What is the Salesforce Integration
The Salesforce Integration for RollWorks connects your Salesforce org to the RollWorks platform to power your account-based strategy. With this integration you will be able to:
- Push RollWorks Account Scoring grades to Salesforce: Create your own ICP models to score your accounts and push their A-to-F ICP Fit Grade to Salesforce.
- Push newly discovered accounts to Salesforce: Use RollWorks firmographic and intent data to discover new accounts and push them to Salesforce.
- View RollWorks performance data in Salesforce: Run Salesforce reports using account, opportunity, contact, and lead data combined with RollWorks advertising metrics. Learn more in this Help Center Salesforce Reporting Guide.
- Create Account Lists and Account Groups: combine RollWorks company data and Account Intent with your Salesforce data to create the dynamic lists you will target with RollWorks.
- Create Ideal Customer Profile Models: sync over your best Accounts from Salesforce as your ICP model training data to power Account Scoring.
- Create Contact Audiences from Salesforce: Dynamically sync email lists directly from Salesforce to target known contacts and leads.
- Use Salesforce data in Journey Stages to inform your ABM measurement: Utilize Salesforce data to define Journey Stages and view Journey Events in the RollWorks platforms to understand how your accounts progress using Journey Stages
- Run advertising playbooks using Salesforce data: Use fit, intent, and engagement signals from RollWorks combined with your Salesforce data to engage these audiences with advertising Playbooks.
- Deploy cross-channel orchestration through our Partner Integrations using Salesforce data: Use fit, intent, and engagement signals from RollWorks combined with your Salesforce data to engage these audiences with cross-channel orchestration.
Who can access
To use the Salesforce Integration with RollWorks you must have:
- An API-enabled Salesforce edition such as Enterprise Edition, Unlimited Edition, Developer Edition, or Performance Edition. Click here to view the latest list of API-enabled Salesforce editions.
- A RollWorks subscription package: Starter, Standard, Professional, or Ultimate.
To find out what Salesforce Edition your company has you can follow these Salesforce Help Center instructions.
To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.
Connect Salesforce to RollWorks
Step 1 - Install the RollWorks ABM App in Salesforce
You will need to work with your Salesforce Administrator to install the RollWorks ABM Salesforce App. The person completing the Salesforce installation must have:
- Salesforce permissions to download AppExchange Packages.
- Login credentials to access your company RollWorks account.
Follow the instructions below to complete the App installation:
- Find your Salesforce App installation Link emailed by your RollWorks Onboarding Manager, or log in to RollWorks and go to Integrations > Salesforce > 'Copy Salesforce App Link'
- In a new browser window log in to Salesforce.
- Paste the Salesforce App installation Link in your browser's address bar and hit enter.
- From the Salesforce installation screen, select 'Install for Admins Only' to ensure that only administrators have access to all objects, fields, pages, and page layouts. In a later step, we will assign different permission sets in Salesforce for your users.
- After the RollWorks ABM App is installed in your Salesforce Org you will receive an email from Salesforce confirming the package was installed successfully.
- To verify that your app has been installed go to Salesforce and navigate to 'Apps' > 'Installed Packages' and you should see a package named 'RollWorks ABM App' on the list of packages installed.
Step 2 - Determine the Salesforce user that will manage the integration
Before you start, please be aware that the Salesforce user that will manage the integration with RollWorks must have the following Salesforce permissions:
Salesforce permissions required to complete this installation:
|
Choose one of the 3 options below to determine who will be the Salesforce user that will manage the Salesforce Integration with RollWorks going forward:
|
OPTION 1 🏆 Recommended |
OPTION 2 🛑 Not Recommended |
OPTION 2 🛑 Not Recommended |
|---|---|---|
Option 1. Create a Salesforce Integration User (recommended)
-
-
- An Integration Users is a dedicated (not used by a human) full Salesforce license that has a custom profile, permissions set, and is used to manage all 3rd party integrations for the entire org.
- Use a dedicated email such as integrationuser@yourdomain.com.
- Assign the user permissions required by RollWorks listed here.
-
🏆 We recommend using this method to prevent data sync interruption in the event that the original authorized user leaves your company and their Salesforce user profile is deactivated. Learn more about the benefits of using a dedicated Salesforce Integration user in this Salesforce blog post.
Option 2. Use an existing Salesforce System Admin
-
-
- Salesforce System Admins will automatically have the user permissions required by RollWorks listed here.
-
🛑 This option is not recommended as it may result in the interruption of data sync in the event that this user leaves your company and their Salesforce user profile is deactivated.
Option 3. Add additional permissions to an existing Salesforce user
-
-
- Select an existing Salesforce user and extend their Salesforce user permissions required by RollWorks listed here.
-
🛑 This option is not recommended as it may result in the interruption of data sync in the event that this user leaves your company and their Salesforce user profile is deactivated.
Step 3 - Assign user permissions sets to your Salesforce users
In this step, you will assign permissions sets to your Salesforce users that will use the RollWorks ABM App in Salesforce or that need to see RollWorks data and reports in Salesforce. There are three different permissions sets that you can assign to your Salesforce users:
RollWorks Admin permission set
Assign this permission set to the Salesforce users responsible for managing the integration so that they can:
- Complete the initial integration setup between Salesforce and RollWorks.
- Authenticate your Salesforce account to connect with RollWorks.
- Schedule, run and stop the data sync between Salesforce and RollWorks.
- Have read and write access to all pages, objects, and fields used by the RollWorks ABM App.
- Create, edit and delete RollWorks Audience Manager segments and attributes syncing to RollWorks.
RollWorks Marketer permission set
Assign this permission set to your Salesforce users that need read-only access to the RollWorks ABM App so that they can:
- Use the RollWorks ABM App to create contact lists to sync over to RollWorks.
- Have read access to all pages, objects, and fields used by the RollWorks ABM App. This will enable these users to see RollWorks data directly in Salesforce
RollWorks Sales Insights permission set
This permission set is assigned automatically to your Salesforce users that have been assigned a Sales Insights seat in the RollWorks platform settings. Please refer to this Sales Insights Help Center guide to learn more about this feature.
Step 4 - Authorize the App and start Sync
- Login to Salesforce with a user account that has been granted the required RollWorks permission set listed here.
-
Go to the Salesforce App Launcher and select 'RollWorks ABM App'.
- Scroll down to 'Salesforce Data Sync Settings', select 'Yes, opt-in to data sharing' to enable RollWorks to ingest Account, Opportunity, Contact, Lead, and Activity data.
- Click 'Save'
- Click 'Authorize RollWorks ABM'
- Enter your RollWorks login credentials on the next screen and click 'Sign In'
- Click 'Allow' on the next screen
- After successfully authorizing your RollWorks account you will see a prompt that says 'Success! We've connected your Audience to RollWorks'
- Go back to Salesforce, click the Salesforce App Launcher and select 'RollWorks ABM App'.
- Click the 'RollWorks Settings' tab.
- You will see the message "RollWorks ABM is now connected to Salesforce" confirming that you have successfully connected your Salesforce org to RollWorks.
- Click 'Start Sync Job'
- Your RollWorks account is now connected to Salesforce and you will see the next sync time listed as 'Next Scheduled Run'. After this sync, this Salesforce data will be available in RollWorks.
Next Steps
After the initial installation is complete you should follow the steps in this Salesforce Reporting Setup Guide to ensure your users can view RollWorks data in Salesforce and can access our RollWorks Custom Report templates.
Troubleshooting
If you are experiencing issues with the Salesforce integration you may need to grant RollWorks temporary access to Salesforce for our engineering team to troubleshoot. If you do not have permission to 'Grant Account Login Access' to RollWorks, please contact your Salesforce Administrator.
To learn more about how to grant account login access to RollWorks visit this Salesforce article or follow the instructions below.
-
Grant RollWorks Account Login Access in Salesforce Lightning:
-
- Login to Salesforce and click the avatar on the top right corner and click 'Settings'.
- Click 'Grant Account Login Access' on the left side navigation panel.
- Find 'NextRoll Support' and click the 'Access Duration' dropdown.
- Select '1 Week' and click 'Save'.
-
🚨 If you cannot see 'NextRoll Support' listed under 'Grant Access' please reach out to your Salesforce Administrator to adjust your permissions to allow you to access this setting. Learn more here.
-
Grant RollWorks Account Login Access in Salesforce Classic:
-
- Login to Salesforce and click the avatar
- Depending on your Organization settings, the Setup button is next to the logged in user's name at the top right corner of the page or listed as a drop-down option when the logged in user's name is clicked.
- Click 'Setup' > 'My Personal Information' > 'Grant Login Access'
- Click 'Your Name' > 'My Settings' > 'Personal' > 'Grant Account Login Access'
- Find 'NextRoll Support' and click the 'Access Duration' dropdown
- Select '1 Week' and click 'Save'
-
Salesforce data pushed to RollWorks
Visit this comprehensive help center article guide to learn what Salesforce data is ingested by RollWorks and how is synched.
RollWorks data pushed to Salesforce
Visit this comprehensive help center article guide to learn what RollWorks data is ingested by Salesforce and how is synched.
Use Cases
Read through the four use cases below to leverage the Salesforce Integration with RollWorks and find step by step instructions:
|
Use Case |
Example |
How |
|---|---|---|
|
Create and sync Account Lists and Account Groups based on Salesforce fields |
Define the Account Lists and Groups you want to target in RollWorks using your own Salesforce fields |
Go to the Account List Builder in the RollWorks platform and select Salesforce as your data source. |
|
Define Journey Stages based on Salesforce fields |
Customize Journey Stages to understand how accounts progress through the sales cycle using your own Salesforce fields |
Go to Journey Stages in the RollWorks platform to edit, or add new stages. |
|
Sync Salesforce email lists into RollWorks as a Contact Audiences |
Target known contacts from Salesforce with advertising. Exclude known contacts/leads from your campaigns |
Use the RollWorks List Manager in Salesforce to create a people list, and sync it over to RollWorks as a Contact Audience. |
|
Create and sync Account Lists to use in our General Exclusions |
Exclude specific Accounts from your advertising campaigns, for example, some of your existing customers |
Use the RollWorks List Manager in Salesforce to create a company list, and use it in RollWorks General Exclusions. |
|
Create new accounts records in Salesforce from your RollWorks Account Lists. |
Add new accounts to Salesforce that do not exist yet in your CRM based on their fit, engagement, or intent signals. |
Go to RollWorks, select an Account List, and manually push the accounts to Salesforce. Learn how-to here. |
RollWorks List Manager
The RollWorks List Manager is a tool in Salesforce that allows you to create people and company lists directly in Salesforce to import them to RollWorks two for specific use cases that are not yet supported directly in the RollWorks platform.
✍️. You cannot use the RollWorks List Manager in Salesforce to create Account Lists and Groups you want to target with advertising. Use the Account List Builder directly in the RollWorks platform instead.
|
When to use the RollWorks List Manager in Salesforce |
Example |
|
Sync Salesforce email lists into RollWorks as a Contact Audience. |
Target known contacts from Salesforce with advertising. Exclude known contacts/leads from your campaigns. |
|
Create and sync Account Lists to use in our General Exclusions. |
Exclude specific companies from all your advertising efforts, for example, some of your existing customers and competitors. |
FAQs
How do I verify if the Salesforce App is installed?
To verify if the Salesforce App has been installed login to Salesforce and navigate to 'Apps' > 'Installed Packages'. You should see a package named 'RollWorks ABM App' on the list of packages installed.
Does the Salesforce Integration with RollWorks affect my Salesforce Organization’s API request limits?
How do I re-authorize the Salesforce Integration?
If the Salesforce user that originally authorized your RollWorks Integration in Salesforce leaves your company and their user profile is deleted from Salesforce, you may need to re-authenticate the Integration. to prevent this from happening in the future, we recommend that you create a dedicated Salesforce user to manage the integration.
If your need to re-authorized your RollWorks Integration in Salesforce follow the steps below:
-
Log in to RollWorks:
-
- Go to 'Integrations' > 'CRM & Marketing Automation' > Salesforce
- Click 'Disable'
-
- Log in to Salesforce:
-
- Assign the 'RollWorks Admin' permissions set to the user that will authenticate the integration.
-
- Click App Launcher and open the 'RollWorks ABM' app
- Click 'RollWorks Settings tab' and click 'Edit' to trigger the authentication
- Enter your RollWorks credentials on the next screen
-
After successfully authorizing your RollWorks account you will see a prompt that says 'Success! We've connected your Audience to RollWorks'
What is the minimum amount of emails required to run a CRM-based contact targeting campaign?
Your contact list must contain a minimum of 100 emails for you to run a campaign in RollWorks.
What is the maximum amount of accounts allowed for each Company List?
A single Company list should not contain more than 50,000 accounts
How do I create Account Lists and Account Groups using Salesforce fields?
Creating account lists and groups using Salesforce fields is done in the Account List Builder in the RollWorks Platform. For more information about how to use the RollWorks Account List Builder to create Account Lists and Account Groups please refer to this Help Center article.
Is my Salesforce data shared with other RollWorks or NextRoll Customers?
No, your Salesforce CRM data is your data. NextRoll, Inc. will not use this data outside of improving the platform capabilities of your RollWorks account.
Is my Salesforce data shared with third-party systems or data partners outside of NextRoll?
No, your Salesforce data is only stored and processed by NextRoll internal systems to power your RollWorks platform experience.
Where is my Salesforce data stored?
Your Salesforce data is stored in S3 and AWS hosted databases alongside your other platform data.
How is my Salesforce data protected?
This data is encrypted server-side using Amazon S3 default encryption for S3 buckets. You can read more about Amazon S3 Default Encryption for S3 buckets here.
How long will this data be retained?
We will retain this data indefinitely while your RollWorks account is active. If you deactivate your RollWorks account, we will retain this data for a maximum of 180 days. This data can be permanently deleted at any time per your request.
Watch Video Lessons
🎓 Bring your CRM and MAP Data to RollWorks
In this video we will cover the following topics:
🤔 What a Customer Relationship Management (CRM) and a MAP (Email Automation Platform) are
🔗 How to integrate them with the RollWorks platform
Need help accessing this video lesson? Email community@rollworks.com
🎓 Integrating Salesforce with RollWorks
In this video we will cover the following topics:
Overview of the Salesforce Integration
🛡️ Authentication and Data Sync Opt-in
Need help accessing this video lesson? Email community@rollworks.com