Salesforce Integration: Enable the Salesforce Data Sync Opt-In

During the initial Installation of the RollWorks ABM app in your Salesforce instance your CRM administrator must Opt-In the Salesforce Data Sync in the RollWorks ABM app settings.

Contact your Salesforce Administrator to Opt-in data sharing with RollWorks:

  • Log in to Salesforce 
  • Launch the RollWorks ABM App
  • Click the RollWorks Settings tab
  • Select Yes, opt-in to data sharing
  • Click Save

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If the Opt-In is not enabled you may experience issues with the Salesforce integration:

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  • Unavailable Salesforce filters when customizing Workflows

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