Build custom Salesforce reports with G2 data

G2 makes hundreds of fields available via the G2 CRM Connector. These fields can represent a variety of data points, from details about a G2 Buyer Intent event to the answers a G2.com reviewer submitted for a product.

G2 has provided several examples below that show how Salesforce reports can be customized with G2-provided fields. These examples can either be used directly or as inspiration to build custom Salesforce reports for your organization.

G2 does not directly support building individual Salesforce reports for customers beyond these included examples.

• Example report #1: G2 Buyer Intent activity by Salesforce account
• Example report #2: All leads and the related G2 Events
• Example report #3: G2 visiting organizations information
• Example report #4: Product comparisons
• Example report #5: G2 Buyer Intent data organized by Salesforce account owner
• Example report #6: Mapped Salesforce accounts with opportunities
• Example report #7: Find mapped Salesforce accounts with many G2 events
• Example report #8: Track customer satisfaction
• Example report #9: G2 review questions and answers
• Example report #10: Salesforce accounts without G2 reviews