Before you start, please keep in mind that you can bring your Salesforce contact to RollWorks in two different ways:
- Enhanced Contact Lists [Recommended]: You can create contact lists natively in RollWorks using your own Salesforce data in combination with other data offered by RollWorks like Bombora Company Surge Intent and Journey Stages. New contacts will refresh every 12 hours. If you prefer this method jump to this article.
- Imported Contact Lists [Legacy process]: You can import Salesforce contacts to RollWorks as is. New contacts will refresh every 24 hours. After importing a contact list you cannot edit the list from RollWorks and you cannot filter them using other data offered RollWorks. Continue reading to learn more.
Do you need help deciding which option is right for you?
We strongly suggest that you use Enhanced Contact Lists to bring over new contact lists from Salesforce to RollWorks. If you already used our legacy process in the past and you need to update an existing list, then you may use the legacy process.
How to import a Salesforce Contact List
Importing existing Salesforce Contacts to RollWorks is a two-step process that requires you to go back and forth between Salesforce and RollWorks:
- Create your contact list directly in Salesforce using the RollWorks List Manager legacy app.
- Login to RollWorks and import the list.
STEP 1. Create the list directly in Salesforce
Follow the steps below to create a list using the RollWorks List Manager:
- Log in to Salesforce.
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Click the App Launcher icon and click RollWorks List Manager.
- Choose Create People List.
- Select the objects and fields that you want to use to create your list and click Next.
Objects available to create a contact list
You can use any standard and custom fields on the objects below to import a Salesforce contact list:
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- Account
- Contact
- Lead
- Opportunity
- Campaign
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If you are creating a list that includes multiple objects be sure to specify whether the logic between object fields is an intersection (AND) vs a union (OR).
- View the Estimated Size of your list while you define it so that you can fine-tune the logic to achieve the desired size.
- Click Create when your list is ready to go.
We recommend a minimum of 1000 email addresses
We strongly suggest that your contact lists synced from Salesforce have at least 1,000 unique email addresses for optimal performance. Even though you may be able to run a contact targeting campaign with 100 unique emails that match a cookie this audience is too small to yield optimal reach and ad performance. 🔎 Learn more about how Contact Audiences work here.
Example
In the example below we will create a Salesforce contact list using Contact Status. We will include all contacts with a Contact Status matching: 0 - Prospecting, 1 - Nurture, 1- Recycled, and 2 - Marketing Qualified contact status.
STEP 2. Find the lists in RollWorks and import
The data sync between RollWorks and Salesforce is scheduled daily at 12:00 pm UTC, any new lists created in Salesforce will be available in RollWorks after this daily sync.
After importing a contact list from Salesforce RollWorks will complete the cookie-matching process, which can take up to 72 hours. You cannot use imported Contact Lists in your Ad Campaigns until this cookie-matching process is complete.
To confirm if a Contact List is ready to be used in Ad Campaigns login to RollWorks:
- Navigate to Audiences > Contact Lists.
- Click the tab Imported Lists.
- Search the name of the contact list you are looking for.
- Confirm the contact list status is Ready to use.
Below you will find other possible statuses
| Synced Audience Status | Description |
|---|---|
| Waiting for matches |
You have successfully imported this list and Rollworks is matching your contact email addresses to use browser cookies. This process can take up to 72 hours. You need to wait until the status changes to Ready to use before you can use this list. |
| Ready to use | The cookie-matching process has been completed and your Contact List is ready to be used in an Ad Campaign. |
| Audience too Small |
The imported contact list has less than 100 email addresses and cannot be used in RollWorks Ad Campaigns. You need to login to Salesforce and adjust the logic that defines your list to increase this audience. |
| Audience no longer Syncing |
RollWorks is unable to update your imported contact list from Salesforce, either because this list has been deleted from Salesforce or has changed. |
Edit Imported Salesforce Contact Lists
To edit your Salesforce Contact Lists imported to RollWorks you will need to do it directly in Salesforce:
- Log in to Salesforce.
- Click the App Launcher icon and click RollWorks List Manager.
- Find and edit your existing Contact List.
- Wait until the next scheduled data sync. Any changes made to your lists will sync to RollWorks the following day at 12pm UTC.
- Navigate to Audiences > Contact Lists.
- Click the tab Imported Lists.
