---
title: "Salesforce notification: Email Salesforce account owners when products are being compared"
slug: "example-notification-1-send-email-to-salesforce-account-owners-when-products-are-being-compared"
updated: 2022-06-15T20:53:10Z
published: 2022-06-15T20:53:10Z
---

> ## 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.

# Salesforce notification: Email Salesforce account owners when products are being compared

A buyer viewing G2 comparison pages for your product can be a clear signal that they are entering a critical stage of the buying process. Notifying your Salesforce account owners of this activity as it happens can provide an advantage over your competitors. This example notification sends an email to Salesforce account owners when one of their mapped accounts views a comparison page for your product.

          
          

For more information on which Buyer Intent signals are included in your subscription, refer to [G2 Plans](https://sell.g2.com/plans).

### 1. Create the record-triggered flow

To create a new flow:

1. At the top-right corner of any Salesforce page, select **Setup**.
2. In the left sidebar, go to **Build** > **Create** > **Workflow and Approvals** > **Flows**.

          
          

If using Salesforce Lightning, go to **Process Automation** > **Flows**.

1. Select **New Flow** to open the Flow Builder.
2. Select **Record-Triggered Flow**, then **Create**.
3. Find the G2 Event object by searching for `G2Crowd__G2_Event__c` in the Object search box. Set Configure Trigger to **A record is created**.
4. Set Entry conditions.

For this example, the entry conditions are used to filter for new G2 Event Tags that indicate a buyer organization has compared your product to a competitor. Set the Conditions Requirements dropdown to **All Conditions Are Met (AND)** and add the following conditions:

| Row | Field | Operator | Value | Description |
| --- | --- | --- | --- | --- |
| 1 | `G2Crowd__Tag__c` | Starts With | `comparisons` | Finds the G2 Event tag for comparisons ( `comparisons.show` ) |
| 2 | `G2Crowd__Account__c` | Is Null | `False` | Does not send a notification if G2 could not determine the organization responsible for the signal. Salesforce refers to this value as `$GlobalConstant.False` |

1. Set Optimize the Flow to **Actions and Related Records**, then select **Done**.
2. In the top-right corner of Flow Builder, select **Save**, then enter a name for your Flow (Flow Label). The Flow API Name auto-populates based on your Label entry.
3. Select **Save** to finalize your Flow creation.

### 2. Create the notification Resources

Resources enable you to create custom variables, formulas, and text templates to customize your notification with specific event data, such as a record URL, an account name, and the account owner’s email address. This notification uses variables to fill in G2 Event data, formulas to fill in direct URLs to the account and event records, and text Templates to use the Variables and Formulas in the notification message body.

To create the variables for your notification:

1. In the left sidebar of the Flow Builder, select **New Resource**, then select **Variable** from the Resource Type dropdown.
2. Enter an API Name (this is the name for your variable), set the Data Type to **Text** and check **Available for input**. A Default Value box will appear.

          
          

To enter a Default Value, you must understand how to access G2 custom objects in Salesforce. ![adding a variable](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/adding%20a%20variable.gif)

For example, to access the email address of an account owner, select **Record** > **G2Crowd__Account__** > **Owner** > **Email**. You must select the dropdown option at each step to build your Default Value. Your final Default Value is `$Record.G2Crowd__Account__r.Owner.Email`.

The following table illustrates the API Name, the Default Value, and the search queries you should enter into the text box to quickly access the correct value.

| API Name | Default Value | Search query |
| --- | --- | --- |
| EmailAddress | `$Record.G2Crowd__Account__r.Owner.Email` | **Record** > **Account__r** > **Owner** > **Email** |

1. Repeat steps 1 and 2 for each of the following variables, making sure to set the Data Type to **Text** and check **Available for input** for each new variable:

| API Name | Default Value | Search query |
| --- | --- | --- |
| EmailAddress | `$Record.G2Crowd__Account__r.Owner.Email` | **Record** > **Account__r** > **Owner** > **Email** |
| AccountID | `$Record.G2Crowd__Account__c` | **Record** > **Account__c** |
| AccountName | `$Record.G2Crowd__Account__r.Name` | **Record** > **Account__r** > **Name** |
| G2Title | `$Record.G2Crowd__Title__c` | **Record** > **Title** |
| FirstName | `$Record.G2Crowd__Account__r.Owner.FirstName` | **Record** > **Account__r** > **Owner** > **First Name** |
| LastName | `$Record.G2Crowd__Account__r.Owner.LastName` | **Record** > **Account__r** > **Owner** > **Last Name** |
| Time | `$Record.G2Crowd__Time__c` | **Record** > **Time** |
| G2URL | `$Record.G2Crowd__URL__c` | **Record** > **URL** |
| G2EventID | `$Record.Id` | **Record** > **Id** |
| City | `$Record.G2Crowd__City__c` | **Record** > **City** |
| State | `$Record.G2Crowd__State__c` | **Record** > **State** |
| Country | `$Record.G2Crowd__Country__c` | **Record** > **Country** |

To create formulas to populate your notification with Salesforce URLs that link directly to the G2 Event and account:

1. In the left sidebar of the Flow Builder, select **New Resource**, then select **Formula** from the Resource Type dropdown.
2. Set the Data Type to **Text**,  enter the following information to build an account URL, then select **Done**:

| API Name | Formula |
| --- | --- |
| AccountURL | `LEFT({!$Api.Partner_Server_URL_260}, FIND( '/services', {!$Api.Partner_Server_URL_260})) + "/lightning/r/AccountID/" + {!AccountID} + "/view"` |

1. Repeat step 2 with the following information to build a G2 Event record URL:

| API Name | Data Type | Formula |
| --- | --- | --- |
| G2EventURL | Text | `LEFT({!$Api.Partner_Server_URL_260}, FIND( '/services', {!$Api.Partner_Server_URL_260})) + "/lightning/r/EventID/" + {!G2EventID} + "/view"` |

To create the text template for your notification message body:

1. In the left sidebar of the Flow Builder, select **New Resource**, then select **Text Template** from the Resource Type dropdown.
2. Enter the name for your message template under **API Name**. G2 recommends the name **MessageBody**.
3. Set the View dropdown to **View as Plain Text**.
4. Enter your notification message into the Body text box. Your message should use the custom variables you created to fill in relevant data. To insert a variable, select **Insert a resource**.  For this example, you can paste the following message into the Body:

```
{!FirstName} {!LastName},
{!AccountName} has a buying signal on G2.com.
G2 Page Title: {!G2Title}
G2 URL: {!G2URL}
Time of the G2 Activity: {!Time}
G2 Event Link: {!G2EventURL}
Account Link: {!AccountURL}
User Location: {!City}, {!State}, {!Country}
-Your Salesforce Admin
```

1. Select **Done**.

To create the text template for your notification subject line:

1. In the left sidebar of the Flow Builder, select **New Resource**, then select **Text Template** from the Resource Type dropdown.
2. Enter the name for your subject line template under **API Name**. G2 recommends the name **MessageSubject**.
3. Set the View dropdown to **View as Plain Text**.
4. Enter your notification message into the Body text box. Select **Insert a resource** to add one of the variables you created. For this example, you can paste the following message into the Body:

```
{!AccountName} has a Buyer Intent signal on G2
```

1. Select **Done**.

### 3. Add the email notification Action

![adding an action](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/adding%20an%20action.gif)

1. Select the **+** below the the Record-Triggered Flow Start, then select **Action**.
2. Search for and select **Send Email** to open the New Action editor.
3. Enter a **Label** for your action, such as Email Notification. The API Name auto-populates based on your label entry.
4. Select your **MessageBody** Text Template from the Body search box.
5. Select your **MessageSubject** Text Template from the Subject search box.
6. Set the Email Addresses (comma-separated) slider to **Include**. Select the EmailAddress variable you created earlier in this process.
7. Select  **Done** to commit your changes to the action. Select **Save** to apply your changes to the flow.

### 4. (Recommended) Test and activate your flow

G2 strongly recommends testing your flow before activation. To test your flow:

1. Select **Debug** from the Flow Builder top-right menu.
2. Leave all parameters set to their default settings.
3. Enter a G2 Event ID into the G2 Event search bar to debug your event using a specific test case. You might have to go to the G2 Events tab in a separate window to find Event IDs.

          
          

G2 recommends choosing an event that meets your entry conditions and one that does not meet your entry conditions to assess that your Flow behaves as intended. For this example, test a G2 Event record with the Tag `comparisons.show`, then test one that does not have the proper tag.

1. Select **Run** to begin your debug.
2. Open the **Start Condition Requirements** and Action (denoted by a **lightning bolt icon**) tabs to view how your Text Templates were filled with your custom Variables and Formulas.
3. When satisfied, select **Activate** to turn on your flow.

## Related

- [Understanding example notifications](/understanding-example-notifications.md)