Transition to new custom objects starts September 2024
RollWorks will release new Salesforce custom objects and reports to all customers by September 1st 2024 and will continue to write data to both old and new custom objects for 90 days to give you time to transition your Salesforce reports, dashboards, or automations to read from the new custom objects.
Learn more about how to transition to the new objects here.
Sharing access to RollWorks Custom Reports
Contact your Salesforce Administrator
Before you can access these RollWorks reports in Salesforce, your Salesforce Administrator must share the folder called RollWorks Custom Reports and ensure you have the RollWorks Marketer permission set assigned in Salesforce.
The following steps must be completed by your Salesforce System Admin:
- Grant RollWorks Marketer permission set to any end users that need read/view only access to the RollWorks Custom Objects, this is necessary so that they can access the underlying data contained in reports.
- Share the reports folder called RollWorks Custom Reports with any end users that need access:
- In Salesforce navigate to the Reports tab
- Click Shared with me in the left side panel
- Type rollworks
- The instructions to share the folder vary depending on your Salesforce version:
- For Salesforce Lightning follow the steps in this Salesforce article
-
For Salesforce Classic follow the steps in this Salesforce article and the additional step-by-step instructions below:
- In the native Salesforce Reports tab, search for the folder provided by our RollWorks ABM App labeled RollWorks Custom Reports. Hover over the folder so the pin icon is displayed and click Share
-
-
- Select which groups you'd like to share access to the reports folder with. We recommend sharing with all marketing and sales-related groups that will be utilizing the RollWorks platform.
- Confirm all the Salesforce users in these groups have the RollWorks Marketer permission set in Salesforce.
-
Out-of-the-box RollWorks reports in Salesforce
The RollWorks integration with Salesforce syncs over fit, intent, engagement, advertising and other Account data based on configurations in RollWorks to your Salesforce instance using custom objects. In addition to Account data, RollWorks writes back Contact and Lead advertising and engagement data for users we are able to deanonymize. Click here for the full list of RollWorks data points synced to Salesforce.
Upon initial installation of the RollWorks ABM App for Salesforce five 'out-of-the-box' report templates will be automatically created under the report folder called RollWorks 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.
Click on the report names below to learn more about each of the 5 out-of-the-box Salesforce reports available.
RollWorks Account Advertising L90 days
Customizable report that surfaces spend, impression, click, and conversion data for accounts targeted in RollWorks. 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 RollWorks)
- Account View-Through Conversions (VTC) in the last 90 days (only attributed to RollWorks)
- Account Click-Through Conversions (CTC) in the last 90 days (only attributed to RollWorks)
- RollWorks 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 RollWorks 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.
RollWorks Contact Advertising L90 days
- 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 RollWorks)
- Contact View-Through Conversions (VTC) in the last 90 days (only attributed to RollWorks)
- Contact Click-Through Conversions (CTC) in the last 90 days (only attributed to RollWorks)
- RollWorks 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 RollWorks 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.
RollWorks Lead Advertising L90 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 RollWorks)
- View-Through Conversions (VTC) in the last 90 days (only attributed to RollWorks)
- Click-Through Conversions (CTC) in the last 90 days (only attributed to RollWorks)
- RollWorks 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 RollWorks 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.
RollWorks 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 will begin populating data. The RollWorks 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.
- RollWorks Aggregated Data ID - click this hyperlink to see the RW record for a specific Account
RollWorks Account Insights
Customizable report that surfaces that surfaces fit, intent, engagement and other account data based on configurations in RollWorks. 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 RollWorks.
- 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 RollWorks.
- 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 RollWorks.account 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 RollWorks.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.
- RollWorks Aggregated Data ID- click this hyperlink to see the RW record for a specific Account
Troubleshooting
Access Issues
If you encounter the following issues in Salesforce:
- Can't find the 5 Out-of-the-box RollWorks Custom Reports
- Can't create new reports using RollWorks Custom Objects
- Can't see any data populating in RollWorks Custom Reports
Complete the troubleshooting steps below:
- Ensure End Users have access to the folder called RollWorks Custom Reports:
- Ensure End Users have one of the following Permission Sets:
Salesforce Permission Set Details RollWorks Marketer Grants read/view access only to RollWorks Custom Objects.
RollWorks Admin Grants read/view/edit/create/delete access to RollWorks 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 RollWorks Admin permission set assigned.
-
- In RollWorks go to Settings>Salesforce to find the authenticated user email address
- In Salesforce go to Setup > Permission Sets > RollWorks Admin > Assigments
- In RollWorks go to Settings>Salesforce to find the authenticated user email address
-
Discrepancies between advertising metrics in RollWorks vs Salesforce
The advertising metrics you can see in the RollWorks 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 RollWorks. For this reason, you can expect to see a discrepancy lower than 10% for advertising metrics.