Crossbeam Data to Salesforce Custom Object

Install

Overview

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.

Integration Flow

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.

 

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.

Push Frequency Data is pushed into Salesforce at the frequency at which you have your data set to sync in your Salesforce settings. This can be anywhere from every 30 minutes to every 24 hours and is configurable. Note that the early access version of this product will only push data manually. Load on Salesforce We use the Bulk API and bulk sync 5,000 records at a time. The amount of API calls depends on two things:

Is this the initial Salesforce sync? If so, we will be creating a custom object for every single one of your overlaps. The initial syncs are always the heaviest. Subsequent syncs will only push over net new (or updated) overlaps.

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