Contents x
    Salesforce
    4 Articles  in this category
      • Share
      • Dark
        Light
      Contents

      Salesforce

      4 Articles in this category
      • Share
      • Dark
        Light

      Basics of G2 CRM Connector for Salesforce

      G2 CRM Connector for Salesforce enables you to map your G2 data directly to your accounts and leads in Salesforce so that you can build dashboards, create workflows, run reports and more. Benefits of G2 CRM Connector G2 CRM Connector is high...
      Updated on : 30 Mar 2023

      Implementation

      Access to G2 CRM Connector for Salesforce must first be provisioned by your G2 representative. If you have not yet discussed G2 CRM Connector with your G2 representative, please contact them before proceeding. ...
      Updated on : 15 Sep 2023

      Mapping G2 Buyer Intent data to Salesforce accounts and leads

      Buyer Intent captures enriched data about buyers researching your product across G2. Buyer Intent signals can be triggered by a variety of actions, including interacting with your product profile page, comparing your product to a competitor, or view...
      Updated on : 15 Sep 2023

      G2 CRM Connector for Salesforce tabs

      This section of documentation details each of the tabs included in the default G2 CRM Connector experience, including: G2 Buyer Intent G2 Configuration Assistant G2 Events G2 Folders G2 Reference Builder G2 Review Attributio...
      Updated on : 21 Nov 2022

      G2 custom objects and fields

      The G2 CRM Connector comes with 13 custom objects. These custom objects are essentially collections of fields (and relationships), and each of those fields represents a data point. For instance, the G2 Events tab is actually a pre-built, customiza...
      Updated on : 20 Sep 2021

      Add G2 data to Salesforce page layouts

      The G2 Salesforce Connector app comes with several related lists and a Salesforce Visualforce page. This section details how to place some of these related lists and the Visualforce page in Salesforce page layouts, making G2 data easily accessible d...
      Updated on : 20 Sep 2021

      G2 custom reports for Salesforce

      2 Articles in this category

      Salesforce dashboards

      Salesforce dashboards are visual representations of Salesforce reports. Dashboards consist of components, which are the various visual styles that the report information can be translated to (for example, horizontal bar chart). For each dashboard ...
      Updated on : 23 Jul 2021

      Salesforce notifications

      5 Articles in this category

      Salesforce tasks

      Tasks in Salesforce are essentially to-do items. Tasks can be assigned to individual Salesforce users to ensure that they follow up on certain action items. However, this ability does not extend to the G2 data that is being delivered to your organiz...
      Updated on : 20 Sep 2021

      Salesforce CRM webhook

      You can use Salesforce’s Web-to-Lead form option to automatically deliver your organization’s G2 leads via a webhook to your Salesforce instance. This means any leads generated from your G2.com product profile page are instantly added to your Salesf...
      Updated on : 12 Oct 2021