In this article:
✍️ Note
Salesforce Admin is required to set up this feature.
Automated Attribution from Crossbeam for Sales to Salesforce
What It Is
When you complete a request in Crossbeam for Sales, you will be prompted to allow Crossbeam for Sales to track the attribution of the partner on your request to the associated opportunity in Salesforce. This helps you and your RevOps team to automatically fill in attribution data for your sales reporting. No more manual entry of attribution if you’re using Crossbeam for Sales to track your partner’s activity in your opportunities.
How to Set It Up
⏭️ Grab your Salesforce Admin, and ensure the following steps are complete to access the full feature:
Crossbeam is connected to your Salesforce data source.
Go to your integrations page in Crossbeam, and select “Salesforce Attribution Push.” From there, you’ll be prompted through:
Pop-up window for connecting your Salesforce. This will prompt you to download and install the Crossbeam Attribution package to your Salesforce instance.
Follow this link to install the Attribution Object to your Salesforce Organization.
You’ll see a banner saying that this managed package is not part of Salesforce’s AppExchange partner program.
You and your Salesforce admin should review the packages contents: it contains only a small custom object.
You will likely want to install the package for admins only. This option allows for controlling access and permissions after the package has been installed.
📝 Note: You may need give your users access to the custom object.
Connect your Partner’s Account IDs from Salesforce (this makes linking easy!)
When you’ve added all of the IDs you want, click the Save Changes button.
Edit or remove any Partner IDs at any time within your Crossbeam account Settings.
When completing a conversation in Crossbeam for Sales, select the drop-down field next to Attribution in the Basic Info section. When you save this, Crossbeam will automatically populate the attribution data in your Salesforce.
Crossbeam for Sales Attribution Selector
Data appears in Salesforce
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