MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

HG Insights' Salesforce Connector

By HG Insights

Operationalize Technology Intelligence In Salesforce

Paid Add-On Required  

Payment required for external services or products

Try It
Business Need
Sales Intelligence
Requires
None

HG Salesforce Connector creates a bidirectional sync between the HG Insights Platform and Salesforce to support sales, marketing, and operations teams to accelerate your business.

  • Overview of Key Features

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Requires subscription to HG Insights.

App Details

Version
HG Insights/Ver 1.17.0 1.17.0
Listed On
06/30/2017
Latest Release
08/06/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/01/2022

Additional Details

HG Insights’ Salesforce Connector solution enables you to review customized technology insights alongside your existing Salesforce account information. We add technology data from companies in your Salesforce database, allowing you to see products used without ever leaving the Salesforce platform. With the HG Insights Salesforce Connector integration, you’ll be able to see which technology products a prospective customer uses directly in the Salesforce platform, discern whether they’re a fit for your products, and effectively target and win accounts before your competitors can identify the opportunity. Features: PRODUCTION & SANDBOX CONNECTIONS: Users can connect and manage multiple Sandbox and Production organizations through the HG Platform, allowing them to perform quality assurance on the companies that will be matched with selected data. DATA REFRESH & ENRICHMENT: Data will refresh automatically on a nightly cadence, or you can select if you would not like HG to automatically refresh data. Data is also enriched via updates and database sync. QUICK-START SUPPORT: Access our services that support training to get you started quickly with setup in Salesforce.

Need help?

HG Insights

Santa Barbara, CA, USA

Other ResourcesEmailTerms & Conditions