Setup & Configuration
Overview
This guide will walk you through installation and initial configuration so you can start enriching your Contacts, Leads, and Accounts right in Salesforce.
Preparation
You will need the following:
- Admin privileges in Salesforce
- PDL-provided installation URL. If you did not receive this, contact your dedicated Customer Success Manager
- Access to the PDL API Dashboard
Process
To successfully install your configuration you will need to complete the following steps in order:
- Salesforce Installation & Configuration
- API Dashboard Setup
- Verify Enrichment Workflows
The process should take approximately 15 minutes.
Have questions?
If you have questions at any time throughout the installation process please reach out to your dedicated Customer Success Manager.
Updated 24 days ago
What’s Next