Contact your Salesforce Administrator
Before you can access these reports in Salesforce, your Salesforce Administrator must share the folder called AdRoll Custom Reports and ensure you have the AdRoll Marketer permission set assigned in Salesforce.
Out-of-the-box AdRoll reports in Salesforce
The integration with Salesforce syncs over fit, intent, engagement, advertising, and other Account data based on configurations in the AdRoll ABM platform to your Salesforce instance using custom objects. In addition to Account data, we write back Contact and Lead advertising and engagement data for users we are able to deanonymize. Click here for the full list of data points synced to Salesforce.
Upon initial installation of the AdRoll ABM App for Salesforce, five 'out-of-the-box' report templates will be automatically created under the report folder called AdRoll Custom Reports to help you get started with your reporting needs. You can use the out-of-the-box reports as is, or customize them to your needs.
By default, the 'out-of-the-box' Dashboard is accessible for all Salesforce users with view-only access.
| Report Name | Salesforce Report Definition |
|---|---|
| AdRoll: Contact Advertising L90 days | Customizable report that surfaces spend, impression, click, and conversion data for contacts targeted in AdRoll |
| AdRoll: Lead Advertising L90 days | Customizable report that surfaces spend, impression, click, and conversion data for leads targeted in AdRoll |
| AdRoll: Account Advertising L90 days | Customizable report that surfaces spend, impression, click, and conversion data for accounts targeted in AdRoll |
| AdRoll: Account Insights | Customizable report that surfaces fit, intent, engagement and other account data based on configurations in AdRoll |
| AdRoll: Sales Insights Spiking Account | Customizable report that surfaces each accounts that are spiking in engagement, and the actions that drove the Spiking Accounts |
Click on the report names below to learn more about each of the 5 out-of-the-box Salesforce reports available.
AdRoll Account Advertising L90 days
Customizable report that surfaces spend, impression, click, and conversion data for accounts targeted in the AdRoll ABM platform. This report will show any contacts with at least 1 impression in the last 90 days, grouped by Account Owner.
- Account Owner - The report is grouped by this field
- Account Name
- Account Website
- Account Ad Spend in the last 90 days
- Account Ad Impressions in the last 90 days
- Account Ad Clicks in the last 90 days
- Account Conversions in the last 90 days (sum of all conversions, both attributed and not attributed to the AdRoll ABM platform)
- Account View-Through Conversions (VTC) in the last 90 days (only attributed to the AdRoll ABM platform)
- Account Click-Through Conversions (CTC) in the last 90 days (only attributed to the AdRoll ABM platform)
- AdRoll Aggregated Data ID - click this hyperlink to see the RW record for a specific Account
The advertising metrics above are aggregated for each account for the last 90 days. For each AdRoll advertising metric above, we provide 3 different custom fields to replicate this report using different look-back periods: last 7 days, last 30 days, and last 90 days.
AdRoll Contact Advertising L90 days
Customizable report that surfaces spend, impression, click, and conversion data for contacts targeted in the AdRoll ABM platform. This report will show any contacts with at least 1 impression in the last 90 days, grouped by Account Name.
- Account Name - The report is grouped by this field
- Contact Name, Contact Last Name
- Contact Title
- Contact Email
- Contact Ad Spend in the last 90 days
- Contact Ad Impressions in the last 90 days
- Contact Ad Clicks in the last 90 days
- Contact Conversions in the last 90 days (sum of all conversions, both attributed and not attributed to the AdRoll ABM platform)
- Contact View-Through Conversions (VTC) in the last 90 days (only attributed to the AdRoll ABM platform)
- Contact Click-Through Conversions (CTC) in the last 90 days (only attributed to the AdRoll ABM platform)
- AdRoll Aggregated Data ID - click this hyperlink to see the RW record for a specific Contact
The advertising metrics above are aggregated for each contact for the last 90 days. For each AdRoll advertising metric above, we provide 3 different custom fields to replicate this report using different look-back periods: last 7 days, last 30 days, and last 90 days.
AdRoll Lead Advertising L90 days
Customizable report that surfaces spend, impression, click, and conversion data for leads targeted in AdRoll grouped by Account Owner. This report will show any leads with at least 1 impression in the last 90 days.
- Lead Name, Lead Last Name
- Lead Title
- Lead Email
- Ad Spend in the last 90 days
- Ad Impressions in the last 90 days
- Ad Clicks in the last 90 days
- Conversions in the last 90 days (sum of all conversions, both attributed and not attributed to the AdRoll ABM platform)
- View-Through Conversions (VTC) in the last 90 days (only attributed to the AdRoll ABM platform)
- Click-Through Conversions (CTC) in the last 90 days (only attributed to the AdRoll ABM platform)
- AdRoll Aggregated Data ID - click this hyperlink to see the RW record for a specific Lead
The advertising metrics above are aggregated for each lead for the last 90 days. For each AdRoll advertising metric above, we provide 3 different custom fields to replicate this report using different look-back periods: last 7 days, last 30 days, and last 90 days.
AdRoll Sales Insights Spiking Account
Only after you have completed the initial setup of Sales Insights and you have assigned Sales Insights seats to your sales team, this report will begin populating data. The AdRoll Sales Insights Spiking Account report will show you a list of Accounts spiking based on our proprietary account spike data science model, showing accounts with increased levels of engagement compared to a previous 3-business-day baseline. Learn how Account Spikes are calculated here.
This report is grouped by Account Owner and includes the following columns:
- Account Owner - The report is grouped by this field
- Account Name
- Account Website
- Spike Level - Website and advertising engagement level for the account compared to a prior activity, calculated based on our proprietary Account Spike data science model.
- Spike Reason - The specific engagement actions that occurred leading to the last Account Spike, calculated based on our proprietary Account Spike data science model.
- Spike Date - Last date an Account Spike in website and ad engagement was captured for the account. Calculated based on our proprietary Account Spike data science model.
- Spike: Number of Matched Contacts - Number of contacts that contributed to the Account Spike event. If we are able to match the Spike for this Account to any of your existing CRM contacts at the moment the Spike happened this field will indicate how many contacts were matched. if we are not able to match a contact this field will be 0. Please note that we only match 'Spike: Number of Matched Contacts' against contact records, leads are excluded.
- AdRoll Aggregated Data ID - click this hyperlink to see the RW record for a specific Account
AdRoll Account Insights
Customizable report that surfaces fit, intent, engagement, and other account data based on configurations in the AdRoll ABM platform. This report is filtered to show only Accounts that are on a specific Journey Stage. If the Journey Stage is blank, they will not appear in this report.
- Account Owner - The report is grouped by this field
- Current Journey Stage - Journey Stage the account is currently in. Journey Stage will not be synced if the Account does not meet the criteria of any of your stages. Learn more about Journey Stages here.
- Account Name
- Account Website
- Account Very High Intent Keywords in the last 7 days - This field will show you which keyword the account is demonstrating a Very High level of intent. Very High level means the account is consuming content related to that keyword in the top 1% of all other keywords tracked by us.
- Account Count of Very High Intent Keywords in the last 7 days - Number of keywords the account is surging with Very High Intent in the last 7 days. Very High level means the account is consuming content related to that keyword in the top 1% of all other keywords tracked by us.
- Account High Intent Keywords in the last 7 days - This field will show you which keyword the account is demonstrating High level of intent. High Level means the account is consuming content related to that keyword in the top 10% of all other keywords tracked by us is demonstrating intent at a High level.
- Account Count of High Intent Keywords in the last 7 days - Number of keywords the account is surging with Very High Intent in the last 7 days. High Level means the account is consuming content related to that keyword in the top 10% of all other keywords tracked by the AdRoll ABM platform. The account is demonstrating intent at a High level.
- Account Page Views in the last 90 days - Count of all Page Views for an Account during the specified look-back days.
- Account Unique Visitors in the last 90 days - Count of Unique Visitors for an Account during the specified look-back days.
- ICP 1 Name - Name of the Ideal Customer Profile (ICP) associated with a fit grade. Learn how we determine ICP Fit Grade here.
- ICP Fit Grade - Fit grade from A to F used to score the account based on the account's resemblance to your ICP model.
- AdRoll Aggregated Data ID- click this hyperlink to see the RW record for a specific Account
Out-of-Box Reports for Individual Sales Reps
The AdRoll Account Engagement & Priority Dashboard utilizes the following out-of-the-box reports to present data to your Sales Representatives.
Under the AdRoll Custom Reports folder you will find additional reports built specifically for individual sales reps that surfaces spiking accounts, known contacts, and key interactions across a sales representative’s assigned accounts, helping you quickly identify where to focus outreach.
These reports are used to enable the Out-of-the-Box Account Engagement & Priority Dashboard.
| Salesforce Report Name | Salesforce Report Definition |
|---|---|
| AdRoll: My Spiking Accounts L7 days | Identifies Spiking Accounts (High, Medium, Low) in the last 7 days using AdRoll's proprietary algorithm, which detects recent increases in levels of account engagement. |
| AdRoll: My Accts w/Impressions L30 days | Highlights assigned accounts who were served an AdRoll ad impression in the last 30 days. Includes ad click metrics and AdRoll high/very high intent (keywords defined in AdRoll's platform). |
| AdRoll: My Accounts by Journey Stage | Details on all assigned accounts, displaying their current journey stage (defined in AdRoll's platform). It includes key journey metrics such as the stage change date, stage movement (progression or regression), and the Journey Prediction score. |
| AdRoll: My Accts w/Journey Stage Engaged | Accounts with an 'Engaged' journey stage (3+ page views in 30 days, paid/organic efforts). Used to show accounts with recent website engagement. |
| AdRoll: My Contacts w/ Activity L60 days | Details on assigned/owned 'contacts' engagement metrics (page views) in the last 7, 30, and 60 days to monitor recent individual activity. Activity also includes AdRoll ad clicks in the last 60 days. |
| AdRoll: My Leads w/ Activity L60 days | Details on assigned/owned 'leads' engagement metrics (page views) in the last 7, 30, and 60 days to monitor recent individual activity. Activity also includes AdRoll ad clicks in the last 60 days. |
Troubleshooting
Access Issues
If you encounter the following issues in Salesforce:
- Can't find the 5 Out-of-the-box AdRoll Custom Reports
- Can't create new reports using AdRoll Custom Objects
- Can't see any data populating in AdRoll Custom Reports
Complete the troubleshooting steps below:
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Ensure End Users have access to the folder called AdRoll Custom Reports
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Ensure End Users have one of the following Permission Sets:
Salesforce Permission Set Details AdRoll Marketer Grants read/view access only to AdRoll Custom Objects. AdRoll Admin Grants read/view/edit/create/delete access to AdRoll Custom Objects.
Grants access to advanced App settings to manage and pause the integration sync.
- Ensure the Authenticated User controlling the integration is active in Salesforce and has the AdRoll Admin permission set assigned.
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In AdRoll ABM go to Settings>Salesforce to find the authenticated user email address
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In Salesforce go to Setup > Permission Sets > AdRoll Admin > Assigments
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Discrepancies between advertising metrics in AdRoll ABM vs Salesforce
The advertising metrics you can see in the AdRoll ABM platform and directly in Salesforce may slightly differ due to how often data is pushed to Salesforce compared to the relative real-time calculation in the AdRoll ABM platform. For this reason, you can expect to see a discrepancy lower than 10% for advertising metrics.