---
title: "Creating a mapped account task (Flow Builder)"
slug: "creating-a-mapped-account-task-flow-builder"
updated: 2025-10-17T19:38:40Z
published: 2025-10-17T19:38:40Z
---

> ## 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.

# Creating a mapped account task (Flow Builder)

This example task is automatically assigned to Salesforce account owners when a new account has been mapped to G2 data. Creating this task ensures that account owners are notified when one of their accounts has been mapped, allowing them to follow up with the appropriate actions when targeting their accounts.

              
              

To understand the auto-mapping and manual mapping process, refer to G2's [Mapping Buyer Intent data to Salesforce accounts and leads](https://documentation.g2.com/docs/mapping-g2-buyer-intent-data-to-salesforce-accounts-and-leads) documentation. This task is assigned regardless of how an account is mapped.

## Steps

              
              

Salesforce will complete its migration to **Flow Builder** in [December 2025](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow_learning_map.htm&type=5).

Flow Builder provides a point-and-click tool for creating triggered processes. Use the [Migrate to Flow](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&type=5) tool to move any existing workflow rules or Process Builder automations.

1. At the top-right of any Salesforce page, select **Setup**.
  - For Salesforce Lightning users, select the gear icon and then **Setup**.
2. In the left-hand menu, search for and select **Flows** (under **Process Automation**).

![Within salesforce, select Flows under the process automation heading](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/sf-task-flows.png)

1. In the *Flows* panel, select **New Flow**.
2. In the *New Automation* panel, select **Record-Triggered Flow** and then **Create**.

![In salesforce, select record triggered flow](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/sf-task-record-triggered.png)

1. In the *Configure Start* panel, enter the following:
  - *Object*: Search for and select **G2 Visiting Organization**.
  - *Trigger the Flow When*: Select **A record is created**.
  - Leave *Optimize the Flow For *set to **Fast Field Updates** (default), then select **Done**.
2. Set an **Entry Condition**:
  - In the *Set Entry Conditions* panel, choose **All Conditions Are Met (AND)** from the Condition Requirements dropdown.
  - Add the following conditions:
    1. *Field*: `G2Crowd__Account__c` → *Operator*: Is Null → *Value*: False.
    2. *Field*: `Account > Account Name` → *Operator*: Does Not Equal → *Value*: Enter your org’s Salesforce account name (for example, `G2`). This prevents internal activity from triggering the task.
3. In the Flow canvas, select **+** after the Start node, then select **Create Records**.

![Select the + icon to add a new element](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/sf-tasks-add-node.gif)

1. In the *Create Records* panel, enter the following:

*Label*: G2 Mapped Account Task *API Name*: auto-populates *How to set the record field values*: Select **Manually** *Object*: Select **Task**

1. For each Task field, add a new row under Set Field Values for the Task.

When a field uses a formula (such as Subject or Due Date), select **Value**, then select **New Resource** → **Formula** to open the formula editor.

| **Field** | **Resource Type** | **Data Type** | **Formula** / Value |
| --- | --- | --- | --- |
| Subject | Formula | Text | `"G2 has identified a new account with Buyer Intent data: " & {!$Record.G2Crowd__Account__r.Name}` |
| Due Date Only | Formula | Date | `DATEVALUE({!$Record.CreatedDate}) + 7` |
| Reminder Set | Boolean | — | `True` |
| Reminder Date/Time | Formula | Date/Time | `DATETIMEVALUE({!$Record.CreatedDate}) + 4` |
| Assigned To ID | Field Reference | — | `{!$Record.G2Crowd__Account__r.OwnerId}` |
| Related To ID | Field Reference | — | `{!$Record.G2Crowd__Account__r.Id}` |

1. Select **Save**. Enter a *Flow Label* (for example, `G2 Mapped Account Task Flow`).
2. Select **Activate**.

The flow is now live. Salesforce account owners will automatically receive a task when an account is either manually mapped or auto-mapped to G2 data.