Add your CRM admin as a new user in your account Settings
We recommend adding your CRM admin to your account as a new user so that they can log in at any time, view, and edit your Salesforce Integration settings.
To adjust your Salesforce Integration Settings, log in to AdRoll ABM and navigate to Settings > Salesforce. If you have not integrated your account with your Salesforce org, you will not be able to access these settings. Follow the steps in this article to complete the initial integration setup.
View your Integration Status
This section will provide you with the general information about your integration.
1. Authenticated User that is registered to manage the Salesforce integration. We strongly recommend using a dedicated placeholder user to manage/authenticate your integration, instead of an employee user.
- These are the 3 reasons why every company needs a dedicated Salesforce integration user.
- The Authenticated User should have these permissions in Salesforce.
2. The URL of your Salesforce instance.
3. Status of your integration.
4. Button to disable the integration. This will stop the sync, but will not uninstall the RollWorks ABM package from your Salesforce Instance. If you want to completely remove the RollWorks ABM App from your instance, contact our Customer Support team.
Select your preferred Sync cadence
Salesforce and the AdRoll ABM platform's bi-directional sync can be configured every 24 hours or every 6 days.
Select Salesforce as your Default CRM
In the event that you have both Salesforce and HubSpot integrated with the AdRoll ABM platform, this setting allows you to select which one should be your Default CRM. We will consider this CRM to optimize your experience in the AdRoll ABM platform.
The following features can only be configured for your Default CRM:
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- Sales Insights features: Seat Assignment, Account Spike email alerts, Account Spike reports in CRM, and the Sales Insights Widget in CRM.
- Revenue Impact report: This report uses your CRM data to show the influence of our advertising on your pipeline volume, potential revenue, closed won revenue, and deal velocity.
- Write our data to CRM: The AdRoll ABM platform exports Advertising and Insights data to your Default CRM only, so that you can build reports or automations.
- Account Record Creation: From the AdRoll Command Center, you can push the creation of new Account records to your default CRM.
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Select your Revenue Field in Salesforce
Here you can select the Revenue Field in your Salesforce Opportunities that we should use to calculate $ Amounts revenue metrics in the Revenue Impact Report.
Select the Total Revenue Value recorded against an Opportunity
You should carefully select the appropriate Opportunity amount field that reflects the total revenue value recorded against an opportunity
When selecting the Revenue Field from the dropdown, we will display any standard and custom opportunity fields that have a numerical value. These values will differ from the ones shown in the screenshot below because they are customized by your Sales Ops team. Speak to your CRM Administrator or Sales Ops team to find out the field used to capture the total value of your deals.
Select your Keyword Intent Sync
Select if you want to sync Keyword Intent Data to Salesforce in a custom object every 24 hours or not at all.
Contact & Lead Mapping
Contact and Lead field mapping is a critical step to configure how we create contacts and leads in your Salesforce Org, ensuring that data flows smoothly and accurately. Currently, field mapping customization is available for Salesforce Contacts and Salesforce Leads to support the creation of these records when you launch a Contact Discovery Workflow.
To learn more about Salesforce Field Mapping for Contact Lead record Creation, go to this article.
Account Field Mapping
Currently, field mapping for Salesforce Account fields is fixed and cannot be customized. It has a view option that allows you to preview the default Account object Field Mapping.
To learn more about Salesforce Field Mapping for Account Record Creation, go to this article.