In the HG Platform we show you some limited information for match results - including all the records we see, the number matched and the number not matched.
For more detailed information we highly recommend building a report in Salesforce. The report can be based on Account or Leads depending on your needs.
When building your report, you can reference the following fields:
Label | 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 |
HG Match Status in particular will let you segment your accounts by their status:
- Matched
- Not Matched
-
-
- This means matching has not been attempted on this record.
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