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:

1. Salesforce Installation & Configuration
2. API Dashboard Setup
3. Verify Enrichment Workflows

The process should take approximately 15 minutes.

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Have questions?

If you have questions at any time throughout the installation process please reach out to your dedicated Customer Success Manager.