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 the fields in your Salesforce Account object are available in RollWorks, for example:

  • 'NumberOfEmployees'
  • 'LastActivityDate'
  • 'Website'

⚠️  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, for example:

  • 'RecordType.Name' (Opportunity Record Type)
  • 'StageName' (Opportunity Stage)
  • 'Amount' 
  • 'CreatedDate'
  • 'CloseDate'
  • 'IsWon'

🔎  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 are 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

Salesforce Activity data is ingested by RollWorks and surfaced by our Sales Insights feature.

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

 

Use Cases

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

 

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