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