CRM Enrichment - Salesforce package

After connecting via OAuth, you'll be prompted to install the HG for Salesforce managed package from AppExchange into your Salesforce org.

Step 1: Install the Salesforce package

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.

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.

Step 2: Configure your sync settings

Back in the HG platform, configure how HG enriches your Salesforce data.

• 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
   

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.

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.

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

2. Set filters based on HG's filter criteria, or upload a list of Accounts (using HG ID for precise targeting)

3. Click Save

Go back to Integrations > Salesforce > Enrichment tab and select this Segment

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)