Filter Salesforce reports by Advertiser Profile

If your organization has multiple Advertiser profiles actively syncing data to one Salesforce Instance, we strongly suggest that your Salesforce admin create two separate sets of reports and dashboards, one for each Profile.

For each Account record, we will create one RollWorks Aggregated Data record. If you have multiple Advertiser Profiles, we will create one RollWorks Aggregated Data record for each Profile connected to Salesforce.

Apply the following filters to only display data from one specific profile in your reports:

1. Log in to one of your Advertiser Profiles and navigate to Settings
2. Click Advertiser Profiles under Company
3. Copy the Name listed for this Profile

• Log in to Salesforce and find the folder RollWorks Custom Reports under Shared with me
• Edit each report and apply the following filter:

• Repeat this step for each individual report that needs to be filtered by Profile.