- #TOWEB VERSION 5.28 INSTALL#
- #TOWEB VERSION 5.28 DOWNLOAD#
Paste the Salesforce App installation Link in your browser's address bar and hit enter. In a new browser window log in to Salesforce. Find your Salesforce App installation Link emailed by your RollWorks Onboarding Manager, or log in to RollWorks and go to Integrations > Salesforce > 'Copy Salesforce App Link'. Login credentials to access your company RollWorks account.įollow the instructions below to complete the App installation:. #TOWEB VERSION 5.28 DOWNLOAD#
Salesforce permissions to download AppExchange Packages. The person completing the Salesforce installation must have: #TOWEB VERSION 5.28 INSTALL#
You will need to work with your Salesforce Administrator to install the RollWorks ABM Salesforce App. Connect Salesforce to RollWorks Step 1 - Install the RollWorks ABM App in Salesforce To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage. 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. Click here to view the latest list of API-enabled Salesforce editions. An API-enabled Salesforce edition such as Enterprise Edition, Unlimited Edition, Developer Edition, or Performance Edition. To use the Salesforce Integration with RollWorks you must have: Deploy cross-channel orchestration through our Partner Integrations using Salesforce data: Use fit, intent, and engagement signals from RollWorks combined with your Salesforce data to engage these audiences with cross-channel orchestration. Run advertising playbooks using Salesforce data: Use fit, intent, and engagement signals from RollWorks combined with your Salesforce data to engage these audiences with advertising Playbooks. Use Salesforce data in Journey Stages to inform your ABM measurement: Utilize Salesforce data to define Journey Stages and view Journey Events in the RollWorks platforms to understand how your accounts progress using Journey Stages. Create Contact Audiences from Salesforce: Dynamically sync email lists directly from Salesforce to target known contacts and leads. Create Ideal Customer Profile Models: sync over your best Accounts from Salesforce as your ICP model training data to power Account Scoring. 
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.Use Account Spike data to inform sales outreach: With Sales Insights, uncover account engagement signals, alert sales of spiking accounts with contact-level insights, and prioritize and personalize outreach.Learn more in this Help Center Salesforce Reporting Guide. View RollWorks performance data in Salesforce: Run Salesforce reports using account, opportunity, contact, and lead data combined with RollWorks advertising metrics.Push newly discovered accounts to Salesforce: Use RollWorks firmographic and intent data to discover new accounts and push them to Salesforce.Push RollWorks Account Scoring grades to Salesforce: Create your own ICP models to score your accounts and push their A-to-F ICP Fit Grade to Salesforce.With this integration you will be able to: The Salesforce Integration for RollWorks connects your Salesforce org to the RollWorks platform to power your account-based strategy.
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