Salesforce Data Available in RollWorks

Anna Forlenza

Updated September 05, 2023 19:55

Salesforce data available in RollWorks

RollWorks can ingest data from the following Salesforce records:

Account
Opportunity
Campaign
Contacts
Leads
Account Activities
Contact Activities

Some Salesforce objects cannot be combined in RollWorks

When creating an Account List you will not be able to select Contacts and Leads objects as filters.
When creating an Enhanced Contact List you will not be able to combine Lead filters and Account-level filters (i.e. Keyword Intent, Bombora Company Surge, Journey Stage, etc.)

The following table includes the Salesforce objects and fields that will be available in RollWorks after you complete the initial Salesforce Integration setup.

Salesforce Object	Salesforce Fields
Account	All fields in your Salesforce Account object are available in RollWorks. ⚠️ The 'website' field is used as a lookup to match your existing Salesforce accounts to the RollWorks account database. It is key that you ensure the website field in your Salesforce accounts is correct and properly maintained. 🔎 Click here to see a list of standard Account fields in the Salesforce Help Center. Keep in mind that you can create your own custom fields in Salesforce in addition to these.
Opportunity	All the fields in your Salesforce Opportunity object are available in RollWorks. 🔎 Click here to see a list of standard Opportunity fields in the Salesforce Help Center. Keep in mind that you can create your own custom fields in Salesforce in addition to these.
Campaign	All the fields in your Salesforce Campaign object are available in RollWorks. 🔎 Click here to see a list of standard Campaign fields in the Salesforce Help Center. Keep in mind that you can create your own custom fields in Salesforce in addition to these.
Contact and Lead	The email field on the Salesforce Contact and Lead objects is ingested by RollWorks when you sync them over to RollWorks as Contact Audiences. These emails are converted to cookies for targeting in Contact Targeting Campaigns. ⚠️ The 'email' field in your contacts and Leads is used to match your contacts to cookies for Contact Targeting. It is key that you ensure the email field in your Salesforce contacts and leads is correct and properly maintained. 🔎 Visit the Salesforce Help Center to see a list of standard Contact fields and Lead fields. Keep in mind that you can create your own custom fields in Salesforce in addition to these.
Activities for Accounts, Opportunities and Contacts	Salesforce Activity data are tasks and events records ingested by RollWorks and surfaced when you look at the Journey Events associated with a specific Account. 🔎 Visit the Salesforce Help Center to learn more about tasks and event fields (collectively known as Activities)
Account user lookup fields	⚠️ User lookup fields in your Account records are used to configure the Sales Insights Account Spikes email alerts sent to your sales team.

RollWorks data pushed to Salesforce

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

When to use Salesforce data in RollWorks

After completing the initial Salesforce Integration setup, RollWorks will automatically ingest the following Salesforce data fields so that you can:

Create Account Lists and Account Groups

Combine RollWorks company attributes, ICP Fit Grade, engagement, and intent with your own Salesforce data to create dynamic Account Lists and segment them into Account Groups.

Report on Salesforce opportunities and revenue influenced

Understand the RollWorks impact on pipeline revenue and closed-won business using the Revenue Impact Report.

Create ICP Models in RollWorks

Sync over your best Accounts from Salesforce as your ICP model training data to power ICP Fit Grade Account Scoring.

Create Contact Lists

Create Saleforce-based Contact Lists to target your known contacts and leads through Contact Targeting campaigns.

Use Journey Stages to inform your ABM measurement

Utilize Salesforce data to customize Journey Stages and view Journey Events to understand how your accounts' progress.

Run advertising playbooks

Use fit, intent, and engagement signals from RollWorks combined with your Salesforce data to engage these audiences with advertising Playbooks.

Deploy cross-channel orchestration

Use fit, intent, and engagement signals from RollWorks combined with your Salesforce data to engage these audiences with cross-channel orchestration through our Partner Integrations.

Exclude existing customers from your target audiences

Ensure that you are not displaying ads to your current customers and dynamically maintain exclusion lists using Salesforce. Learn more in this General Exclusions help center guide.

Legal Notice

All PII/email-level data is stored in a manner consistent with our privacy notice and GDPR policies.

Your Salesforce CRM data is your data. NextRoll, Inc. will not use this data outside of improving the platform capabilities of your RollWorks account. This data will not be shared with any other NextRoll, Inc. customers or external partners and will be stored and used in compliance with NextRoll, Inc.’s privacy notice.

By syncing your CRM data with the RollWorks Platform powered by NextRoll, Inc. you confirm that you have already provided notice to/and or obtained the appropriate consent from your customers that their data will be shared with NextRoll Inc. as required by applicable law. For more information please visit the Privacy and Security section of our Help Center.