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Welcome to HG for Salesforce!

HG for Salesforce makes using install base data, or technographics, 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. 

1. Install HG for Salesforce
2. Sync Permissions with the HG Settings Page
3. Activate the Data Integration Rule
4. Setup Related Lists and Visualforce Pages

 

Check out the basics of HG for Salesforce: 

• HG for Salesforce Fields
• Matching to Accounts & Leads

 

Looking to do more? 

• Creating Co-Residency Reports
• Accounts Scoring Basics
• Competitor vs. Complementary Technologies 

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.