--- title: "How to display HG Fields and HG Sales Copilot in Salesforce?" slug: "how-to-display-madkudu-info-in-salesforce" updated: 2025-11-05T04:00:08Z published: 2025-11-05T04:00:08Z --- > ## 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. # How to display HG Fields and HG Sales Copilot in Salesforce? You've installed HG Insights Salesforce package and now need to display the components to your layout. Here's how to do that! **Pre-requisite**: you have permissions in Salesforce to edit the Account, Lead and Contact layouts, and the Sales team tabs Before we start, there are 3 main things to install (you'll need them all) 1. **HG Insights Copilot******to display the Inbox and Explore dashboard. These will be used by your Sales reps to organize their day, reaching out to prospects based on playbooks, and to explore their accounts and contacts in views. Used also by Sales management and Ops to explore prospects. ![](https://support.madkudu.com/hc/article_attachments/23467048957837) 2. **HG Insights Visualforce** on the Lead/Contact/Account object and your home page. These will be used by your Sales team to know everything about an account or lead/contact. ![](https://support.madkudu.com/hc/article_attachments/21199868640397) 3. **HG Insights fields** on the Lead/Contact/Account objects (these will be used in reports, workflows...). These will be used by your Ops team to create workflows and reports based on HG Insights data ![mceclip1.png](https://support.madkudu.com/hc/article_attachments/21199843360141) # **1. Installing HG Insights visual force pages (iframes)** These iframes gather in one place, directly in your Salesforce, all relevant information for your Sales reps so that they can reach out to qualified accounts and leads. ### **Step 1: Create a Custom Tab for HG Insights Copilot** - In Salesforce, click on the gear icon at the top right then **Setup** - Search for **Tabs** **![](https://support.madkudu.com/hc/article_attachments/23467048963981)** - Scroll down and search for **Visualforce Tabs** - Click******New** - Configure with - Visualforce page: **HG Insights Copilot** - Tab Label**:****HG InsightsCopilot** - Tab Name**:****HG InsightsCopilot** - Tab Style:******Jewel** - Description**: HG Insights Copilot allows you to understand any relevant activity that happened in your book of accounts. Don't miss anything thanks to the HG Insights playbooks! The Copilot allows you to slide and dice in your book of accounts to understand who is active and what you should mention when reaching out.** - Click on **Next** ![](https://support.madkudu.com/hc/article_attachments/23467065413517) - Select **user profiles** for which the new page tab will be available. You can keep "all profiles" if you want everyone in your organization to get access to HG Insights Copilot ![](https://support.madkudu.com/hc/article_attachments/23467065448333) - Click on **Next** - Select the **Custom Apps** that should have this tab. We recommend the **Sales Console** and any custom app that your Sales team is using. - Click on **Save** ### **Step 2: Make sure the tab is visible to the Sales team** - Search for **App Manager** - Select******All Tabs** - Click on the arrow and select **Edit** **![](https://support.madkudu.com/hc/article_attachments/23467049001613)** - Select **HG Insights Copilot** and click on **Up** to be at the very top - Default******Landing Tab: HG Insights Copilot** **![](https://support.madkudu.com/hc/article_attachments/23467065475981)** - Assign to all the relevant **Profiles** ### **Step 3: Add HG Insights VisualForce pages to your Salesforce Account, Lead and Contact** Go to your Salesforce account **Setup** (upper right corner gear icon) ### **Salesforce Lightning** ***Account Layout*** - In the left sidebar menu, click **Objects and Fields >** **Object Manager** then click on **Account** and **Lightning Record pages.** - Select the **Layout** and click **Edit.** - Insert a component section or tab, wherever is best for the Sales users - Drag into the component from the left navigation bar a **VisualForce** component. - On the right of the page where the VisualForce component is configured, select from the picklist **HG Insights Account Sales Intelligence Embed.** - Uncheck "Show label". - Adjust the height of the page to minimum 700. ![mceclip2.png](https://support.madkudu.com/hc/article_attachments/21199868647309) Make sure the profiles associated with your Sales users have permission to see the VisualForce page: - In **Setup**, search **Users** and select **Profiles**. - Select the user associated with the people who should see the HG Insights Sales Intelligence - In the section “**Enabled VisualForce Page Access” →** click **Edit,** then **add t**he VisualForce HG Insights Account Sales Intelligence [https://help.salesforce.com/s/articleView?id=000325936&type=1](https://help.salesforce.com/s/articleView?id=000325936&type=1) ![mceclip1.png](https://support.madkudu.com/hc/article_attachments/21199843367693) Repeat for **Lead** and **Contact** layouts with their corresponding visualforce pages (**HG Insights Lead Sales Intelligence Embed******and **HG Insights Contact Sales Intelligence Embed)** ### **Salesforce Classic** ***Account Layout:*** - In the left sidebar menu, click **Objects and Fields >** **Object Manager** then click on **Account** and **Page Layout** - Click on the name of the layout visible to the Sales reps. If multiple page layouts exist, you’ll need to add the iFrame to each page layout for which you’ll want to see the HG Insights Sales Intelligence iFrame displayed. - In the toolbar, drag and drop a **Section** in the desired location of the page layout to host the iFrame. - As Section name, enter HG Insights Sales Intelligence and select 1-Column Layout, then click OK. - Adjust the height to 700px ![mceclip4.png](https://support.madkudu.com/hc/article_attachments/21199843386125) - In the toolbar, select in the list 'VisualForce pages', then drag and drop the HG Insights Account Intelligence into the section you created. ![mceclip3.png](https://support.madkudu.com/hc/article_attachments/21199843391629) - In the top left of the toolbar, click **Save** to apply your layout changes. - Navigate to a Salesforce Account record and click the **Details** tab to view the HG Insights Account Intelligence. Repeat for **Lead** and **Contact** layouts with their corresponding visualforce pages (**HG Insights Lead Sales Intelligence Embed******and **HG Insights Contact Sales Intelligence Embed)** # **2. Visualizing HG Insights components** **Pre-requisite**: you are a user on HG Insights platform (app.HG Insights.com). If not, please ask your [HG Insights admin to add you as a user](/v1/docs/invite-users-to-madkudu). 1. In Salesforce, open HG Insights Copilot tab installed and click on **Login.******Check you are able to login 2. In Salesforce, open any account, any lead or any contact and navigate to the section where you added the VisualForce page. Check you are able to see data in it. 3. And that's it! ## Troubleshooting - If users see a **blank page,** make sure they are added to your HG Insights account as users ([app.HG Insights.com](https://app.madkudu.com/) > Settings > Users ). Note: you need to have Admin permissions in HG Insights to add users. - If users see “**Insufficient Privileges**”, make sure the Salesforce profiles associated with these users are enabled with the VisualForce page access (see above). ![mceclip0.png](https://support.madkudu.com/hc/article_attachments/21199843393805) - If users see "**Please refresh the page**", please try reloading your browser page. This can happen when the iFrame doesn't get the Salesforce Account ID correctly. Reloading the page should make Salesforce resend the ID to the iFrame. # **3. Invite to your HG Insights account the users who'll need to see the iFrame.** Once installed, users in Salesforce would see a login page in the iFrame. To access the information in the iFrame, [users need to be added to your company HG Insights account.](/v1/docs/invite-users-to-madkudu) Once invited to HG Insights, they can connect directly within the iFrame in Salesforce to start visualizing HG Insights Sales Intelligence. # **4. Installing HG Insights fields** Please follow the instructions at the Lead, Contact and Account level We usually recommend using a **two column layout**. Organize your fields so that the predictive attributes are on the left, while the context on this lead can be found on the right. 1. Click on **Setup**at the top right ![mceclip2.png](https://support.madkudu.com/hc/article_attachments/21199868663309) 2. Click on the **Object Manager** tab, search for **Lead,**click on **Lead** ![mceclip3.png](https://support.madkudu.com/hc/article_attachments/21199868666381) 3. Click on **Page Layout**, click on**Lead Layout** ![mceclip4.png](https://support.madkudu.com/hc/article_attachments/21199843406477) 4. Drag and drop a new **Section** to where you want the **HG Insights intelligence** to show. 5. Name the new section "**HG Insights Intelligence"** 6. Drag and drop the **HG Insights** **fields** you’d like to see. ![mceclip1.png](https://support.madkudu.com/hc/article_attachments/21199843360141) 7. Save your layout. -