Activating Dynamic Triggers Included in the Package - Routing Data to a Custom Field

Package versions 1.6 and later include built in APEX triggers to help you take data from the HG objects, and populate your own custom fields on the Account or Lead object. If you don't activate these triggers, there will be no change to the function of your integration.

Below we describe the available functionality, and how to activate this trigger if needed.

Following the activation of triggers we recommend running a batch job.  Details on this process can be found here: Running a Batch Job to Populate Custom Fields

 

Available APEX Trigger Functionality

All triggers are available for custom fields on either the Account and Lead objects.

Firmographics

Send data from an HG Firmographic field directly to a target custom field.  Available for the following options:

Field Label	Field Name	Type
City	HG_Insights__City__c	Text(255)
Company	HG_Insights__Company__c	Text(255)
Country	HG_Insights__Country__c	Text(255)
Corporate Parent Company	HG_Insights__Corporate_Parent_Company__c	Text(255)
Corporate Parent HG Company ID	HG_Insights__Corporate_Parent_HG_Company_ID__c	Text(255)
Domestic Parent Company	HG_Insights__Domestic_Parent_Company__c	Text(255)
Domestic Parent HG Company ID	HG_Insights__Domestic_Parent_HG_Company_ID__c	Text(255)
Country (ISO)	HG_Insights__Country_ISO__c	Text(255)
Employee Count	HG_Insights__EmployeesCount__c	Number(18, 0)
Employees Range	HG_Insights__EmployeesRange__c	Text(255)
Global HQ City	HG_Insights__Global_HQ_City__c	Text(255)
Global HQ Company	HG_Insights__Global_HQ_Company__c	Text(255)
Global HQ Country	HG_Insights__Global_HQ_Country__c	Text(255)
Global HQ Country (ISO)	HG_Insights__Global_HQ_Country_ISO__c	Text(255)
Global HQ Employee Count	HG_Insights__Global_HQ_Employee_Count__c	Number(18, 0)
Global HQ Employee Range	HG_Insights__Global_HQ_Employee_Range__c	Text(255)
Global HQ HG Company ID	HG_Insights__Global_HQ_HG_Company_ID__c	Text(255)
Global HQ NAICS Code	HG_Insights__Global_HQ_NAICS_Code__c	Text(255)
Global HQ NAICS Industry	HG_Insights__Global_HQ_NAICS_Industry__c	Text(255)
Global HQ Revenue Count	HG_Insights__Global_HQ_Revenue_Count__c	Number(18, 0)
Global HQ Revenue Range	HG_Insights__Global_HQ_Revenue_Range__c	Text(255)
Global HQ SIC Codes	HG_Insights__Global_HQ_SIC_Codes__c	Text(255)
Global HQ SIC Industries	HG_Insights__Global_HQ_SIC_Industries__c	Text(255)
Global HQ State	HG_Insights__Global_HQ_State__c	Text(255)
Global HQ Sub-Industry	HG_Insights__Global_HQ_State__c	Text(255)
Global HQ URL	HG_Insights__Global_HQ_URL__c	Text(255)
Headquarters State	HG_Insights__State__c	Text(255)
HG Force Id	HG_Insights__HGForceId__c	Text(255) (External ID) (Unique Case Sensitive)
HGId	HG_Insights__HGId__c	Text(255)
Hierarchy Tier	HG_Insights__Hierarchy_Tier__c	Text(255)
NAICS Code	HG_Insights__NAICS_Code__c	Text(255)
NAICS Industry	HG_Insights__NAICS_Industry__c	Text(255)
Revenue Count	HG_Insights__RevenueCount__c	Currency(18, 0)
Revenue Range	HG_Insights__RevenueRange__c	Text(255)
SIC Codes	HG_Insights__SIC_Codes__c	Text(255)
SIC Industries	HG_Insights__SIC_Industries__c	Text(255)
Sub-Industry	HG_Insights__SubLevelIndustry__c	Text(255)
URL	HG_Insights__URL__c	URL(255)

 

Technographics

Combine all detected products (of the ones you've selected) for a company into a single custom field.  Products will appear separated with a semicolon. This trigger only applies to the following field:

Field Label	Field Name	Type
Product	HG_Insights__Product__c	Text(255)

 

IT Spend (1.10 & Later)

Send data from a HG IT Spend field directly to a target custom field. 

Available for the following options:

Field Label	Field Name	Type
Spend Category Amount	HG_Insights__Spend_Category_Amount__c	Currency(14, 2)
Spend Category Name	HG_Insights__SpendDetailSpendCatName__c	Text(255)

For this option we highly recommend leveraging out conditional fields and Rollup Operation for a 1:1 move.  In the example below, I'm specifically seeking to move specifically the Total External IT category value to a custom field I created.

Additional Configurations - Condition Operator and Rollup Operations (1.10 & Later)

These components give you a little more flexibility when it comes to the output of your trigger.  If left blank, the default behavior is a concatenation - but the following options are available to you:

• Condition Operator:
  • =
  • !=
  • >
  • >=
  • IN
  • CONTAINS
  • CONTAINSIGNORECASE
• Rollup Operation:
  • SUM
  • COUNT

 

Activating an APEX Trigger

These triggers are meant to be helpful additions to the package to avoid the need to build custom code in some common cases of rerouting data.  If you don't activate these triggers, there will be no change to the function of your integration.

Before activation, you'll need to make sure a target custom field has been created.  This field must be of the exact same type as the HG source field, including max number of characters allowed.

1. In Setup, navigate to the Custom Setting page.

2. Select the option named HG Dynamic Triggers

3. Select Manage

4. Select New, and provide information on both the source Object and Field (HG) and the destination Object and Field. You'll want to make sure to activate the trigger, and if you ever need to deactivate for any reason you can disable it here.

 

Here's an example of this page populated:

 

Following the activation of triggers we recommend running a batch job.  Details on this process can be found here: Running a Batch Job to Populate Custom Fields