Add your CRM admin as a new user in RollWorks Settings
We recommend adding your CRM admin to your RollWorks 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 click here or log in to RollWorks and navigate to Settings > Salesforce. If you have not integrated RollWorks 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 RollWorks 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 RollWorks, this setting allows you to select which one should be your Default CRM. RollWorks will consider this CRM to optimize your experience in the platform.
The following RollWorks 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 RollWorks advertising in your pipeline volume, potential revenue, closed won revenue and deal velocity.
- Write RollWorks data to CRM: RollWorks will write Advertising and Insights data to your Default CRM only, so that you can build reports or automations.
- Account Record Creation: from the RollWorks 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 amount value of your deals.
Contact & Lead Mapping
Contact and Lead field mapping is a critical step to configure how RollWorks creates 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 on 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 on Salesforce Field Mapping for Account Record Creation go to this article.