Setting up your HG Account with Salesforce

  • Updated on Nov 25, 2025
  • Published on Feb 18, 2025
  • 4 minute(s) read
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Who is this for?

HG Insights Admins

Step 1: Accepting the invitation

You will get a “Welcome to HG Insights” invitation email.
Click on Start Onboarding.

Step 2: Creating instance

After accepting the invitation, you will be prompted to set up your account and organization with 3 steps:

  1. You should create the account with a username (the invite email) and password.

  1. Set up the organization by providing the organization name and domain

  1. A few minutes, and you should now be able to access HG Insights!

Step 3: Connecting Salesforce

If you created the HG Insights instance, but you are not the person who is in position to connect Salesforce, you can:

  • Invite a Salesforce admin to HG Insights (see Inviting and managing users)

  • Salesforce admins will arrive on the account home page to connect Salesforce

  1. In the Homepage, click the Connect Salesforce button

  1. You will be taken to a page that explains all about connecting HG Insights to Salesforce:

  1. You will get more information about the requirements to connect HG Insights and Salesforce.

  1. After reading the requirements, Salesforce Admin will be prompted to actually Connect to Salesforce (Oauth), or to Salesforce Sandbox (username / password).

Salesforce updated “Connected App OAuth Usage” in October 2025

End users can continue to use uninstalled apps only if both of those criteria apply.

Any new user trying to access these same uninstalled apps will be blocked. All uninstalled apps that use the OAuth 20 device flow will be blocked, even for specific users who have previously authorized the app. Connected apps installed before the change will continue to function without interruption.

  1. If you encounter errors, refer to the troubleshooting articles:

    1. To connect Salesforce and HG Insights: Salesforce Integration Guide

    2. Pulling additional fields from Salesforce platform: Pull Additional Fields To Use In HG Insights

    3. Troubleshooting Salesforce errors: Troubleshooting

    4. Resolving common push errors: Salesforce Push Errors

  2. Once the connection is established successfully, HG Insights will set up your instance and pull data from Salesforce.

Step 4. Personalizing Workspace

You can now personalize your workspace to optimize the setup of Copilot while the autoOnboarding is progressing.

Once you click the Configure button, you will be taken to a screen to set up your Personas, Ideal Customer Profile, Profiles to Exclude, and Competitors & Partners. (These can be updated in any order).

Personas

Why is it important to configure Personas?
The Personas are there to highlight key decisions makers and stakeholders a customer may be interested in. It is a property that groups job titles, and is used in:

  • Playbooks and views filters

  • Playbooks and views column

  • Label on contact profile

  • Label on contact list in Accounts

Ideal Customer Profile

Here you can define your Ideal Customer Profile, including target countries, industries, and company sizes.

Why is it important to configure the ICP?
Setting up the ICP is important because it makes sure that HG Insights gives recommendations/insights that match your business goals. This means you can target the right companies with sales and marketing efforts.

The ICP is a property used for identifying best-fit customers, and can be found in:

  • Playbooks views and filters

  • Playbooks and views columns

Profiles to exclude

You are able to fill out profiles to exclude, filtered by country, industry, company sizes, and other categories.

Why is it important to define Profiles to Exclude?
The Profiles to Exclude are there to make sure HG Insights gives you insights/recommendations for your organizations target prospects. It makes sure industries, company sizes, and other categories that are irrelevant for a user’s business are not surfaced.

Competitors & Partners

Why is it important to configure Competitors & Partners?
The Competitors & Partners section allows HG Insights to understand your market position.
It also enables HG Insights to provide insights/alerts on a your competition and partner integrations.

You can use this information to think about use cases and how to approach prospects with deeper knowledge about prospects’ techs.
This property is used in:

  • Playbooks views and filters

  • The Techs information about a company.
    Competitors and Interests are both shown:

This can also be updated in Copilot:

Go to righthand side profile icon, and under Organization Settings > Copilot

Connect your integrations

Connecting more data sources to add more signals to Copilot.

After clicking Connect My Integrations button, you will be able to choose from many integrations to connect:

Clicking the Connect button on most of the Integrations widgets will bring up more information about the connection.

Invite your team members

Clicking on the Invite button will let a you invite members of your team to HG Insights:

Clicking the Add new user button allows to invite people to HG Insights.

The button will bring up this screen:

To read more about roles and permissions, you can look at the Roles and Permissions documentation to explain your team members about each role.

At the top of the page, you can choose between inviting users and teams:

Troubleshooting

How to update Salesforce user connected to HG Insights

Click on the button “Update Salesforce connection”

Make sure to log out of any Salesforce account before clicking the button. Otherwise, any connected Salesforce account will be used to connect to HG Insights by default.

Cannot connect to Salesforce

  • Consult with your Salesforce Admin

  • If the issue persists, open a support request by sending an email to support@madkudu.com.

How to get HG Insights scores in Salesforce

See the following article - How to display HG Insights info in Salesforce?

Frequent SFDC push errors when first getting the scores

See the following article - Salesforce push errors

Copilot display issues with the iframe

See the following article - Troubleshooting: HG Insights Copilot (embedded)

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