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
• Guide to the Visualforce Page & HG Reports
• Selecting a Scoring Profile

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
• Reauthenticating an Existing Integration
• Estimating API Consumption of the Integration

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Dynamic Triggers

• Activating Dynamic Triggers Included in the Package - Routing Data to a Custom Field
• Running a Batch Job to Populate Custom Fields

Tips for Custom Salesforce Changes

• Tips for Reviewing HG Match Results in a Salesforce Report
• Manually Creating a Trigger to Update a Custom Firmographic Field
• Manually 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
• Manually Creating Product Groupings (Competitive vs Complementary)

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Additional Features

• Salesforce Intent Score
• Salesforce Account Fit Scoring
• Salesforce Whitespace

Objects, Fields & Definitions

• HG Technographic Object
• HG Firmographic Object
• HG Whitespace
• HG Account Fit Scoring
• HG Intent Scoring
• HG IT Spend Object

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Release Notes & What's New Videos

• Release Notes (Version 1.11) - July 17, 2025
• Release Notes (Version 1.10) - January 31, 2025
• Release Notes (Version 1.9) - October 17, 2024
• Release Notes (Version 1.8) - June 11, 2024
• Release Notes (Version 1.7) - February 15, 2024
• Release Notes (Version 1.6) - December 21, 2023

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