After completing the initial Salesforce Integration setup, we will automatically create custom objects and custom fields in your Salesforce instance. These objects and fields are linked directly to your Account, Contact, and Lead records, enabling data export for reporting, dashboards, and triggering automated workflows within Salesforce.
For enhanced reporting and analytics, you may choose to expose additional data points from the related AdRoll Aggregated Account Data record directly on the Account object. This allows key metrics to be accessed and reported on more easily within Salesforce.
To expose data from the AdRoll Aggregated Account Data object on the Account object, your Salesforce administrator will need to complete the following steps:
- Create a lookup relationship from the Account object to the AdRoll Aggregated Account Data object.
- Create custom formula fields on the Account object that reference fields from the related AdRoll Aggregated Account Data.
- Create a record-triggered Flow that automatically populates the lookup field when an AdRoll Aggregated Account Data record is created.
This guide demonstrates how to expose the Page Views in the Last 30 Days metric on the Account. The same process can be used to surface additional metrics, such as Ad Clicks, Impressions, and other fields available on the AdRoll Aggregated Account Data object. You can also apply this approach to expose data from the AdRoll Aggregated Lead/Contact Data object on the Contact object.
Contact your Salesforce Administrator
Your Salesforce Administrator will need to manually create custom formula fields on the Account object and a Flow to associate the AdRoll Aggregated Account data record with the account.
Create a Lookup Relationship
Create a new Account field that looks up to the AdRoll Aggregated Account Data object.
- From Setup, click Object Manager and select Account.
- Select Fields & Relationships and click New.
- Select Lookup Relationship as the Data Type, then click Next.
- Select AdRoll Aggregated Account Data from the Related To picklist, then click Next.
- Adjust naming and descriptive text, if desired. Leave everything else as is and click Next.
- Update field-level security and layout display options on subsequent screens.
- Click Save.
Create Formula Fields on the Account Object
Create custom formula fields on the Account object that will store engagement data.
- From Setup, click Object Manager and select Salesforce Account.
- Select Fields & Relationships and click New.
- Select Formula and click Next.
- Enter the field details and select a Formula Return Type that matches the data type of the field being referenced from the AdRoll Aggregated Account Data object.
- For example, for the Page Views in the Last 30 Days field, select Number.
- Click Next to open the formula editor.
- In the Advanced Formula tab, use the Insert Field button to select the appropriate field from the related AdRoll Aggregated Account Data object.
- Click Insert, complete any remaining field details, and then click Next.
- Update field-level security and layout display options on subsequent screens.
- Click Save.
Create a Record-Triggered Flow
After creating your account reporting fields, you can now build a record-triggered flow to automatically link the AdRoll Aggregated Account record to your Account when the aggregated record is created.
Navigate to the flow builder:
- From Setup, search for Flows in the Quick Find bar.
- Select New Flow and click Record-Triggered Flow.
Configure a record-triggered flow:
- Object: AdRoll Aggregated Account Data
- Trigger the Flow When: A record is created
- Set Entry Conditions:
- Condition Requirements: All Conditions Are Met (AND)
- Field: adroll__Account_Id__c
- Operator: Is Null
- Value: False
- Optimize the Flow for: Actions and Related Records
Define Flow Actions:
- On the flow canvas, on the path after the Start element, click (+). Select Update Records.
- Add a Label, API Name, and Description.
- For How to Find Records and Set their Values, select Update records related to the adroll aggregated account data record that triggered the flow.
- For Select Related Records, select Triggering AdRoll Aggregated Account Data > Account
- Under Set Field Values for the Account Records, update the “AdRoll Aggregated Account Data” account lookup field with the ID of the record that triggered the flow.
- Field: AdRoll Aggregated Account Data
- Value: Triggering AdRoll Aggregated Account Data > Record ID
Save and activate your flow!
It is recommended to follow a consistent naming convention that clearly identifies both the triggering object and the flow's purpose. For example, "AdRoll Aggregated Account Data Create After Save Flow".
Standard Report Types may be auto-created
Please note that Standard Report Types may be created in some circumstances when an object has a relationship with another object via a look-up or master-detail relationship. As a result, you may see additional Report Types after exposing data from AdRoll Custom Objects on your Standard objects through lookup fields. Learn more here.