To ensure you have the most up-to-date version of Crossbeam’s Salesforce App, you must complete the upgrade AND authorization described below. Please also note that permission sets have changed with the updated version, so you will want to evaluate what permission sets should be assigned to users.
Visit the AppExchange here and click the Get it Now button to install the latest version. If you are not already logged into the org you wish to install the package into, Salesforce will prompt you to log in.
In this article:
Upgrade & Reauthorize Your App
Upgrade
If you are not already logged into the org you wish to install the package into, Salesforce will prompt you to log in.
After you log in:
Select Install for Admins Only: This option allows for controlling access and permissions after the package has been installed.
Then, click the Upgrade button
For more information, click here to refer to Salesforce documentation on Package Installations.
Authorization
Setup Assistant
First, ensure the user completing these steps has the permission Crossbeam Setup User assigned to themselves.
Navigate to App Launcher and search for Crossbeam Setup.
Click edit
Click Revalidate and you will be prompted to log in/authorize with your Crossbeam account
Click Next
Select the correct organization to sync with Salesforce
Click Next
Click authorize to enter Salesforce credentials
Click Finish (❗️ you must Update Permission Sets to complete the set-up)
❗️Important
You must Update Permission Sets after clicking Authorize AND Finish in order to successfully complete the reauthorization process.
Update Permission Sets
The Salesforce App includes five Crossbeam permission sets that MUST BE configured in order to view and use the App.
❗️Important
If you were previously a Crossbeam Admin User in earlier versions of the app, your new permission set will default to Crossbeam Setup User with this upgrade. Any user with the Crossbeam Setup User permission set must also have Crossbeam credentials in order to upgrade and reauthorize the Salesforce App. If users were previously assigned no permission sets, they will get an error message with this upgrade until a permission set is assigned.
Crossbeam Setup User - (Ideal for RevOps, PartnerOps, or Admin roles - MUST HAVE Crossbeam credentials)
✅ allows access to setup and configuration for Crossbeam’s Salesforce App
✅ can see overlaps in the Crossbeam Copilot
✅ can see and click the “Open in Crossbeam” button.
✅ allows read and write access to reports and the custom object
Crossbeam Account User - (Ideal for all roles)
✅ can see Crossbeam overlaps with Crossbeam Core or Crossbeam for Sales role
✅ can see and click the “Open in Crossbeam” button with a Crossbeam Core role
❌ denies access to reports and the custom object
Crossbeam Report User - (Ideal for sales, customer success, and marketing roles who do not have Crossbeam credentials)
✅ allows access to reports and the custom object
❌ cannot see overlaps in the Crossbeam Copilot
❌ the “Open in Crossbeam” button will be hidden
Crossbeam Copilot Viewer - (Ideal for users that should only see that accounts overlap, but not further details)
✅ can see overlaps in the Crossbeam Copilot, but CANNOT see details about overlaps with Crossbeam Core or Crossbeam for Sales role
❌ the “Open in Crossbeam” button will be hidden
❌ denies access to reports and the custom object
[Deprecated] Crossbeam Salesforce User - (Not valid after v1.53, will be removed soon.)
*The Crossbeam Report User permission set can be assigned individually in or in addition to one of these two permission sets: Crossbeam Account User or Crossbeam Salesforce User.