Read before you continue
- You must complete the initial Installation of the AdRoll ABM app.
- The user completing the installation and authentication, referred as the Authenticated User must have the required permissions in this Help Center Article.
- This is a crucial step to ensure the integration is configured correctly and data is synced daily between the AdRoll ABM platform and Salesforce bidirectionally.
The AdRoll ABM App package for Salesforce includes three permission sets you can assign to your Salesforce End users to control access our data:
- AdRoll Admin permission set
- AdRoll Marketer permission set
- AdRoll Sales Insights permission set
You can find resources to learn how to assign permission sets to Salesforce users in this Salesforce Help Center article.
AdRoll Admin permission set
The AdRoll Admin permission set must be assigned to:
- The Authenticated user who completes the installation and authentication of the App package in Salesforce.
- The main Point of Contact(s) at your organization that will be using the AdRoll ABM platform.
When you grant the AdRoll Admin permission set to your End Users, they will have the following access:
- Read/Edit/Create/Delete RoillWorks Custom Objects in Salesforce
- Re-authorize your Salesforce account to connect with the AdRoll ABM platform
- Run and stop the data sync between Salesforce and the AdRoll ABM platform
- Exclude your existing customers using the Salesforce List Builder
- Sync your 1st party contact data for Personalized Ads
AdRoll Marketer permission set
Recommended for users who only need read/view access
This is the recommended permission set for your Salesforce End Users if they only need to view/read access to AdRoll Custom object data.
The AdRoll Marketer permission set enables these users to:
- View/Read AdRoll Custom Objects in Salesforce
- Please note you may need to ensure that end users have access to:
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- View Reports using AdRoll Custom Objects
- View Page Layouts that expose AdRoll Custom Objects data
-
AdRoll Sales Insights permission set
This permission set is automatically assigned to Salesforce users when they are granted a Sales Insights seat in your account.
This permission set enables Salesforce users to:
- View the Sales Insights Widget in Salesforce
Please note that assigning this permission set to an end user will only grant view access to the Visualforce Component for the Sales Insights Widget if they also have a Sales Insights Seat assigned in the AdRoll ABM platform.
Sales Insights Seat Management