March 3rd 2025: Legacy Custom Objects no longer receive data
What changes are happening to the legacy objects on March 3rd?We stopped sending new data to the legacy objects. This means you can safely delete data records from these objects to free up storage costs.
When will the legacy objects be officially deprecated?We plan to mark legacy objects as deprecated in the coming weeks, this process requires careful testing to ensure it doesn't affect the package functionality.
Can I delete the legacy objects now?While you can delete the data records from these objects to save storage costs, you cannot yet remove the legacy objects and fields. In the upcoming weeks we’ll release a new version of the package and provide clear instructions once it's safe to delete the objects from your Salesforce installation.
What is changing
- In 2024 RollWorks released new Salesforce custom objects to export RollWorks data
- On March 3rd 2025 we stopped exporting data to legacy Salesforce custom objects
To maintain uninterrupted access to RollWorks data in your CRM, it's crucial to update the following to reference the new custom objects:
- Review and replicate all Salesforce reports that use RollWorks data
- Update any Salesforce dashboards displaying RollWorks data
- Reconfigure Salesforce Flows that rely on RollWorks data
Jump to this section to learn how to transition.
New vs Legacy Custom Object Names
Use the reference tables below to quickly identify which new objects replace the previous ones in your Salesforce setup.
| 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 |
New vs Legacy Report Types
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 |
New vs Legacy Out-of-the-box Reports
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 |
New Custom Object Benefits
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.
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:
- 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.
- Replicate your current reports using the new object custom fields to include equivalent fields.
- Update any dashboards to use the new reports.
If you’re using Salesforce Flow Builder:
- 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.
- 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
- Add the new custom objects to your Related List Page Layouts. Follow the instructions in this article.
- 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
FAQs
What has been deprecated?
-
-
- 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 deprecated objects and reports have a replacement so there is no loss in data or functionality.
Do I need to do anything to start receiving data to the new custom objects in Salesforce?
We automatically upgraded your Salesforce App package so that the new custom objects and out of the box reports are available without any intervention on your end.
What changes are being made to the Tracking Data Timeframe for the Advertising object?
We deprecated the setting called Tracking Data Timeframe, and replacing it with out of the box timeframes of 7, 30, 60, and 90 days.
Do the new custom objects have any effect on API calls or memory limits?
There will be no impact on API call limits.