Add G2 data to Salesforce page layouts

The G2 Salesforce Connector app comes with several related lists and a Salesforce Visualforce page. This section details how to place some of these related lists and the Visualforce page in Salesforce page layouts, making G2 data easily accessible directly within existing user workflows.

For instance, if a user organization would like its sales professionals to have access to certain G2 Buyer Intent data directly in a Salesforce account, the G2 Events and G2 Visiting Organizations related lists can be placed in the relevant Salesforce account page layouts.

Salesforce resources for customizing page layouts

For more details on how to change page layouts in Salesforce, review Salesforce’s Customize Page Layouts with the Enhanced Page Layout Editor documentation.