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 connect your Salesforce Org to RollWorks 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 RollWorks Help Center.
- Visit the Sales Insights for Salesforce section of the RollWorks 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 instructions.
- Any RollWorks subscription paid package.
Your access to RollWorks features and data depends on your package
- Your access to different RollWorks data sources synced to Salesforce may vary depending on your package.
- Your access to different RollWorks product features powered by the Salesforce integration may vary depending on your RollWorks package.
To find your current package, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.
RollWorks features
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 your Salesforce data to determine which accounts to engage with advertising Playbooks and Campaigns.
Generate a list of in CRM Hot Contacts in RollWorks 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 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.
Salesforce Integration Use Cases
Read through the four use cases below to leverage the Salesforce Integration with RollWorks 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 in RollWorks using your own Salesforce fields | Go to the Account List Builder in the RollWorks platform 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 RollWorks platform to edit, or add new stages. Learn how-to here. |
| Bring over your Salesforce contacts into RollWorks as Contact Lists | Target known contacts from Salesforce with advertising. Exclude known contacts/leads from your campaigns | Use the Contact List Builder in RollWorks and use Salesforce contacts filtered with RollWorks 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 RollWorks List Manager in Salesforce to create a company list, and use it in RollWorks General Exclusions. Learn how-to here. |
| Create new Account records in Salesforce from your RollWorks 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 RollWorks, select an Account List, and manually push the accounts to Salesforce. Learn how-to here. |