# Crossbeam Help Center

> How can we help you today?

## AI Hub

- [Academy Courses on AI](https://help.crossbeam.com/en/articles/16720390-academy-courses-on-ai.md): Short linkout stub pointing to both AI-related Academy courses.
- [More AI reading on ELG Insider](https://help.crossbeam.com/en/articles/16632219-more-ai-reading-on-elg-insider.md): Short linkout pointing to the ELG Insider AI collection page.
- [The AI Ecosystem Podcast](https://help.crossbeam.com/en/articles/16632216-the-ai-ecosystem-podcast.md): Short linkout pointing to the AI Ecosystem Podcast landing page.
- [Learn more about in-app AI features](https://help.crossbeam.com/en/articles/16632214-learn-more-about-in-app-ai-features.md): Short linkout pointing to Crossbeam AI Chat and Copilot's AI Recommended Plays articles.
- [AI Skills](https://help.crossbeam.com/en/articles/16632210-ai-skills.md): Short linkout pointing to the Crossbeam AI Skills landing page.
- [AI workflow playbooks](https://help.crossbeam.com/en/articles/16632208-ai-workflow-playbooks.md): Short linkout pointing to the GTM Playbooks page.
- [Prompts for working with Crossbeam AI](https://help.crossbeam.com/en/articles/16632206-prompts-for-working-with-crossbeam-ai.md): Short linkout pointing to the Crossbeam MCP Prompt Guide PDF.
- [Connect your AI tools to Crossbeam via MCP](https://help.crossbeam.com/en/articles/16632186-connect-your-ai-tools-to-crossbeam-via-mcp.md): Short linkout pointing to the Crossbeam MCP landing page.
- [CROSSBEAM CREDITS FAQ](https://help.crossbeam.com/en/articles/15588582-crossbeam-credits-faq.md): Everything you need to know about credit limits.

## Getting Started

- [What is Crossbeam?](https://help.crossbeam.com/en/articles/3159940-what-is-crossbeam.md): Crossbeam is a collaborative data platform that helps companies build more valuable partnerships.
- [Getting Started with Crossbeam: Onboarding Guide](https://help.crossbeam.com/en/articles/3161958-getting-started-with-crossbeam-onboarding-guide.md): Everything you need to get up and running on Crossbeam in no time.
- [Glossary of Key Terminology in Crossbeam](https://help.crossbeam.com/en/articles/3160166-glossary-of-key-terminology-in-crossbeam.md): This article simplifies key terminology used in Crossbeam and explains its relevance in utilizing the platform.
- [Crossbeam Navigation Bar Update](https://help.crossbeam.com/en/articles/11021727-crossbeam-navigation-bar-update.md)
- [How to Navigate Crossbeam](https://help.crossbeam.com/en/articles/3160087-how-to-navigate-crossbeam.md): How to access everything Crossbeam has to offer.
- [Crossbeam Enablement Catalog](https://help.crossbeam.com/en/articles/12004979-crossbeam-enablement-catalog.md): Explore Crossbeam enablement options, from live trainings to on demand resources.
- [How to Sign-Up for a Crossbeam Account](https://help.crossbeam.com/en/articles/9713136-how-to-sign-up-for-a-crossbeam-account.md)
- [Crossbeam AI Chat](https://help.crossbeam.com/en/articles/11731834-crossbeam-ai-chat.md): Ask AI Chat questions and get instant, personalized answers based on your ecosystem, CRM, and Crossbeam playbooks.
- [Crossbeam Enablement Pathways](https://help.crossbeam.com/en/articles/12771021-crossbeam-enablement-pathways.md)
- [Crossbeam Connector Enablement Catalog](https://help.crossbeam.com/en/articles/14854896-crossbeam-connector-enablement-catalog.md): Explore Connector enablement options designed to help your team get the most out of Crossbeam.
- [How to Request a Connector Free Trial](https://help.crossbeam.com/en/articles/10644667-how-to-request-a-connector-free-trial.md)

## Data Privacy and Security

- [Crossbeam Overview for Compliance Teams](https://help.crossbeam.com/en/articles/9956727-crossbeam-overview-for-compliance-teams.md): Learn how Crossbeam helps companies securely collaborate on the Crossbeam platform.
- [Audit Logs](https://help.crossbeam.com/en/articles/6172688-audit-logs.md): Access information on all the events impacting privacy controls in Crossbeam.
- [Security](https://help.crossbeam.com/en/articles/3160445-security.md): An overview of Crossbeam's security policies and measures.
- [Data Security Policies for Crossbeam Employees](https://help.crossbeam.com/en/articles/3160458-data-security-policies-for-crossbeam-employees.md): Privacy and security are the responsibility of every member of the Crossbeam team.
- [Data Privacy](https://help.crossbeam.com/en/articles/3160400-data-privacy.md): Your data. Your partnerships. You’re in charge.
- [Company Verification](https://help.crossbeam.com/en/articles/3935700-company-verification.md): What to expect with our company verification process when joining Crossbeam.
- [Crossbeam: Open Source Disclosure](https://help.crossbeam.com/en/articles/6596903-crossbeam-open-source-disclosure.md)
- [Understanding Crossbeam AI and Data Use](https://help.crossbeam.com/en/articles/15297694-understanding-crossbeam-ai-and-data-use.md): An overview of how Crossbeam uses AI, how Customer Data is handled, and the boundaries of AI functionality in the product.

## Data Sources and Populations

- [Population Types for Custom Populations](https://help.crossbeam.com/en/articles/12399814-population-types-for-custom-populations.md): Assign Population types to your Custom Populations
- [What are Data Sources?](https://help.crossbeam.com/en/articles/6805089-what-are-data-sources.md): A rundown of Data Sources and the role they play in the Crossbeam platform.
- [Salesforce as a Data Source FAQs](https://help.crossbeam.com/en/articles/7197979-salesforce-as-a-data-source-faqs.md): Answers to common questions about Salesforce data
- [How to Use Google Sheets as a Data Source](https://help.crossbeam.com/en/articles/5613345-how-to-use-google-sheets-as-a-data-source.md): Easily map, manage, and dynamically update your data from Google Sheets to begin account mapping with your partners
- [Connect Microsoft Dynamics](https://help.crossbeam.com/en/articles/6952388-connect-microsoft-dynamics.md): Integrate your Microsoft Dynamics data with Crossbeam.
- [Connecting Salesforce as a Data Source](https://help.crossbeam.com/en/articles/3160182-connecting-salesforce-as-a-data-source.md)
- [Connect HubSpot Data](https://help.crossbeam.com/en/articles/3160183-connect-hubspot-data.md): Integrate your HubSpot data with Crossbeam.
- [Connect Snowflake Data](https://help.crossbeam.com/en/articles/4470887-connect-snowflake-data.md): Integrate Snowflake and use Snowflake Data Sharing to get your data into Crossbeam.
- [Connecting Pipedrive as a Data Source](https://help.crossbeam.com/en/articles/10055030-connecting-pipedrive-as-a-data-source.md)
- [Connect Databricks as a Data Source](https://help.crossbeam.com/en/articles/15231542-connect-databricks-as-a-data-source.md): Step-by-step guide to connecting your Databricks workspace to Crossbeam as a data source.
- [Upload a CSV File and Map Your Fields](https://help.crossbeam.com/en/articles/3160473-upload-a-csv-file-and-map-your-fields.md): Learn how to upload a CSV file of your accounts or leads, map your fields, and keep your data up to date in Crossbeam.
- [Create a Population from a CSV File](https://help.crossbeam.com/en/articles/3160192-create-a-population-from-a-csv-file.md): Create a population by segmenting the data you uploaded from your CSV.
- [How to Remove a CSV File](https://help.crossbeam.com/en/articles/5018090-how-to-remove-a-csv-file.md): Learn how to clean-up and manage unwanted CSV data sources
- [Add Data to a CSV File](https://help.crossbeam.com/en/articles/3160196-add-data-to-a-csv-file.md): Keep your populations up to date by uploading new CSV files and adding them to existing populations.
- [What are Populations?](https://help.crossbeam.com/en/articles/3160813-what-are-populations.md): Populations are segments of raw data standardized in Crossbeam to allow for data comparing with partners.
- [Build a Standard Population](https://help.crossbeam.com/en/articles/3160197-build-a-standard-population.md): Streamline account mapping motions by segmenting your data into meaningful groups of people or companies called Populations.
- [How to Edit a Population](https://help.crossbeam.com/en/articles/3161135-how-to-edit-a-population.md): Modify your existing populations
- [Custom Populations](https://help.crossbeam.com/en/articles/7239725-custom-populations.md): Creating Custom Populations to segment data any way you like!
- [How to Use Population Filters](https://help.crossbeam.com/en/articles/3160198-how-to-use-population-filters.md): Hone in on a specific, targeted set of companies or people to compare to your partner's data
- [Delete a Population](https://help.crossbeam.com/en/articles/3160199-delete-a-population.md): Easily delete Populations in Crossbeam.
- [How to Build a Product-Based Population Using Product2](https://help.crossbeam.com/en/articles/14827573-how-to-build-a-product-based-population-using-product2.md): Learn how to create a custom Population in Crossbeam that segments accounts by product using synced Product2 data from Salesforce.
- [Manage your Salesforce Connection](https://help.crossbeam.com/en/articles/3380461-manage-your-salesforce-connection.md): Pause, control sync frequency, reauthorize, and select fields to sync.
- [Data Sources Overview: CSVs, CRMs and Data Warehouses](https://help.crossbeam.com/en/articles/5391508-data-sources-overview-csvs-crms-and-data-warehouses.md): Learn the different capabilities across available Data Sources in Crossbeam
- [Manage your HubSpot Connection](https://help.crossbeam.com/en/articles/3380769-manage-your-hubspot-connection.md): Pause, control sync frequency, reauthorize, and select fields to sync.
- [Troubleshooting your Salesforce Connection](https://help.crossbeam.com/en/articles/4136739-troubleshooting-your-salesforce-connection.md): Reference and find steps to troubleshoot the possible errors we encounter with your Salesforce connection.

## Partners and Data Sharing

- [Sharing Dashboard](https://help.crossbeam.com/en/articles/9389961-sharing-dashboard.md): View and manage your sharing settings across all your partners.
- [Ecosystem Intelligence Signals and Insights in Crossbeam Copilot](https://help.crossbeam.com/en/articles/9486432-ecosystem-intelligence-signals-and-insights-in-crossbeam-copilot.md)
- [Create and Manage Sharing Presets](https://help.crossbeam.com/en/articles/11583486-create-and-manage-sharing-presets.md): Shape your data sharing strategy with Sharing Presets as a flexible, scalable way to control exactly which fields your partners see.
- [Managed Offline Partners](https://help.crossbeam.com/en/articles/11730520-managed-offline-partners.md): Discover account overlaps with your ecosystem’s biggest players—no invite needed
- [Gong Integration](https://help.crossbeam.com/en/articles/8365716-gong-integration.md): Sync Partner Mentions from Gong Calls to boost attribution clarity in your Crossbeam account.
- [Attribution for Salesforce Users](https://help.crossbeam.com/en/articles/8042999-attribution-for-salesforce-users.md): See an accurate and complete rollup of your partner program's impact on your bottom line and report back to your Salesforce instance
- [Attribution for HubSpot Users](https://help.crossbeam.com/en/articles/8301786-attribution-for-hubspot-users.md): See an accurate and complete roll-up of your partner program's impact on your bottom line and grab the metrics that matter to your business.
- [Understanding Ecosystem Activities in Crossbeam](https://help.crossbeam.com/en/articles/10440025-understanding-ecosystem-activities-in-crossbeam.md)
- [Understanding Attribution in Crossbeam](https://help.crossbeam.com/en/articles/11553885-understanding-attribution-in-crossbeam.md)
- [How Discoverability Works in Crossbeam](https://help.crossbeam.com/en/articles/5392236-how-discoverability-works-in-crossbeam.md): Manage your visibility in Crossbeam.
- [Data Sharing Guide](https://help.crossbeam.com/en/articles/4236547-data-sharing-guide.md): Adjust your sharing settings to control how much data you share with your partners and when.
- [Managing Population Settings](https://help.crossbeam.com/en/articles/4236619-managing-population-settings.md): Learn about settings for your Populations.
- [Understanding Sharing Settings for Partners](https://help.crossbeam.com/en/articles/4236660-understanding-sharing-settings-for-partners.md): Customize your sharing settings with a specific partner to share more, or less data with your partners.
- [Data Sharing Requests from Partners](https://help.crossbeam.com/en/articles/3976123-data-sharing-requests-from-partners.md): Share the data you and your partner need to collaborate by fulfilling a data share request from your partner.
- [How to Request Shared Data from Your Partners](https://help.crossbeam.com/en/articles/3976078-how-to-request-shared-data-from-your-partners.md): Get the data you need without having to leave Crossbeam.
- [Partner Visibility--Managing User Access Levels](https://help.crossbeam.com/en/articles/10438608-partner-visibility-managing-user-access-levels.md)
- [Partner Tags](https://help.crossbeam.com/en/articles/5467749-partner-tags.md): Categorize and filter partners for instant insights about your partner ecosystem.
- [How to Add the Partner Activation Team to a Partner Invite](https://help.crossbeam.com/en/articles/16547255-how-to-add-the-partner-activation-team-to-a-partner-invite.md): Learn how to CC Crossbeam's Partner Activation team on partner invites to help your invited partner get onboarded faster.
- [Add a Partner to Crossbeam](https://help.crossbeam.com/en/articles/3160222-add-a-partner-to-crossbeam.md): Learn how to add partners to your Crossbeam ecosystem.
- [Use Partnerbase.com to find Partners Already On Crossbeam](https://help.crossbeam.com/en/articles/7128217-use-partnerbase-com-to-find-partners-already-on-crossbeam.md): Use Partnerbase to see who is already using the platform, and help onboard those that should be.
- [Invite Partners to Crossbeam with the Invite Link](https://help.crossbeam.com/en/articles/3499611-invite-partners-to-crossbeam-with-the-invite-link.md): Using your invite link to partner on Crossbeam
- [Accept a Partner Invite](https://help.crossbeam.com/en/articles/3160223-accept-a-partner-invite.md): You've been invited, now it's just a few clicks until you're live with a new partner on Crossbeam.
- [How to Use the Partner List and Partner Detail Page](https://help.crossbeam.com/en/articles/3160224-how-to-use-the-partner-list-and-partner-detail-page.md): Explore your data overlaps with a specific partner and dive deeper into the data segments on Crossbeam.
- [Delete a Partner](https://help.crossbeam.com/en/articles/8545332-delete-a-partner.md): How to remove a partnership from your Crossbeam account.
- [Offline Partners](https://help.crossbeam.com/en/articles/8799966-offline-partners.md): Learn about Account Mapping with partners who are not on the Crossbeam with a CSV or Google Sheet.
- [Partner Invitations](https://help.crossbeam.com/en/articles/15421724-partner-invitations.md): Partner Invitations helps teams upload a target partner list, send invitations at scale, and track invitation status from a single workspace.
- [Understanding Open Data Partners](https://help.crossbeam.com/en/articles/15453957-understanding-open-data-partners.md): Open Data Partners give you instant ecosystem overlaps with major tech vendors — no partner invite or sign-up required.

## Account Mapping Lists

- [Potential Revenue](https://help.crossbeam.com/en/articles/6797349-potential-revenue.md): Identify and prioritize partners with the strongest potential to influence your pipeline.
- [Advanced Account Mapping Greenfield List](https://help.crossbeam.com/en/articles/8195198-advanced-account-mapping-greenfield-list.md): See all of your non-overlapping accounts with partners.
- [Advanced Account Mapping Custom List](https://help.crossbeam.com/en/articles/8195206-advanced-account-mapping-custom-list.md)
- [Standard Account Mapping Single Partner List](https://help.crossbeam.com/en/articles/8195191-standard-account-mapping-single-partner-list.md): Create single-partner lists to map one Population to one partner Population at a time.
- [Account Mapping Pass in Crossbeam: How It Works](https://help.crossbeam.com/en/articles/10592414-account-mapping-pass-in-crossbeam-how-it-works.md)
- [Account Mapping Reports: New Lists Experience](https://help.crossbeam.com/en/articles/11801904-account-mapping-reports-new-lists-experience.md)
- [How to Use the Account Mapping List](https://help.crossbeam.com/en/articles/13688795-how-to-use-the-account-mapping-list.md)
- [Account Mapping Matrix](https://help.crossbeam.com/en/articles/5303061-account-mapping-matrix.md): Learn how to use the Account Mapping Matrix in Crossbeam
- [Managing Account Mapping Lists](https://help.crossbeam.com/en/articles/3160236-managing-account-mapping-lists.md)
- [List Notifications](https://help.crossbeam.com/en/articles/3640085-list-notifications.md): Get notified about new overlaps in a List via email or Slack
- [Why do I see a different number of overlaps than my partner sees?](https://help.crossbeam.com/en/articles/3431068-why-do-i-see-a-different-number-of-overlaps-than-my-partner-sees.md): Find out why your overlap counts don't match up with your partner's overlap counts.
- [The Record Detail Page](https://help.crossbeam.com/en/articles/3188944-the-record-detail-page.md): View the details of a specific company or person, including Populations where they appear, and any data shared by your partners.
- [Understanding Partner Score in Crossbeam](https://help.crossbeam.com/en/articles/9204052-understanding-partner-score-in-crossbeam.md): Meet quota and identify partners worth investing in, as well as which accounts to pursue with Crossbeam.
- [Crossbeam Deal Navigator](https://help.crossbeam.com/en/articles/10844915-crossbeam-deal-navigator.md): Your Guide to Prioritizing High-Impact Deals
- [Crossbeam Performance Dashboard Guide](https://help.crossbeam.com/en/articles/10845010-crossbeam-performance-dashboard-guide.md)
- [Understanding Pipeline Generation](https://help.crossbeam.com/en/articles/11420734-understanding-pipeline-generation.md)
- [Net New Accounts in Pipeline Generation](https://help.crossbeam.com/en/articles/14463832-net-new-accounts-in-pipeline-generation.md): Surface partner customers that aren't in your CRM or pipeline—and route them automatically into your sales tools with the Net New Accounts webhook.
- [You've found your overlaps — now what?](https://help.crossbeam.com/en/articles/3376702-you-ve-found-your-overlaps-now-what.md): Now that Crossbeam has revealed the data you need, here's what you do next to make it actionable and get value.

## Collaborate with Partners

- [Static Shared Lists](https://help.crossbeam.com/en/articles/8345701-static-shared-lists.md): Standard users and sales leadership can collaborate in real-time within Crossbeam through Static Shared Lists.
- [Crossbeam Partner Collaboration Session](https://help.crossbeam.com/en/articles/8770611-crossbeam-partner-collaboration-session.md): Work directly with your Crossbeam CSM during a strategy session.
- [Dynamic Shared Lists](https://help.crossbeam.com/en/articles/14546228-dynamic-shared-lists.md): Give you and your partner a shared, live workspace for the accounts you're actively co-selling together.

## Crossbeam Matching Engine

- [Understanding Crossbeam Matching](https://help.crossbeam.com/en/articles/3160297-understanding-crossbeam-matching.md): An explanation of how the Crossbeam matching Engine works.
- [Report Incorrect Matches](https://help.crossbeam.com/en/articles/5246994-report-incorrect-matches.md): Help our matching engine get smarter by reporting any incorrect matches.
- [Updated Matching Process with DUNS](https://help.crossbeam.com/en/articles/10492031-updated-matching-process-with-duns.md)
- [The Crossbeam Matching Engine: Our Secret Sauce](https://help.crossbeam.com/en/articles/12871671-the-crossbeam-matching-engine-our-secret-sauce.md): Learn how Crossbeam’s Matching Engine is evolving to deliver greater trust, security, and value across the ecosystem.
- [How to Troubleshoot Missing Overlaps](https://help.crossbeam.com/en/articles/14693133-how-to-troubleshoot-missing-overlaps.md): Learn why an account record might not appear as an overlap in Crossbeam and how to resolve it.

## Integrations and API

- [Integrations Overview](https://help.crossbeam.com/en/articles/5251445-integrations-overview.md): Source, influence, and convert more partnership pipeline by syncing Crossbeam insights with your team's tech stack.
- [Snowflake Integration](https://help.crossbeam.com/en/articles/4694521-snowflake-integration.md): Get your partner overlap and partner AE/rep info back into Snowflake.
- [Matillion](https://help.crossbeam.com/en/articles/5206786-matillion.md): Learn more about using and implementing the Matillion Connector
- [REST API](https://help.crossbeam.com/en/articles/4677142-rest-api.md): Leverage the Crossbeam REST API to extract partner overlap data and build ecosystem insights directly from Crossbeam.
- [How to Use the Slack App for Crossbeam](https://help.crossbeam.com/en/articles/3639783-how-to-use-the-slack-app-for-crossbeam.md): Connect Slack and Crossbeam to enable real-time collaboration with your partners, all without leaving Slack.
- [SSO Exception User for OAuth Integrations with Crossbeam](https://help.crossbeam.com/en/articles/8337148-sso-exception-user-for-oauth-integrations-with-crossbeam.md): Create an SSO Exception User \(non SSO User\) to authenticate integrations.
- [PartnerStack Integration](https://help.crossbeam.com/en/articles/8533576-partnerstack-integration.md): The PartnerStack integration helps bridge the gap between account mapping and partnership relationship management.
- [Adobe Marketo Engage Integration](https://help.crossbeam.com/en/articles/8575980-adobe-marketo-engage-integration.md): Use partner data to create co-marketing campaigns in Adobe Marketo Engage
- [HubSpot Custom Object Integration](https://help.crossbeam.com/en/articles/7971155-hubspot-custom-object-integration.md)
- [Salesforce Reporting with Crossbeam's Custom Object](https://help.crossbeam.com/en/articles/6574122-salesforce-reporting-with-crossbeam-s-custom-object.md): Check out our step-by-step guide to maximize the use of partner intelligence right within Salesforce
- [Salesforce Guide for Reports, Dashboards, & Automations Powered by Crossbeam](https://help.crossbeam.com/en/articles/8765980-salesforce-guide-for-reports-dashboards-automations-powered-by-crossbeam.md): Start leveraging Crossbeam's ecosystem overlap data in Salesforce Custom Object.
- [Set up Crossbeam Ecosystem Overlap Alerts in Salesforce](https://help.crossbeam.com/en/articles/8770077-set-up-crossbeam-ecosystem-overlap-alerts-in-salesforce.md)
- [Adobe Marketo Engage Installation and Configuration Guide](https://help.crossbeam.com/en/articles/8801394-adobe-marketo-engage-installation-and-configuration-guide.md)
- [Installation Guide: Crossbeam for Salesforce \(v2\)](https://help.crossbeam.com/en/articles/9280237-installation-guide-crossbeam-for-salesforce-v2.md): Installation details for our Salesforce Integration: Crossbeam Copilot and Crossbeam Ecosystem Overlaps custom object.
- [Universal Integration Settings](https://help.crossbeam.com/en/articles/10080455-universal-integration-settings.md)
- [Ready-to-Use Salesforce Crossbeam Reports](https://help.crossbeam.com/en/articles/10064990-ready-to-use-salesforce-crossbeam-reports.md)
- [Microsoft Dynamics Custom Object Integration](https://help.crossbeam.com/en/articles/10064960-microsoft-dynamics-custom-object-integration.md)
- [Clay + Crossbeam Integration](https://help.crossbeam.com/en/articles/10080441-clay-crossbeam-integration.md)
- [Create the Crossbeam 360 Dashboard in Salesforce](https://help.crossbeam.com/en/articles/10149634-create-the-crossbeam-360-dashboard-in-salesforce.md)
- [Installation Guide: Crossbeam for Salesforce \(v1\)](https://help.crossbeam.com/en/articles/9298987-installation-guide-crossbeam-for-salesforce-v1.md): Installation details for our Salesforce Integration: Crossbeam Copilot and Crossbeam Overlap custom object.
- [How to Upgrade from the Crossbeam Legacy Salesforce Integration v1 to v2](https://help.crossbeam.com/en/articles/10578034-how-to-upgrade-from-the-crossbeam-legacy-salesforce-integration-v1-to-v2.md)
- [Enhanced Ecosystem Reporting: “is a customer of” & “is an opportunity for” Fields in HubSpot](https://help.crossbeam.com/en/articles/10445323-enhanced-ecosystem-reporting-is-a-customer-of-is-an-opportunity-for-fields-in-hubspot.md)
- [Enhanced Ecosystem Reporting: “is a customer of” & “is an opportunity for” Fields in Salesforce](https://help.crossbeam.com/en/articles/10742955-enhanced-ecosystem-reporting-is-a-customer-of-is-an-opportunity-for-fields-in-salesforce.md)
- [How to Create a Crossbeam Report in HubSpot](https://help.crossbeam.com/en/articles/11378668-how-to-create-a-crossbeam-report-in-hubspot.md)
- [Create the Crossbeam 360 Dashboard in HubSpot](https://help.crossbeam.com/en/articles/11394640-create-the-crossbeam-360-dashboard-in-hubspot.md)
- [Installation Guide: Crossbeam for Salesforce \(Connector Plan\)](https://help.crossbeam.com/en/articles/11407240-installation-guide-crossbeam-for-salesforce-connector-plan.md)
- [Partner Field Mapping to Your CRM](https://help.crossbeam.com/en/articles/11419695-partner-field-mapping-to-your-crm.md)
- [Step-by-Step Guide: Reauthorizing Your Salesforce Custom Object Integration](https://help.crossbeam.com/en/articles/12013434-step-by-step-guide-reauthorizing-your-salesforce-custom-object-integration.md): Learn how to reauthorize your Salesforce Custom Object integration in Salesforce and Crossbeam.
- [Step-by-Step Guide: Reauthorizing Your HubSpot Custom Object Integration](https://help.crossbeam.com/en/articles/12158775-step-by-step-guide-reauthorizing-your-hubspot-custom-object-integration.md): Learn how to reauthorize your HubSpot Custom Object integration in HubSpot and Crossbeam.
- [Troubleshooting Salesforce Authorization with Crossbeam](https://help.crossbeam.com/en/articles/12510571-troubleshooting-salesforce-authorization-with-crossbeam.md): September 2025 Salesforce Update: New Security Measures May Cause Connection Errors
- [Getting Started with Signals: How to Access Real-Time Partner Data via API and Webhooks](https://help.crossbeam.com/en/articles/12732223-getting-started-with-signals-how-to-access-real-time-partner-data-via-api-and-webhooks.md)
- [Setting Up a Crossbeam Ecosystem Overlaps Related List in Salesforce](https://help.crossbeam.com/en/articles/12872312-setting-up-a-crossbeam-ecosystem-overlaps-related-list-in-salesforce.md): Learn how to add the Crossbeam Ecosystem Overlaps related list into the layout of an Account or Opportunity in Salesforce.
- [How to Sync Product Line Support \(Product2\) into Crossbeam](https://help.crossbeam.com/en/articles/13613493-how-to-sync-product-line-support-product2-into-crossbeam.md)
- [How to Create a Combined Overlap and Partner Account Report Type in Salesforce](https://help.crossbeam.com/en/articles/14625782-how-to-create-a-combined-overlap-and-partner-account-report-type-in-salesforce.md): Create a custom Salesforce Report Type that combines Crossbeam Ecosystem Overlaps with your Account and Partner Account objects in a single report.
- [How to Set Up the Partner Account CRM Integration](https://help.crossbeam.com/en/articles/14463181-how-to-set-up-the-partner-account-crm-integration.md): Connect your Crossbeam partners to their corresponding Salesforce Partner Account records so overlap data and partner context live together in your CRM.
- [Databricks Integration](https://help.crossbeam.com/en/articles/15231550-databricks-integration.md): Step-by-step guide to enabling Crossbeam's Databricks Push integration, which writes partner overlap data back to a Delta table in your Databricks workspace.
- [Setting up AI Agents in Crossbeam \(public beta\)](https://help.crossbeam.com/en/articles/15961519-setting-up-ai-agents-in-crossbeam-public-beta.md): Step-by-step setup for Crossbeam's AI Agents public beta — creating, testing, and managing Slack-based ecosystem alerts.

## Crossbeam for Sales

- [Crossbeam Sales Settings and Features](https://help.crossbeam.com/en/articles/6699011-crossbeam-sales-settings-and-features.md): Learn more about key features to accelerate deals
- [How to Migrate to the New HubSpot Cards and Uninstall the Legacy Integration](https://help.crossbeam.com/en/articles/16764911-how-to-migrate-to-the-new-hubspot-cards-and-uninstall-the-legacy-integration.md): Add the new Crossbeam Copilot card in HubSpot and uninstall the legacy Crossbeam Copilot app.
- [For Sales Seats: Getting Started with Crossbeam and Crossbeam Features](https://help.crossbeam.com/en/articles/9708718-for-sales-seats-getting-started-with-crossbeam-and-crossbeam-features.md): Understand Crossbeam for users with a Sales seat only.
- [Crossbeam for Sales Co-Selling Automation](https://help.crossbeam.com/en/articles/8095694-crossbeam-for-sales-co-selling-automation.md): Get Intel is powered by Co-Selling Automation — learn how to enable and use it.
- [Understanding Crossbeam for Sales Notifications](https://help.crossbeam.com/en/articles/8345696-understanding-crossbeam-for-sales-notifications.md): Never miss an opportunity and get the most out of Crossbeam for Sales with notifications.
- [Attribution from Crossbeam for Sales to Salesforce](https://help.crossbeam.com/en/articles/9180986-attribution-from-crossbeam-for-sales-to-salesforce.md)
- [Crossbeam for Sales Attribution FAQs](https://help.crossbeam.com/en/articles/9180987-crossbeam-for-sales-attribution-faqs.md): Questions about Crossbeam for Sales Attribution in Salesforce.
- [Upgrade & Reauthorize Crossbeam for Salesforce](https://help.crossbeam.com/en/articles/8780741-upgrade-reauthorize-crossbeam-for-salesforce.md)
- [Crossbeam Copilot Overview](https://help.crossbeam.com/en/articles/9167877-crossbeam-copilot-overview.md)
- [Crossbeam Copilot for Salesforce](https://help.crossbeam.com/en/articles/3685976-crossbeam-copilot-for-salesforce.md): See when your accounts overlap with your partners’ sales pipelines and customer lists directly in Salesforce.
- [Crossbeam Copilot for HubSpot](https://help.crossbeam.com/en/articles/8940278-crossbeam-copilot-for-hubspot.md)
- [Crossbeam Copilot for Salesforce FAQs](https://help.crossbeam.com/en/articles/9209268-crossbeam-copilot-for-salesforce-faqs.md): Answers to common questions about Copilot for Salesforce.
- [Plays and Contacts for Crossbeam Copilot for Salesforce](https://help.crossbeam.com/en/articles/8986760-plays-and-contacts-for-crossbeam-copilot-for-salesforce.md)
- [Crossbeam Copilot for Chrome](https://help.crossbeam.com/en/articles/4779242-crossbeam-copilot-for-chrome.md): Capture passive overlaps from partners across the web in your Chrome browser.
- [Crossbeam Copilot for Gong](https://help.crossbeam.com/en/articles/9167881-crossbeam-copilot-for-gong.md)
- [Crossbeam Copilot for Outreach](https://help.crossbeam.com/en/articles/9579063-crossbeam-copilot-for-outreach.md): Leverage ecosystem insights right from your existing workflow with Copilot for Outreach.
- [AI Recommended Plays in Copilot](https://help.crossbeam.com/en/articles/9596637-ai-recommended-plays-in-copilot.md)
- [Access Crossbeam Deal Navigator inside Salesforce](https://help.crossbeam.com/en/articles/11501777-access-crossbeam-deal-navigator-inside-salesforce.md): Add the Crossbeam tab to your Salesforce account to access Deal Navigator and the Performance Dashboard in one place.

## Crossbeam Product Release Notes

- [Crossbeam Product Release Notes 8/05/2025](https://help.crossbeam.com/en/articles/11786254-crossbeam-product-release-notes-8-05-2025.md)
- [Crossbeam Product Release Notes 6/10/2025](https://help.crossbeam.com/en/articles/11509867-crossbeam-product-release-notes-6-10-2025.md)
- [Crossbeam Product Release Notes--04/15/2025](https://help.crossbeam.com/en/articles/10763503-crossbeam-product-release-notes-04-15-2025.md)
- [Crossbeam Product Release Notes--02/04/2025](https://help.crossbeam.com/en/articles/10375251-crossbeam-product-release-notes-02-04-2025.md)
- [Crossbeam Product Release Notes--11/13/2024](https://help.crossbeam.com/en/articles/10055272-crossbeam-product-release-notes-11-13-2024.md)
- [Crossbeam Product Release Notes 11/6/2025](https://help.crossbeam.com/en/articles/12674444-crossbeam-product-release-notes-11-6-2025.md)
- [Crossbeam Product Release Notes 12/10/2025](https://help.crossbeam.com/en/articles/13017615-crossbeam-product-release-notes-12-10-2025.md)
- [Crossbeam Product Release Notes 02/11/2026](https://help.crossbeam.com/en/articles/13613176-crossbeam-product-release-notes-02-11-2026.md)
- [Crossbeam Product Release Notes 04/15/2026](https://help.crossbeam.com/en/articles/14489383-crossbeam-product-release-notes-04-15-2026.md)
- [Crossbeam Product Release Notes 06/17/26](https://help.crossbeam.com/en/articles/15303766-crossbeam-product-release-notes-06-17-26.md)
- [Crossbeam Product Release Notes 08/19/2026](https://help.crossbeam.com/en/articles/16075353-crossbeam-product-release-notes-08-19-2026.md)

## Account Management

- [Setting Up SAML SSO in Crossbeam](https://help.crossbeam.com/en/articles/4477745-setting-up-saml-sso-in-crossbeam.md): Improve user experience and increase security with SAML SSO.
- [Configure SAML SSO with Salesforce](https://help.crossbeam.com/en/articles/7257593-configure-saml-sso-with-salesforce.md): Improve user experience and increase security with SAML SSO.
- [Configuring SAML SSO with Okta](https://help.crossbeam.com/en/articles/7257567-configuring-saml-sso-with-okta.md): Improve user experience and increase security with SAML SSO.
- [Manage Your Connector Plan FAQs](https://help.crossbeam.com/en/articles/7897487-manage-your-connector-plan-faqs.md): You can quickly and easily upgrade your account, add seats, and print an invoice directly in Crossbeam.
- [Understanding Plan & Billing in Crossbeam](https://help.crossbeam.com/en/articles/4000710-understanding-plan-billing-in-crossbeam.md)
- [Log In and Logout of Crossbeam](https://help.crossbeam.com/en/articles/3160245-log-in-and-logout-of-crossbeam.md): Learn the steps to log in to your account and how to logout of it.
- [Reset Your Password](https://help.crossbeam.com/en/articles/3160247-reset-your-password.md)
- [Manage Profile & Preferences](https://help.crossbeam.com/en/articles/3160248-manage-profile-preferences.md): Reset your password, edit profile info, and manage notification preferences.
- [Activity Notifications](https://help.crossbeam.com/en/articles/3426387-activity-notifications.md): Actionable notifications delivered directly to you in Crossbeam
- [Understanding Record Exports](https://help.crossbeam.com/en/articles/8399864-understanding-record-exports.md): Understand Record Export limits in your Crossbeam account.
- [Managing User Seats and Roles in Crossbeam](https://help.crossbeam.com/en/articles/4292722-managing-user-seats-and-roles-in-crossbeam.md): Rules and groups make it easy to assign different roles to specific members of your team.
- [Manage Team Members](https://help.crossbeam.com/en/articles/3160294-manage-team-members.md): Invite your team to Crossbeam and give them access to partner insights.
- [All the admins have left the company, how can I get the access to the workspace?](https://help.crossbeam.com/en/articles/10309518-all-the-admins-have-left-the-company-how-can-i-get-the-access-to-the-workspace.md)

## FAQs

- [Customer Confidentiality and Crossbeam](https://help.crossbeam.com/en/articles/3889182-customer-confidentiality-and-crossbeam.md): Customers may have a clause in their contracts that don't allow you to reveal their identity to third parties. Here's what you can do.
- [Crossbeam Support](https://help.crossbeam.com/en/articles/3160301-crossbeam-support.md): The Crossbeam team is here to support you.
- [What is Partnerbase?](https://help.crossbeam.com/en/articles/3160299-what-is-partnerbase.md): Partnerbase is a free database with over 90,000 companies, 300,000 Partnerships, and the largest source of global ecosystem data.
- [Data Privacy FAQ](https://help.crossbeam.com/en/articles/13066154-data-privacy-faq.md): This FAQ covers how Crossbeam protects your data, how sharing works, and the controls you have over data privacy.

## Video Tutorials

- [Video Tutorial: Find your partners already on Crossbeam](https://help.crossbeam.com/en/articles/4361129-video-tutorial-find-your-partners-already-on-crossbeam.md): Use Partnerbase.com to uncover who from your partner list is already a registered user of Crossbeam.
- [Video: Upload CSV Files & Create Populations](https://help.crossbeam.com/en/articles/3162302-video-upload-csv-files-create-populations.md): Learn how to use Crossbeam's CSV uploader to get data into the platform and create new populations.
- [Video: Register for Crossbeam](https://help.crossbeam.com/en/articles/4216565-video-register-for-crossbeam.md): A walk through of our registration and onboarding flow
- [Video: Account Mapping Matrix](https://help.crossbeam.com/en/articles/3162265-video-account-mapping-matrix.md): The Account Mapping Matrix is a visual summary of overlapping accounts and potential revenue.
- [Video: Crossbeam Demo](https://help.crossbeam.com/en/articles/8614169-video-crossbeam-demo.md): See Crossbeam in action.
- [Video: Crossbeam Copilot Overview](https://help.crossbeam.com/en/articles/10370646-video-crossbeam-copilot-overview.md): Explore Copilot's features with our Crossbeam experts in this video overview
- [Video Tutorial: Reauthorizing the Salesforce Custom Object Integration](https://help.crossbeam.com/en/articles/11987083-video-tutorial-reauthorizing-the-salesforce-custom-object-integration.md): See a visual guide on how to reauthorize SFDC Custom Object.
- [Video: How to Invite a Partner](https://help.crossbeam.com/en/articles/4216761-video-how-to-invite-a-partner.md): Learn how to link with your ecosystem on Crossbeam.
- [Video Tutorial: Connect your CRM & Create Populations](https://help.crossbeam.com/en/articles/3162178-video-tutorial-connect-your-crm-create-populations.md): A visual guide to connecting your CRM, then using the population builder.
- [Video Tutorial: Sharing Settings](https://help.crossbeam.com/en/articles/4270674-video-tutorial-sharing-settings.md): Learn the differences between our three data sharing options.
- [Video Tutorial: 5 Simple Steps to Getting Started with Crossbeam](https://help.crossbeam.com/en/articles/11010806-video-tutorial-5-simple-steps-to-getting-started-with-crossbeam.md)

## Developer Documentation

- [Crossbeam MCP Server](https://help.crossbeam.com/en/articles/12601327-crossbeam-mcp-server.md): Connect your AI tools to Crossbeam using the Model Context Protocol \(MCP\) to securely interact with your Crossbeam data.
- [Crossbeam SCIM Integration Guide](https://help.crossbeam.com/en/articles/12548850-crossbeam-scim-integration-guide.md): Technical guide for implementing Crossbeam’s SCIM integration.