RollWorks data available in Salesforce

Salesforce Custom Objects

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

These custom objects and custom fields containing RollWorks data are linked directly to your Account, Contact, and Lead records in Salesforce by adding them as Related Lists to your existing Salesforce Page Layouts.

Contact your Salesforce Administrator

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.

 

How Account matching works

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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How Contact matching works

RollWorks will sync advertising performance metrics to the 'RollWorks User Summary' custom object for your pre-existing 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 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.

 

'RollWorks Account Data' Custom Fields

The 'RollWorks Account Data' custom object will be linked to your Salesforce Accounts as a related list and will contain RollWorks Account identification and engagement data.

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The table below includes all the custom fields under 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 more about Account Lists in this guide. Strategic 2022
Account Group Name of the RollWorks Account Group the account is a member of. Learn more about Account Groups in this guide. A & B, 500-5000
ICP Name Name of the RollWorks Ideal Customer Profile model used to grade the fit of this account. Learn how to add your ICP models to RollWorks in this guide. 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 how Account Scoring and Fit Grade work in this guide.

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

Last Journey Stage the account was in. Learn what are RollWorks Journey Stages and how to customize them in this guide.

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 more about Account Spike here.

High, Medium, Low
Last Spike Timestamp Last date an Account Spike in website and ad engagement was captured for the account. [MM/DD/YYYY]
Spike Score Reason The specific engagement actions that occurred leading to the last Account Spike. # 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. #
Unique Visitors (last 30 days) Each day we will write the number of unique visitors from the account. #
Unique visitors as of Last day data was synced for the Unique Visitors (last 30 days) field for the 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:

  • Account List
  • Account Group
  • ICP Fit Name
  • Fit Grade
  • Journey Stage
  • Journey Stage as of last update
  • Unique Visitors (last 30 days)
  • Unique Visitors as of

🔄  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:

1. The Account is no longer on a RollWorks Account List

2. 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

 

'RollWorks Advertising' Custom Fields

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

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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:

  • 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

 

'RollWorks User Summary' Custom 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:

  • 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 

 

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:

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

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  • Click 'Next'

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  • 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:

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  • 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.

 

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