---
title: "Configure account scoring with G2 event data"
slug: "configure-account-scoring-with-g2-event-data"
updated: 2025-06-05T22:40:08Z
published: 2025-06-05T22:40:08Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.g2.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure account scoring with G2 event data

Score G2 visits in Salesforce to prioritize accounts by interest level, automate alerts based on intent strength, and seamlessly integrate G2 Intent data into existing sales and marketing workflows.

## Before getting started

Configuring the G2 Intent Score field enables you to leverage these scores in several ways to enhance your sales and marketing efforts:

- Prioritize Accounts in Buyer Intent Reports: Sort your Account Buyer Intent report by Intent Score to prioritize accounts with the highest level of engagement.
- Set Conditions for Buyer Intent Alerts: Use Intent Score as a filter in Buyer Intent Alerts to ensure that only high-value signals reach sales. For example, you can set a condition where alerts are sent only if the G2 Event Tag contains “categories” or “sidebar” (ads) and the Account or Organization Intent Score is 20 or higher. This helps reduce alert fatigue by surfacing only the most relevant insights.
- Emphasize Importance in Intent Notifications: Include the Intent Score in the message text of Intent Notifications to highlight the engagement level of a prospect. This is particularly useful for lower-strength visit types, as the Intent Score provides additional context to help sales teams quickly assess the importance of each alert.
- Enhance Lead and Account Scoring Models: Incorporate the G2 Intent Score as a key metric in your lead or account scoring models alongside other data sources. By doing so, you can achieve a more comprehensive view of intent, improving the accuracy of your scoring and prioritization strategies.

### Overview

Creating a custom score report requires the following high-level steps:

[Create custom fields](/docs/configure-account-scoring-with-g2-event-data#configure-custom-fields): Define custom fields on the G2 Event object to calculate and adjust intent scores for each visit, including a time-decayed score. [Aggregate Score to Organizations](/docs/configure-account-scoring-with-g2-event-data#aggregate-intent-scores): Create a roll-up summary field on the G2 Visiting Organizations object that sums all visit intent scores from related G2 Event records. [Sync score to the account object](/docs/configure-account-scoring-with-g2-event-data#sync-scores-to-the-account-object): Set up a flow to automatically update the G2 Intent Score on the Account object.

### 1. Configure custom fields

You will need to create two formula fields on the G2 Event object to score each visit and to apply a time decay to the scores.

![Demo showing how to navigate to the Object Manager in salesforce.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-score-report-event-object.gif)

#### Create a field to score each visit

To create a custom field to calculate the intent score for each visit:

1. Log into your Salesforce instance.
2. Select **Setup**, then select **Object Manager** and select **G2 Event**.

![Image showing the G2 Event object in Salesforce.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-score-report-g2-event.png)

1. Select **Fields & Relationships**, then select **New**.
2. In the *Data Type* panel, select **Formula** then select **Next**.
3. In the *Choose output type* panel, enter *G2 Visit Intent Raw* in the *Field Label* field, and *G2_Visit_Intent_Raw* in the *Field Name* field.
4. In the *Formula Return Type* field, select **Number**, then select **Next**.
5. Paste the following formula in the *Formula Editor*, then select **Next**.

```
CASE( G2Crowd__Tag__c ,
"ad.category_competitor.product_left_sidebar",1,
"products.reviews",10,
"products.pricing",12,
"products.features",12,
"products.discuss",12,
"products.competitors",3,
"categories.show",2,
"categories.learn",1,
"categories/products.highest_rated",3,
"categories/products.easiest_to_use",3,
"comparisons.show",20,
"product_reference_pages.show",12,
"vendor_admin/product_reference_pages.show",12,
"reports.show",8,
"reports.preview",6,
"grid_report/documents.show",8,
"grid_reports/documents.show",8,
"vendors.show",4,3)
* (1 + IF( OR(
CONTAINS(G2Crowd__Resource_Name__c,"{TOP COMPETITOR NAME}")
,CONTAINS(G2Crowd__Resource_Name__c,"{TOP COMPETITOR NAME}")
,CONTAINS(G2Crowd__Resource_Name__c,"{TOP/MAIN CATEGORY NAME}")
),1,0))
```

              
              

To add more top competitors, copy the second-to-last row and paste it as a new row below. Repeat for each additional competitor you want to include.

1. In the *Establish field-level security* panel, select **Permission sets with object permissions**, then select **Next**.
2. Select **Save**.

#### Create a field to apply time decay

To create a custom field that applies time decay to the visit intent scores:

1. Log into your Salesforce instance.
2. Select **Setup**, then select **Object Manager** and select **G2 Event**.
3. Select **Fields & Relationships**, then select **New**.
4. In the *Data Type* panel, select **Formula** then select **Next**.
5. In the *Choose output type* panel, enter *G2 Visit Current Intent Score* as the *Field Label*, and *G2_Visit_Current_Intent_Score* as the *Field Name*.

![Image showing the Choose Output Type panel in Salesforce.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-score-report-time-decay.png)

1. In the *Formula Return Type* field, select **Number**, then select **Next**.
2. Paste the following formula in the *Formula Editor*, then select **Next**.

```
G2_Visit_Intent_Raw__c * 
IF(
TEXT( G2Crowd__Days_Ago__c ) = ‘1’,1),
IF(
TEXT( G2Crowd__Days_Ago__c ) = 7,0.9,
IF(
TEXT( G2Crowd__Days_Ago__c ) = 30,0.75,
0.3)))
```

              
              

The *Days Ago* field on the G2 Event object will update upon the following triggers:

1. A new visit event occurs by the same organization.
2. The event record or organization record is updated.
3. A scheduled job runs monthly for all G2 events.

Values for the Days Ago field are: 1, 7, 30, and 50. Events older than 50 days will show 50 as the Days Ago value.

1. In the *Establish field-level security* panel, select **Permission sets with object permissions**, then select **Next**.
2. Select **Save**.

### 2. Aggregate intent scores

To aggregate the intent scores at the company level, you will need to create a roll-up summary field on the G2 Visiting Organizations object to sum the visit intent scores from related G2 Event records.

To roll-up visit scores to the G2 Visiting Organization:

1. Within your Salesforce instance, select **Setup**.
2. Select **Object Manager**, then select **G2 Visiting Organizations**.
3. Select **Fields & Relationships**, then select **New**.
4. In the *Data Type* panel, select **Roll-Up Summary** then select **Next**.

![Image showing the Roll Up Summary option in the New Custom Field panel.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-report-select-roll-up-summary.png)

1. In the *Enter the details* panel, enter **G2 Intent Score** in the *Field Label* field and enter **G2_Intent_Score** in the *Field Name* field, then select **Next**.
2. From the *Summarized Object* dropdown, select **G2 Events**.
3. In the *Select Roll-Up Type* panel, select **SUM**, then select **G2 Current Visit Intent Score** from the *Field to Aggregate* dropdown.
4. Select **Next**.
5. In the *Establish field-level security* panel, select **Permission sets with object permissions**, then select **Next**.
6. Select **Save**.

              
              

You can optionally use Salesforce’s [Rollup Helper](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009i3UpEAI) tool to perform roll-up operations in Salesforce.

### 3. Sync scores to the account object

In order to sync G2 Intent Scores to the Account object, you must first create a new field on the Account object and set up a Record-Triggered Flow to automatically update the score based on related visit data.

#### Create G2 Intent Score field on the account object

To create a new field for G2 Intent Score on the Account object:

1. In your Salesforce instance, select **Setup**.
2. Select **Object Manager**, then select **Account object**.
3. Select **Fields & Relationships**, then select **New**.
4. In the *Data Type* panel, select **Number** then select **Next**.
5. In the *Enter the details* panel, enter **G2 Intent Score** in the *Field Label* field and enter **G2_Intent_Score** in the *Field Name* field, then select **Next**.
6. In the *Establish field-level security* panel, select **Permission sets with object permissions**, then select **Next**.
7. Select **Save**.

#### Create the record-triggered flow

To set up a new flow:

1. Within your Salesforce instance, select **Setup**.
2. Select **Process Automation**, then select **Flows**.

![Image showing the Flows option within the Process Automation tab.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-score-report-flows.png)

1. Select **New Flow**, then select **Start From Scratch** and select **Next**.
2. From the *Select Type* panel, select **Record-Triggered Flow** then select **Create**.

![Image showing the Record-triggered flow option.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-score-report-record-triggered-flow.png)

1. In the *Object* field, search for and select **G2 Visiting Organization**.
2. In the *Configure Trigger* panel, select **A record is created or updated**.
3. In the *Set Entry Conditions* panel, select **All Conditions Are Met (AND)** and add the following conditions:  

*Field*: G2Crowd__Account__c  

*Operator*: Does Not Equal  

*Value*: {!$GlobalConstant.EmptyString}

![Image showing the Configure Start panel in Salesforce.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-score-report-record-configure-flow.png)

1. In the *Flow Toolbox* panel, select **+** then search for and select **Update Records** in the *Add Element* panel.

![Demo showing how to add an element in the flow toolbox in Salesforce.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-score-report-add-element.gif)

1. Enter the following conditions for the *Update Records* element:  

*Label*: Update Account Intent Score  

*API Name*: Update_Account_Intent_Score  

*How to Find Records to Update and Set Their Values*: **Specify conditions to identify records, and set fields individually**  

*Object*: Account

![Image showing the Update Records element in Salesforce.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-report-update-records-element.png)

1. In the *Filter Account Records* panel, select **All Conditions Are Met (AND)** then enter the following conditions:  

*Field*: Account_18char_ID__c  

*Operator*: Equals  

*Value*: {!$Record.G2Crowd__Account__r.Account_18char_ID__c}
2. In the *Set Field Values for the Account Records* panel, enter the following conditions:  

*Field*: G2_Intent_Score__c  

*Value*: {!$Record.G2_Intent_Score__c}
3. Select **Save**, then Select **Activate**.

The G2 Intent Score will update nightly and when new visits events occur for each account. To test the Flow, edit a G2 Visiting Organization record that is mapped to an Account.

## Create a G2 event-based report with weighted scoring

You can build or edit a custom report in Salesforce that scores G2 visit events to help you find high-intent accounts.

To modify an existing report, use a report type that includes G2 Events or G2 Visit Events.

To edit the *G2 Accounts with Visit Events* report:

1. Log into your Salesforce instance.
2. Select **Reports**, then select **New Report**.
3. Search for and select *G2 Accounts with Visit Events*, then select **Start Report**.

![image showing the G2 - Accounts with Visit Events report type in salesforce.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-report-accounts-with-visit-events.png)

1. In the *Columns* panel, select **Add Row-Level Formula**.

![Image showing the Add Row-level formula column in Salesforce.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-report-add-row-level-formula.png)

1. In the *Edit Row-Level Formula* panel, enter **Visit Intent** in the *Column Name* field.

![Image showing the Edit Row-level formula column panel in salesforce.](https://documentation-g2-com-images.s3.us-east-1.amazonaws.com/bi-report-edit-row-level-formula.png)

1. Paste the following formula in the *Formula* field, then select **Apply**.

```
CASE( G2Crowd__G2_Event__c.G2Crowd__Tag__c ,
"ad.category_competitor.product_left_sidebar",1,
"products.reviews",8,
"products.pricing",10,
"products.features",10,
"products.discuss",10,
"products.competitors",5,
"categories.show",2,
"categories.learn",2,
"categories/products.highest_rated",3,
"categories/products.easiest_to_use",3,
"comparisons.show",15,
"product_reference_pages.show",15,
"vendor_admin/product_reference_pages.show",15,
"reports.show",8,
"reports.preview",8,
"grid_report/documents.show",8,
"grid_reports/documents.show",8,
"vendors.show",4,3)
* (1 + IF( OR(
CONTAINS(G2Crowd__G2_Event__c.G2Crowd__Resource_Name__c,"TOP COMPETITOR NAME"),
CONTAINS(G2Crowd__G2_Event__c.G2Crowd__Resource_Name__c,"TOP COMPETITOR NAME"),
CONTAINS(G2Crowd__G2_Event__c.G2Crowd__Resource_Name__c,"KEY/MAIN CATEGORY NAME")
),1,0))
```

1. Select **Save & Run**.