Reporting to identify net new accounts imported using Discover Companies
Last updated: December 5, 2025
The Discover Companies feature within HG For Salesforce enables you to import net new companies that meet your criteria directly in SFDC. Reporting on which accounts were created using Discover Companies can be surfaced through a report using the Account Source Field.
Create a new Account Report, and include the Account Source field in your report.
Add Filter Criteria to the report on the Account Source field where Account Source > Contains > HG
This will filter your report to accounts that were created via Discover Companies for prioritization and workflows.
