Salesforce Custom Object row creation (CRUD Operations)

  Contact your Salesforce Administrator

Before users can see RollWorks data directly in Salesforce your CRM Administrator must complete all the steps in this initial installation guide.

After completing the initial Salesforce Integration steps, RollWorks will automatically create Custom Objects and Custom Fields to sync data. Continue reading to learn how CRUD Operations work in Salesforce. CRUD is the acronym for CREATE, READ, UPDATE and DELETE data elements, and determines how we will create, update and delete rows in these Custom Objects.

 

RollWorks Account Data: Account List & Group

ℹ️ Field Definitions

Field Label & Field Name Definition

Account List

adroll__TAL_Name__c

Name of the RollWorks Account List the account is a member of. Learn about Account Lists here.

Account Group

adroll__Account_Groups__c

Name of the RollWorks Account Group the account is a member of. Learn about Account Groups here.

All the fields in the table above are categorized under the custom field value Score Type = AccountList

 

🔄 Sync Conditions

Account List and Account Group are synced to Salesforce when all conditions below are true:

1. The Account has been added to a RollWorks Account List.

2. The website field in your Salesforce Account record is correctly filled out. 🔎Learn more here.

3. The website field matches the Account record in the RollWorks database.

 

🔄 CRUD Operations

The following table describes how RollWorks creates, updates, and deletes custom objects in Salesforce for the fields Account List and Account Group.

Create Update Delete

When Account List is created in RollWorks, we will create a new row in the RollWorks Account Data object in Salesforce.

When the sync conditions are met we will create two columns associated with the new row:

1. Account List: will be populated with the Account List name

2. Account Group: will be populated with the Account Group name. If the account is not part of an account group, the value will be blank. If the account is in multiple Account Groups, there will be a comma separated list of the Account Group Names

All accounts present in the new Account List will have a new row added to the RollWorks Account Data object in Salesforce when the sync conditions are met.

Account Lists and Account Groups can be dynamic. Therefore, each day we will check to see if an account has been added or removed from the Account List or Group.

Account List:

- as new accounts are added to the List, a new row will be added with the List name populated.

- as accounts are removed from the List, the row will be deleted.

Account Groups:

- as new accounts are added to the Group, a new value will be populated in the Account Group column

- as accounts are removed from the Group, the Account Group name will be deleted from the column

When an Account List is deleted, the row will be deleted.

When an account group is deleted, the values in this column will be deleted.

 

RollWorks Account Data: ICP Name & Fit Grade

🔄 Field Definitions

Field Label & Field Name Definition

ICP Name

adroll__ICP_Name__c

Name of the RollWorks Ideal Customer Profile model used to grade the fit of this account. Learn what are ICP models here.

Fit Grade

adroll__Score__c

A fit grade from A to F is used to score the account based on the account's resemblance to your ICP model. Learn what is ICP Fit Grade here.

ICP EID

adroll__ICP_EID__c

Unique RW identifier for each ICP Name.

All the fields in the table above are categorized under the custom field value Score Type = ICPFitGrade

 

🔄 Sync Conditions

ICP Name and Fit Grade are synced to Salesforce when all conditions below are true:

1. The Account has been added to a RollWorks Account List.

2. The website field in your Salesforce Account record is correctly filled out. 🔎Learn more here.

3. The website field matches the Account record in the RollWorks database.

 

🔄 CRUD Operations

The following table describes how RollWorks creates, updates, and deletes custom objects in Salesforce for the fields Fit Name and Fit Grade.

Create Update Delete

When an ICP is created in RollWorks, we will create a new row in the RollWorks Account Data object in Salesforce.

When the sync conditions are met will create two columns associated with the new row:

1. ICP Name

2. Fit Grade

3. ICP EID

If the ICP Name is edited, the value in the ICP Name column will be updated. A new row is not added.

If the ICP model (i.e., training data is changed), the Fit Grade may be updated. A new row is not added.

A new row is only added when a new ICP is created.

When an ICP is deleted, the row will be deleted.

 

RollWorks Account Data: Journey Stage

ℹ️ Field Definitions

Field Label & Field Name Definition

Journey Stage

adroll__Account_Stage__c

Last Journey Stage the account was in. Learn about Journey Stages here.

Journey Stage as of

adroll__Account_Stage_as_of__c

The last date the Journey Stage was updated in Rollworks.

Score Type Value = Journey Stage

All the fields in the table above are categorized under the custom field value Score Type = JourneyStage

 

🔄 Sync Conditions

Journey Stage and Journey Stage as of are synced to Salesforce when all conditions below are true:

1. The Account has been added to a RollWorks Account List.

2. The website field in your Salesforce Account record is correctly filled out. 🔎Learn more here.

3. The website field matches the Account record in the RollWorks database.

These fields will not be synced to Salesforce if the Account is no longer on a RollWorks Account List, OR the Account does not meet the criteria of any of your journey stage definitions.

 

🔄 CRUD Operations

The following table describes how RollWorks creates, updates, and deletes custom objects in Salesforce for the fields Journey Stage and Journey Stage as of.

Create Update Delete

When the RollWorks ABM <> Salesforce package is installed, a new row will be created in the RollWorks Account Data object in Salesforce.

When the sync conditions are met we will create two columns associated with the new row:

1. Journey Stage

2. Journey Stage as of

 

Each day, all matched accounts (regardless of account list presence) will have a journey stage name updated.

If an account no longer qualifies for journey stages, the date will not be updated.

When a Journey Stage is deleted, nothing should happen to the row.

Accounts will be re-distributed into a Stage, and the row will be updated based on the logic in columns C and D.

 

RollWorks Account Data: Unique Visitors

ℹ️ Field Definitions

Field Label & Field Name Definition

Unique Visitors (last 30 days)

adroll__Unique_Visitors__c

Each day we will write the number of unique visitors from the corresponding account.

Unique visitors as of

adroll__Unique_Visitors_as_of__c

Last-day data was synced for the Unique Visitors (last 30 days) field for the corresponding account.

 

🔄 Sync Conditions

Unique Visitors (last 30 days) and Unique Visitors as of are synced to Salesforce when all conditions below are true:

1. The Account has been added to a RollWorks Account List.

2. The website field in your Salesforce Account record is correctly filled out. 🔎Learn more here.

3. The website field matches the Account record in the RollWorks database.

These fields will not be synced to Salesforce if the Account is no longer on a RollWorks Account List, OR the Account does not meet the criteria of any of your journey stage definitions.

 

🔄 CRUD Operations

The following table describes how RollWorks creates, updates, and deletes custom objects in Salesforce for the fields Unique Visitors (last 30 days) and Unique Visitors as of.

Create Update Delete

When the RollWorks ABM <> Salesforce package is installed, a new row will be created in the RollWorks Account Data object in Salesforce.

When the sync conditions are met we will create two columns associated with the new row:

1. Unique Visitors (last 30 days)

2. Unique Visitors as of

Each day, all matched accounts that satisfy the conditions should have this field updated.

The values will never be deleted unless done so consciously.

 

RollWorks Account Data: Account Spikes

ℹ️ Field Definitions

Field Label & Field Name Definition

Spike Level

adroll__Engagement_Level__c

Website and advertising engagement level for the account, calculated based on our proprietary Account Spike data science model. Learn about Account Spikes here.

Last Spike Timestamp

adroll__Last_Surge_Timestamp__c

Last date an Account Spike in website and ad engagement was captured for the account. Learn about Account Spikes here.

Spike Had Matched Contacts

This is a true/false boolean field that indicates if we were able to match the engagement Spike for this Account to any of your existing CRM contacts at the moment the Spike happened. Learn about Sales Insights matched contacts here.

Spike Score Reason

adroll__Engagement_Score_Reason__c

The specific engagement actions that occurred leading to the last Account Spike. Learn about our Account Spike data science model here.

Spike Raw Score

adroll__Engagement_Raw_Score__c

Output of the Sales Insights data science model between 0-n. This field is only visible to users with 'RollWorks Admin' Salesforce permissions. Learn about our Account Spike data science model here.

All the fields in the table above are categorized under the custom field value Score Type = EngagementScore

 

🔄 Sync Conditions

Spike Level, Last Spike Time Stamp, Spike Had Matched Contacts, Spike Score Reason and Spike Raw Score are synced to Salesforce when all conditions below are true:

1. The company email domain is correctly entered under the 'website' field in the Salesforce Account record. 🔎 Learn more here.

2. The company email domain entered under the 'website' field in the Salesforce Account matches the Account record in the RollWorks database.

We write these fields to Salesforce even if the account is not part of an Account List.

Additionally, RollWorks only detects Account Spikes when the following conditions are met:

1. For assigned Salesforce Accounts: one Sales Insights Seat should be configured for the Salesforce user who owns the account to trigger email alerts for 'unassigned' or both 'assigned & unassigned' accounts.

2. For unassigned Salesforce Accounts: at least one Sales Insights Seat should be configured to receive email alerts for 'unassigned' or both 'assigned & unassigned' accounts.

🔎  Learn more about Account Spike data in our Sales Insights guide.

 

🔄 CRUD Operations

The following table describes how RollWorks creates, updates, and deletes custom objects in Salesforce for the fields Spike Level, Last Spike Time Stamp, Spike Had Matched Contacts, Spike Score Reason and Spike Raw Score.

Create Update Delete

When the RollWorks ABM <> Salesforce package is installed, a new row will be created in the RollWorks Account Data object in Salesforce.

When the sync conditions are met we will create four columns associated with the new row:

1. Spike Level

2. Last Spike Time Stamp

3. Spike Had Matched Contacts

4. Spike Score Reason

5. Spike Raw Score (for admins only)

Each day, all matched accounts that satisfy the conditions should have this field updated.

The value will be overwritten each day based on the latest spike level.

 

RollWorks Advertising Data

Screen Shot 2022-06-13 at 11.43.54 AM.png

ℹ️ Field Definitions

Field Definition
Advertising Spend Spend over the look-back days
Impressions Count of impressions over the look-back days
Clicks Count of ad clicks over the look-back days
Page Views Count of page views over the look-back days
CTC Count of click-through conversions over look back days
VTC Count of view-through conversions over look-back days
Look Back days

Rolling amount of days in which data is summarized for the 'RollWorks Advertising' object. 

The default Look Back window is 30 days.

This look back window can be changed by your Salesforce Administrator by changing the settings called 'Tracking Data Timeframe' in Salesforce. Learn more here.

 

🔄 Sync Conditions

Field Sync conditions Account List required?

Account-level Advertising performance:

  • Advertising Spend
  • Impressions
  • Clicks
  • Look Back Days

These data points are only synced over to your Salesforce Accounts when all the conditions below are true:

1. The Account has been added to a RollWorks Account List.

2. The website field in your Salesforce Account record is correctly filled out. 🔎 Learn more here.

3. The website field matches the Account record in the RollWorks database.

Yes, we only write these fields to Salesforce when the account is part of an Account List

Account-level Engagement performance:

  • Page Views
  • VTC
  • CTC

These data points are synced to your Salesforce Accounts when all the conditions below are true:

1. The website field in your Salesforce Account record is correctly filled out. 🔎 Learn more here.

2. The website field matches the Account record in the RollWorks database.

No, we write these fields to Salesforce even if the account is not part of an Account List

 

🔄 CRUD Operations

The following table describes how RollWorks creates, updates, and deletes custom objects in Salesforce for the fields Advertising Spend, Impressions, Page Views, CTV, VTC, and Look Back Days.

Create Update Delete

When the RollWorks ABM <> Salesforce package is installed, a new row will be created in the RollWorks Advertising object in Salesforce.

When the sync conditions are met we will create seven columns associated with the new row:

1. Advertising Spend

2. Impressions

3. Page Views

4. CTC

5. VTC

6. Look Back Days

Each day, all matched accounts that satisfy the conditions should have this field updated.

 

The values will never be deleted unless done so consciously. However, The values will be overwritten each day based on the latest advertising activity.

 

RollWorks Keyword Intent Data

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ℹ️ Field Definitions

Field Definition
Level

Very High, High. This field will indicate the intent level the account demonstrated for each keyword being tracked in RollWorks.

Keyword This field will show you which keyword the account is demonstrating intent at the given level.
Keyword Intent Sync Date This field will include a last sync date so you can ensure any Salesforce reports and automated processes are using the latest data.
Keyword Continuation This field is used in the event the Keyword volume exceeds the “Keyword” field’s maximum character count.
Keyword Intent Name A primary key of that has no meaning.  We recommend not including this field in the default layout.

 

🔄 Sync Conditions

Level, Keyword, Keyword Intent Sync Date, Keyword Intent Name, and Keyword Continuation are synced to Salesforce when all conditions below are true:

1. The Account is demonstrating intent for one of the keywords input into RollWorks 🔎 Learn more here.

2. The account already exists in Salesforce and the website field in your Salesforce Account record is correctly filled out. 🔎 Learn more here.

3. The website field matches the Account record in the RollWorks database.

RollWorks will sync these data every day and once we have 5 days worth of data we will start deleting data older than 5 days.

 

🔄 CRUD Operations

The following table describes how RollWorks creates, updates, and deletes custom objects in Salesforce for the fields Advertising Spend, Impressions, Page Views, CTV, VTC, and Look Back Days.

Create Update Delete

When the RollWorks ABM <> Salesforce package is installed, a new row will be created in the RollWorks Keyword Intent object in Salesforce.

When the sync conditions are met we will create seven columns associated with the new row:

1. Level

2. Keyword

3. Keyword Intent Sync Date

4. Keyword Continuation

5. Keyword Intent Name

Each day, all matched accounts that satisfy the conditions should have this field updated.

 

The values will never be deleted unless done so consciously. However, The values will be overwritten each day based on the latest advertising activity

 

 

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