Create Customized Salesforce Reports
You can easily create your own RollWorks reports in your Salesforce instance by:
- Leveraging the 5 out-of-the-box report templates that come in the RollWorks Custom Reports folder automatically after you complete the RollWorks ABM App installation.
- You can build your own standard reports from scratch using the RollWorks custom objects and fields listed here.
RollWorks custom object data matches to your Salesforce instance's standard objects, so you can always create reports with the fields of that custom object as well as the standard object it matches to. All RollWorks custom objects will match to your Salesforce standard objects as follows:
|RollWorks Custom Object||Definition||Matches to these related standard objects|
|'RollWorks Account Data'||Aggregates RollWorks account identification data linked to the corresponding Account record.||Account Standard Object|
|'RollWorks Advertising'||Aggregates RollWorks advertising performance metrics linked to the corresponding Account record.||Account Standard Object|
|'RollWorks Keyword Intent'
||Contains the last Intent Keyword and Level for the corresponding Account record.||Account Standard Object|
|'RollWorks User Summary'||Aggregates RollWorks data linked to the corresponding Contact and Lead records.||
Lead/Contact Standard Object
Create customized reports using non-related objects
If you're looking to build a report pulling fields from objects that a specific RollWorks custom object doesn't match to (see table above), you will need to create a Salesforce joined report. Contact your company's Salesforce administrator to request a joined report for you.
Create customized reports joining multiple RollWorks Custom Objects
If you are looking to build a report that combines multiple RollWorks custom objects (see table above) and standard objects, you will need to create a Salesforce joined report. Contact your company's Salesforce administrator to request a joined report for you.
Below is an example:
Salesforce Accounts grouped Journey Stage including additional columns to show impressions, clicks, and conversions. This report uses data from multiple objects as follows:
- Standard Account object -> Your account records
- RollWorks Account Data custom object -> Includes Journey Stages
- RollWorks Advertising Data custom object -> Includes Account clicks, impressions, and conversions.
Alternatively, if you want to use RollWorks data in salesforce reports without the need to reach out to your CRM administrator to create joined reports you can request them to write the RollWorks fields you want to have readily accessible to your Standard Account object.