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)
Key Benefits
- You are able to report on data we push from Crossbeam into a custom object in Salesforce.
- With Crossbeam pushing and storing overlap data in a custom object in Salesforce, this means that you are able to view Crossbeam overlap data on Account and Lead pages in Salesforce Classic.
How it Works
After the app is installed, you will need to enable the push in the Crossbeam app from the integrations page.
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.
Integration Data Flow
