# Salesforce Custom Object
> View Crossbeam partner data on Account & Lead pages with a Salesforce Custom Object.

Canonical page: https://marketplace.crossbeam.com/partners/salesforce-custom-object
Marketplace: Crossbeam Marketplace
Last updated: 2026-03-03
Logo: https://assets.partnerfleet.app/55ioabdu4vbcsa157f0e144s5g32

## At a glance
- Partner Type: Integrations
- Crossbeam Plan: Supernode
- Categories: CRM
- Integration Stage: Fully Released
- Badge: Fully Released
- Website: [salesforce.com](https://salesforce.com)

## Call to actions
- [Get Support](https://www.crossbeam.com/)
- [Install](https://app.crossbeam.com/integrations)

## About
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 namePartner namePartner populationPartner's Account Executive namePartner's Account Executive contact information (email and phone)is a customer of & is an open opportunity for your partner

## Why teams choose %{name}
Actionable Partner Data: Automatically populate is a customer of & is an open opportunity for fields on the Account objectEnhanced Reporting: Use these fields as filters in new or existing Salesforce reports for deeper ecosystem insightsSeamless Integration: Leverage this data in tools like Clari, Gong, Gainsight, and moreWorkflow Automation: Sync partner insights across your Salesforce workflows for more efficient operations

## How it Works
First, you'll need to install our app. You can do that via our AppExchange listing here. Once you click "Get it Now", make sure to have the installation guide handy!After the app is installed, you will need to enable the push in the Crossbeam app from the integrations page. 

## Screenshots
- ![Crossbeam 360 dashboard](https://assets.partnerfleet.app/67zcktbh6fd3x7zuaoymscv2cgau)
- ![Crossbeam SDFC report view](https://assets.partnerfleet.app/ui0l6dy2lp6fclfcccytk493j9ve)

## Pictures
- ![Salesforce Custom Object](https://assets.partnerfleet.app/xv6hifprw737lve4lm8lkqrups7v)

## 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.

## Resources
- [Crossbeam for Salesforce Custom Object: Installation guide](https://help.crossbeam.com/en/articles/9280237-installation-guide-crossbeam-for-salesforce-v2) — 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 Ecosystem Overlap" (a custom object).

## Related partners
- [Microsoft Dynamics Custom Object](https://marketplace.crossbeam.com/partners/microsoft-dynamics-custom-object) — Integrate Microsoft Dynamics with Crossbeam to create unique reports and dashboards using your ecosystem data. · Logo: https://assets.partnerfleet.app/3u61mjv8bf5jd93kvygo31yv6rqy
- [Crossbeam Copilot for Salesforce](https://marketplace.crossbeam.com/partners/salesforce-widget) — Put the power of your ecosystem in the hands of sellers directly within Salesforce. · Logo: https://assets.partnerfleet.app/3x74dgetyvhiekk6k3gvce5y5l7y
- [Crossbeam Copilot for HubSpot](https://marketplace.crossbeam.com/partners/crossbeam-copilot-for-hubspot) — Put the power of your ecosystem in the hands of sellers directly within HubSpot. · Logo: https://assets.partnerfleet.app/dcakuvcu4otq0bxrdiun5b84abo7
- [HubSpot Custom Object](https://marketplace.crossbeam.com/partners/hubspot-custom-object) — Send Crossbeam partner data to HubSpot to target accounts in co-marketing campaigns. · Logo: https://assets.partnerfleet.app/day5z15zdlvb5egqat386x6gg92p
- [Databricks](https://marketplace.crossbeam.com/integrations/databricks) — Databricks is the Data and AI company. · Logo: https://assets.partnerfleet.app/4yipjuab1of12ewid247t1per5a2