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 RollWorks Custom Objects as Related List
• Salesforce Integration Settings Page

Salesforce Integration Troubleshooting

• Salesforce Troubleshooting: Grant LMA Access to RollWorks 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

• [NEW] Salesforce Custom Object Transition
• [NEW] Salesforce reporting: Out-of-the-box reports
• [NEW] RollWorks Data available in Salesforce: New Custom Objects
• [NEW] Exposing RollWorks Aggregated Account Data on Account in Salesforce for Reporting
• Salesforce Data Available in RollWorks
• See all 7 articles

[LEGACY] Salesforce Data Sync and Reports

• [LEGACY] Salesforce Reporting: Out-of-the-box reports
• [LEGACY] RollWorks Data Available in Salesforce: Old Custom objects
• [LEGACY] Salesforce Reporting: Custom Reports
• [LEGACY] Exposing 'RollWorks Account Data' custom fields on your Standard Account object