Contact your Salesforce Administrator
Before users can see RollWorks data directly in Salesforce your CRM Administrator must complete all the steps in this initial installation guide, which includes installing and authorizing the RollWorks ABM app, initiating the sync, adjusting user permissions, adding RollWorks fields to your Account page layout and adding the Sales Insights widget to your Account page layout. If you cannot see some of the data fields documented in this article reach out to your Salesforce Administrator to verify you have the proper permissions and the integration is set up correctly.
RollWorks Custom Objects in Salesforce
After completing the initial Salesforce Integration steps, RollWorks will automatically create custom objects and custom fields in your Salesforce instance to write advertising and identification data. You can build reports and dashboards in Salesforce and trigger workflows using this RollWorks data.
The custom objects and custom fields containing RollWorks data are linked directly to your Account, Contact, and Lead records in Salesforce.
| Salesforce Custom Object | Definition |
|---|---|
| 'RollWorks Account Data' | Aggregates RollWorks account identification data linked to the corresponding Account record. |
| 'RollWorks Advertising' | Aggregates RollWorks advertising performance metrics and engagement metrics (i.e. page views, ad clicks, conversions, etc) that were tracked for the corresponding Account record. |
| 'RollWorks Keyword Intent' |
Contains the last Intent Keyword and Level for the corresponding Account record. |
| 'RollWorks User Summary' | Aggregates RollWorks data linked to the corresponding Contact and Lead records. |
How do we match RollWorks data to Salesforce Accounts
RollWorks will write data to the custom objects above, then the field Website in your Salesforce Standard Account object is used to match the company domain between the RollWorks custom object and your Standard Salesforce account record.
| In Salesforce | In RollWorks |
|---|---|
|
We use the 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 RollWorks database of accounts.
|
We use the domain associated with the account in the RollWorks database. |
If 'website' in Salesforce is blank or incorrect
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 RollWorks database of accounts and your Salesforce account records.
If the same ‘website’ is used across multiple Salesforce account records
If multiple Salesforce Standard Account records have the same domain under the 'Website' field, we will match to the Standard Account record with the most recent last activity date.
When do we write Contact data to RollWorks Custom objects
RollWorks will match contact-level data to the 'RollWorks User Summary' custom object only if all the three requirements below are met:
- The contact already existed in your Salesforce instance with a valid email address.
- The contact visits your website and submits their email address by completing a form fill Conversion (for example a demo request, free trial sign-up form). This allows the Pixel to capture the visitor's email address.
- The email address captured by the Pixel is an exact 1-to-1 match with the email address in the existing Salesforce contact record.
'RollWorks Account Data' custom object and fields
The 'RollWorks Account Data' aggregates RollWorks account identification data linked to the associated Salesforce Account record.
This custom object includes multiple fields.
Each field will create a new row of data as shown below.
Each new data value will generate a new row. For example:
When an account is added to an Account List, the Account List name will be updated.
When an account is no longer in an Account List we delete the rows corresponding to the Account List.
The table below includes all the custom fields we write in the 'RollWorks Account Data' custom object:
| Custom Field | Definition | Sample field value |
|---|---|---|
| Account List | Name of the RollWorks Account List the account is a member of. Learn about Account Lists here. | Strategic 2022 |
| Account Group | Name of the RollWorks Account Group the account is a member of. Learn about Account Groups here. | A & B, 500-5000 |
| ICP Name | Name of the RollWorks Ideal Customer Profile model used to grade the fit of this account. Learn what are ICP models here. | ICP Software |
| Fit Grade |
A fit grade from A to F is used to score the account based on the account's resemblance to your ICP model. Learn what is ICP Fit Grade here. |
A, B, C, D, E, F |
| Journey Stage |
Last Journey Stage the account was in. Learn about Journey Stages here. ⚠️ 'Journey Stage' will not be pushed to Salesforce if: 1. The Account is no longer on a RollWorks Account List, OR 2. The Account does not meet the criteria of any of your stages |
Unaware, Aware, Engaged, Open Opportunity, Won Opportunity |
| Journey Stage as of | The last date the Journey Stage was updated in Rollworks. | [MM/DD/YYYY] |
| Spike Level |
Website and advertising engagement level for the account, calculated based on our proprietary Account Spike data science model. Learn about Account Spikes here. |
High, Medium, Low |
| Last Spike Timestamp | Last date an Account Spike in website and ad engagement was captured for the account. Learn about Account Spikes here. | [MM/DD/YYYY] |
| Spike Had Matched Contacts | This is a true/false boolean field that indicates if we were able to match the engagement Spike for this Account to any of your existing CRM contacts at the moment the Spike happened. Learn about Sales Insights matched contacts here. | True/False |
| Spike Score Reason | The specific engagement actions that occurred leading to the last Account Spike. Learn about our Account Spike data science model here. | # of clicks, # of unique visitors, # of lead events. |
| Spike Raw Score | Output of the Sales Insights data science model between 0-n. This field is only visible to users with 'RollWorks Admin' Salesforce permissions. Learn about our Account Spike data science model here. | # |
| Unique Visitors (last 30 days) | Each day we will write the number of unique visitors from the correponding account. | # |
| Unique visitors as of | Last day data was synced for the Unique Visitors (last 30 days) field for the corresponding account. | [MM/DD/YYYY] |
Warning
We will only write data to your pre-existing Salesforce Accounts.
Some custom fields are only written to your Salesforce Accounts if the account is added to an Account List in RollWorks.
The table below outlines important details about how RollWorks syncs Account identification and engagement data to the custom object called 'RollWorks Account Data'. This dynamic sync occurs daily at 12 pm UTC.
|
Salesforce Object 'RollWorks Account Data' |
||
|---|---|---|
| Custom Fields | Sync conditions | Account List required |
|
Account identification and engagement data:
|
🔄 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 if: 1. The Account is no longer on a RollWorks Account List, OR 2. The Account does not meet the criteria of any of your stages ⚠️ We recommend using 'Journey Stage as of last update' in combination with 'Journey Stage' to ensure you are using recent stage data that is still relevant. |
Yes, we only write these fields to Salesforce when the account is part of an Account List |
|
Sales Insights Account Spike data:
|
🔄 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, we write these fields to Salesforce even if the account is not part of an Account List |
'RollWorks Advertising' custom object and fields
The 'RollWorks Advertising' custom object will be linked to your Salesforce Account object as a related list and will contain RollWorks advertising data.
The table below includes all the custom fields available under the 'RollWorks Advertising' custom object:
| Custom Field | Definition | Sample field value |
|---|---|---|
| Look Back days |
Rolling amount of days in which data is summarized for the 'RollWorks Advertising' object. The default Look Back window is 30 days. This lookback window can be changed by your Salesforce Administrator by changing the settings called 'Tracking Data Timeframe' in Salesforce. Learn more here. |
The default value is 30 days |
| Advertising Spend | Spend over the look-back days | # |
| Page Views | Count of page views over the look back days | # |
| Clicks | Count of ad clicks over the look-back days | # |
| CTC | Count of click-through conversions over look back days | # |
| Impressions | Count of impressions over the look-back days | # |
| VTC | Count of view-through conversions over look-back days | # |
RollWorks will sync data over to Salesforce dynamically daily at 12 pm UTC. The table below outlines important details about how RollWorks syncs and pushes advertising data aggregated by Account to the custom object called 'RollWorks Advertising'
Please note:
We will only write data to your pre-existing Salesforce Accounts.
Some custom fields are only written to your Salesforce Accounts if the account is added to an Account List in RollWorks.
|
Salesforce Object 'RollWorks Advertising' |
||
|---|---|---|
| RollWorks data fields | Sync conditions | Account List required |
|
Account-level Advertising performance data:
|
🔄 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, we only write these fields to Salesforce when the account is part of an Account List |
|
Account-level Engagement performance:
|
🔄 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, we write these fields to Salesforce even if the account is not part of an Account List |
'RollWorks Keyword Intent' custom object and fields
The 'RollWorks Keyword Intent' custom object will contain the intent keywords and intent level for the accounts that are surging with the list of intent keywords you are monitoring through RollWorks. RollWorks will write new intent data every day and once we have 5 days worth of data we will start deleting intent data older than 5 days.
The table below includes all the custom fields available under the 'RollWorks Keyword Intent' custom object and their definitions.
| Custom Field | Definition | Sample value |
|---|---|---|
| Level | This field will indicate the intent level the account demonstrated for each keyword being tracked in RollWorks. | Very High, High |
| Keyword | This field will show you which keyword the account is demonstrating intent at the given level. | Account-based Marketing, RollWorks, Digital Advertising, Ideal Customer Profile |
| Keyword Intent Sync Date | This field will include a last sync date so you can ensure any Salesforce reports and automated processes are using the latest data. | 1/30/2023 |
| Keyword Intent Name | A primary key of that has no meaning. We recommend not including this field in the default layout. | RWKI-00345016 |
| Keyword Continuation | This field is used in the event the Keyword volume exceeds the “Keyword” field’s maximum character count. | Programmatic Advertising, direct mail |
Please note
RollWorks will sync Keyword Intent data to the RollWorks Keyword Intent custom object every day at 12 pm UTC and once we have 5 days worth of data we will start deleting data older than 5 days. We will only write data to your pre-existing Salesforce Accounts. The table below outlines important details about how RollWorks syncs and pushes intent keyword data to Salesforce.
| Salesforce Object 'RollWorks Keyword Intent' | ||
|---|---|---|
| RollWorks data fields | Sync conditions | Account List required |
|
🔄 These data points are only synced over to your Salesforce Accounts daily when all the conditions below are true: 1. The Account is demonstrating intent for one of the keywords input into RollWorks 🔎 Learn more here. 2. The account already exists in Salesforce and 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. 🔄 RollWorks will sync these data every day and once we have 5 days worth of data we will start deleting data older than 5 days. |
No |
'RollWorks User Summary' custom object and fields
The custom fields contained under the 'Rollworks User Summary' custom object are written to your existing Contacts and Leads. RollWorks will not create new Contacts or Leads records.
The table below includes all the custom fields available under this 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 |
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 existing Contacts and Leads.
|
Salesforce Object: RollWorks User Summary |
||
|---|---|---|
|
RollWorks data fields |
Sync conditions |
Account List required |
|
Contact-level advertising performance:
|
🔄 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. |
No |
Push new Accounts to Salesforce
Pushing new account records from RollWorks to Salesforce is available through a manual data push. You can select a specific RollWorks Account List and activate a push that will create new account records in Salesforce for all the accounts that exist under this RollWorks Account List.
The sync to push new account records to Salesforce from RollWorks is disabled by default and you will need to enable it individually for each RollWorks 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 new account record is created using the Account Name and domain from RollWorks.
- The new account record will indicate whether it had been sourced by RollWorks flagging the custom field called 'Rollworks Sourced'.
- The new account push occurs daily at 12 pm UTC.
Follow the steps below to enable the Salesforce push for a specific Account List:
- Log in 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
- Click 'Next'
- 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.
- Click Finish.
Push new Contacts 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 from your CRM into our system.
