- 14 Feb 2022
- 2 Minutes to read
Basics of the G2 CRM Connector for Salesforce
- Updated on 14 Feb 2022
- 2 Minutes to read
The G2 CRM Connector houses G2 data in your Salesforce environment. This app is not a separate application on Windows or macOS, and it is not downloaded from the iOS or Android app stores. Instead, a Salesforce connected app such as this one can be viewed as a framework to help deliver data from an external source (in this case, G2) to a Salesforce environment via APIs and authentication protocols.
The core C2 CRM Connector experience shows up as a collection of custom objects and tabs.
How G2 data flows throughout Salesforce
When assessing the usefulness of the G2 CRM Connector, it is critical to understand where G2 data lives within Salesforce by default, and how to make that data flow throughout the Salesforce environment.
The following diagram summarizes the default experience of the integration:
In this scenario, G2 data is only being delivered to the custom objects outlined in the G2 custom objects and fields section and the tabs outlined in the G2 Salesforce tabs section. Items such as new Reference Pages that are created in the G2 Salesforce Connector app are synced back to G2 servers so they appear in the my.G2 admin dashboard.
While the default experience can be useful, the true power of the G2 CRM Connector is only enabled when G2 data is allowed to flow throughout the Salesforce environment.
The following diagram represents the areas of Salesforce where G2 data can potentially flow:
G2 data can be used in Salesforce to:
- Place G2 custom objects in Salesforce account, lead, and opportunity page layouts. This enables Salesforce users across your organization to view and interact with G2 data directly in their existing workflows. These can be customized depending on the data that the user organization wants to display. Review the G2 custom objects and fields section for more details.
- Create custom Salesforce reports. This enables user organizations to spot potential buyers, identify customers that might churn, and more.
- The G2 Salesforce Connector app includes four pre-built Salesforce reports that can be run immediately, along with six custom report types that can be used as starting points for more reports. Beyond these package options, the fields available via the G2 custom objects can be used to create more custom Salesforce reports. Review the G2 custom reports for Salesforce section for more details.
- Set up Salesforce notifications so that users can be informed about the latest G2 activity. Notifications are not formally supported by G2, but this documentation provides examples of custom Salesforce notifications that are triggered by G2 data activity. Review the Salesforce notifications section for more details.
- Make Salesforce dashboards to visually represent G2 activities. Dashboards are not formally supported by G2, but this documentation provides examples of dashboards that can be useful for G2 users. Review the Salesforce dashboards section for more details.
To enable G2 data to flow to custom objects on Salesforce page layouts, Salesforce reports, and more, mapping or auto-mapping G2 Buyer Intent data is necessary. Refer to G2's Mapping Buyer Intent data to Salesforce accounts and leads documentation to understand the data mapping process.