[NEW] Salesforce Custom Object Transition

What is changing

In September 2024 RollWorks is launching two new custom objects in Salesforce that will replace the legacy custom objects used to sync data from RollWorks to your Salesforce instance. We will sync data to both new and legacy custom objects until January 2025 to allow you to transition your Salesforce reports, dashboards, or automations to read from the new custom objects. 

No action is required if you do not use RollWorks data in any Salesforce reports, dashboards, or automations.  

Legacy custom objects and legacy out of the box reports will be deprecated in early January.

  New Custom Objects Legacy Custom Objects

Related to Account

RollWorks Aggregated Account Data

RollWorks Account Data

RollWorks Keyword Intent

RollWorks Advertising

Related to Contact/Lead

RollWorks Aggregated Contact/Lead Data

RollWorks User Summary

Report Types decide which custom objects and fields are available when creating a Salesforce report. Below are the new report types that pull data from the new custom objects.

  New Report Types Legacy Report Types

 

Related to Account

 

RollWorks Aggregated Account Data

RollWorks Aggregated Account Data with Account

RollWorks Account Data

RollWorks Keyword Intent

RollWorks Advertising

RollWorks Account Data with Account

RollWorks Keyword Intent with Account

RollWorks Advertising with Account

 

Related to Contact/Lead

RollWorks Aggregated Contact/Lead Data

RollWorks Aggregated Contact/Lead Data with Contact

RollWorks Aggregated Contact/Lead Data with Lead

RollWorks User Summary

RollWorks User Summary with Contact

RollWorks User Summary with Lead

Out-of-the-box Salesforce reports allow you to get started with minimum effort. You can use them as they are or customize them to your needs by applying different filters, columns and groupings.

  New Report Types Legacy Report Types

 Related to Account

RollWorks Account Advertising Report L90 days

RollWorks Account Insights

RollWorks Sales Insights Spiking Accounts

Account Summary Report

Account Spike Report

 Related to Contact/Lead

RollWorks Contact Advertising Report L90 days

RollWorks Lead Advertising Report L90 days

Contact Summary Report

Lead Summary Report

 

New vs Legacy Documentation

  New  Legacy
List of all custom objects, field names, API names and definitions New Custom Objects and Custom Fields Legacy Custom Objects and Custom Fields 
List of ready to use Salesforce reports available upon completing the initial integration setup New Out-of-the-box reports Legacy Out-of-the-box-reports

 

Benefits

Improved usability of data written back to Salesforce

You can now join different data types (e.g., Fit, Intent, Engagement, Advertising) in Salesforce Reports and Dashboards without requiring CRM Admin intervention. Prior to this update, critical data that aligns with your revenue organization was difficult to work with without a Salesforce Admin intervening.  

Support for multiple RollWorks Profiles to one Salesforce instance
If your company has multiple RollWorks Profiles, the new objects enable you to integrate multiple RollWorks Profiles into one Salesforce instance. With the new custom objects, RollWorks writes data back to your Salesforce instance for all your integrated RollWorks Profiles.
More engagement and advertising data

Syncing restrictions removed at the Contacts, Leads, and Accounts levels. Access more metrics at respective levels and uncover insightful data.

  • ICP Fit Grades are synced for all your Salesforce Account records, previously we only synced ICP Fit Grade for accounts that were part of an Account List.
  • Account and Contact advertising performance metrics are now aggregated for all types of campaigns launched via RollWorks, previously only Account-based campaigns were synced.
  • Increased volume of contact-level advertising performance metrics synced to Salesforce, previously only data from contacts with a submitted form-fill was written back.

 

How to Transition

Reach out to your Salesforce Admin and identify any reports, dashboards, or automations that are powered using data RollWorks writes back to Salesforce.

If you’re using Reports and Dashboards:

  1. Create brand new reports pulling from the new custom objects:
    • For Account-level reports: Use 'RollWorks Aggregated Account Data' with your Standard Account object.
    • For Contact-level and Lead-level reports: Use 'RollWorks Aggregated Contact/Lead Data' with your Standard Contact and Lead objects.
    • If the joined report you need does not exist, follow these instructions.
  2. Replicate your current reports using the new object custom fields to include equivalent fields. 
  3. Update any dashboards to use the new reports.

 

If you’re using Salesforce Flow Builder:

  1. If you expose RollWorks data from the old custom objects to your Standard Objects as a workaround to combine multiple types of RollWorks data in one report, you no longer need this workaround. The new objects allow you to join different data types (e.g., Fit, Intent, Engagement, Advertising) in one Salesforce report.
  2. If exposed use RollWorks data from our old custom objects in Salesforce Flows for other purposes, you will need to replicate the flows using the new custom objects.

If you display RollWorks data as a Related List in your Page Layouts

  1. Add the new custom objects to your Related List Page Layouts. Follow the instructions in this article.
  2. Remove the old objects from your Related List Page Layouts:
    • Remove 'RollWorks Account Data', 'RollWorks Keyword Intent', and 'RollWorks Advertising' from your Account Page Layout Related Lists.
    • Remove 'RollWorks User Summary' from your Contact and Lead Page Layout Related Lists

 

Deprecating Legacy custom objects

After you have migrated any Salesforce reports, dashboards, or flows to the new custom objects, we recommend deleting the deprecated objects from your instance, to avoid confusion.

If you do not delete the deprecated custom objects, nothing will happen as RollWorks will stop writing and updating data to the old objects in early January 2025.

 

FAQs

Do I need to do anything to start receiving the new custom objects in Salesforce?

On September 1st RollWorks will automatically upgrade your Salesforce<>RollWorks ABM package so that the new custom objects and out of the box reports are available without any intervention on your end. 

If you would like access to the new custom objects prior to the end of August, please reach out to your Customer Success Manager to join the closed beta waiting list.

 

What is going to be deprecated?

RollWorks will be deprecating the following in early January:

  • Legacy Custom Objects
    • RollWorks Account Data object
    • RollWorks Keyword Intent object
    • RollWorks Advertising object
    • RollWorks User Summary object
    • RollWorks Tracking Data setting
  • Legacy Out of the box Reports: 
    • Account Summary report
    • Contact Summary report
    • Lead Summary report
    • Account Spike report

All objects and reports that are being deprecated will have a replacement so there is no loss in data or functionality.

 

Are new Out-of-the-Box Reports available for the new Custom Objects?

We are actively working to bring you new out-the-box reports that pull from the new objects. More information coming soon.

 

What changes are being made to the Tracking Data Timeframe for the Advertising object?

We will be deprecating the Tracking Data Timeframe, and replacing it with out of the box timeframes of 7 days, 30 days, 90 days. 

If you require longer time frames like 180 days and 365 days, please provide that feedback to your Customer Success Manager.

 

What is going to happen to the out of the box reports?

The current out of the box reports will be deprecated.  RollWorks will replace the out of the box reports with new reports that replicate the functionality, but pull from the new custom objects. The new custom objects will have new names, and we will mark the legacy custom objects as deprecated.  More information will be shared as we progress the development of the new out of the box reports.  

 

Will the new custom objects have any effect on API calls or memory limits?

There will be no impact on API call limits. It’s possible that there may be memory limits between August and January while RollWorks is writing both legacy objects and new objects. If you run into memory limits, please reach out to your CSM.

 

Will the Create, Update, Delete parameters change with the new custom objects?

  • 'RollWorks Aggregated Account Data' object will be written back for any account that RollWorks matches. Previously, some data was only written back for accounts on an Account List in RollWorks.
  • 'RollWorks Aggregated Contact/Lead Data 'object will be written back for any contact or lead that RollWorks matches. Previously, data was only written back for contacts and leads that filled out a form on your website after the RollWorks pixel was placed.

 

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