---
title: "Salesforce"
slug: "salesforce-1"
updated: 2026-04-22T20:54:18Z
published: 2026-04-22T20:54:18Z
---

> ## 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.

# Salesforce

✅ Source ✅ Destination

Connect your **Salesforce** instance to**HG Insights** to enrich your CRM with firmographics, technographics or spend data, score your prospects with predictive scoring, and surface sales intelligence directly inside Salesforce.

## What does this integration do?

HG Insights connects with Salesforce through a **single OAuth** connection.

During setup, you**choose which capabilities**to activate based on your use case.

1. [CRM Enrichment](/v1/docs/salesforce-1#crm-enrichment-hg-→-salesforce-writeonly)
2. [Sales Copilot & Predictive Scoring](/v1/docs/madkudu-salesforce-package)

Each capability has **different permission requirements** and **uses a different Salesforce package.**

### Using both together

You can activate CRM Enrichment and Sales Copilot & Scoring **independently or together**. If you start with one, you can always add the other later from the Integrations page without needing to reconnect Salesforce.

## FAQ

**Can I test with a Salesforce Sandbox first?** Yes. When connecting Salesforce, select "Sandbox" as your org type. The installation link will use `test.salesforce.com` instead of `login.salesforce.com`.

Note: only 1 Salesforce instance can be connected to HG platform so your Production will replace the Sandbox when you decide the switch

**What Salesforce permissions do I need?** You need Salesforce Admin permissions to install the package(s) and authorize the OAuth connection. See the

- [permissions guide for CRM enrichment](/v1/docs/what-permissions-does-the-salesforce-crm-enrichment-package-need)
- [permissions guide for Sales Copilot & Scoring](/v1/docs/what-salesforce-permissions-does-madkudu-need)

**Does HG ever create records in Salesforce?**

in Sales Copilot, users can add contacts from HG to Salesforce (manually). There is no automation otherwise that may risk flooding your account.

**Does HG ever delete records in Salesforce?** No. HG does not delete any record. HG only updates to fields and objects.

**Can I restrict which data HG accesses?** Yes, you can restrict access to only the relevant fields.

**Can I manage multiple Salesforce orgs?** No. You can only connect 1 Salesforce account.

**How do I add more capabilities later?** Go to **Integrations → Salesforce** in the HG platform. You can activate additional capabilities at any time without reconnecting Salesforce. If the new capability requires additional permissions, you'll be prompted to re-authorize via OAuth.

For additional help, contact your Customer Success Manager or email [customersupport@hginsights.com](mailto:customersupport@hginsights.com).