---
title: "Example task"
slug: "example-task-assign-a-task-to-salesforce-account-owners-for-newly-mapped-accounts"
updated: 2025-06-05T22:43:31Z
published: 2025-06-05T22:43:31Z
---

> ## 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.

# Example task

This example task is automatically assigned to Salesforce account owners when an account has been newly mapped to G2 data. Creating this task ensures that account owners are aware that one of their accounts has been mapped, and that they know to follow up with the appropriate actions when targeting an account.

              
              

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 would be assigned regardless of how an account is mapped.

1. At the top-right portion of any Salesforce page, select **Setup**.
  - For Salesforce Lightning users, at the top-right portion of any Salesforce page, select the lightning bolt/nut icon and then select **Setup**.
2. On the left-hand side of the setup page, go to the **Build** section and select **Create** > **Workflow and Approvals** > **Process Builder**.
  - For Salesforce Lightning users, on the left-hand side of the setup page, go to the **Platform Tools** section and select **Process Automation** > **Process Builder**.
3. At the top-right corner of the My Processes page, select **New**.
4. In the New Process pop-up, enter the following information and then select **Save**:
  - **Process Name**: Enter a name for the process (for example, G2 Mapped Account).
  - **API Name**: This field auto-populates.
  - **Description**: Optional. For this example, it is left blank.
  - **The process starts when**: Select **A record changes** from the dropdown.
5. In the Process Builder, under Start, select **Add Object**.
6. In the right-hand side bar that appears, complete the following tasks and then select **Save**:
  - **Object**: Search for and select **G2 Visiting Organization**.
  - **Start the process**: Select the **only when a record is created** bubble.
7. Back in the Process Builder, under the new G2 Visiting Organization object, select **Add Criteria**.
8. In the right-hand side bar that appears, complete the following tasks and then select **Save**:
  - **Criteria Name**: Enter a name for the criteria (for example, G2 Mapped Account).
  - **Criteria for Excluding Actions**: Select the **Conditions are met** bubble.
  - **Set Conditions**: Enter the following information for the first row.
    - **Field**: Search for and select **G2Crowd__Account__c**.
    - **Operator**: Select **Is null** from the dropdown.
    - **Type**: Select **Boolean** from the dropdown.
    - **Value**: Select **False** from the dropdown.
  - **Set Conditions**: Select **Add Row** for a second row and enter the following information
    - **Field**: First, search for Account and select the **Account >** auto-populated option. Then, select **Account Name**.
    - **Operator**: Select **Does not equal** from the dropdown.
    - **Type**: Select **String** from the dropdown.
    - **Value**: Enter your organization’s Salesforce account name in the field (for example, a G2 Salesforce user would enter G2 here). This excludes the your organization’s own activity from being included in the notifications.
  - **Conditions**: Select the **All of the conditions are met (AND)** bubble.
9. Back in the Process Builder, in the Immediate Actions box, select **Add Action**.
10. In the right-hand side bar that appears, complete the following tasks and then select **Save**:
  - **Action Type**: Select **Create a Record** from the dropdown.
  - **Action Name**: Enter a name for the action (for example, G2 Mapped Account).
  - **Record Type**: Select **Task** from the dropdown.
  - **Set Field Values**: Enter the following information in the first row to set the task’s subject:
    - **Field**: Select **Subject** from the dropdown.
    - **Type**: Select **Formula** from the dropdown.
    - **Value**: Select the **Build a formula…** field.
      1. Enter **"G2 has identified a new account with Buyer Intent data:"** in the text box. You can change this text to better identify the task for Salesforce account owners, but the text must be placed inside quotation marks.
      2. Select the **Operator** search box, and search for and select **+ Add**.
      3. Select the **Field** search box. First, search for Account and select the **Account >** auto-populated option. Then, search for and select **Account Name**.
      4. The entry in the text box should now read:    

"G2 has identified a new account with Buyer Intent data: " +  [G2Crowd__G2_Visiting_Organization__c].G2Crowd__Account__r.Name
      5. Select **Use this Formula** to save the formula.
  - **Set Field Values**: Enter the following information in the second row to set a due date in seven days:
    - **Field**: Select **Due Date Only** from the dropdown.
    - **Type**: Select **Formula** from the dropdown.
    - **Value**: Select the **Build a formula…** field.
      1. Select the **Function** search box. First, search for Date & Time and select the **Date & Time >** auto-populated option, and then search for and select **DATETIMEVALUE**.
      2. Highlight the **expression** text inside the parentheses and delete it.
      3. Inside the parentheses, select the **Field** search box, and then search for and select **Created Date**.
      4. Select the **Operator** search box, and search for and select **+ Add**.
      5. To the right of +, enter **7**. (Users can change this number to change the due date).
      6. The entry in the text box should now read: DATETIMEVALUE([G2Crowd__G2_Visiting_Organization__c].CreatedDate) + 7
      7. Select **Use this Formula** to save the formula.
  - **Set Field Values**: Enter the following information in the third row to set the reminder to complete the task:
    - **Field**: Select **Reminder Set** from the dropdown.
    - **Type**: Select **Boolen** from the dropdown.
    - **Value**: Selected **True** from the dropdown.
  - **Set Field Values**: Enter the following information in the fourth row to set the reminder data in four days:
    - **Field**: Select **Reminder Data/Time** from the dropdown.
    - **Type**: Select **Formula** from the dropdown.
    - **Value**: Select the **Build a formula…** field.
      1. Select the **Function** search box. First, search for Date & Time and selected the **Date & Time >** auto-populated option, and then search for and select **DATETIMEVALUE**.
      2. Highlight the **expression** text inside the parentheses and delete it.
      3. Inside the parentheses, select the **Field** search box, and then search for and select **Created Date**.
      4. Select the **Operator** search box, and search for and select **+ Add**.
      5. To the right of +, enter **4**. (Users can change this number to change the reminder date).
      6. The entry in the text box should now read: DATETIMEVALUE([G2Crowd__G2_Visiting_Organization__c].CreatedDate) + 4
      7. Select **Use this Formula** to save the formula.
  - **Set Field Values**: Select **Add Row** for a fifth row and enter the following information to assign the task to the Salesforce account owner for the newly mapped account:
    - **Field**: Select **Assigned to ID** from the dropdown.
    - **Type**: Select **Field Reference** from the dropdown.
    - **Value**: First, search for Account and select the **Account >** auto-populated option. Then, search for and select **Owner ID** (not Owner ID >).
  - **Set Field Values**: Select **Add Row** for a sixth row and enter the following information to set the task for the newly mapped Salesforce account:
    - **Field**: Select **Related To ID** from the dropdown.
    - **Type**: Select **Field Reference** from the dropdown.
    - **Value**:  First, search for Account and select the **Account >** auto-populated option. Then, search for and select **Account ID**.
11. Back in the Process Builder, select **Activate** and then select **Confirm**.

The task should now be active. Salesforce account owners will be assigned tasks when an account is either manually mapped or auto-mapped to G2 data.

![SalesforceTask](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/SalesforceTask.png)

## Related

- [Salesforce tasks](/salesforce-tasks.md)