Salesforce Reporting Guide

RollWorks Reports in Salesforce

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

After completing the initial Salesforce Integration setup you will be able to use this Salesforce data directly in RollWorks, however, if you are planning to view and use RollWorks data directly in Salesforce you must continue reading and complete the instructions in this article to enable and share reports.

At a high level your Salesforce reports can include the following RollWorks data: 

• • • Account-level Advertising performance. See the data fields available.
    • Account-level identification data. See the data fields available.
    • Contact-level Advertising performance. See the data fields available.

RollWorks data in Salesforce can be leveraged in the following ways:

• • • Seeing RollWorks data directly in your Account, Contact, and Lead records.
    • Using the 4 out-of-the-box RollWorks Custom reports available.
    • Customize the existing out-of-the-box report templates to meet your needs.
    • Build your own reports from scratch.

 

Read before you start

Before you start we strongly suggest that you complete the following steps to get the most out of using RollWorks data directly in Salesforce:

Step	Description	Why is this important?
Step 1	Confirm the default 30-day 'Tracking Data Timeframe' works for your reporting needs. Continue to the next section in this article to learn more.	RollWorks advertising data is summarized in your Salesforce fields for the time period selected in your 'Tracking Data Timeframe'. It is important that you know what is the period of time used to display your advertising metrics.
Step 2	Work with your Salesforce Administrator to add RollWorks custom objects and fields to your Page Layouts as related lists. Jump to the section in this article to learn how.	This step is required if you want to view RollWorks data fields directly in your Salesforce records when looking at a specific Account, Contact, or Lead.
Step 3	Work with your Salesforce Administrator to add the permission set called 'RollWorks Marketer' or 'RollWorks Admin' to all your Salesforce users that need to view RollWorks data or reports in Salesforce.	This step is required to ensure that all the team members that need access to view RollWorks fields, reports, and dashboards in Salesforce have the appropriate permissions.
Step 4	Work with your Salesforce Administrator to share the report folder called 'RollWorks Custom Reports' with all the Salesforce users that need access. Jump to this section in this guide 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.

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

The default Tracking Data Timeframe lookback window is set to 30 days. It is important that you understand this and change it if this does not work for your reporting needs.

To change the Tracking Data Timeframe you will need to work with our Salesforce Administrator to follow the instructions 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

• Click 'Edit'
• Set 'Tracking Data Timeframe (days)' to your preferred lookback window
• Click 'Save'

 

Edit your Salesforce Page Layouts

After completing the initial Salesforce Integration setup, RollWorks will automatically create custom objects in your Salesforce Org that will be used to export RollWorks account and contact data. You can visit this help center article to view the full list of custom objects and fields synced over from RollWorks to Salesforce.

🚨  If you want to see RollWorks data directly when looking at a Salesforce Account, Contact, or Lead record, your Salesforce Administrator must manually add the RollWorks custom objects and fields to your Salesforce Page Layouts as custom-related lists.

For your Salesforce Page Layout...	...add these Custom Objects as Related Lists:
Account Page Layout	RollWorks Account Data RollWorks Advertising
Contact Page Layout Lead Page Layout	RollWorks User Summary

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 permissions 'RollWorks Admin' or 'RollWorks Marketer'.

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

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

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

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

• 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

• 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' or 'RollWorks Marketer'.

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

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

• 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.

• 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 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' or 'RollWorks Marketer'.

• 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 4: Add 'RollWorks User Summary' to your Lead Page Layout

Repeat the exact same instructions outlined in Step 3 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.

 

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 in building custom reports for your organization:

Report Name	Description
Account Summary Report	This out-of-the-box report: Is based on the ‘RollWorks Advertising’ custom object. Shows you a list of your own Salesforce Account records with advertising metrics. Shows you advertising metrics aggregated per Account during the lookback window set in your custom settings. Is grouped by Account Owner. Includes the following metrics: Advertising Spend Clicks Click Conversion Impressions Page Views View Conversions Look Back Days
Contact Summary Report	This out-of-the-box Salesforce report: Is based on the 'RollWorks User Summary' custom object. Shows you a list of your existing Contact records with advertising metrics. Includes Advertising metrics aggregated during the lookback window set in your custom settings.  It is grouped by Account Name. Includes the following metrics: Impressions Clicks Click Conversion (CTC) View Conversion (VTC) Impression Costs
Lead Summary Report	This out-of-the-box Salesforce report: Is based on the 'RollWorks User Summary' custom object. Shows you a list of your existing 'Lead' records with advertising metrics. Includes Advertising metrics aggregated during the lookback window set in your custom settings.  It is grouped by Account Name. Includes the following metrics: Impressions Clicks Click Conversion (CTC) View Conversion (VTC) Impression Costs
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 CTC Influenced VTC Influenced Page Views Shows all new 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. You can customize the definition of RollWorks' influence on opportunities by utilizing Influenced Opportunity reporting directly on the RollWorks platform. For more information on how to set this up, please refer to this guide.

 

Share access to RollWorks reports

You can find these four out-of-the-box Salesforce reports in the 'RollWorks Custom Reports' folder under Salesforce Reports.

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

 

🚨  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 based on your Salesforce version:

For Salesforce Lightning follow the steps in this Salesforce Help Center article.

For Salesforce Classic the steps in this Salesforce Help Center 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.

 

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:

1. Your Salesforce user has the 'RollWorks Marketer' or ‘RollWorks Admin’ permissions assigned.
2. 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:

1. Your Salesforce user has the 'RollWorks Marketer' or ‘RollWorks Admin’ permissions assigned.
2. 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.