Import Salesforce Contact Lists to RollWorks

How to import a Salesforce Contact List

You can import Salesforce Contact Lists to RollWorks as Contact Audiences to target these known contacts with advertising.

To import Salesforce Contact Lists to RollWorks you will use the RollWorks List Manager directly in Salesforce.

✍️  The RollWorks List Manager is a tool in Salesforce that allows you to create lists directly in Salesforce for specific use cases that are not yet supported directly in the RollWorks platform. you cannot use this tool to create the Account Lists and Groups you want to target using your own Salesforce company fields. Use the Account List Builder directly in the RollWorks platform instead.

Follow the steps below to create a list using the 'RollWorks List Manager'

Screen_Recording_2022-04-15_at_10.20.33_AM.gif

  • Choose 'Create People List'

Screen_Shot_2022-04-15_at_10.14.54_AM.png

  • Select the objects and fields that you want to use to create your list and click 'Next'

✍️. 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).

Your contact lists should contain more than 100 contacts.

  • View the 'Estimated Size' of your list while you define it so that you can fine-tune the logic to achieve the desired size

Screen_Shot_2021-11-09_at_4.47.53_PM.png

  • Click 'Create' when your list is ready to go.

Screen_Shot_2021-11-09_at_4.50.11_PM.png

 

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. 

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:

  • Login 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.

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