Getting Started
- Start Here!
- Installing HG for Salesforce
- Sync your Product, Spend and Discover Companies Permissions with the HG Settings Page
- Activating Data Integration Rules to turn on your Data Feed
- Adding HG Insights to Your Page Layouts
- Using Discover Companies to import Net New Accounts
Use Cases
Product Documentation
- Upgrading HG for Salesforce
- Start a Match & Append of All Accounts / Leads
- Matching to your Accounts and Leads and Match Rates
- Granting Account Login Access to HG Insights Support
- Enable ITC Spend Intelligence in Salesforce
- Managing Licenses to HG Insights
Integration and Next Steps in Salesforce
- Reporting to identify net new accounts imported using Discover Companies
- Creating Co-Residency Reports
- Adding Discover Companies to your navigation bar
- Using Validation Rules to selectively enrich accounts and leads
- How to select products for enrichment in HG for Salesforce
- Creating a Custom Field to count the number of install records at an account