Exclude Your Existing Customers Using Salesforce Data

What are General Exclusions

General Exclusions are a RollWorks account setting that helps you to exclude specific audiences from being targeted in with advertising to ensure your budget is optimized. Learn more about General Exclusions in this help center guide.

Under Settings > General Exclusions you can use Salesforce data to exclude:

Who Use Salesforce data
  • Your current customers
✅  Available
  • Your competitors
✅  Available
  • Your coworkers
Not available

 

How to use Salesforce for General Exclusions

Step 1. Create a Company List

You can import a list of Salesforce accounts to RollWorks to exclude them as your competitor exclusions list and your current customer exclusion list.

To create and import your competitor list and current customer lists to RollWorks to be used in General Exclusions 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 Company List'

Screen_Shot_2022-04-15_at_11.11.14_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 Company List:

      • Account
      • 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 Company List cannot contain more than 50,000 accounts

  • 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.

 

Step 2. Adjust Customer General Exclusions in RollWorks

  • Login to RollWorks and go to 'Settings' > 'General Exclusions'
  • Click 'Exclude Customers'
  • Select the Salesforce company list you created in Step 1.
  • All accounts added to this list in Salesforce will be automatically added to your Customer Exclusions list after the daily data sync between Salesforce and RollWorks at 12pm UTC.

FINAL_CUSTOMER_LIST.png

 

Step 3. Adjust Competitor General Exclusions in RollWorks

  • Login to RollWorks and go to 'Settings' > 'General Exclusions'
  • Click 'Exclude Competitors'
  • Select the Salesforce company list you created in Step 1.
  • All accounts added to this list in Salesforce will be automatically added to your Competitor Exclusions list after the daily data sync between Salesforce and RollWorks at 12pm UTC.

FINAL_COMPETITOR_LIST.png

 

Edit Imported Salesforce Company Lists

To edit your Salesforce Company Lists imported to your RollWorks General Exclusions 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.

 

 

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