Salesforce Reporting Guide

After completing the Salesforce Integration with RollWorks, you can view and build custom Salesforce reports directly in Salesforce using RollWorks data using RollWorks Advertising performance data.

What RollWorks data is available in Salesforce reports?

The RollWorks Integration with Salesforce enables you to view campaign 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. The reports available include campaign performance metrics at an Account-level and also at a Contact-level.

Can I see contact-level RollWorks advertising metrics in Salesforce?

Yes, you can see contact-level RollWorks advertising metrics in Salesforce. 

These metrics are based on an exact 1 to 1 match between:

• The email address captured by the RollWorks Pixel when your website visitors enter their email in a Conversion Audience (for example a demo request, or webinar sign-up form).
• The email address associated with a Contact in Salesforce.

What is the Tracking Data Timeframe and how do I change it?

The 'Tracking Data Timeframe' is the rolling window in which data summary fields are aggregated to Accounts, Contacts, and Leads. For example, if this field is set to 30 days, it will summarize campaign deliveries for a rolling 30-day window. However, if you adjust this setting to 7 days, it will be summarized data for a rolling 7-day window. 

The default Tracking Data Timeframe window is set to 30 days. To change it sign in to Salesforce and Navigate to 'Setup'> 'Custom Code' > 'Custom Setting'

• Click 'RollWorks Account Based Marketing Settings' custom setting
• Click 'Manage' > 'Edit'
• Set 'Tracking Data Timeframe (days)' to your preferred timeframe window
• Click 'Save'

How is data from RollWorks stored in Salesforce?

After completing the Salesforce Integration process outlined in this Help Center guide, RollWorks will automatically create a set of custom objects and custom fields in your Salesforce Org to export our ad performance data.

These custom objects are tied directly to your Account, Contact, and Lead records in Salesforce. This data is added to Page Layouts as custom related lists and can be added to your Salesforce reports and dashboards.

The following are the Salesforce custom objects and custom fields that store RollWorks data and the steps you should take to add them to your existing Salesforce page layouts:

Data Summary Custom Objects:

Data Summary Fields:

How do I Configure Account, Contact, and Lead Page Layouts for Salesforce?

We recommend including several custom fields from the RollWorks Summary objects to the page layout of the Account, Contact, and Lead page layouts to show RollWorks performance data on the corresponding record. You will have to work with your Salesforce admin to set these up.

Step 1: Add the RollWorks Summary Related List

• • Click 'Edit Layout' button from an Account, Contact, or Lead record page to enter the Page Layout Editor flow. 
  • For Account page layouts: In the editor modal, scroll down to 'Related Lists' to drag and drop the 'RollWorks Account Summary' into the Page Layout.
  • For Contact and Lead page layouts: In the editor modal, scroll down to 'Related Lists' to drag and drop the 'RollWorks User Summary' into the Page Layout.

Step 2: Add the RollWorks Summary Fields

• • Click the wrench icon to pull up the available fields to add to the RollWorks Summary Related List.

We recommend selecting the following fields to add to the page layout:

• • Impressions
  • Impression Costs - Spend
  • Clicks
  • Page Views - Account Summary only
  • VTC - View-through Conversion
  • CTC - Click-through Conversion
  • Look Back Days - The length of your Tracking Data Timeframe window

Step 3: Save and Repeat for Remaining Objects

Save your new page layout settings, and you will now see RollWorks Summary data on the page layout of your Salesforce record.

Repeat Step 1 and Step 2 in this guide to add the RollWorks Summary related list to the remaining record page layouts: Account, Contact, and Lead page layouts.

Once you have added the RollWorks Summary related lists to your Page Layouts:

• • These fields are only visible to users with RollWorks Admin or RollWorks Marketer permission sets granted
  • The data is summarized for the time period tied to the Tracking Data Timeframe custom setting.

What RollWorks Custom Reports are available in Salesforce?

Our RollWorks ABM App for Salesforce includes 4 Salesforce report templates to help you get started in building custom reports for your organization:

1. Account Summary Report: This reporting template pulls from data in the RollWorks Account Summary custom object to summarize the Impressions, Clicks, Spend (Impression Costs), Page View, Click-through Conversions (CTC), and View-through Conversions (VTC) data per Account record over the Tracking Data Timeframe window. 
2. Contact Summary Report: This reporting template pulls from data from the RollWorks User Summary custom object to summarize the Impressions, Clicks, Spend (Impression Costs), Click-through Conversions (CTC), and View-through Conversions (VTC) data per Contact record over the Tracking Data Timeframe window. 
3. Lead Summary Report: This reporting template pulls from data in the RollWorks User Summary custom object to summarize the Impressions, Clicks, Spend (Impression Costs), Click-through Conversions (CTC), and View-through Conversions (VTC) data per Lead record over the Tracking Data Timeframe window.
4. Influenced New Opportunities Report: This reporting template summarizes  Influenced Impressions, Influenced Clicks, Influenced CTC, Influenced VTC, and Influenced Page Views from ad campaigns against the Account before the net new opportunity was created. 
   1. 1. • 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 in the RollWorks platform. For more information on how to set this up, please refer to this guide.

How do I access RollWorks Custom Reports in Salesforce?

You can find these 4 default reporting templates in the 'RollWorks Custom Reports' folder under Salesforce Reports. Before your Salesforce users can access and customize RollWorks report templates, they must first be shared by your Salesforce Admin. The following steps must be completed by your Salesforce System Admin based on your Salesforce version (Lightning or Classic)

• For Salesforce Lightning follow these steps
• For Salesforce Classic follow these steps

For Salesforce Classic you can additional step-by-step instructions below: 

Step 1: Edit Custom Reports folder

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'.

Step 2: Share Folder with User Groups

Next, 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.

Step 3: Save and Assign Permission Sets

After sharing access with your marketing and sales user groups, click 'Done'.

Any user assigned either the RollWorks Admin or RollWorks User permission sets will have access to this report folder. For more information on how to assign RollWorks App permission sets, click here.