Push RollWorks accounts to Salesforce as new records

This feature allows you to push Trending Accounts that are exhibiting high Bombora/G2 intent and engagement on your website and that are not yet part of your CRM directly to your Salesforce instance.

Adding trending accounts to your Salesforce will allow your sellers to start engaging with them right away so that they do not miss the chance to create new opportunities.

Based on your RollWorks package, we will display Trending Accounts based on the logic below:

RollWorks Package Trending Accounts logic
Starter

Accounts with either Bombora Intent, G2 Intent

OR

Account viewed at least 3 pages on your website

Standard

Professional

Ultimate

Accounts with either Bombora Intent or G2 Intent

AND

Account viewed at least 3 pages on your website

 

Who can access

You must have the following:

 

How to push RollWorks Accounts to Salesforce

  • Navigate to Insights > Trending Accounts.

 

  • Click the card called Not in Salesforce to look at which accounts. From all of your current Trending Accounts, RollWorks will indicate how many do not exist in your Salesforce CRM.

Screenshot 2023-07-18 at 8.43.16 PM.png

 

  • Select the accounts that you wish to push to Salesforce and click Take Action.

  • Select the Create Account Record from the dropdown menu.

Screenshot 2023-07-18 at 9.33.35 PM.png

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

Screenshot 2023-07-18 at 9.35.27 PM.png

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 Owner in Salesforce

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

You can use the field RollWorks sourced = true to create logic in Salesforce to assign the new created accounts.

 

FAQs

Why are certain fields not being created in 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 will not write certain firmographic data based on the fields that are hidden, deleted, or read-only.

 

Why is RollWorks not able to create Account records in Salesforce?

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

  • Your Salesforce admin has required that certain fields are populated when the Account record is created, and RollWorks is not populating the required fields.
  • The user who completed the Salesforce<>RollWorks integration does not have the proper permissions to create Account records.
  • The Salesforce<>RollWorks integration was disconnected.
  • The Website field on the Account record has been hidden, deleted, or is read-only.

 

Can I filter the accounts pushed to Salesforce?

Several filters are available for you to narrow down the number of accounts to push to Salesforce. Apply filters like ICP Fit Grade, Account List, Intent Data, and more before taking action. 

 

How many new Account records can I push?

There is no limit to the number of account records that you can create, however, you can only push accounts that appear in your Trending Accounts card.

 

How long does it take to create a new Account record in my 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 and provide that feedback!

 

Are the accounts in my General Exclusions settings automatically excluded?

The accounts that you have excluded using the RollWorks setting called General Exclusions, will not be automatically excluded from Trending Account results. However, you can select which accounts you want to push to Salesforce to create account records only for accounts you are interested in.

 

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

Trending Accounts do not need to be on an Account List to be surfaced, however, you can only push accounts that appear in your Trending Accounts card.

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