Salesforce Integration

Salesforce Integration Features

• Salesforce Integration: Features and Benefits
• Exclude Your Existing Customers Using Salesforce Data

Salesforce Integration Installation

• Salesforce Integration: Initial Installation Guide
• Salesforce Integration: Installation in Sandbox
• Salesforce Integration: Add AdRoll Custom Objects as Related List
• Salesforce Integration Settings Page
• Multi-Profile CRM Setup for Secondary Accounts

Salesforce Integration Troubleshooting

• Salesforce Troubleshooting: Grant LMA Access to our Solutions Engineers
• Salesforce Integration: Required permissions for the Authenticated User
• Salesforce Integration: Required permissions for End Users
• Salesforce Integration: Enable the Salesforce Data Sync Opt-In
• Salesforce Integration: Reauthorize the RollWorks ABM App

[NEW] Salesforce Data Sync and Reports

• AdRoll ABM Data in Salesforce: Custom Objects and Fields
• Build your own Salesforce reports
• Out-of-the-box Salesforce Reports
• Spiking Accounts Salesforce Report
• Filter Salesforce reports by Advertiser Profile
• See all 9 articles

[LEGACY] Salesforce Custom Objects and Reports

• Salesforce Custom Object Transition