What is covered in this integration guide (and what is not)
  • 15 Oct 2021
  • 1 Minute to read
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What is covered in this integration guide (and what is not)

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Standard Salesforce environments

The Salesforce environment is highly customizable. Organizations can change the views that individual users can see, what’s included in those views, the tabs available, and much more.

As a result, G2 provides this documentation with the note that the included images and steps cannot possibly match every individual, unique Salesforce environment in use by G2 user organizations. Instead, consider this documentation as a generally applicable guide that might require some adaptation for each user organization’s Salesforce environment.

G2 also does not support the user integration experience outside the G2 Salesforce Connector app. Review the Basics of the G2 CRM Connector for Salesforce and Troubleshooting and support sections for more details on what is supported by G2 as part of this integration.

Salesforce Classic and Salesforce Lightning

Where applicable, G2 attempts to document steps in both Salesforce Classic and Salesforce Lightning views, but Salesforce Classic is considered the default experience for this documentation.

Salesforce guidance outside the G2 Salesforce Connector app

The primary purpose of this documentation is to help you better understand the G2 Salesforce Connector app experience, including the custom objects, the process of placing related lists in page layouts, and the pre-built Salesforce reports.

However, G2 does include more general guidance for Salesforce outside of the app-specific experience. This guidance should be viewed only as potential opportunities for how you can utilize the information delivered as part of the G2 Salesforce Connector app in other Salesforce areas such as notifications.

Where possible, G2 has also included links to Salesforce’s own documentation and training environments to pair with our recommendations. You should rely on Salesforce’s guidance for a more complete understanding of the Salesforce environment.