❗️Important
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Use this guide to understand how to install and configure the Crossbeam managed package for Salesforce, which includes "Crossbeam Copilot" (a Lightning Web Component) and "Crossbeam Overlaps" (a custom object).
In this article:
Installing the managed package
Navigate to Crossbeam's Salesforce AppExchange listing and click the Get It Now button. If you are not already logged into the Salesforce instance you wish to install the package into, Salesforce will prompt you to log in. Once logged in:
Select Install for Admins Only: this option allows for controlling access and permissions after the package has been installed.
Then, click the Install button:
✍️ Note
if you select "Install for All Users," the permission sets that come with the managed package will not function properly: you won't be able to control exactly which users can see Crossbeam data and the actions they are able to take.
Approve Third-Party Access by ticking the checkbox and clicking the Continue button:
Third-Party access must be approved to continue with the installation and use the Crossbeam Integration in Salesforce. The third-party access is used for:
api.crossbeam.com - getting Crossbeam data
auth.crossbeam.com - authenticating your Crossbeam users
sentry.io - reporting on errors
login.salesforce.com - authenticating your Salesforce access for data
test.salesforce.com - sandbox testing
For more details on managed packages, including required user permissions and installation types, review Salesforce's documentation "Install a Package."
Connecting to your Crossbeam account
Salesforce User Requirements
Users completing the Crossbeam Setup steps detailed below must have specific permissions and object access:
Users validating the Lightning Web Component (Crossbeam Copilot for Salesforce) need:
the Crossbeam Setup User permission assigned to their user profile
Users authorizing the Custom Object ("Salesforce push") need:
the Crossbeam Setup User permission assigned to their user profile
Visualforce Page Access enabled
Read access to the Account and Lead objects
✍️ Note
The permission set named Crossbeam Setup User gets installed as part of the managed package. Be sure to assign it to yourself in order to complete the setup steps:
Accessing the Crossbeam Setup App
Navigate to Salesforce App Launcher and search for "Crossbeam" to access the Crossbeam Setup App:
Click the Get Started button:
Completing the 3 Crossbeam Setup Steps
The steps detailed below establish a connection between your Crossbeam account and your Salesforce instance.
Step 1: Outbound Connection
This part of the Crossbeam Setup will validate access to your Crossbeam account and allow Crossbeam data to be viewed in Crossbeam Copilot for Salesforce. Have your Crossbeam login credentials handy.
The Crossbeam user you are logging-in as must have the "Admin" role for Crossbeam Core and the "Manager" role for Crossbeam for Sales.
Click the Validate button:
A new window will pop up asking for Crossbeam login credentials:
Log in with your Crossbeam username and password (or click "Log in with Google" if you used Google as your auth method when registering your Crossbeam account).
If your Crossbeam account has SSO enforced, be sure to log in as your SSO exception user.
Click the Next button.
Step 2: Crossbeam Organization Selection
If you successfully authenticated your Crossbeam account in the previous step, this screen will display the name of your Crossbeam account. Users with access to more than one Crossbeam account will see all of their accounts displayed.
Select the Crossbeam account you are connecting to this Salesforce instance:
Click the Next button.
Step 3: Inbound Connection
This part of the Crossbeam Setup will authorize Crossbeam to push data to the "Crossbeam Overlaps" custom object.
✍️ Note
If you are using an Integration User, make sure you are logged in directly. If you use Salesforce's "login as" functionality, an Insufficient Privileges error will display.
Click the Authorize button:
A new Salesforce approval window may pop up. If so, click to approve/confirm.
Make sure the connection status changes from "Not Connected" to "Connected."
Click the Finish button.
You should see a successful System Connections screen:
You are now ready to view Crossbeam data in the Lightning Web Component (Crossbeam Copilot for Salesforce) and can enable data to push from your Crossbeam account to the "Crossbeam Overlaps" custom object in your Salesforce instance.
Be sure to assign the appropriate Permission Sets to individual users or user groups in order for them to be able to see and interact with Crossbeam data.
Configure Trusted URLs
For advanced functionality of Crossbeam Copilot such as access to the "Plays" and "Contacts" tabs, Crossbeam must be added as a New Trusted URL in Salesforce. This will allow Copilot to load resources contained in <iframe> elements from this specific trusted URL only.
Navigate to Setup, click the Trusted URLs tab (under Security header)
Click the New Trusted URL button:
Complete the Trusted URL Information section with the following:
API Name: Crossbeam
Complete the CSP Settings section with the following:
CSP Context: Lightning Experience Pages
CSP Directives: frame-src (iframe content)
Click Save
Assigning permission sets
The Crossbeam managed package comes with a number of different permission sets so you can control exactly which users can see Crossbeam data and the actions they are able to take.
We recommend assigning "Crossbeam Account User" and "Crossbeam Report User" to your entire team. This allows them to see Crossbeam data in the Crossbeam Copilot for Salesforce, and build Salesforce reports and dashboards featuring Crossbeam data.
Administrative Permissions:
Crossbeam Setup User: full access for an administrator
must be assigned to the user installing or reauthorizing the integration
grants access to the Lightning Web Component (Crossbeam Copilot)
grants write access to the "Crossbeam Overlaps" custom object
Lightning Web Component (Crossbeam Copilot) Permissions:
Crossbeam Account User: enables access to the Crossbeam Copilot
Full Access: Users with a paid Crossbeam Core or Sales seat will have full access to the Crossbeam Copilot, including the ability to see data partners have shared.
Starter Access: Users without a paid Crossbeam Core or Sales seat will see a high level overview.
Crossbeam Widget Viewer:
grants access to Crossbeam Copilot but disables any clickable buttons
users will not be able to access data shared by partners or initiate conversations
Custom Object Permissions:
Crossbeam Report User: enables access to the custom object
grants access to the "Crossbeam Overlaps" custom object
allows users to build Salesforce reports and dashboards with Crossbeam data
Placing the Lightning Web Component (Crossbeam Copilot)
The Crossbeam Copilot component may be placed on lightning page layouts for Account, Opportunity, Contact, and Lead records.
We recommend placing the Crossbeam Copilot on Account and Opportunity record pages, in a conspicuous location.
This example will show you how to place the Crossbeam Overlaps component on an account record page:
Navigate to Setup, click the Object Manager tab (under Objects and Fields header)
Click on Account
Click on Lightning Record Pages
Click Default Accounts (or the account record layout relevant to you)
Click the Edit button
In the subsequent "Lightning App Builder" page, on the left hand navigation bar, scroll down to the "Custom - Managed" section
Click and drag the Crossbeam Copilot component, placing it in the desired location on your page layout:
Click Activation -> Set as Org Default -> Save
Consider adding visibility filters to the component if you don't want it to appear on the page for certain user roles, for example. More on component visibility here.