Salesforce Data Loader G2 Mapping

	A	B	C
1	G2 Visiting Organizations to Salesforce Account Matching Template
2
3	Purpose of this template:
4	To match additional G2 Visiting Organizations (companies that have visited pages related to your profile and/or categories, if applicable, on G2 since the Connector to Salesforce was installed) to existing Accounts within Salesforce that may not have mapped through the native G2 Connector mapping process. Once a G2 Visiting Organization is mapped to an Account, the Organization's visit events (within the last 90 days and all going forward) will be stored in Salesforce and can be leveraged in reporting, notifications, and visible on the G2 layout for Accounts.
5
6
7
8
9
10	Risks to using this template:
11	Reliability of field values that are used (primarily Account Name and Website) within the matching logic of this template may vary depending on the source of these values, and field population requirements when Account records were created. If the matching in this template results in a G2 Organization mapping to the incorrect Account, the visit events could be missed in Sales workflows or sent to the wrong rep. G2 Organizations can always be re-mapped to a different Account, or have the mapping removed through the Buyer Intent Visual Force page, or directly on the G2 Visiting Organization record in Salesforce.
12
13
14
15
16
17	Ways to reduce risks above:
18	1. Ensure the Accounts Report is sorted to the prioritization needed (as described in the setup steps below).
19	2. Delete/exclude all test Account records, unassigned records, potential duplicates, etc. that are possible to identify.
20	3. Use your own matching logic, and only use this template as a reference as needed.
21	4. Spot check match results before uploading to the Salesforce Data Loader.
22
23	Instructions:
24	1. Make a copy of this Sheet (or download for an Excel-compatible version)
25	2. Go to the Salesforce Reports tab, and then select New Report. Create both an Accounts report and a G2 Visiting Organizations report.
26		Report 1: Accounts
27			--> Fields to include: see Accounts Report tab in this document for reference
28			--> Consider additional fields that should be used to determine which Account to prioritize in cases where there are multiple Accounts that match the same G2 organization record (G2 organizations can only be mapped to 1 SFDC Account, but multiple G2 organizations may be mapped to the same SFDC Account)
29		Report 2: G2 Visiting Organizations
30		Users can also leverage the pre-built report named "Buyer Intent Organizations" located in the G2 Connector folder within the Reports tab
31			--> Filter: Account equals "" (leave cell blank, do not include quotes)
32			--> Fields to include: see G2 Visiting Organizations Report tab in this document for reference
33	3. Reorder the fields in both the Accounts report and G2 Visiting Organizations report (both from Salesforce) to match the column order in the corresponding tabs of this template. Add columns to the template, where specified, for any additional fields included.
34	4. Run the two reports in Salesforce, and then export them in the XLS format.
35	5. Sort the Accounts report by the order of priority for mapping. This is important in cases of multiple matched Accounts.
36		--> Custom Sort (in Excel): Right-click on the Accounts table --> Sort --> Custom Sort (screenshot: https://share.g2.com/llu5eWEJ )
37			--> How to create custom lists for sorting: https://share.g2.com/4gu2L8vO
38			--> Example custom sort: https://share.g2.com/yAuDgzpW
39	6. Paste, or import, the reports' data into the corresponding sheets within this template (confirming that columns are aligned in the same order as the template).
40	7. If either report is over 10,000 rows, the formulas for that sheet (grey cells) will need to be copied & pasted to the last row of report data (in Excel: highlight row of grey cells, click & drag lower right corner all the way to bottom of report).
41	8. View and spot-check matches on the Matched G2 Orgs-Accounts sheet. Update the formula fields in the Accounts Report and G2 Orgs Report sheets as needed.
42	9. Copy all the green cells in the Matched G2 Orgs-Accounts sheet, and then paste the only those values into a new workbook. Select Save As and save the new workbook in the CSV format.
43	10. Follow G2's documentation to upsert into Salesforce Data Loader to the G2 Visiting Organizations object.
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100