Tips for Reviewing HG Match Results in a Salesforce Report

In the HG Platform you can see how many records HG tries to enrich (Total), how many were matched (Matched) and how many were not matched (Not Matched)

 

You can see the exact list of records matched and not matched by building a report in your Salesforce.  

Note: The report can be based on Account or Leads depending on your needs.

 

How to build a Salesforce report showing accounts matched vs not matched

1. Log into your Salesforce account 
2. Go to Reports > click New Report
3. Select Accounts (or Leads if you want to review the leads matched)
4. In Groups, search and select "HG Match status"

5. In Columns, add "HG ID" and "HG Matched Date"

   
    

6. In Filters, select All Accounts and All time
   
   
   
7. Click Add chart
8. Click Save & Run, add name HG Matching Report

 

You'll see the graph with the numbers of accounts per HG Match Status 

• Matched
• Not Matched
• -     (This means matching has not been attempted on this record)

and below the list of accounts in each HG Match status

 

References of HG fields

Label	API Field Name	Type
HG Id	HG_Insights__HG_Id__c	Text(255)
HG Match Status	HG_Insights__HG_Match_Status__c	Text(100) (External ID)
HG Matched Date	HG_Insights__HG_Matched_Date__c	Date