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)