Create New Account Records in Salesforce

This feature allows you to push accounts filtered from the RollWorks Command Center card called Accounts Not In Salesforce that you have identified as being a high fit and/or surging with intent, and are not yet present in your CRM.

RollWorks uses the field Website in your Salesforce Standard Account object to match the company domain between RollWorks and your Standard Salesforce account record. The most common reasons why we may surface accounts in the Accounts Not In Salesforce card despite the account existing in your CRM are:

• Your SFDC Account has a blank Website field
• Your SFDC Account has an incorrect URL in the Website field

By creating new account records in Salesforce you can grow your addressable market with high fit accounts and will allow your sellers to start engaging with them right away so that they do not miss the chance to create new opportunities. 

Who can access

Access to pushing new account records to Salesforce is accessible through the RollWorks Command Center:

To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

How to push RollWorks Accounts to Salesforce

• Navigate to Insights > Command Center.

• Apply your desired account filter criteria. Click here to view the filters available.
• Click the card called Accounts Not in Salesforce to display all accounts matching your filter criteria and that do not yet exist in your CRM.

• Select the accounts that you wish to push to Salesforce and click Take Action. You can select all accounts displayed, or a subset of accounts to push to your CRM.

• Select the Create Account Record from the dropdown menu.

• Confirm your decision by clicking Create in the next pop-up window.

Your selected accounts will be pushed to Salesforce, and a brand new account record will be created for each. We will create Standard Account Object records only. 

Account Field Mapping

RollWorks will enrich the newly created account records with firmographic data using the field mapping below:

Field Mapping between Salesforce Account fields and RollWorks Accounts cannot be customized.

Any account records created by RollWorks will be flagged using the custom field RollWorks sourced = true. Your CRM admin can use use this field to create logic to assign the newly created account records to your Sales team.

Account Owner in Salesforce

The Account Owner for the newly created Standard Account record will be the unassigned alias you defined in your Salesforce instance. Click here to learn how to find your unassigned alias in Salesforce. 

Troubleshooting

Some fields are not being synced to Salesforce

Sometimes, Salesforce administrators will customize the instance or layout such that fields RollWorks writes data to are hidden, deleted, or read-only.  In these instances, RollWorks will still proceed with creating the Account record, but may not be able to write some of the enriched firmographic data if your Salesforce fields are hidden, deleted, or read-only.

Account records are not being created in Salesforce

RollWorks may not be able to create an Account record in your Salesforce instance in the following situations:

• Your Salesforce admin has implemented validation rules that require certain fields populated when an Account record is created, and the RollWorks Salesforce Account Field Mapping cannot populate the required fields. In this scenario you will not be able to create accounts in Salesforce and will receive the following error message:

• The user who authorized the Salesforce<>RollWorks integration does not have the proper permissions to create Account records. Learn more here.
• The Salesforce<>RollWorks integration was disconnected or needs to be reauthorized. Learn more here.
• The Website field on your Account object has been hidden, deleted, or RollWorks only has read-only access.

FAQs

Can I filter the accounts pushed to Salesforce?

Several filters are available for you in the RollWorks Command Center to narrow down the number of accounts to push to Salesforce. You can apply filters like Firmographic Account data, ICP Fit Grade, Account List, Intent Data, and General Exclusions. Learn more here.

How many new Account records can I push to Salesforce?

There is no limit to the number of account records that you can create, however, you can only push accounts that appear in the "Accounts Not In Salesforce" insights card.

How long does it take to create a new Account record in Salesforce?

The new account records will be available in Salesforce in approximately 20 minutes. If there is an error creating the account records, then the process could take up to 24 hours. 

If you are creating more than 5,000 account records, that can take as little as 40 minutes.  If there is an error creating the account records, that can take up to 48 hours.

Can I make this process automated or recurring?

The process to push account records to Salesforce is manual. If you wish to automate the process, please reach out to RollWorks Customer Support to let us know more about your use case.

Are the accounts in my General Exclusions settings automatically excluded?

The accounts that you have excluded using the RollWorks setting called General Exclusions, can be excluded by applying a filter in the RollWorks Command Center. Learn more here.

Does an account have to be on an Account List to be eligible to be pushed to Salesforce? 

To push an Account to your Salesforce instance as a new record, an account does not need to be part of an Account List. You apply Account Lists filters or select accounts that are not part of any Account List using the RollWorks Command Center. After you apply the filters, the insight card called Accounts not in Salesforce will apply your selected criteria. Learn more here.