Salesforce Integration: Add RollWorks Custom Objects as Related List

After the initial RollWorks App installation in Salesforce and user permissions are complete you may elect to surface some RollWorks data as related lists in your Account, Contact, and Lead layouts, to. make RollWorks data easier to find for your Salesforce users.

We recommend configuring your page layouts using Salesforce Object Manager as follows:

1. Add 'RollWorks Aggregated Account Data' custom object as a Related List to your Standard Account objects
2. Add 'RollWorks Aggregated Contact/Lead Data' custom object as a Related List to your Standard Contact objects
3. Add 'RollWorks Aggregated Contact/Lead Data' custom object as a Related List to your Standard Lead objects

Account object Contact object

The example below displays the custom object called 'RollWorks Aggregated Account Data' added as a Related List to the Account Page layout. 

The example below displays the custom object 'RollWorks Aggregated Contact Lead Data' added as a Related List to the Account Page layout.

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

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

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

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

• Log in to Salesforce and go to Setup > Object Manager > Account > Page Layout

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

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

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

• We suggest adding the following fields as columns and click OK. You can add up to 10 fields max as columns.
  • • RW Aggregated Data ID - this field is critical so that users can open the custom object easily and visualize all RollWorks data for an account
    • Profile Name - if you have multiple RollWorks 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 RollWorks Aggregated Account Data data under Related Lists in the page layout of your Salesforce Account records.

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

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

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

• 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 rollworks in the Quick Find search box.
• Select the relationship label RollWorks Contact Data and add under Related Lists on the Page Layout.

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

• We suggest adding the following fields as columns and click OK. You can add up to 10 fields max as columns
  • • RW Aggregated Contact/Lead Data ID - this field is critical so that users can open the custom object easily and visualize all RollWorks data for an account
    • Profile Name - if you have multiple RollWorks 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 RollWorks Aggregated Account Data data under Related Lists in the page layout of your Salesforce Account records.

Step 3 - Add 'RollWorks 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 RollWorks User Data on the page layout of your Salesforce Lead records.

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