Getting HG's technology intelligence into your Salesforce org is simple, but understanding it is another matter. To make the process easier, we've put together a cheat sheet on the different tabs in your Visualforce table, and creating reports with HG's data in Salesforce. 

This article covers the following:

• Sections of the Visualforce component:
  • Technographics
  • Firmographics
  • Fit Score
  • Intent Score
• Reporting with the Salesforce Connector

Technographics

The table layout for product install data can be configured using the Select Columns button.  Here you're able to change both the columns you see and the order in which they appear.

Column Titles

• Product - The product/service name tracked by HG Insights
• Product Category - Classification based on product functionality
• Product Category Parent - Classification based on product functionality
• Vendor Name - The business name of the vendor producing the product or providing services
• Date First Verified - The date of the earliest verified install recording.
• Date Last Verified - The date of the latest verified install recording.
• Intensity - The number of unique dates on which the product has been recorded at the end user.
• Location - The number of locations within a company where this install is detected.

Firmographics

Firmographic Definitions

• Industry - Industry of the company based on the HG taxonomy
• Location- City, state, and country of the HG company displayed
• Revenue Range - Range indicating the annual sales of the company.
• Employee Range - Range indicating the total number of employees at the company.

Fit Score

Fit Score is the overall normalized score (x/100) of the scoring criteria designated by your team.

This score is configured by your admin, and the criteria and weights they select can be seen in the Fit Score tab.  This contextual information can only be visualized here in the Visualforce component.

Intent Score

Intent Score is the overall normalized score (x/100) of your team's designated Intent Scoring Criteria.

This score is configured by your admin, and the criteria and weights they select can be seen in the Fit Score tab. This contextual information can only be visualized here in the Visualforce component.

Reporting with the Salesforce Connector

Salesforce Connector includes 6 sample reports that can be a quick reference to how our data is populating in your Salesforce org. The reports are added by default when you install the integration, but are completely yours to use and modify. You can edit and duplicate these as needed, or even start your own reports from scratch!

Reports can be found in the Reports tab, in the All Folder called HG Data Reports.

Here's an example of one report:

To create a new report using HG data, you can click New Report, and search for HG to find our objects and their connections to Accounts or Leads. For scoring fields, this data already lives directly on the Account object, making it easy to quickly pull into any report.

Still have a question? Please contact your CSM!