In this Article:
Crossbeam Copilot Overview
Crossbeam Copilot puts Ecosystem Intelligence in the hands of sellers where they work every day. Our current Copilot Apps include: Salesforce, HubSpot, Chrome, and Gong.
With access to Copilot, sellers can:
Prospect Smarter
Identify which partners are the best to help provide insights, introductions, or assistance with target accounts. And then reach out to them directly from within the app.
Access enriched contacts with signals like “Decision-maker” and “Economic Buyer” to help identify the best contacts to reach out to. And add them to your CRM if they’re missing!
Close Deals Faster
Leverage Ecosystem-Led Growth plays packed with relevant actions sellers can take based on partner status and contextual insight for every deal.
What are Plays and Contacts?
Use Plays and Contacts in the Crossbeam Copilot for Salesforce to access the best contacts, expedite deal closures, and gain insights into the most effective next steps. Filter out unnecessary leads, emails, and notifications, and equip your sellers with prime contacts and actionable steps for faster deal closures.
New to the Crossbeam Copilot for Salesforce or need a refresher?
Check out the detailed article here.
❗️Important
The feature is only available on the Connector Plan and Supernode Plan. To upgrade your account, visit the Plan & Billing page.
Copilot users must be assigned a Crossbeam Sales seat to access Copilot.
Click here to open the detailed Installation Guide for Crossbeam Copilot for Salesforce permissions sets.
Add Plays and Contacts to the Crossbeam Copilot for Salesforce
To configure Plays and Contacts:
Click the Contacts or Plays tab in Copilot
✍️ Note
These tabs will initially be unavailable, one of the two screen options below will be displayed, depending on the user's permissions:
✍️ Note
A Salesforce Admin with the Crossbeam Setup User permission set can access the Salesforce settings. A Crossbeam seat is not required for this configuration.
If the user does not have the correct permission set, they will see a prompt to contact your company's Salesforce Admin to complete the configuration.
Configure Trusted URLs
Click Configure Trusted URLs button to be redirected to the Salesforce Settings.
In the settings:
Type Trusted URLs into the Quick Find bar and click on Trusted URLs
Salesforce will now display the Trusted URLs page
Locate the New Trusted URL button on the page and click on it
In the Trusted URLs workspace, add the following:
API Name | Crossbeam |
URL | |
CSP Context | Lightning Experience Pages |
CSP Directives | frame-src (iframe content) |
Click the Save button and then validate by clicking the Validate Trusted URLs button.
Need a video on Trusted URLs? Click here to see the steps in action.
Using the Plays and Contacts in Crossbeam Copilot for Salesforce
Contacts
Click on the Contacts tab in the Copilot to see details on the best contacts for their opportunities and to see Partner Connections.
Plays
Click on the Plays tab in the Crossbeam Salesforce Widget to see a list of actionable next steps.
Click, See Plays to open available Plays to engage with your contact.
Select Risk & Conditions to view details about the Play, who it's best suited for, key conditions, and potential risks.
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