Salesforce Custom Object
View Crossbeam partner data on Account & Lead pages with a Salesforce Custom Object.
Description
When you install our Crossbeam Salesforce App, you are installing both our Crossbeam component and the ability to push data into a custom object in Salesforce.
You are able to report on data that we push from Crossbeam into a custom object in Salesforce.
Available data to report on:
- Your population name
- Partner name
- Partner population
- Partner's Account Executive name
- Partner's Account Executive contact information (email and phone)
- is a customer of & is an open opportunity for your partner
Key Benefits
- Actionable Partner Data: Automatically populate is a customer of & is an open opportunity for fields on the Account object
- Enhanced Reporting: Use these fields as filters in new or existing Salesforce reports for deeper ecosystem insights
- Seamless Integration: Leverage this data in tools like Clari, Gong, Gainsight, and more
- Workflow Automation: Sync partner insights across your Salesforce workflows for more efficient operations
How it Works
After the app is installed, you will need to enable the push in the Crossbeam app from the integrations page.
Gallery & Videos
Integration Data Flow
Setup Instructions
Upgrading your app to a new version? Head over to our AppExchange listing to install the most recent version, then make sure to step through the installation guide steps again.
