Salesforce Integration for Clicks Plus

Connect G2 Ads Clicks Plus to Salesforce to sync buyer intent data and matched company prospects with your CRM. This guide walks your Salesforce admin through configuring the integration in my.G2, installing the managed package, and setting up your Salesforce environment so G2 Ads Clicks Plus data displays correctly.

1. Configure match criteria in my.G2

Before connecting Salesforce, define the match criteria that determines which G2 Ads Clicks Plus company prospects are scanned against the accounts in your Salesforce environment. This is also where you get the credentials you'll need to install the package in step 2.

Prerequisites: An active G2 Ads Clicks Plus subscription and my.G2 access.

1. Go to my.G2, then select Advertising > Clicks Plus. You'll land on the Verified Clicks tab.

2. Select the Manage Integrations tab.

3. Under Available Integrations, find Salesforce, then select Setup.

4. On Configure Match Criteria, set the filters that determine which companies are scanned: Buyer Attributes (Country, Industries, No. Employees, Revenue, Company Tags, Competitors) and Buyer Interactions (Categories Viewed, Last Session, Engagement, Product Awareness, Purchase Intent, Viewed Profile, Compared Product).

   This step doesn't create new accounts. It only matches the G2 Ads Clicks Plus company-prospect dataset against your existing Salesforce accounts. Keep your filters as broad as possible to surface the most matches. Only companies that meet your filters are scanned for matches, and the scan runs daily.

5. Select Save (top-right) to authorize the integration. It now appears under Your Integrations as Active.

6. Select Manage List on the integration.

   

7. On the Edit Salesforce Integration page, under Vendor Credentials, copy your Client Secret ID and Client Secret Key. You'll need these in step 2.

   

To install the managed package, append the following path to your Salesforce environment URL. You can also copy it from Managed Package URL Extension under Vendor Credentials.

/packaging/installPackage.apexp?p0=04tg7000000GqfN

For example, https://test.salesforce.com/packaging/installPackage.apexp?p0=04tg7000000GqfN for a sandbox environment. Use your production (my.salesforce.com) domain for a live org.

2. Install the managed package

Prerequisites:

• A Salesforce production or sandbox org, logged in to the correct environment.
• The managed package URL and credentials from step 1 (Client Secret ID and Key).

To install the package:

1. In your browser, go to your Salesforce environment URL plus the managed package path from step 1.
2. On the package installation page, select Install for All Users.
3. Read the acknowledgement, then select I Acknowledge if you agree.
4. Select Install. If prompted with a security warning, select Yes.
5. Select Continue to begin. If you see a message that installation is taking a long time, select Done. It continues in the background.
6. You'll get a success notification once installation completes.

You've now installed the G2 Ads Clicks Plus managed package and can access its features in Salesforce.

3. Confirm email deliverability and account record types

Check email deliverability

1. Select the gear icon in the upper-right corner, then select Setup.

   

2. In the Quick Find box, enter Deliverability, then select Deliverability from the results.

3. Set Access Level to All Emails, then select Save.

   

Verify the account record type

G2 Ads Clicks Plus for Salesforce associates converted company prospects with a G2 Ads Clicks Plus account record type. If you don't need this distinction, your Salesforce admin can create a custom record type and set it as the default for all Account records before installing the package.

To create a custom record type:

1. Select the gear icon in the upper-right corner, then select Setup.
2. In the Quick Find box, enter Object Manager, then select Object Manager from the results.
3. Select Account.
4. In the left panel, select Record Types.
5. Select New next to the G2 Ads Clicks Plus record.
6. Create the new record type, and mark it as Master.
7. Under Profile, select Enable for Profile and Make Default for the System Administrator profile and for any profile you'll assign the G2 Ads Clicks Plus permission set to. Select Next.
8. Assign the Account page layout to this record type, then save.

4. Assign permission sets

Every user, including admins, needs a permission set assigned to access G2 Ads Clicks Plus for Salesforce. Three permission sets are available:

• G2 Ads Clicks Plus App System Admin
• G2 Ads Clicks Plus App Functional Admin
• G2 Ads Clicks Plus App End User

To assign permission sets in bulk:

1. Select the gear icon in the upper-right corner, then select Setup.
2. In the Quick Find box, enter Permission Sets, then select Permission Sets from the results.
3. Select G2 Ads Clicks Plus App System Admin.
4. Select Manage Assignments.
5. Select Add Assignments.
6. Select the users you want to assign the permission set to, then select Assign.
7. Repeat steps 3–6 for the G2 Ads Clicks Plus App Functional Admin and G2 Ads Clicks Plus App End User permission sets, as needed.

5. Add the Account and Lead inline pages to your layouts

The Account Inline Page and Lead Inline Page display G2 Ads Clicks Plus intent signal and session data on matched Account and Lead records. Your Salesforce admin needs to add these Visualforce pages to your page layouts. The steps below show one example; your organization's layouts may vary by role and record type.

Add the Account Inline Page

1. Select the gear icon in the upper-right corner, then select Setup.
2. In the Quick Find box, enter Object Manager, then select Object Manager from the results, then select Account.
3. Select Page Layouts, then select Account Layout (or another layout where you want to add the Account Inline Page).
4. Scroll to Visualforce Pages.
5. Select Section, then drag it to where you want the section to appear. Configure it as follows, then select OK:
   • Section Name: G2 Ads Clicks Plus
   • Display Section Header On: Detail Page
   • Layout: 1-column
6. Drag BDAppAccountInlinePage into the new section.
7. Select the tool icon on the page, set Width to 100% and Height to 800, then select OK.
8. Select Save.
9. Repeat these steps for each layout you want to add the Account Inline Page to.

Add the Lead Inline Page

1. Select the gear icon in the upper-right corner, then select Setup.
2. In the Quick Find box, enter Object Manager, then select Object Manager from the results, then select Lead.
3. Select Page Layouts, then select the layout you want to edit.
4. In the Fields section, drag a new Section into place. Name it and select the 1-column layout.
5. Under Visualforce Pages, drag BDAppLeadInlinePage into the new section. Use the tool icon to edit its width and height. G2 recommends keeping the default width and setting the height to 800 pixels.
6. Select Save.

Matched leads now display company-level intent signals under the Details tab of the lead record.

6. Check account creation validation rules

G2 Ads Clicks Plus for Salesforce can create accounts directly from imported company prospect data. This won't work if a validation rule in your Salesforce environment blocks account creation.

To check for blocking validation rules, manually create a test account with the G2 Ads Clicks Plus record type:

1. Select the Accounts tab.
2. Select New.
3. Select the G2 Ads Clicks Plus radio button, then select Next.
4. Enter test account data, then select Save.

If the account is created, no validation rules are blocking G2 Ads Clicks Plus for Salesforce. If it isn't, and you see an error, a system admin needs to reconfigure the validation rule that's blocking creation. For example, a rule scoped to a different record type that's being applied to all record types, including G2 Ads Clicks Plus, needs to be rewritten to exclude G2 Ads Clicks Plus explicitly.

Repeat this check until every validation rule and trigger allows accounts of the G2 Ads Clicks Plus record type to be created.

7. Access the app

1. In the App Launcher, search for and select G2 Ads Clicks Plus.
2. Select the G2 Ads Clicks Plus tab.

Authorize company prospect imports

1. On the Setup tab, enter your Client ID and Client Secret. These are the Client Secret ID and Client Secret Key you copied from my.G2 in step 1.
2. Once authorized, you'll see an "Authorization Successful" message, followed by the Subscribed Product and Schedule Import panels.
3. In Schedule Import, select Save and Continue. You'll be taken to Matching and Mapping.

Configure matching and mapping

1. Under Account Matching and Creation, turn on Domain and Company to identify existing Salesforce accounts that share a root domain or company name with a prospect, and automatically associate them.
2. Turn on Auto-create Accounts to create unmatched prospects as new accounts. This option is only available once both Domain and Company are turned on.
3. Lead Matching scans G2 Ads Clicks Plus prospects for existing leads that share a domain, and creates a Lead Match association and inline page. Default field mappings are populated automatically, and you can edit them.
4. Select Save and Continue. G2 Ads Clicks Plus for Salesforce begins populating company prospects. This can take 15–60 minutes initially, and 5–30 minutes for incremental updates.

Edit or delete the integration

You can change your match criteria at any time. Go to my.G2, then select Advertising > Clicks Plus > Manage Integrations, and select Manage List on the Salesforce integration.

To delete the integration, select the trash icon on the integration. Deleting it stops all data flow to Salesforce. To restart the flow, select Setup on the Salesforce card under Available Integrations to create a new integration.