Creating a mapped account task (Flow Builder)

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  • Publicado el Oct 17, 2025
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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 documentation. This task is assigned regardless of how an account is mapped.

Steps

Salesforce will complete its migration to Flow Builder in December 2025.

Flow Builder provides a point-and-click tool for creating triggered processes.
Use the Migrate to Flow 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

  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

  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

  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.