Features Supported by the Salesforce Integration

The Salesforce Integration for RollWorks connects your Salesforce org to the RollWorks platform to power your account-based strategy. The Salesforce integration is bi-directional and allows you to push data from RollWorks to Salesforce and vice-versa. To get started click here to learn how to connect your Salesforce Org to RollWorks by completing the initial integration setup. 

To find more articles related to our Salesforce Integration:

 

Who can access

To use the Salesforce Integration with RollWorks you must have:

  1. 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 Salesforce Help Center instructions.
  2. A RollWorks subscription package: Starter, Standard, Professional, or Ultimate.

To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

 

RollWorks features supported

Below you can find the RollWorks ABM platform features that you can leverage if you integrate Salesforce with RollWorks:

Push ICP Fit grades to Salesforce

Grade the fit of your accounts based on your Ideal Customer Profile model using RollWorks machine learning and then push the ICP Fit Grade (A, B, C, D, E, or F) to your Salesforce account records.

Dynamically sync your Ideal Customer Profile model in RollWorks
Bring over your best existing customer accounts from Salesforce to RollWorks and keep them updated automatically based on the filter criteria you define. This Ideal Customer Profile will serve as your ICP model training data to grade the fit of your accounts and how closely they resemble your best customers.
Sync your email lists from Salesforce
Create Contact Audiences in RollWorks and keep them up to date automatically using the Salesforce sync. Then target these known contacts and leads with digital ads through RollWorks.
Run advertising campaigns and playbooks

Use fit, intent, and engagement signals from RollWorks combined with your Salesforce data to engage these audiences with advertising Playbooks and Campaigns.

Deploy cross-channel orchestration through our partner integrations
Use fit, intent, and engagement signals from RollWorks combined with your Salesforce data to engage these audiences with cross-channel orchestration.
Create Account Lists and Account Groups

Combine RollWorks company data and Account Intent with your Salesforce data to create the dynamic lists you will target with RollWorks.

Display Account Spike data to your sales team to inform their outreach

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.

View RollWorks performance in Salesforce reports 

Run Salesforce reports using account, opportunity, contact, and lead data combined with RollWorks advertising metrics. Learn more in this Help Center Salesforce Reporting Guide.

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Customize Journey Stages to track account progression

Utilize Salesforce data to define your RollWorks Journey Stages and to create new stages that align with your customer sales journey. View Journey Events in the RollWorks platforms to understand how your accounts progress using Journey Stages.

Push newly discovered accounts to Salesforce

Use RollWorks 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.

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