---
title: "Understanding example notifications"
slug: "understanding-example-notifications"
updated: 2022-06-15T20:52:21Z
published: 2022-06-15T20:52:21Z
---

> ## 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.

# Understanding example notifications

G2 data sent via the G2 CRM Connector does not trigger the standard notifications Salesforce normally provides to your team when changes are made to an account, lead, or opportunity.

Instead, to set up G2-related Salesforce notifications, you need to utilize Salesforce’s Flow Builder to create custom notifications. These custom flows and processes are not included as part of the G2 CRM Connector for Salesforce, and must be built by your team.

To simplify this process, G2 provides example notifications and build guides that can be used for reference when creating your own custom notifications.

- [Email Salesforce account owners when products are being compared](https://documentation.g2.com//g2/docs/example-notification-1-send-email-to-salesforce-account-owners-when-products-are-being-compared)
- [Email account owners when their accounts are researching alternatives to your product](https://documentation.g2.com//g2/docs/example-notification-2-send-emails-to-salesforce-lead-owners-for-g2-buyer-intent-signals)
- [Email Customer Success team for G2 reviews with low scores](https://documentation.g2.com//g2/docs/example-notification-3-send-email-to-customer-success-team-for-g2-reviews-with-low-scores)
- [Send Chatter message to account owners when products are being compared](https://documentation.g2.com//g2/docs/example-notification-4-chatter-notification-for-salesforce-account-owners-when-a-g2-comparison-page-is-viewed)

To learn more about Salesforce’s Flow Builder and Process Builder, refer to Salesforce’s [Flows](https://help.salesforce.com/s/articleView?id=sf.flow.htm&type=5) documentation, as well as Salesforce's [Build Flows with Flow Builder](https://trailhead.salesforce.com/en/content/learn/trails/build-flows-with-flow-builder) training modules.

          
          

The variables created in Flow Builder are largely pulled from G2 custom fields. To learn more about the fields that are included in G2 custom objects, refer to the [Custom Salesforce fields](/g2/docs/custom-fields) documentation.

## Notifications overview

There are four basic steps to create notifications for new G2 data in Flow Builder:

1. Create a new record-triggered flow linked to a G2 custom object.
2. Create the notification resources. Flow Builder resources enable you to customize your notification with specific event data. G2 uses three types of resources in example notification documentation:

- *Text Templates* provide a framework for the text of your notification message and include placeholders to fill in with your variable and formula data.
- *Variables* populate your text templates with information specific to the new G2 data, such as a G2 Buyer Intent event or the name of a mapped Salesforce account.
- *Formulas* populate your text templates with more complex information, such as the direct URL to an account or record within your Salesforce environment.

1. Add actions specific to your notification type, such as sending an email or Chatter.
2. (Recommended) Test and activate your flow.

## Related

- [Salesforce notification: Email Salesforce account owners when products are being compared](/example-notification-1-send-email-to-salesforce-account-owners-when-products-are-being-compared.md)
- [Salesforce notification: Email account owners when their accounts are researching alternatives to your product](/example-notification-2-send-emails-to-salesforce-lead-owners-for-g2-buyer-intent-signals.md)
- [Salesforce notification: Email Customer Success team for G2 reviews with low scores](/example-notification-3-send-email-to-customer-success-team-for-g2-reviews-with-low-scores.md)
- [Salesforce notification: Send Chatter message to account owners when products are being compared](/example-notification-4-chatter-notification-for-salesforce-account-owners-when-a-g2-comparison-page-is-viewed.md)