To match your records with HG companies, the following fields are referenced:
- For Account records:
- For Lead records:
Id is a field sent over in the HG managed package. It is used to ensure accurate enrichment of HG company data to your Salesforce records.
Name, Company, and Website are fields that should already be present on your Account and/or Lead records. These fields are only referenced in matching, we will never make any changes to these fields.
During matching, we don't store any record information and do not look into any other objects in the Salesforce instance. The only information that is stored is the mapping of those records back to HG Companies.
Similarly, while enriching the only objects that are changed are those belonging to the installed HG managed package. The HG integration will never update another field that is now ours.