Salesforce Integration in Sandbox

The Salesforce Integration for RollWorks allows you to connect your Salesforce Org to your RollWorks account to sync data bi-directionally. Learn more about our Salesforce Integration in this help center section.

Continue reading this guide to learn how to test the RollWorks<>Salesforce Integration in a staging environment before completing the final installation in your Salesforce Org in production.

Good to know:

RollWorks ABM App: Name of the managed package to install in your Salesforce Sandbox to test the RollWorks<>Salesforce integration functionality.

Sandbox: Salesforce staging environment for customizing and testing. Learn more here.

 

Step 1 - Install the RollWorks ABM App in Sandbox

Work with your Salesforce Administrator to install the RollWorks ABM Salesforce App. The person completing this installation must have the following access:

  • Salesforce permissions to download AppExchange Packages.
  • Login credentials to access your company RollWorks account. Click here to learn how to create a RollWorks user account for your Salesforce Administrator.

Complete the RollWorks ABM App installation:

Edit the URL

The copied link is for a production installation but it can be modified to be for staging by simply replacing "login" with "test".

  • Copy the Salesforce app link and edit the URL by replacing β€œlogin” with β€œtest” within the link, so the link starts with https://test.salesforce, not https://login.salesforce.
  • Open a new browser window and log in to Salesforce Sandbox.
  • Paste the edited Salesforce Sandbox App installation Link in your browser's address bar and hit enter.
  • From the Salesforce installation screen, select 'Install for Admins Only' to ensure that only administrators have access to all objects, fields, pages, and page layouts. In a later step, we will assign different permission sets in Salesforce for your users.

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  • After the RollWorks ABM App is installed in your Salesforce Org you will receive an email from Salesforce confirming the package was installed successfully.

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  • To verify that your app has been installed go to Salesforce and navigate to Apps > Installed Packages and you should see a package named 'RollWorks ABM App' on the list of packages installed.

 

Step 2 - Determine the Salesforce user that will manage the integration

Before you start, please be aware that the Salesforce user that will manage the integration with RollWorks must have the following Salesforce permissions:

Salesforce permissions required to complete this installation:

  • RollWorks Admin' permission set (provisioned upon App installation).
  • View All / Read / Write access to Account, Opportunity, Contact, Lead, Campaign, and Activities/Tasks objects.
  • Read / Edit access to User object with the ability to manage permission sets.
  • View Roles and Role Hierarchy.
  • View Setup and Configuration.

Choose one of the 3 options below to determine who will be the Salesforce user that will manage the Salesforce Integration with RollWorks going forward:

OPTION 1

πŸ†  Recommended

OPTION 2

πŸ›‘  Not Recommended

OPTION 3

πŸ›‘  Not Recommended

Create a Salesforce Integration User Use an existing Salesforce System Admin Add additional permissions to an existing Salesforce user

Option 1. Create a Salesforce Integration User (recommended)

  • An Integration User is a dedicated (not used by a human) full Salesforce license that has a custom profile, permissions set, and is used to manage all 3rd party integrations for the entire org. 
  • Use a dedicated email such as integrationuser@yourdomain.com.
  • Assign the user permissions required by RollWorks listed here.

Recommended

πŸ† We recommend using this method to prevent data sync interruption in the event that the original authorized user leaves your company and their Salesforce user profile is deactivated. Learn more about the benefits of using a dedicated Salesforce Integration user in this

Option 2. Use an existing Salesforce System Admin

Salesforce System Admins will automatically have the user permissions required by RollWorks listed here.

Not recommended

πŸ›‘  This option is not recommended as it may result in the interruption of data sync in the event that this user leaves your company and their Salesforce user profile is deactivated.

Option 3. Add additional permissions to an existing Salesforce user

Select an existing Salesforce user and extend their Salesforce user permissions required by RollWorks listed here.

Not recommended

πŸ›‘  This option is not recommended as it may result in the interruption of data sync in the event that this user leaves your company and their Salesforce user profile is deactivated.

 

Step 3 - Assign user permissions sets to your Salesforce users

In this step, you will assign permissions sets to your Salesforce users that will use the RollWorks ABM App in Salesforce or that need to see RollWorks data and reports in Salesforce. There are two different permissions sets that you can assign to your Salesforce users:

RollWorks Admin permission set

Assign this permission set to the Salesforce users responsible for managing the integration so that they can:

  • Complete the initial integration setup between Salesforce and RollWorks.
  • Authenticate your Salesforce account to connect with RollWorks.
  • Schedule, run and stop the data sync between Salesforce and RollWorks.
  • Have read and write access to all pages, objects, and fields used by the RollWorks ABM App.
  • Create, edit and delete RollWorks Audience Manager segments and attributes syncing to RollWorks.
  • Use the List Builder in Salesforce to sync over your Excluded Customers, Excluded Competitors, and Contact Lists.

RollWorks Sales Insights permission set

This permission set is assigned automatically to your Salesforce users that have been assigned a Sales Insights seat in the RollWorks platform settings. Please refer to this Sales Insights Help Center guide to learn more about this feature.

 

Step 4 - Authorize the App and start Sync

After permission sets have been assigned, you will have to configure the data sync between your Salesforce org and your RollWorks account:

Go to the Salesforce App Launcher and select 'RollWorks ABM App'.

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  • Scroll down to 'Salesforce Data Sync Settings', select 'Yes, opt-in to data sharing' to enable RollWorks to ingest Account, Opportunity, Contact, Lead, and Activity data.
  • Click 'Save'.

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  • Click 'Authorize RollWorks ABM.

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  • Enter your RollWorks login credentials on the next screen and click 'Sign In'.

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  • Click 'Allow' on the next screen.

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  • After successfully authorizing your RollWorks account you will see a prompt that says 'Success! We've connected your Audience to RollWorks'.

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  • Go back to Salesforce, click the Salesforce App Launcher and select 'RollWorks ABM App'.

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  • Click the 'RollWorks Settings' tab.
  • You will see the message "RollWorks ABM is now connected to Salesforce" confirming that you have successfully connected your Salesforce org to RollWorks.

Your RollWorks account is now connected to Salesforce and you will see the next sync time listed as 'Next Scheduled Run'. After this sync, this Salesforce data will be available in RollWorks.

 

Step 5 - Assign Sales Insights seats to your Salesforce users

After you have connected your RollWorks account to your Salesforce instance you should proceed to assign Sales Insights seats to your Sales Team. Learn how to here.

 

Step 6 - Configure your Salesforce Reports

After the initial installation is complete you should follow the steps in this Salesforce Reporting Setup Guide to ensure your users can view RollWorks data in Salesforce and can access our RollWorks Custom Report templates.

 

Step 7 - Moving from Sandbox to Production

When you are ready to move the integration from Sandbox to Production you will need to disable the current authorization by following these steps:

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Once the steps above are completed, you can proceed to install your Salesforce Org in production. Click here to learn how.

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