Where is this mapping available?

In app.HG Insights.com > Mapping > Attribute mapping. 

Note that if the mapping configured for your organization was not standard (meaning not supported by the app interface), the page would be empty but the mapping would be available in the back-end and can be provided upon request.  

Account domain mapping

Select the field on the Salesforce Account object that identifies the web domain of the account. This field is used to match the lead or contact email domain (john@HG's RGI platform.com) to an account (HG Insights.com) to get the account enrichment when the lead or contact is not already linked to an account via an explicit ID.

Attributes

• Object: the object from your system that the field to map is attached to 

• Field name:  API name of the field from your system to map 

• Attribute field name: standard name used for this field across the HG Insights Platform

How to add an Attribute to the mapping?

Pre-requisite:

• You are a HG Insights user with Architect permissions.

• You know which fields are suitable to be used in your customer fit model(s) or not. Please read recommendations here.

• HG Insights needs to be pulling the CRM fields you'd like to map first before adding them to the attribute mapping. Please follow instructions here.
  If you recently submitted a request to pull new fields, you need to wait for the confirmation email that the pull was successful.

Warnings

• Deleting an attribute from the attribute mapping can break computations and models where the attribute is used. Deleting an attribute can impact the scoring. If you need to delete an attribute, please open a ticket.

1. Go to app.HG Insights.com > Mapping > Attribute mapping

2. Click on Edit 

3. Click on New attribute 

4. Select the Object and Field

5. The Attribute name is auto-filled (format : system_object_fieldname) and we recommend you to leave it as is.

6. Click on Publish
   

Well done! 

What's next?

You should receive an email of success or failure within a few minutes.

• In case of success: Congrats! Your new attributes will be available in the Studio after the next time compute has run on the Process page (estimation : in the next 4-8 hours)

• In case of failure : Contact your onboarding team with a screen capture of the error so they can help you move forward!

F.A.Q

I mapped an attribute and the attribute mapping was successful. Why can't I see this field in the Insights, Overrides, Signals, or Trees in the Data Studio?

There's one last step to complete before you can access your new Attribute across the Data Studio: you need to create a oneToOne computation from this attribute: Learn more

Troubleshooting

• If you get a 500 error, please make sure you are still logged in. Note that by refreshing the page, your configuration will be lost

• If you get a 404 error, please make sure all input fields have a value

• If you get the error “column {{column_name}} does not exist” the pull of new fields might not be finished yet. Wait for the confirmation email for the successful pull, then try again. 

Still having issues? Please open a ticket with the configuration you are trying to publish and we'll get to you as soon as we can.