The Salesforce Integration connects your Salesforce org to the AdRoll ABM to power your account-based strategy. The Salesforce integration is bi-directional and allows you to push data from us to Salesforce and vice-versa. To get started connect your Salesforce Org to AdRoll ABM by completing the steps in the Initial Salesforce Installation guide.
To find more articles related to our Salesforce Integration:
- Visit the Salesforce Integration section of the Help Center.
- Visit the Sales Insights for Salesforce section of the Help Center.
Who can access
To use the Salesforce Integration with AdRoll ABM you must have:
- An API-enabled Salesforce edition such as Enterprise Edition, Unlimited Edition, Developer Edition, or Performance Edition. Click here to view the latest list of API-enabled Salesforce editions. To find out what Salesforce Edition your company has you can follow these instructions.
- Any subscription paid package.
Your access to features and data depends on your package
- Your access to different data sources synced to Salesforce may vary depending on your package.
- Your access to different AdRoll ABM features powered by the Salesforce integration may vary depending on your package.
To find your current package, log in to AdRoll ABM and navigate to Settings > Billing > Plans & Usage.
Salesforce-powered features in AdRoll ABM
Below you can find features that you can leverage if you integrate Salesforce with the AdRoll ABM platform:
Grade the fit of your accounts based on your Ideal Customer Profile model using our machine learning and then push the ICP Fit Grade (A, B, C, D, E, or F) to your Salesforce account records.
Use your Salesforce data to determine which accounts to engage with advertising Playbooks and Campaigns.
Generate a list of in CRM Hot Contacts in the AdRoll ABM platform to identify your existing Salesforce contacts that are raising their hand and should be nurtured by your sales team. Your sales reps can see recommended Hot Contacts directly in the Salesforce Sales Insights widget.
With Sales Insights, we uncover account engagement signals for your sales team through email alerts of spiking accounts with contact-level insights and in-Salesforce information about the Account engagement with your website and advertising.
Run Salesforce reports using account, contact, and lead data combined with advertising metrics. Learn more in this Help Center Salesforce Reporting Guide.
Utilize Salesforce data to define your Journey Stages and to create new stages that align with your customer sales journey. View Journey Events directly in Salesforce or in the AdRoll ABM platform to understand how the progress of your accounts using Journey Stages.
Use our firmographic and intent data to discover new accounts that don't exist in your CRM already and push them to Salesforce as new Account records.
After selecting the intent keywords you want to monitor push these keywords to your Salesforce account records when an account is surging with intent.
Salesforce Integration Use Cases
Read through the four use cases below to leverage the Salesforce Integration and find step-by-step instructions:
| Use Case | Example | How |
|---|---|---|
| Create and sync Account Lists and Account Groups based on Salesforce fields | Define the Account Lists and Groups you want to target with ads using your own Salesforce fields | Go to the Account List Builder in AdRoll ABM and select Salesforce as your data source. Learn how-to here. |
| Define Journey Stages based on Salesforce fields | Customize Journey Stages to understand how accounts progress through the sales cycle using your own Salesforce fields | Go to Journey Stages in the AdRoll ABM platform to edit, or add new stages. Learn how-to here. |
| Bring over your Salesforce contacts into AdRoll ABM as Contact Lists | Target known contacts from Salesforce with advertising. Exclude known contacts/leads from your campaigns | Use the AdRoll Contact List Builder and use Salesforce contacts filtered with our data to create a dynamic list. Learn how-to here. |
| Create and sync Account Lists to use in our General Exclusions | Exclude specific Accounts from your advertising campaigns, for example, some of your existing customers | Use the List Manager in Salesforce to create a company list, and use it in General Exclusions. Learn how-to here. |
| Create new Account records in Salesforce from your Account Lists | Add new accounts to Salesforce that do not exist yet in your CRM based on their fit, engagement, or intent signals. | Go to your account, select an Account List, and manually push the accounts to Salesforce. Learn how-to here. |