#Toweb version 5.28 install
#Toweb version 5.28 download

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.