Welcome to HG for Salesforce!
HG For Salesforce makes using Installed Technology Data easier than ever by making them available directly in Salesforce CRM.
Let's begin by installing HG for Salesforce!
Installation Guide:
Follow these steps to get HG for Salesforce installed, configured, and activated.
- Install HG for Salesforce
- Sync Permissions with the HG Settings Page
- Activate the Data Integration Rule
- Setup Related Lists and Visualforce Pages
Learn more about Matching and Data Enrichment in HG for Salesforce:
- HG For Salesforce Data field values and Definitions
- How account and lead Matching is performed in HG For Salesforce
Looking to do more?
Want to learn more about how we build our technographic insights? Check out this video which explains how HG Insights uses cutting edge data science to give you unprecedented insight.
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