Getting Started
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
- Active Triggers in the Managed Package - Functionality Explanation
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)
Additional Features
Objects, Fields & Definitions
- HG Technographic Object
- HG Firmographic Object
- HG Whitespace
- HG Account Fit Scoring
- HG Intent Scoring
- HG Cloud Dynamics
Release Notes & What's New Videos
- 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
- Release Notes (Version 1.5) - September 12, 2023
- Release Notes (Version 1.4) - August 18, 2023