What are General Exclusions
General Exclusions are a RollWorks account setting that helps you to exclude specific audiences from being targeted in advertising to ensure your budget is optimized.
Under Settings > General Exclusions you can use Salesforce data to exclude:
| Exclude from advertising | Use a dynamic Salesforce list |
|---|---|
| your current customers | ✅ |
| your competitors | ✅ |
| your coworkers | ❌ |
How to use Salesforce for General Exclusions
Step 1. Create a Company List
The first step is to create a list of Salesforce companies that you want to exclude, you will use the RollWorks List Manager available in your Salesforce instance.
What is the RollWorks List Manager?
The RollWorks List Manager is a legacy tool within Salesforce that allows you to create lists for specific use cases that are not yet supported through the RollWorks platform. You can only use this tool for exclusion lists, not to create Account Lists and Groups you want to target.
Follow the steps below:
- Log in to Salesforce.
- Click the App Launcher icon and click RollWorks List Manager.
- Choose Create Company List.
- Select the objects and fields that you want to use to create your list and click Next.
What Salesforce objects are available to create an exclusion list?
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. Sync your customer exclusion list with 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.
Step 3. Sync your customer exclusion list with 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.
Edit exclusions lists synced from Salesforce
To edit your Salesforce exclusion lists synched 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 Company List.
Any changes made to your lists here will sync to RollWorks the following day at 12pm UTC.
