Salesforce Custom Object
View Crossbeam partner data on Account & Lead pages with a Salesforce Custom Object.
Description
- 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
Integration Data Flow
Categories
Partner Type
Integration Stage
Crossbeam Plan
Support Email
Released On
App Version
Type of Setup
Categories
Partner Type
Integration Stage
Crossbeam Plan
Support Email
Released On
App Version
Type of Setup