Salesforce
Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale.
Description
Salesforce + AdRoll
With AdRoll's cross-channel attribution*, you can connect your Salesforce account to the AdRoll platform to analyze your Salesforce-reported conversions and revenue compared to your platform-reported metrics across ads, email, and sms.
Salesforce Data in Cross-Channel Attribution
With AdRoll’s cross-channel attribution*, you can integrate your Salesforce data as a trusted source to the AdRoll platform to centralize metrics from across your marketing channels. Eliminate the need to login to separate platforms to view and export metrics. Instead, integrate your campaign data to make informed decisions to best optimize performance and allocate budget across your marketing channels.
This product allows you to view your Salesforce conversion and revenue data compared to AdRoll web ads, social ads, email and sms from the platform APIs alongside UTM-tracked conversions. You can also set date ranges, filter by channel, choose your attribution model, and customize the dashboard with your preferred KPIs.
Integrating & Importing Data
Connecting your Salesforce account is very straightforward, please follow these steps for easy integration:
- While logged into your AdRoll account, click on the “Integrations” button located in the bottom left corner of your dashboard.
- Find “Salesforce”, click on the tile which opens a modal with more information.
- Click on the “Connect Salesforce” button.
- From there, a popup appears where you can log into your Salesforce account.**
Initially your data will take up to 24 hours to import, but after that, your Salesforce data will be updated on an hourly basis including:
- Date
- Account_id (Property ID)
- account_name (property name)
- Conversions
- Revenue
Learn more about integrating your Salesforce data within the AdRoll platform here.
Alert: This feature is only available to our paid subscribers. You can check out your plan options here.
*Cross-channel attribution is only available to our paid subscribers as an add-on.
**We have partnered with Improvado to provide this connection to AdRoll. Your data is secure and is only accessible through the AdRoll platform; this does not create an Improvado account on your behalf, or bill/invoice.
