Salesforce Data Available in RollWorks

Salesforce data available in RollWorks

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.

unnamed (1).png

🔎 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. 

Activity

Salesforce Activity data is ingested by RollWorks and surfaced when you look at the Journey Events associated with a specific Account.

Screen Shot 2022-03-08 at 3.56.48 PM.png

Account Team Roles

 

Every account team member has a role on an account, such as an account manager or sales rep.

⚠️ The 'Salesforce Account Team Roles' are used to configure the Sales Insights Account Spikes email alerts sent to your sales team. It is key that you ensure the Salesforce Account Team Roles are correct and correct and properly maintained so that Account Spike alerts are sent to the correct Sales team member.

🔎 Click here to learn more about Salesforce Account Team Roles

 

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, engagement, intent, and fit 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 RollWorks Account-based Advertising report.
Create ICP Models in RollWorks
Sync over your best Accounts from Salesforce as your ICP model training data to power Account Scoring.
Create Contact Audiences
Dynamically sync your CRM email lists directly from Salesforce 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.

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

Chat with an agent
Mon - Fri 10am - 6pm EST
Send a support email
Mon - Fri 10am - 6pm EST
Community
Get the latest product news and join other ABM practitioners