Salesforce Integration: Add AdRoll Custom Objects as Related List

The steps and screenshots provided below are a general guide to help you add AdRoll custom objects and fields to your Standard page layouts; however, these steps may be slightly different for your company depending on your own Salesforce customizations.

Please refer to this Salesforce article for general help with adding a related list to your page layouts.

Step 1 - Add 'AdRoll Account Aggregated Data' objects as a Related List to your Account layout

By completing this step, you will be making the data visible directly in your own Account records for your Salesforce users with the permission 'AdRoll Admin'. Learn more about this data here.

• Log in to Salesforce and go to Setup > Object Manager

• Go to Account > Page Layouts

   

• Click the name of your Account Layout Default in the example; we are using the standard Account object.

• Click Related Lists
• Type adroll in the Quick Find search box.
• Select the relationship label AdRoll Company Data and add it under Related Lists on the Page Layout.

• Click the wrench icon next to AdRoll Company Data to add the fields containing AdRoll data to your Account Page Layout.

• We suggest adding the following fields as columns and clicking OK. You can add up to 10 fields max as columns.
  • AR Aggregated Data ID - this field is critical so that users can open the custom object easily and visualize all data for an account
  • Profile Name - if you have multiple Advertiser profiles connected to Salesforce
  • Current Journey Stage
  • Page Views in the last 90 days
  • Count Very High Intent KWs (last 7 days)
  • Ad Clicks in the last 90 days

• Save, and you will now see AdRoll Aggregated Account Data under Related Lists in the page layout of your Salesforce Account records.

Step 2 - Add 'AdRoll Aggregated Contact/Lead Data' objects as a Related List to your Contact layouts

By completing this step, you will be making the data visible directly in your own Contact and Lead records for your Salesforce users with the permission 'AdRoll Admin'. Learn more about this data here.

• Log in to Salesforce and go to Setup > Object Manager > Contact

• Click the name of your Contact Layout. In the example, we are using the standard Contact object. You will need to repeat these steps for both Leads and Contact Page Layouts.

• Click Related Lists
• Type adroll in the Quick Find search box.

• Select the relationship label AdRoll Contact Data and add it under Related Lists on the Page Layout.

  

• Click the wrench icon next to AdRoll Contact Data to add the fields containing data to your Contact Page Layout.

• We suggest adding the following fields as columns and clicking OK. You can add up to 10 fields max as columns
  • AR Aggregated Contact/Lead Data ID - this field is critical so that users can open the custom object easily and visualize all data for an account
  • Profile Name - if you have multiple Advertiser profiles connected to Salesforce
  • Page Views in the Last 90 days
  • Ad Clicks in the Last 90 days
  • Conversions Last 90 days

• Click Save, and you will now see AdRoll Aggregated Account Data under Related Lists in the page layout of your Salesforce Account records.

Step 3 - Add 'AdRoll Aggregated Contact/Lead Data' objects as a Related List to your Lead Layout

Repeat the same instructions outlined in the last section, but applied to your Lead Page Layout. Once you complete all the steps and save your Lead Page Layout Settings, you will see AdRoll User Data on the page layout of your Salesforce Lead records.

• Click Related Lists
• Type adroll in the Quick Find search box.
• Select the relationship label AdRoll Lead Data and add under Related Lists on the Page Layout.