Contact your company's Salesforce Administrator
Work with your Salesforce Administrator to install the RollWorks ABM App. The admin completing this installation must have:
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- Permissions to download and install AppExchange Packages
- Access to login to your RollWorks account. Add them as a user following these steps
Video walkthrough
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, enabling data transfer between RollWorks 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 with RollWorks you must have a RollWorks package and an API-enabled Salesforce edition such as Enterprise, Unlimited, Developer, or Performance.
To find your current package, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.
Step 1 - Install the RollWorks ABM App package
The install URL needed to install the RollWorks 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 will take approximately 5 minutes and you will receive the following confirmation email.
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.
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.
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.
Step 3 - Assign permissions to Authenticated User
If permissions for the Authenticated User are not granted, you may encounter issues accessing RollWorks features powered by the Salesforce Integration.
Required User Permissions
- RollWorks Admin permission set - this set is created after installing the RollWorks ABM App
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Under System permissions > Users:
- View all users
- Manage Profiles and Permission Sets
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Under System permissions > System
- View Setup and Configuration
- View Roles and Role Hierarchy
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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 RollWorks data via reports, dashboards, or page layouts.
The RollWorks ABM App package for Salesforce includes three permission sets for controlling user access to RollWorks data in Salesforce:
- RollWorks Admin
- RollWorks Marketer
- RollWorks Sales Insights
You can learn to assign permission sets to Salesforce users in this Salesforce Help Center article.
The RollWorks Marketer permission set is for users requiring read-only access to RollWorks Custom Object data.
This permission set includes:
- View/Read RollWorks Custom Objects in Salesforce
In addition to assigning this permission, ensure that:
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- Users have access to Salesforce Reports
- Users have access to any page layouts with RollWorks Custom Objects data
The RollWorks Admin permission set is for users managing the integration and advanced features:
- The Authenticated user that completes the installation and authorization of the package
- The point of contact(s) at your organization that will manage the RollWorks platform
This permission set includes:
- Read/Edit/Create/Delete RollWorks Custom Objects in Salesforce
- Access to disconnect and re-authorize your Salesforce account to RollWorks
- Access to stop/run the data sync
- Access to create exclusion lists using the Salesforce List Builder
- Access to sync your 1st party contact data for Personalized Ads
The Sales Insights Permission Set is automatically assigned to users, after they are granted a Sales Insights seat in RollWorks Settings.
This permission set includes:
- View Visualforce component Sales Insights CRM Widget in Salesforce
- Please note that manually assigning this permission set to a user will only allow them to view the Sales Insights CRM Widget as long as they have a Sales Insights Seat assigned in RollWorks Settings
Sales Insights Seat Management Settings
Step 5 - Authorize and initiate sync
- Log in to Salesforce using a user with the RollWorks Admin permission set
- Go to the App Launcher and select RollWorks ABM App
- Click on the RollWorks Settings tab and 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
- Click Authorize RollWorks ABM
- Enter your RollWorks login credentials on the next screen and click Sign In.
- Click Allow on the next screen
- You will see a prompt confirming your Salesforce account is connected to RollWorks.
- Go back to Salesforce, click the Salesforce App Launcher, and select RollWorks ABM App.
- 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.
Step 6 - Customize Page Layouts
This step is optional. We recommend following these step-by-step instructions to add RollWorks custom objects as Related Fields to your page layouts to make information easy to access for users:
- Add 'RollWorks Aggregated Account Data' as a Related List to Standard Account object(s)
- Add 'RollWorks Aggregated Contact/Lead Data' as a Related List to Standard Contact object(s)
- Add 'RollWorks Aggregated Contact/Lead Data' as a Related List to Standard Lead object(s)
Step 7 - Configure and share Reports
Your CRM admin can:
- Share access to RollWorks Out-Of-The-Box reports with end users
- Build your own custom reports using RollWorks custom objects and custom fields in combination with your Account, Contact and Lead standard objects. Ensure that you select Report Type Category = Standard.
| Salesforce Custom Object Name | Definition |
|---|---|
| ‘RollWorks Aggregated Account Data’ |
At a high level this object aggregates RollWorks data tracked for the corresponding Account record.
|
| 'RollWorks Aggregated Contact/Lead Data’ |
At a high level this object aggregates RollWorks data linked to the corresponding Contact and Lead records.
|
Step 8 - 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.
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 RollWorks ABM App package.
To verify if the data sync is running go to the App Launcher and select RollWorks ABM App
Click the RollWorks Settings tab to confirm RollWorks if connected to Salesforce
Does the integration impact my Salesforce Organization’s API request limits?
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.