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:
- 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 RollWorks 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 Salesforce Help Center instructions.
- 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:
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.
Use fit, intent, and engagement signals from RollWorks combined with your Salesforce data to engage these audiences with advertising Playbooks and Campaigns.
Combine RollWorks company data and Account Intent with your Salesforce data to create the dynamic lists you will target with RollWorks.
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 RollWorks advertising metrics. Learn more in this Help Center Salesforce Reporting Guide.
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 the progress of your accounts using Journey Stages.
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.
After selecting the intent keywords you want to monitor push these keywords to your Salesforce account records when an account is surging with intent.
