HG Salesforce Connector

Getting Started

• Welcome to HG Insights Salesforce Connector!
• Installing the HG Insights Managed Package
• Connecting Your Salesforce in the HG Platform
• Adding the Visualforce Page to your Page Layout

Product Documentation

• Salesforce Edition and API Requirements
• Minimum Salesforce Permissions for Installation User
• How Data is Structured in HG's Salesforce Connector
• Referenced Data in Matching & Enrichment

Tips for Custom Salesforce Changes

• Creating a Trigger to Update a Customer Firmographic Field
• Creating a Custom Field for Product Install Data - Checkbox or List
• Using Validation Rules to selectively enrich accounts and leads
• Resolving Intensity Filtering Issues in Reporting

Additional Features

• Salesforce Account Fit Scoring
• Salesforce Whitespace

Objects, Fields & Definitions

• Upgrading Salesforce Connector
• HG Technographic Object
• HG Firmographic Object
• HG Whitespace
• HG Account Fit Scoring
• HG Intent Scoring

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Release Notes & What's New Videos

• Release Notes (Version 1.5) - September 12, 2023
• Release Notes (Version 1.4) - August 18, 2023
• Release Notes (Version 1.3) - July 27, 2023
• Release Notes - May 26, 2023