Salesforce Custom Objects

After completing the initial Salesforce Integration setup, RollWorks will automatically create custom objects in your Salesforce instance to export RollWorks data so that you can build reports and dashboards in Salesforce and trigger workflows.

These custom objects containing RollWorks data are linked directly to your Account, Contact, and Lead records in Salesforce, and the RollWorks data is added to Salesforce Page Layouts as customized Related Lists.

🚨  Your Salesforce Administrator must manually add the RollWorks custom objects below to your Salesforce Page Layouts as custom-related lists.

Salesforce Custom Object

Definition

How to configure

'RollWorks Account Data'

Aggregates RollWorks account identification data linked to the corresponding Account record.

Add the 'RollWorks Account Data' related list to your Account page layout.

'RollWorks Advertising'

Aggregates RollWorks advertising performance metrics linked to the corresponding Account record.

Add the 'RollWorks Advertising' related list to your Account page layout.

'RollWorks User Summary'

Aggregates RollWorks data linked to the corresponding Contact and Lead records.

Add the 'RollWorks User Summary' related list to the Contact and Lead Page Layouts.

 

'RollWorks Account Data' Custom Object

The table below includes all the custom fields available under the 'RollWorks Account Data' custom object:

Fields included in the 'RollWorks Account Data' object

Custom Field

Definition

Example field values

Account List

Name of the RollWorks Account List the account is part of

🔎  Learn more in this guide.

Software Mid Cap
Account Group

Name of the RollWorks Account Group the account is part of

🔎  Learn more in this guide.

A & B, 500-5000
ICP Name

Name of the Ideal Customer Profile applied to grade the fit of the account.

🔎  Learn more about how ICP models work in this guide.

ICP Software Growth Segment
Fit Grade

A to F account scoring grade based on the resemblance with the ICP.

🔎  Learn more about how Fit Grade is calculated in this guide.

A, B, C, D, E, F
Journey Stage

Last Journey Stage the account was in.

🔎  Learn more about Journey Stages.

Unaware, Aware, Engaged, Open Opportunity, Won Opportunity

Journey Stage as of

Last date the Journey Stage had been updated.

🔎  Learn more about Journey Stages.

1/1/2022
Spike Level

website and ad engagement spike level for the account.

🔎  Learn more about account Spike data in our Sales Insights guide.

High, Medium, Low

Last Spike timestamp

Last date a spike in website and ad engagement was captured for the account.

🔎  Learn more about Account Spike data in our Sales Insights guide.

1/1/2022
Spike Score Reason

The engagement actions that occurred leading to the account spiking.

🔎  Learn more about Account Spike data in our Sales Insights guide.

# of clicks, # of unique visitors, # of lead events
Spike Raw Score

The output of the Sales Insights data science model looks at various inputs of brand engagement. This score is between 0-n and is an admin-only field, meaning only a user with RollWorks Admin access has access to this field.

 

 

The 'RollWorks Account Data' custom objects will be linked to your Salesforce Account object as a related list.

HEADER.jpgACCOUNT DATA.jpg

 

'RollWorks Advertising' Custom Object

The table below includes all the custom fields available under the ‘RollWorks Advertising’ custom object:

Fields included in the 'RollWorks Advertising' object

Custom Field

Definition

Example field value

Advertising Spend

Spend over Tracking Data Timeframe

[number]

Page Views 

Count of page views over Tracking Data Timeframe

[number]

Clicks

Count of ad clicks over Tracking Data Timeframe 

[number]

CTC

Count of click-through conversions over Tracking Data Timeframe

[number]

Impressions

Count of impressions over Tracking Data Timeframe

[number]

VTC

Count of view-through conversions over Tracking Data Timeframe

[number]

Look Back Days

Rolling amount of days in which data summary occurs for this object.  Learn more here. 

30

 

The 'RollWorks Advertising' custom object will be linked to your Salesforce Account object as a related list and will contain RollWorks account identification data and advertising data.

Screen Shot 2022-06-13 at 11.43.54 AM.png

 

'RollWorks User Summary' Custom Object

The table below includes all the custom fields available under the ‘RollWorks User Summary’ custom object:

Fields included in the 'RollWorks User Summary' object

Custom Field

Definition

Example field value

Clicks

Count of ad clicks over Tracking Data Timeframe 

[number]

CTC

Count of click-through conversions over Tracking Data Timeframe

[number]

Impressions

Count of impressions over Tracking Data Timeframe

[number]

VTC

Count of view-through conversions over Tracking Data Timeframe

[number]

Look Back Days

Rolling amount of days in which data summary occurs for this object.  Learn how to adjust this here.

30

 

In addition to the RollWorks data fields in the table above you will be able to visualize the last 7 days of Spike engagement details for contacts that are driving Account Spikes through the RollWorks Widget under 'Visitor Activity':

  • Pages viewed
  • Which URLs were viewed
  • Ad clicks
  • Which lead forms were submitted

Screen Shot 2022-06-14 at 10.25.28 AM.png

 

Account-level Data Sync

RollWorks will sync data over to Salesforce dynamically.  This sync occurs daily at 12 pm UTC. 

The table below outlines important details about how RollWorks syncs and pushes data into your Salesforce CRM for Accounts.

🚨  To sync over some RollWorks data fields to Salesforce, it is required that the Account is added to a RollWorks Account List to sync. See the column called 'Account List required' in the table below.

 

Salesforce Object 'RollWorks Account Data'
RollWorks data fields Sync conditions Account List required 

Account identification and engagement data:

  • Account List
  • Account Group
  • ICP Fit Name
  • Fit Grade
  • Journey Stage
  • Journey Stage as of last update

🔄  These RollWorks fields are synced over to your Salesforce Accounts when all the conditions below are true:

1. The Account has been added to a RollWorks Account List.

2. The website field in your Salesforce Account record is correctly filled out. 🔎Learn more here.

3. The website field matches the Account record in the RollWorks database.

 

⚠️ 'Journey Stage' will not be pushed to Salesforce in the following scenarios:

- The Account is no longer on a RollWorks Account List

- The Account does not meet the criteria of any of your Journey Stages in RollWorks.

⚠️ You should always use 'Journey Stage as of last update' in combination with 'Journey Stage' in Salesforce to ensure you are using recent data that is still relevant.

Yes

Sales Insights Account Spike data:

  • Spike Level
  • Date of last Spike

 

🔄  When an Account Spike is detected the Spike data is synced over to your Salesforce Accounts only when all the conditions below are true:

1. The company email domain is correctly entered under the 'website' field in the Salesforce Account record. 🔎  Learn more here.

2. The company email domain entered under the 'website' field in the Salesforce Account matches the Account record in the RollWorks database.

⚠️  Additionally, RollWorks only detects Account Spikes when the following conditions are met:

1. For assigned Salesforce Accounts: one Sales Insights Seat should be configured for the Salesforce user who owns the account to trigger email alerts for 'unassigned' or both 'assigned & unassigned' accounts.

2. For unassigned Salesforce Accounts: at least one Sales Insights Seat should be configured to receive email alerts for 'unassigned' or both 'assigned & unassigned' accounts.

🔎  Learn more about Account Spike data in our Sales Insights guide.

No

Salesforce Object 'RollWorks Account Summary'
RollWorks data fields Sync conditions Account List required

Account-level Advertising performance data:

  • Impressions
  • Advertising Spend
  • Clicks
  • Look Back Days

🔄  These data points are only synced over to your Salesforce Accounts when all the conditions below are true:
1. The Account has been added to a RollWorks Account List.

2. The website field in your Salesforce Account record is correctly filled out. 🔎  Learn more here.

3. The website field matches the Account record in the RollWorks database.

 

Yes

Account-level Engagement performance:

  • Page Views
  • View Conversions
  • Click Conversion

🔄  These data points are synced to your Salesforce Accounts when all the conditions below are true:

1. The website field in your Salesforce Account record is correctly filled out. 🔎  Learn more here.

2. The website field matches the Account record in the RollWorks database.

 

No

 

Contact-level Data Sync

RollWorks will sync data over to Salesforce dynamically.  This sync occurs daily at 12 pm UTC. 

The table below outlines important details about how RollWorks syncs and pushes data into your Salesforce CRM for your existing contacts and leads.

🚨  To sync over some RollWorks data fields to Salesforce, it is required that the Account is added to a RollWorks Account List to sync. See the column called 'Account List required' in the table below.

 

Salesforce Object: RollWorks User Summary

RollWorks data fields

Sync conditions

Account List required 

Contact-level advertising performance:

  • Clicks
  • CTC
  • Impression Costs
  • VTC
🔄  These data points are only synced over to your known Salesforce Contact and Lead records when all the conditions below are true:

1. The contact already exists in your Salesforce instance with a valid email address.
2. The contact visits your website and submits their email address by completing a form fill which is captured by the Pixel.
3. The email address captured by the Pixel is an exact 1-to-1 match with the email address in your Salesforce Contact record.

No 

 

Account matching between Salesforce & RollWorks

We use the company email domain entered under the 'Website' field in your Standard Salesforce Account Object as the lookup field to match your existing Salesforce Account records to the RollWors database of Account records.

If the 'Website' field in your Salesforce Account record is blank or is not filled out correctly, we will not be able to recognize a match between the Account in RollWorks and your Salesforce Account record.

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Contact matching between Salesforce & RollWorks

RollWorks will sync advertising performance metrics to the 'RollWorks User Summary' custom object for your known Salesforce contacts only when all the three requirements below are met:

  1. The contact already exists in your Salesforce instance with a valid email address.
  2. The contact visits your website and submits their email address by completing a Conversion (for example a demo request, or webinar sign-up form). This allows the RollWorks Pixel to capture the visitor's email address.
  3. The email address captured by the Pixel is an exact 1-to-1 match with the email address in the existing contact in Salesforce.

 

Push new Account records to Salesforce

Pushing new Account records from RollWorks to Salesforce is available through a manual data push. You will be able to select a specific Account List and enable the Salesforce Push for that Account List so that new Account records are created in your Salesforce instance. By default the sync to create new Account records to Salesforce is disabled, and you will need to enable it individually for each Account List.

By enabling the Salesforce Push for a specific Account List, RollWorks will create a new record in Salesforce as follows:

  • The new Account record uses the standard Salesforce Account object
  • The record is created using the Account Name and domain from RollWorks.
  • The record will specify whether it had been sourced by RollWorks by flagging that in the custom field 'Rollworks Sourced'.
  • This sync occurs daily at 12 pm UTC.

Follow the steps below to enable the Salesforce push for a specific Account List:

  • Login to RollWorks and go to 'Audiences' > 'Account Lists'
  • Click on the Account List that contains the accounts that you want to create as new records in Salesforce.
  • Click 'Manage List' and 'Manage Salesforce Push'

Screen_Shot_2022-03-17_at_12.18.10_PM.png

  • Click 'Next'

Screen_Shot_2022-03-17_at_12.28.18_PM.png

  • Choose 'Push New Accounts to Salesforce' if you want to create new Accounts in Salesforce that exist in this Account List but do not exist yet in Salesforce:

Screen_Shot_2022-03-17_at_12.48.52_PM.png

  • Click 'Finish'

 

Push new Contact records to Salesforce

RollWorks will not create new Contact or Lead records in your Salesforce instance.

 

Salesforce data ingested by RollWorks 

Visit this Help Center article guide to learn what Salesforce data is ingested by RollWorks and how is synced.

 

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