--- title: "CRM Enrichment - Salesforce package" slug: "crm-enrichment-salesforce-package" updated: 2026-06-01T20:53:33Z published: 2026-06-01T20:53:33Z canonical: "help.madkudu.com/crm-enrichment-salesforce-package" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.madkudu.com/llms.txt > Use this file to discover all available pages before exploring further. # CRM Enrichment - Salesforce package ### What does this package do? HG matches your Salesforce Accounts and Leads to an HG ID using company name, domain, and country. Matched records are enriched with technographic, firmographic and spend data written to custom objects in Salesforce. What gets written to Salesforce: - **HG Technographic** custom objects (product install data per company) - **HG Firmographic** custom objects on Account and Lead - **HG IT Spend** custom objects What the integration does **not** do in this mode: - HG does not pull and store any of your CRM data - HG does not create or delete Account or Lead records - HG only writes to fields and objects created by the HG managed package This is ideal if you want to enrich your CRM with technology intelligence without sharing any CRM data with HG. > For this integration to function, your Salesforce account must include Salesforce API access as it allows HG to communicate with your account, match & enrich your records. The following Salesforce editions include API access and are immediately compatible: > > - Enterprise Edition > - Unlimited Edition > - Developer Edition > - Performance Edition > > The editions below do not include API access: > > - Group Edition > - Essentials Edition > - Professional Edition (however you can purchase the **Web Services API** plug-in through your Salesforce AE as an add-on) ## Prerequisites Before you begin, make sure you have: - A Salesforce Admin account (Production or Sandbox) - Access to the HG Insights platform at [admin.hginsights.com](https://admin.hginsights.com) - Permission to install managed & unmanaged packages in your Salesforce org > **Best practice:** Create a dedicated Salesforce Integration User for the HG connection rather than using an employee's personal login. This prevents the connection from breaking when someone leaves the company and makes it easier to monitor API calls made by HG. ## Step 1: Connect Salesforce to HG Insights > Only one Salesforce instance can be connected per HG Insights account. 1. Log in to HG platform at [admin.hginsights.com](https://admin.hginsights.com) 2. Go to **Integrations → Salesforce** 3. You'll see a summary of the available capabilities and what each one allows HG to do with your Salesforce data 4. Select the capabilities you want to activate: **CRM Enrichment** — write-only, no CRM data is pulled ![](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/image(823).png) 5. Complete the next step OAuth flow by logging into Salesforce and granting the requested permissions After connecting via OAuth, you'll be prompted to install the **HG for Salesforce** managed package from AppExchange into your Salesforce org. ## Step 2: Install the Salesforce package ![](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/image(824).png) 1. Click on **Install from AppExchange** 2. in the AppExchange, click on **Try It** 3. Log in with your Salesforce credentials 4. Select **Install for All Users**, then click **Install** 5. Approve access for `hgdata.com` and click **Continue** 6. Wait for the installation to complete (you'll receive a confirmation email) After installation, you can verify the package under **Setup → Apps → Packaging → Installed Packages** in Salesforce. ![](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/image(820).png) The package installs three custom objects: - **HG Technographic** (`HG_Insights__HGTechnographic__c`) - **HG Firmographic** (`HG_Insights__HGFirmographic__c`) - **HG IT Spend** (`HG_Insights__HGITSpend__c`) It also adds HG-prefixed fields to your **Account** and **Lead** objects. ![](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/image(837).png) ![](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/image(836).png) ## Step 2: Configure your sync settings Back in the HG platform, configure how HG enriches your Salesforce data.![](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/image(825).png) - Click **Complete Setup** ## Step 3: Configure your sync settings While the integration starts matching your records to HG companies, 1. scroll down to the section **“What gets enriched”** 2. click**Edit Configuration** ![](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/image(827).png) 3. click on the **Filter by Products**section**:**Select or upload a list of technology products you want to track. HG will only write product install data for the products you select. You can change your product selection at any time later.. You can search for available products [here](https://market.hginsights.com/catalog/product/search). 4. click on the **Filter by Spend Categories**section**:**Select or upload a list of Spend categories you want to track. HG will only write spend data for the categories you select. You can change your spend categories selection at any time later. You can search for available categories [here](https://market.hginsights.com/catalog/product/category). ### **Segment (optional)** By default, HG matches and enriches every Account and Lead in your Salesforce. If you want to control the volume of enriched records, you can set up a filter on which Segment to enrich only. To configure a segment, 1. Go to [Segments here](https://market.hginsights.com/segments) 2. Set filters based on HG's filter criteria, or **upload a list of Accounts**(using HG ID for precise targeting) 3. Click **Save** To limit the Salesforce enrichment to this segment 1. Go to **Integrations** > **Salesforce** > **Enrichment** tab, 2. Scroll down to “what gets enriched” section and click **Edit Configuration** 3. in Segments, select the segment you want in the list 4. Click**Save** ![](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/image(859).png) Only one Segment can be active at a time. Records that don't match the active filter will not get enriched in Salesforce ## Step 4: Start the initial sync Once your settings are configured and at least one product is selected: 1. Click **Sync Salesforce** 2. After the sync has ran, you'll see your **Total Records**, **Matched Records**, **Not Matched** count, and **Last Updated** timestamp If you enabled Auto Sync, subsequent updates happen automatically **every day**(5 AM UTC timezone) --- ### FAQ #### We would like to whitelist IPs for the Salesforce integration user. Does HG Insights have a list of IPs that we should include? Yes, 34.208.152.193. This is the outbound IP address for our Managed Package Salesforce integration.