What this page is about

Once you've connected Salesforce in HG Insights's platform, HG Insights will pull data from your instance.

For HG Insights to score your leads and accounts and display Sales Copilot, you now need to install the HG Insights package in Salesforce. 

Installation 

1. Click on the following installation URL to install package in production  
   https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgK00000081tN
   
   Tip: Click here to open Salesforce documentation on Installing packages

   - to install in a Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tgK00000081tN

2. You'll be asked to sign in to your Salesforce account

3. Select Install for All users and click Install
    

4. In the dialog box, select the Yes, grant access to these third-party web sites checkbox, then click Continue.

5. Salesforce will then create the HG Insights components. This installation may take up to 10 minutes

   • Tip: after the installation, you'll need to add these components to your layout(s)

6. You may see a message: This app is taking a long time to install. You will receive an email after the installation has completed.

7. Click Done and wait for an email from Salesforce with the subject Package HG Insights Integration Install Successful

8. Please follow these instructions to add to your

   • Lead, Contact, and Account layouts 

     • HG Insights Sales Intelligence visualforce iframe 

     • HG Insights fields 

   • Sales Home page 

     • HG Insights Copilot (playbook inbox, explore accounts and contacts...) 

What does HG Insights Salesforce Package include? 

Summary

1. Visualforce pages for the Lead, Contact and Account objects which will contain an iFrame powered by HG Insights.

2. Visualforce page for your Sales reps alerts to install as tab on their Home page

3. Custom fields for the Lead, Contact and Account objects which will be updated by HG Insights's Salesforce integration (if you have a scoring usecase with us). The fields are grouped into field sets for each object.

Details 

• 4 visualforce pages

  • one for each object: Lead, Contact, Account, containing the Sales Intelligence module. Learn more 

  • one for the inbox to add to your Sales home page

• The following fields will be available to add to your layout under the Lead and Contact object:

  SFDC field names may vary with the latest Salesforce package

  If you installed the package prior to December 2025, the screenshots below are valid.

  If you installed the package in December 2025 or later, the field names may be prefixed with HG_ instead of MK_

• 

• The following fields will be available to add to your ayout under the Account object:

  SFDC field names may vary with the latest Salesforce package

  If you installed the package prior to December 2025, the screenshots below are valid.

  If you installed the package in December 2025 or later, the field names may be prefixed with HG_ instead of MK_SFDC field names may vary with the latest Salesforce package

  

F.A.Q

Is HG Insights Salesforce package managed or unmanaged? 

Unmanaged. Once it's installed in your Salesforce you'll be able to edit the component like the names, description to best fit your internal vocabulary and teams 

What happened to the "MK Likelihood to Buy Scores"?

We've changed the name of the following fields in the Salesforce package to better reflect the intended purpose of the scores: