Salesforce Reporting Guide

The RollWorks Integration with Salesforce enables you to view advertising performance and ad-influenced revenue both in the RollWorks platform and directly in Salesforce. You can see influenced open opportunities, influenced pipeline revenue, influenced closed-won opportunities, and influenced closed-won revenue.

 

Out-of-the-box RollWorks Reports in Salesforce

Our RollWorks ABM App for Salesforce includes 4 Salesforce 'out-of-the-box' report templates to help you get started. You can use the following reports as is, or customize them to your needs:

Account Summary Report

This out-of-the-box report based on the ‘RollWorks Advertising’ custom object shows you a list of existing Salesforce accounts grouped by Account Owner with their corresponding RollWorks advertising metrics:

  • Advertising Spend
  • Clicks
  • Click Conversion (CTC)
  • Impressions
  • Page Views
  • View Conversions (VTC)
  • Look Back Days

The advertising metrics above are aggregated for each account for an amount of time equal to the look-back days. You can switch this default lookback period by changing the Salesforce setting called 'Tracking Data Timeframe'.ACCOUNT SUMMARY REPORT.png

Contact Summary Report
This out-of-the-box report based on the ‘RollWorks User Summary’ custom object shows you a list of existing Salesforce contacts grouped by Account Name with their corresponding RollWorks advertising metrics:
  • Impressions
  • Clicks
  • Click Conversion (CTC)
  • View Conversions (VTC)
  • Impression Costs

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The advertising metrics above are aggregated for each contact for an amount of time equal to the look-back days. You can switch this default lookback period by changing the Salesforce setting called 'Tracking Data Timeframe'.

Lead Summary Report
This out-of-the-box report based on the 'RollWorks User Summary' custom object shows you all leads matched by RollWorks Tracking Data grouped by Lead Status with their corresponding RollWorks advertising metrics:
  • Impressions
  • Clicks
  • Click Conversion (CTC)
  • View Conversions (VTC)
  • Impression Costs

The advertising metrics above are aggregated for each contact for an amount of time equal to the look-back days. You can switch this default lookback period by changing the Salesforce setting called 'Tracking Data Timeframe'.Screen Shot 2022-12-20 at 7.35.47 PM.png

Influenced New Opportunities Report
This out-of-the-box report summarizes the following metrics from advertising campaigns against the Account before the net new opportunity was created:
  • Influenced Impressions
  • Influenced Clicks
  • Influenced Click Conversions (CTC)
  • Influenced View Conversions (VTC)
  • Influenced Page Views

The report will include all opportunities that were created within 90 days of RollWorks' influence (impression/click/conversion) on the Account. By default, RollWorks defines 'Influenced New Opportunities' as any new opportunity created within 90 days of the Account being shown at least 1 impression from advertising campaigns.

If you want to customize the definition of RollWorks' influence for Influenced opportunities we suggest that you use the Advertising Account-based report directly in the RollWorks platform which allows you to customize the influenced Opportunity criteria to your needs. Screen Shot 2022-12-20 at 7.29.58 PM.png

 

Configuration requirements

Before you start using the out-of-the-box reports Salesforce reports we strongly suggest that you complete the following steps to get the most out of using RollWorks reports and metrics in Salesforce:

Requirements Why is this important?

Confirm the default 30-day Tracking Data Timeframe works for your reporting needs.

Continue reading this article to learn how.

RollWorks advertising data is summarized in your Salesforce fields for the time period configured in the 'Tracking Data Timeframe' Salesforce setting. It is important that you know how this lookback period is used to aggregate RollWorks advertising metrics.

Edit your Page Layouts to add RollWorks custom objects as related lists.

Jump to this section to learn how.

This step is required if you want your team to view RollWorks data directly in your Salesforce Account, Contact, or Lead records. 

Share the RollWorks Custom Reports folder with any Salesforce users that need access.

Jump to this section to learn how.

This step is required to ensure that all the team members that need access to view RollWorks out-of-the-box report templates can access them.

 

Confirm the Tracking Data Timeframe

The 'Tracking Data Timeframe' is the lookback window in which RollWorks Advertising data is aggregated and displayed in Salesforce for your Accounts, Contacts, and Leads.

Example

If your Tracking Data Timeframe is set to 30 days, 'RollWorks Clicks' in Salesforce will be the total clicks for a rolling 30-day lookback window. If you change the Tracking Data Frame to 7 days, 'RollWorks Clicks' in Salesforce will be lower, accounting for the total clicks for a rolling 7-day lookback window.

The default Tracking Data Timeframe value is set to 30 days in Salesforce. It is important that you understand this and change it if this does not work for your reporting needs. To change it, contact your Salesforce Administrator and follow the steps below:

  • Log in to Salesforce and Navigate to Setup > Custom Code > Custom Setting.
  • Click Manage next to the RollWorks Acct Based Marketing Settings custom setting.

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  • Click Edit and enter your desired Tracking Data Timeframe (days) value.
  • Click Save.

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Edit your Salesforce Page Layouts

After completing the initial Salesforce installation, RollWorks will automatically create custom objects and custom fields in your Salesforce instance and we will sync data daily. 

By default, RollWorks' custom objects and fields will not be visible to your Salesforce users, until you edit your existing Salesforce page Layouts and add the RollWorks custom objects as related lists.

For this Page Layout... ..add these Custom Objects as Related Lists:
  • Account Page Layout
  • RollWorks Account Data
  • RollWorks Advertising
  • RollWorks Keyword Intent
  • Contact Page Layout
  • Lead Page Layout
  • RollWorks User Summary
Account Page Layout example Contact Page Layout example
Screen Shot 2022-12-20 at 3.48.18 PM.png

 

The steps and screenshots provided below are a general guide to adding the RollWorks custom objects to your page layouts, however, these steps may be slightly different for your company depending on your own Salesforce page layout customizations.  Please refer to this Salesforce article for general help with adding related lists to your page layouts.

Step 1: Add 'RollWorks Advertising' to your Account Page Layout

By completing this step you will be making the RollWorks account advertising metrics visible directly in your own Account records for your Salesforce users with the permission 'RollWorks Admin'. Learn more about this data here.

  • Log in to Salesforce and go to Setup > Object Manager > Account > Page Layout.

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  • Click the name of your Account Layout, in the example, we are using the standard Account object.

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  • Type rollworks in the 'Quick Find' search box.
  • Select 'RollWorks Advertising' and add it to the Page Layout.

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  • Click the wrench icon next to 'RollWorks Advertising' to add the fields containing RollWorks advertising metrics to your Account Page Layout.

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  • Add the following fields to your Account Page Layout and click 'OK'
      • Advertising Spend
      • Clicks
      • Click Conversion
      • Impressions
      • Page Views
      • View Conversions
      • Look Back Days

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  • Save your Account Page Layout Settings, and you will now see RollWorks Advertising data on the page layout of your Salesforce Account records.

 

Step 2: Add 'RollWorks Account Data' to your Account Page Layout

By completing this step you will be making the RollWorks account identification and engagement data visible directly in your own Account records for your Salesforce users with the permissions 'RollWorks Admin'. Learn more about this data here.

  • Log in to Salesforce and go to Setup > Object Manager > Account > Page Layout

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  • Click Related Lists
  • Type rollworks in the Quick Find search box.
  • Select RollWorks Account Data and drag it to the Page Layout Related Lists

Screen_Shot_2022-04-13_at_11.04.23_AM.png

  • Click the wrench icon next to 'RollWorks Account Data' to add the fields containing RollWorks account Identification and engagement data to your Account Page Layout. Learn more about this data here.

Screen_Shot_2022-04-13_at_11.05.34_AM.png

  • Add the following fields to your Account Page Layout and click OK
      • Account List
      • Account Group
      • ICP Name
      • Fit Grade
      • Journey Stage
      • Journey Stage as of
      • Spike Level
      • Date of Last Spike
  • Save your Account Page Layout Settings, and you will now see RollWorks Account Data on the page layout of your Salesforce Account records.

Step 3: Add 'RollWorks Keyword Intent' to your Account Page Layout

By completing this step you will be making RollWorks Keyword Intent visible directly in your own Account records for your Salesforce users with the permissions 'RollWorks Admin'. Learn more about this data here.

  • Log in to Salesforce and go to Setup > Object Manager > Account > Page Layout.

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  • Click 'Related Lists'.
  • Type rollworks in the 'Quick Find' search box.
  • Select 'RollWorks Keyword Intent' and drag it to the Page Layout Related Lists.

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Click the wrench icon next to RollWorks Keyword Intent to add the fields containing RollWorks account Identification and engagement data to your Account Page Layout. Learn more about this data here.

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  • Add the following fields to your Account Page Layout and click 'OK'
    • Level
    • Keywords
    • Keywords Continuation
    • Keyword Sync Date
    • Keyword Intent Name - this internal ID we suggest not adding this field to your page layout.
  • Save your Account Page Layout Settings, and you will now see RollWorks Account Data on the page layout of your Salesforce Account records.

 

Step 4: Add 'RollWorks User Summary' to your Contact Page Layout

By completing this step you will be making the RollWorks account advertising metrics visible directly in your own Contact records for your Salesforce users with the permissions 'RollWorks Admin'.

  • Log in to Salesforce and go to Setup > Object Manager > Contact > Page Layout
  • Click Related Lists
  • Type rollworks in the Quick Find search box.
  • Select RollWorks User Summary and add it to the Page Layout.
  • Click the wrench icon next to RollWorks User Summary to make them visible in your Contact Page Layout.

  • Add the following fields to your Contact Page Layout and click OK
    • Clicks
    • Impressions
    • View Conversions (VTC)
    • Click Conversion
    • Lookback days
  • Save your Contact Page Layout Settings, and you will now see RollWorks User Data on the page layout of your Salesforce Contact records.

Step 5: Add 'RollWorks User Summary' to your Lead Page Layout

Repeat the exact same instructions outlined in Step 4 but applied to your Lead Page Layout. 

Once you complete the steps and save your Lead Page Layout Settings, you will see RollWorks User Data on the page layout of your Salesforce Lead records.

Share access to RollWorks reports

Contact your Salesforce Administrator

Before you or your team members can view and access these RollWorks reports in Salesforce, the folder called RollWorks Custom Reports must first be shared with you and your team by your Salesforce Admin.

The following steps must be completed by your Salesforce System Admin:

  • Log in to Salesforce and click the Reports tab.
  • Click Shared with me in left side panel.
  • Type rollworks in the searchbox.

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  • Based on your Salesforce version choose one of the options below:
    1. For Salesforce Lightning follow the steps in this Salesforce article.
    2. 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.

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      • 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 Admin permission set in Salesforce.

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FAQ & Troubleshooting

I cannot see the out-of-the-box ‘RollWorks Custom Reports’

If you are unable to see the out-of-the-box RollWorks reports in Salesforce or you are unable to create new reports using Salesforce data, your Salesforce Administrator may need to change your user permissions in Salesforce. Contact your Salesforce Administrator to ensure the following:

Your Salesforce user has the ‘RollWorks Admin’ permissions assigned.

The folder 'RollWorks Custom Reports' is shared with you and your team in Salesforce.

 

I cannot see data in RollWorks Custom Reports

If you are able to see RollWorks Custom Reports, but the data is blank contact your Salesforce Administrator to ensure the following:

Your Salesforce user has the ‘RollWorks Admin’ permissions assigned.

The Salesforce Administrator who originally authenticated the App, is n active Salesforce user, with the permission set 'RollWorks Admin'.

 

Why is there a discrepancy between advertising metrics in RollWorks and 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.

 

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