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Crossbeam for Salesforce

By Crossbeam

Leverage your partner ecosystem to find, close, and keep more customers.

Freemium  

Payment required to increase usage, users, or features

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Business Need
Partner Management
Sales Intelligence
Sales Productivity
Requires
Sales Cloud

Crossbeam puts your ecosystem data to work for you. With automated account mapping, immediately access the data, people, and companies in your network to help your GTM teams accelerate and close bigger deals.

  • What is Crossbeam?

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Crossbeam/Crossbeam 2.1.0
Listed On
02/26/2020
Latest Release
08/17/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.91.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/19/2025

Additional Details

Crossbeam is an Ecosystem Led Growth (ELG) Platform that helps you find, close, and keep more customers with your own partner ecosystem. Crossbeam integrates directly with Salesforce allowing you to securely share and manage partner data directly on your account, contact, opportunity and lead pages in Salesforce. With the Salesforce and Crossbeam integration, you can: ▪️ Identify overlapping customers and prospects with your partners ▪️ Identify key contacts and facilitate warm partner introductions ▪️ Automate partner data updates and eliminate manual data entry ▪️ Track partner performance, measure ROI, and optimize your partner strategy with advanced reporting ▪️ Use the Crossbeam Overlap custom object to push overlap data directly into Salesforce for custom reporting and trigger workflows The more companies you partner with in Crossbeam, the richer your account data becomes, securely and automatically.

Need help?

Crossbeam

Philadelphia, Pennsylvania, USA

Crossbeam offers support during normal business hours via email and in-app chat.

Support Phone(267) 570-3944
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