Import Salesforce Contact Lists to RollWorks

How to import a Salesforce Contact List

You can import Salesforce Contact Lists to RollWorks as Contact Audiences and target them with digital ads. To import Salesforce Contact Lists to RollWorks you will use the RollWorks List Manager directly in Salesforce.


The RollWorks List Manager is a legacy tool that allows you to create lists directly in Salesforce for specific use cases that are not yet supported directly in the RollWorks platform. To create Account Lists and Groups using Salesforce data you will log in to RollWorks and use the Account List Builder.

Follow the steps below to create a list using the 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:

      • Account
      • Contact
      • Lead
      • Opportunity
      • Campaign

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.



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. 

People List.png


Find Salesforce Contact Lists in RollWorks

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 Audiences' and search your contact list name under 'Synced Audiences'

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.
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
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.


Screen Shot 2021-12-17 at 9.32.14 AM.png

To learn more about the RollWorks process we use to ingest your CRM Contact Lists go to this Help Center article


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.

Any changes made to your lists here will sync to RollWorks the following day at 12pm UTC.

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