Salesforce Integration: Initial Installation Guide

  Contact your company's Salesforce Administrator

You will need to work with your Salesforce Administrator to install the RollWorks ABM Salesforce App. The Salesforce administrator completing this installation must have:

    • Permissions to download and install AppExchange Packages
    • Access to login to your company's RollWorks account - add your CRM Admin to your RollWorks account following these steps

 

What is the Salesforce Integration

The Salesforce Integration for RollWorks connects your Salesforce org to the RollWorks platform to power your ABM strategy and enable these features and benefits. The Salesforce integration is bi-directional and allows you to push data from RollWorks to Salesforce and vice-versa.

To find other articles related to our Salesforce Integration, including: features, troubleshooting, data attributes, sync details, reporting and more:

RollWorks will sync data over to Salesforce dynamically daily at 12 pm UTC. Visit this help center article to learn what RollWorks data is ingested by Salesforce and how it is synced.

 

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.
      • To view the latest list of API-enabled Salesforce editions click here
      • To confirm your Salesforce Edition click here
  • Any paid RollWorks package.

To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

 

Step 1 - Install the RollWorks ABM App package

In this first step, you will find the link needed to install the RollWorks ABM package directly in Salesforce using a unique URL that you will find in your RollWorks account.

Screen Shot 2022-04-15 at 9.04.53 AM.png

  • 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

Screen Shot 2022-04-14 at 11.30.45 AM.png

The package installation will take approximately 5 minutes to complete and you will receive an email when the installation is complete.

Screen Shot 2022-04-15 at 9.17.13 AM.png

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

Screen Shot 2022-12-20 at 12.53.26 PM.png

 

Step 2 - Choose who will be your Authenticated user

In this step your CRM Admin will decide which Salesforce user will be used to manage the integration between RollWorks and Salesforce.

Depending on how many Salesforce licenses you have available you may want to simply use an existing user, however we strongly recommend using a dedicated user with a full license to manage  your integrations to avoid a potential data sync interruption in the future.

These are the 3 reasons why every company needs a dedicated Salesforce integration user.

Below are the three options to choose your Authenticated User who will manage the integration:

RECOMMENDED: Use a dedicated full-license Integration User

Use a dedicated full Salesforce license (not used by a human) with a custom profile, and permission set to manage all your integrations. A dedicated full license integration user is a more secure, auditable way to move data into and out of your instance without relying on an existing user’s license. This is the only option that will prevent data sync interruption between Salesforce and RollWorks.

  A full license is required

A full license is required, the limited Salesforce Integration User license does not provide sufficient permissions to RollWorks to configure the Visualforce components needed to power our Sales Insights product.

To create a dedicated full license Salesforce integration user you should use a dedicated email such as integrationuser@yourdomain.com

Use an Existing Salesforce Administrator user
Using an existing Salesforce System Admin is not recommended and it will result in the interruption of the data sync between RollWorks and Salesforce in the event that the user leaves your company or their user profile is deactivated.
Use and Existing non-Admin Salesforce user 
Using this option is not recommended and it will result in the interruption of the data sync between RollWorks and Salesforce in the event that the user leaves your company or their user profile is deactivated

 

Step 3 - Assign permissions to the Authenticated User

Watch this 4-minute video to assign the required permissions to your Authenticated user. If these permissions are not granted to the Authenticated User your end users may experience issues to access the RollWorks features powered by the Salesforce Integration.

 

Required RollWorks Permissions for the Authenticated User

  1. RollWorks Admin permission set - this set is created after installing the RollWorks 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 sets to End Users

In this step, you will assign permissions sets to the end users that will use the RollWorks ABM App in Salesforce (Sales and Marketing employees) that need to see RollWorks data and reports directly in Salesforce. There are two different permissions sets that you will assign to your Salesforce users:

RollWorks Admin permission set Sales Insights permission set

The RollWorks Admin permission set is granted to all the users responsible for managing the RollWorks platform (usually these are members of your Marketing team). They will be able to:

  • 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.
  • Read and write access to all pages, objects, and fields used by the RollWorks ABM App.
  • Use the List Builder in Salesforce to sync over your Excluded Customers, Excluded Competitors, and Contact Lists.
  • Sync your 1st party contact data for Personalized Ads.

 

Step 5 - Authorize the App and initiate Sync

After permission sets have been assigned, you will have to configure the data sync between your Salesforce org and your RollWorks account:
  • Log in to Salesforce using a user with the RollWorks Admin permission set
  • Go to the Salesforce App Launcher and select RollWorks ABM App

Screen Shot 2022-01-26 at 1.09.53 PM.png

  • Scroll down to Salesforce Data Sync Settings
  • Select Yes, opt-in to data sharing - this allows RollWorks to ingest Account, Opportunity, Contact, Lead, and Activity data
  • Click Save

Screen Shot 2022-04-14 at 2.15.07 PM.png

  • Click Authorize RollWorks ABM

Screen Shot 2022-04-14 at 2.14.33 PM.png

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

Screen Shot 2022-04-14 at 2.32.06 PM.png

  • After successfully authorizing your RollWorks account you will see a prompt that says "Success! We've connected your Audience to RollWorks".

Screen Shot 2022-04-14 at 2.33.36 PM.png

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

Screen Shot 2022-01-26 at 1.09.53 PM.png

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

Screen Shot 2022-12-20 at 3.28.22 PM.png

 

Step 6 - Configure Page Layouts

After the initial package installation and user permissions are complete you should configure page layouts using the Object Manager to make the information easy to read and accessible to your Salesforce users:

  1. Customize the 'RollWorks Account Aggregated Data' object page layout
  2. Customize the 'RollWorks Contact/Lead Aggregated Metrics' object page layout
  3. Add the new objects as related lists to your Standard objects for Account, Contact, and Leads.

Without these steps, RollWorks data will not be visible to your end users when they look at your Standard Account, Contact or Lead records.

Follow the step-by-step instructions in this article to configure your Page Layouts.

Account Page Layout Contact Page Layout
image (5).png

 

Step 7 - Configure your reports

Your CRM admin can create reports using RollWorks custom objects and custom fields in combination with your Account, Contact and Lead standard objects.

Screenshot 2024-07-18 at 3.00.30 PM.png

 

Salesforce Custom Object Name Definition
‘RollWorks Aggregated Account Data’ At a high level this object aggregates RollWorks data tracked for the corresponding Account record.
  • Account List
  • ICP Fit Grade
  • Journey Stage
  • Account Spikes 
  • Keyword Intent data
  • Advertising data: Spend, Impressions, Clicks, Conversions
  • Engagement data: Page Views, Unique Visitors
'RollWorks Aggregated Contact/Lead Data’ At a high level this object aggregates RollWorks data linked to the corresponding Contact and Lead records.
  • Advertising data: Spend, Impressions, Clicks, Conversions
  • Engagement data: Page Views, Unique Visitors

 

 

Step 8 - Assign Sales Insights seats to your users

After you have connected your RollWorks account to your Salesforce instance you should log in to RollWorks to assign Sales Insights seats to your Sales Team following the instructions in this help center guide.

Assigning a Sales Insights seat in RollWorks to your SDRs, Sales Reps, and Sales Managers will enable them to access the RollWorks Sales Insights widget directly in Salesforce.

 

Re-authorize the integration

If the Salesforce user that originally authorized your RollWorks Integration in Salesforce leaves your company and their Salesforce user profile is no longer valid, 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 your integrations instead of a real employee user profile. 

To re-authorize the integration follow the steps in this help center article.

After reauthenticating, Salesforce will attempt to sync data over to RollWorks dynamically the next day at 12 pm UTC.

 

Grant LMA access to RollWorks Solutions Engineers

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 following the instructions in this help center article.

Find more Salesforce troubleshooting articles in this Help Center section.

 

Salesforce Integration 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?

No. The RollWorks ABM App is a managed Salesforce AppExchange package. API calls issued by the app do not count against your organization’s API request limit.
To learn more about Salesforce API limits and allocations visit this Salesforce developer documentation.

 

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.

 

Is the RollWorks ABM app compatible with Salesforce Classic?

RollWorks ABM app is not optimized for Salesforce Classic and while using it you may encounter issues. It is recommended to switch to Lightning.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

Chat with an agent
Mon - Fri 10am - 6pm EST
Send a support email
Mon - Fri 10am - 6pm EST