Salesforce Integration: Initial Installation Guide

What is the Salesforce Integration

The Salesforce Integration connects your Salesforce org to the AdRoll ABM platform to power your ABM strategy and enable these features and benefits.

The Salesforce integration is bi-directional, enabling data transfer between the AdRoll ABM platform and Salesforce. The daily sync is scheduled daily at 12 pm UTC. 

To discover more articles on our Salesforce Integration, including features, troubleshooting, data attributes, sync details, reporting, and more:

• Visit the Salesforce Integration Help Center section
• Visit the Sales Insights Help Center section

Who can access

To use the Salesforce Integration, you must have a package and an API-enabled Salesforce edition such as Enterprise, Unlimited, Developer, or Performance.

• List of API-enabled Salesforce editions
• How to confirm your Salesforce Edition

To find your current package, log in to AdRoll ABM and navigate to Settings > Billing > Plans & Usage.

Step 1 - Install the AdRoll ABM App package

The install URL needed to install the AdRoll ABM package will be sent by your dedicated Onboarding Success Manager.

• Log in to Salesforce in a new browser tab
• Paste the installation link in the browser's address bar and hit enter
• Select Install for Admins Only and click Install

The package installation should take approximately 5 minutes. If the installation takes longer, you will see the following screen. You can go back to your other tasks and come back once you receive an email that the installation is complete.

Below is the confirmation email you will receive once the installation is complete.

To verify that your app has been installed, log in to Salesforce and navigate to Setup > Apps > Packaging > Installed Packages, and find the AdRoll ABM App package.

Step 2 - Choose your Authenticated user

In this step your CRM Admin will decide which full user license will be used to authenticate and manage the integration. Depending on how many Salesforce licenses you have available you may want to use an existing user, however it is recommended using a full user license (not used by a human) dedicated to manage all 3rd party integrations. This will prevent data sync interruptions if the user leaves your company and is deactivated.

Step 3 - Assign permissions to Authenticated User

If permissions for the Authenticated User are not granted, you may encounter issues accessing features powered by the Salesforce Integration.

Required User Permissions

1. The AdRoll Admin permission set - this set is created after installing the AdRoll ABM App
2. Under System permissions > Users:
   • View all users
   • Manage Profiles and Permission Sets
3. Under System permissions > System
   • View Setup and Configuration
   • View Roles and Role Hierarchy
4. Under Object Settings: 
   • Object Permissions: Enable Read, Create, Edit, Delete, View All, Modify All 
   • Field Permissions: Enable Read Access and Edit Access to all fields in the object
   • Permissions in Step 4 should be applied to Account, Opportunity, Contact, Lead, Campaign, and Task/Activity Objects.

Step 4 - Assign permissions to End Users

Start by gathering a list of Salesforce end users (typically Sales and Marketing staff) who require access to relevant data via reports, dashboards, or page layouts.

The AdRoll ABM App package for Salesforce includes three permission sets for controlling user access to its data in Salesforce:

• AdRoll Admin 
• AdRoll Marketer 
• AdRoll Sales Insights

You can learn to assign permission sets to Salesforce users in this Salesforce Help Center article.

Step 5 - Authorize and initiate sync

• Log in to Salesforce using a user with the AdRoll Admin permission set
• Go to the App Launcher and select AdRoll ABM App

• Click on the AdRoll Settings tab and scroll down to Salesforce Data Sync Settings
• Select Yes, opt-in to data sharing - this allows AdRoll to ingest Account, Opportunity, Contact, Lead, and Activity data
• Click Save

• Click Authorize AdRoll ABM

• Enter your AdRoll login credentials on the next screen and click Sign In.
• Click Allow on the next screen

• You will see the integration status change to Connected.

• Go back to Salesforce, click the Salesforce App Launcher, and select AdRoll ABM App.

• Click the AdRoll Settings tab to confirm AdRoll is now connected to Salesforce. You will see the next sync time listed under Next Scheduled Run. AdRoll will sync data over to Salesforce dynamically daily at 12 pm UTC. After this sync, the Salesforce data will be available in AdRoll.

Step 6 - Customize Page Layouts

This step is optional. We recommend following these step-by-step instructions to add AdRoll custom objects as Related Fields to your page layouts to make information easy to access for users:

1. Add 'AdRoll Aggregated Account Data' as a Related List to Standard Account object(s)
2. Add 'AdRoll Aggregated Contact/Lead Data' as a Related List to Standard Contact object(s)
3. Add 'AdRoll Aggregated Contact/Lead Data' as a Related List to Standard Lead object(s)

Step 7 - Configure Sales Insights

If your package includes access to Sales Insights, proceed to configure this feature using this step-by-step help center guide to assign seats to your reps and managers to view the Sales Insights CRM Widget.

Salesforce Integration FAQs

How do I verify if the Salesforce App is installed or running?

To verify that your app has been installed, log in to Salesforce and navigate to Setup > Apps > Packaging > Installed Packages, and find the AdRoll ABM App package.

To verify if the data sync is running, go to the App Launcher and select AdRoll ABM App

Click the AdRoll Settings tab to confirm AdRoll is connected to Salesforce

Does the integration impact my Salesforce Organization’s API request limits?

Is my Salesforce data shared with other customers?

No, your Salesforce CRM data is your data. NextRoll, Inc. will not use this data outside of improving the platform capabilities of your AdRoll ABM 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 AdRoll ABM platform experience.

Where is my Salesforce data stored?

Your Salesforce data is stored in S3 and AWS-hosted databases alongside your other AdRoll ABM 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 AdRoll ABM account is active. If you deactivate your account, we will retain this data for a maximum of 180 days. This data can be permanently deleted at any time per your request.