Salesforce Integration: Edit your Salesforce Page Layouts

After completing the initial RollWorks App installation in Salesforce, RollWorks will automatically create these custom objects and custom fields in your Salesforce org and we will sync data daily.

By default, RollWorks' custom objects and fields will not be visible to your Salesforce users, until you edit your existing Salesforce page Layouts and add the RollWorks custom objects as related lists.

Keep in mind that the RollWorks data sources available may vary depending on your RollWorks package.

 Ensure your CRM Admin completes this step

This is a critical step, in the initial Salesforce integration setup that only needs to be completed once. If you skip this step your Salesforce users will not see any RollWorks data fields then they look at an Account, Contact, or Lead record. However RollWorks data will continue to be pushed to your Salesforce instance and available through reports.

For this Page Layout... ..add these Custom Objects as Related Lists

Account Page Layout

RollWorks Account Data

RollWorks Advertising

RollWorks Keyword Intent

Contact Page Layout

Lead Page Layout

RollWorks User Summary

Account Page Layout example Contact Page Layout example

 

The steps and screenshots provided below are a general guide to help you add our RollWorks custom objects and fields to your 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 related lists to your page layouts.

 

Add 'RollWorks Advertising' to your Account Page Layout

By completing this step you will be making the RollWorks account advertising metrics 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

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

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  • Type rollworks in the Quick Find search box.
  • Select RollWorks Advertising and add it to the Page Layout.

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  • Click the wrench icon next to RollWorks Advertising to add the fields containing RollWorks advertising metrics to your Account Page Layout.

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  • Add the following fields to your Account Page Layout and click OK
      • Advertising Spend
      • Clicks
      • Click Conversion
      • Impressions
      • Page Views
      • View Conversions
      • Look Back Days

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  • Save your Account Page Layout Settings, and you will now see RollWorks Advertising data on the page layout of your Salesforce Account records.

 

Add 'RollWorks Account Data' to your Account Page Layout

By completing this step you will be making the RollWorks account identification and engagement 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.

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  • Click Related Lists.
  • Type rollworks in the Quick Find search box.
  • Select RollWorks Account Data and drag it to the Page Layout Related Lists.

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  • Click the wrench icon next to RollWorks Account Data to add the fields containing RollWorks account Identification and engagement data to your Account Page Layout. Learn more about this data here.

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  • Add the following fields to your Account Page Layout and click OK
      • Account List
      • Account Group
      • ICP Name
      • Fit Grade
      • Journey Stage
      • Journey Stage as of
      • Spike Level
      • Last Spike Timestamp
  • Save your Account Page Layout Settings, and you will now see RollWorks Account Data on the page layout of your Salesforce Account records.

 

Add 'RollWorks Keyword Intent' to your Account Page Layout

This data is not available for the RollWorks Standard Advertising package

RollWorks Keyword intent is not included with the Standard Advertising package, however we recommend adding these fields to your page layout in case that you decide to upgrade later on by purchasing our Market Insights Add-On. 

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

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

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  • Click Related Lists.
  • Type rollworks in the Quick Find search box.
  • Select RollWorks Keyword Intent and drag it to the Page Layout Related Lists.

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Click the wrench icon next to RollWorks Keyword Intent to add the fields containing RollWorks account Identification and engagement data to your Account Page Layout. Learn more about this data here.

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  • Add the following fields to your Account Page Layout and click 'OK'
    • Level
    • Keywords
    • Keywords Continuation
    • Date
    • Keyword Intent Name - this internal ID we suggest not adding this field to your page layout

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  • Save your Account Page Layout Settings, and you will now see RollWorks Account Data on the page layout of your Salesforce Account records.

 

Add 'RollWorks User Summary' to your Contact Page Layout

By completing this step you will be making the RollWorks account advertising metrics visible directly in your own Contact records for your Salesforce users with the permissions 'RollWorks Admin'.

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

  • Click Related Lists.
  • Type rollworks in the Quick Find search box.
  • Select RollWorks User Summary and add it to the Page Layout.

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  • Click the wrench icon next to RollWorks User Summary to make them visible in your Contact Page Layout.

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  • Add the following fields to your Contact Page Layout and click OK:
    • Clicks
    • Impressions
    • VTC
    • CTC
    • Look Back Days
    • User Summary Name - this internal ID we suggest not adding this field to your page layout

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  • Save your Contact Page Layout Settings, and you will now see RollWorks User Data on the page layout of your Salesforce Contact records.

 

Add 'RollWorks User Summary' to your Lead Page Layout

Repeat the exact 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.

 

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