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    G2 custom report types
    • 30 Jun 2022
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    G2 custom report types

    • Updated on 30 Jun 2022
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    Article Summary

    The G2 CRM Connector also comes with custom report types that can be used to simplify the process of building more Salesforce reports using G2 data. These custom report types bundle buckets of fields that include both G2-specific data points and information from the general Salesforce environment.

    To find the fields that are included in G2 custom objects, review the Custom fields section.

    The following G2 custom report types are available by default:

    Custom report typeDescriptionCustom field buckets
    G2 - Accounts with Opportunities1. Salesforce Accounts
    2. Salesforce Opportunities
    G2 - Accounts with ReviewsThis option pairs information from Salesforce accounts with G2 reviews, including review titles, G2.com review URLs, company sizes, and NPS/star ratings.1. Salesforce Accounts
    2. G2 Reviews
    G2 - Accounts with Review and AnswersThis option contains the same fields as G2 - Accounts with Reviews, with the addition of review answers. This information can include each question that a G2 reviewer was asked and the answers (numeric and text) for each question.1. Salesforce Accounts
    2. G2 Reviews
    3. G2 Review Answers
    G2 - Accounts with Visit EventsThis option pairs information from Salesforce accounts with G2 visiting organization and G2 Buyer Intent events details.1. Salesforce Accounts
    2. G2 Events
    3. G2 Visiting Organizations
    G2 - Account Visit AggregatesThis custom report type is similar to G2 - Accounts with Visit Events, but this option provides aggregated information for G2 events rather than every individual G2 event. For example, one month of G2 events can be bundled into a single data point.1. Salesforce Accounts
    2. G2 Event Aggregates
    G2 - Products with G2 Reviews and with G2 Review AnswersThis option is similar to G2 - Accounts with Reviews and Answers, but it includes the ability to focus on a single G2-listed product. This is a useful option for organizations that have multiple products on G2.1. G2 Products
    2. G2 Reviews
    3. G2 Review Answers
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