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Installation Guide: Crossbeam for Salesforce (v1)
Installation Guide: Crossbeam for Salesforce (v1)

Installation details for our Salesforce Integration: Crossbeam Copilot and Crossbeam Overlap custom object.

Gdaly Berlin avatar
Written by Gdaly Berlin
Updated over a week ago

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 Overlap" (a custom object).

Before you begin

👋 Hello there! This guide is written for Salesforce Administrators / RevOps teams. You'll use this guide to install and configure Crossbeam's Salesforce integration.

The integration includes:

  • A Lightning Web Component (Crossbeam Copilot), placed on a variety of Salesforce Lightning pages to bring the partner ecosystem directly to your GTM teams.

  • A custom object (Crossbeam Overlap), which receives data from Crossbeam so your GTM teams can enrich Salesforce reports and dashboards with partner insights.

Get started by reviewing the overview and user requirements below.

What's in this guide?

  • Install the managed package in Salesforce: to get the Lightning Web Component and custom object into your Salesforce environment.

  • Configure the integration in Crossbeam: to choose the data that is pushed from Crossbeam to the Salesforce custom object and enable the push.

  • Assign permission sets in Salesforce: to control who can access the component and/or the custom object.

  • Place the component on Salesforce page layouts: to define where your team will go to see and interact with Crossbeam Copilot.

Crossbeam user requirements

You'll need a Crossbeam user seat with the following roles :

  • Full Access Role: Admin

  • Sales Role: Manager

Review your seat assignment by visiting the Team page in the Crossbeam web app:

Keep your Crossbeam login credentials handy, you'll need them to authenticate the connection between Salesforce and Crossbeam!

Salesforce user requirements

You'll need some Salesforce permissions to be able to complete the installation. One is a permission set that comes with our managed package (called Crossbeam Setup User), the others are standard Salesforce permissions for users configuring managed packages/integrations:

  • Users setting up the Lightning Web Component ("Crossbeam Copilot") need:

    • the Crossbeam Setup User permission assigned to their user profile

  • Users setting up the Custom Object ("Crossbeam Overlap") need:

    • the Crossbeam Setup User permission assigned to their user profile

    • Visualforce Page Access enabled

    • Read access to the Account and Lead objects

For more details on managed packages, including required user permissions and installation types, review Salesforce's documentation "Install a Package."


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:

⚠️ 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

  • api.segment.io - reporting on usage

  • auth.crossbeam.com - authenticating your Crossbeam users

  • login.salesforce.com - authenticating your Salesforce access for data

  • sales-backend-api.crossbeam.com - getting Crossbeam for Sales data

  • sentry.io - reporting on errors

  • test.salesforce.com - sandbox testing

Connecting to your Crossbeam account

Now that the package is successfully installed, you'll need to connect it to your Crossbeam account.

Assigning the "Crossbeam Setup User" permission set

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 Setup Steps

When completing the 3 setup steps outlined below, be sure to click the "Next" button until you see and click the final "Finish" button.

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. Have your Crossbeam login credentials handy.

  • 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 generate a refresh token that allows Crossbeam to share information with your Salesforce organization.

  • 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."

⚠️ 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 Finish button:

You should see a successful System Connections screen:

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:

  • Complete the CSP Settings section with the following:

    • CSP Context: Lightning Experience Pages

    • CSP Directives: frame-src (iframe content)

  • Click the Save button.

  • Navigate to Crossbeam Setup to verify both System Connections and Configure Trusted URLs are marked as complete:

Enable & Configure Push to Crossbeam Overlap Custom Object

Navigate to the Crossbeam Web App and access the Integrations page.

  • Scroll down to the "Installed Integrations" section and click the Settings button on the Salesforce Custom Object tile:

  • On the following screen, toggle Enable Push ON:

  • Expand the "My Data" and "Partner Data" sections to filter out any data you don't want to push over to the Salesforce custom object:

  • Finally, click the Save button. Data will push at your next data sync cycle.

Return to the Integrations page at any time to modify these settings:

Keep in mind that when you add new partners, or when partners share new populations with you, additional records may push into the custom object.

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 interact with Crossbeam Copilot, and enrich Salesforce reports and dashboards using Crossbeam data.

Administrative Permissions:

  • Crossbeam Setup User: full access for an administrator

    • must be assigned to the user installing or reauthorizing the integration

    • grants admin access to the Lightning Web Component (Crossbeam Copilot)

    • grants write access to the "Crossbeam Ecosystem Overlap" 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 Ecosystem Overlap" 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.


Frequently Asked Questions

How can my team run reports on Crossbeam data?

The managed package comes with several standard report types. Ensure that your team has the Crossbeam Report User permission set assigned for the reports to be accessible.

To run reports,

  • Navigate to Reports -> New Report

  • In the subsequent "Create Report" screen, make sure you are in the "All" Category on the left and type "Crossbeam" into the search bar:

  • Select the desired report type and click the Start Report button

  • Navigate to the "Filters" tab of the report and select All crossbeam ecosystem overlaps and All Time:

  • Continue building out your report with the relevant columns and filters

What are best practices for running reports on Crossbeam data?

Navigate to the Outline tab and add the columns that are most relevant for your team. We recommend adding Partner Name next to Partner Population. Consider adding your Account Owner field as a row group.

Expand the "Fields" ribbon on the left hand side to see all the fields you can add from your Account object and your Crossbeam Overlap object:

🔍 Narrow in on a specific use case and get as granular as possible with your filters.

For a report focused on driving net new pipeline, filter out everything except for where your cold prospects are existing customers of your partners.

Navigate to the Filters tab and apply the following filters:

  • Population equals Prospects

  • Partner Population equals Customers

In this example, rows are grouped by Account Owner. We can quickly see Sales reps Brandon, Sara, and Sawyer have 5 cold prospects that can be warmed up with help from partner Yaarde. Add columns "Partner AE Name" and "Partner AE Email" to make rep-to-rep collaboration easy:

Save your report and consider adding it to a Public folder. Encourage your team to access the report and play around with it, cloning it and applying their own filters.

What should Crossbeam Overlap record pages look like?

Organize the way data is presented in a Crossbeam Overlap record so it's easy for your team to understand.

In Salesforce Setup, navigate to Object Manager > Crossbeam Overlap. Select "Page Layout" from the left hand navigation bar and click "Crossbeam Overlap Layout" to enter the configuration page.

Consider organizing "your" information on one side and "your partner's" information on the other:

In this example, the left side of the overlap detail will show your Account and/or Opportunity the Crossbeam Overlap is associated with. It will also confirm which of your Crossbeam populations this record resides in. The right side will tell you which partner it matched with, the partner population, the partner account owner detail (if this information was shared with you), and the name of the account as it appears in the partner's dataset. The bottom shows the timestamp of when the overlap was created, and when it was modified:

What are the custom object fields and what do they mean?

Field label

Brief description

Account

Identifies the Salesforce account record associated with the overlap.

Created By

Identifies the Salesforce user creating the overlap record - this will usually be your Salesforce Admin or user that installed the integration.

Crossbeam EID

For Crossbeam housekeeping purposes: this unique identifier is used as part of our process to push records into your Salesforce environment.

Crossbeam Overlap Name

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 Overlap record.

Last Modified By

Identifies the Salesforce user modifying the overlap record - this will usually be your Salesforce Admin or user that installed the integration.

Lead

Identifies the Salesforce lead record associated with the overlap.

Opportunity

Identifies the Salesforce opportunity record associated with the overlap.

Owner

Identifies the Salesforce owner of the overlap record - this will usually be your Salesforce Admin or user that installed the integration.

Partner Account

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

Data being shared with you by your partner: the email address of the Account Owner for the account or lead.

Partner AE Name

​Data being shared with you by your partner: the name of the Account Owner for the account or lead.

Partner AE Phone

​Data being shared with you by your partner: the phone number of the Account Owner for the account or lead.

Partner Name

The name of the Partner (as it appears in Crossbeam) that the account or lead matched with.

Partner Population

The name of the Partner's Population that the account or lead matched with.

Population

The name of Your Population (as it appears in Crossbeam) that the account or lead matched with.


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