Crossbeam, you can customize what data is shown in the Crossbeam Widget, as well as the Custom Object to minimize noise and be specific around which partners and populations feed back into Salesforce. The initial sync tends to be the largest, but subsequent syncs will only be for new overlaps.
I received an email from Crossbeam that the push to Salesforce has failed because of an expired token. What should I do to refresh the token?
Occasionally, the token from Salesforce will expire, and you will need to re-authorize it by going through the app installation steps to solve the problem. You can find steps to re-install the app here.
🎓 Sign in to Crossbeam Academy to further explore the Custom Object!