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  1. HG Insights
  2. Salesforce Connector
  3. Tips for Custom Salesforce Changes

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)
  • Adding Your Custom Fields to Reports
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