Salesforce Field Mapping for Account Creation

RollWorks can create new Account records in your Salesforce Org as part of the features below:


Default Salesforce Account Field Mapping

Any Account records created by RollWorks in your Salesforce org will be enriched with firmographic data using the field mapping below:

RollWorks Account Field Salesforce Account Field Notes
RollWorks sourced = True RollWorks sourced = True Mapping not customizable
Company Name Name Mapping not customizable
Domain Company Domain Name Mapping not customizable
Company Size Number of Employees Mapping not customizable
Company Revenue Annual Revenue Mapping not customizable
Country Country Mapping not customizable


RollWorks Sourced Field

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.


Default 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. 

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