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 looking 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.

 

 

'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.  See here 

30

 

'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

 

Data Sync

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

The table below outlines some important details about how RollWorks syncs and pushes data into your Salesforce:

 

Salesforce Object Type of Data Sync Details
RollWorks Account data

Account identification and engagement data:

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

✅  Automatic sync for accounts that already exist in your Salesforce instance when these specific requirements are met.

✅  ICP Fit Grade, ICP Name, Journey Stage, and Spike Level are synced for all accounts regardless if they have been added to an  Account List.

⚠️  Account List and Account Group will be synced only when the account has been added to an Account List in RollWorks.

RollWorks Account Summary

Account-level Advertising performance:

  • Impressions
  • Advertising Spend
  • Clicks
  • Page Views
  • View Conversions
  • Click Conversion
  • Look Back Days

✅  Automatic sync for accounts that already exist in your Salesforce instance when these specific requirements are met.

RollWorks User Summary

Contact-level advertising performance:

  • Clicks
  • CTC
  • Impression Costs
  • VTC

✅  Automatic sync is available only when these specific requirements are met.

Standard Salesforce Account object

Create new Accounts records in Salesforce

✅  This sync is available but disabled by default.

⚠️  Creating new Accounts in Salesforce is available through a manual data push for individual Account Lists. Learn how-to here.

Standard Salesforce Contact object Create new Contact records in Salesforce

❌  Not available.

 

Account-level data Sync logic

RollWorks will automatically sync Account-level data to your existing Salesforce accounts when both requirements below are met:

  • The website field in your Salesforce Account record is correctly filled out.
  • The website matches the Account record in the RollWorks database.

The 'Website' field in your Standard Salesforce Account Object is the lookup field we use to match your existing Salesforce accounts to the RollWorks account database. If the website field is blank or not filled out correctly in a Salesforce Account record, the sync will not be successful for that account record.

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

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Contact-level data sync logic

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 Accounts to Salesforce

RollWorks will not create new Account records in your Salesforce instance by default.

If you wish to create new Account records in Salesforce using your Salesforce data you can do this manually for individual Account Lists. 

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’.
  • RollWorks will push custom fields for the items you choose. 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 an individual Account List that contains the accounts that you want to create in Salesforce.

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 comprehensive help center article guide to learn what Salesforce data is ingested by RollWorks and how is synced.

 

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