Overview

To get Salesforce correctly configured, you will complete the following steps:

1. Install the PDL Salesforce package
2. Configure Field and Relationship mapping
3. (Optional) Setup List View Buttons

You may watch the Setup video or continue to Step-by-step for a guided walkthrough of the configuration.

Setup video

Step-by-step

Package Installation

This set of steps will guide you through the installation of PDL Enrich package in Salesforce

1. Navigate to the PDL-provided installation URL

2. Login with your Salesforce Username & Password

   

   1. You may alternatively login by selecting Use Custom Domain

      

3. After successfully logging in, select Install for All Users, check the acknowledge box and click Install

   

4. Once the installation is complete, click Done

   

5. You will redirected to Salesforce Setup > Installed Packages. Confirm PDL Enrich is listed as an Installed Package

   

Field & Relationship Configuration

These next set of tasks will configure the appropriate field & relationship changes. This process ensures proper mapping of fields when a lead becomes either an account or contact.

1. In the Quick Find on the top of the left side panel, search for Object Manager

   

2. Search for and select Lead. Then select Fields & Relationships and click Map Lead Fields

   

3. Map the following fields to Account and click Save

   1. PDLEnrich Company Id → PDLEnrich Company Id

   2. PDLEnrich Last Enrichment Date → PDLEnrich Last Enrichment Date

      

4. Map the following fields to Contact and click Save

   1. PDLEnrich Company Id → PDLEnrich Company Id

   2. PDLEnrich Enrichment Status → PDLEnrich Enrichment Status

   3. PDLEnrich Last Enrichment Date → PDLEnrich Last Enrichment Date

   4. PDLEnrich Person Id → PDLEnrich Person Id

      

(Optional) Setup List View Buttons

This process will add the button flow to enable on-demand enrichment of Leads, Contacts, and Accounts from the Salesforce dashboard. Skipping this step will not affect the enrichment functionality of the integration.

1. Navigate to the Object Manager search for and select Lead and click List View Button Layout

   

2. Edit the List View by clicking the overflow menu (down arrow)

3. Scroll to Custom Buttons, find PDL Enriched Lead List under Available Buttons, Add it to Selected Buttons, and click Save

   

4. Repeat steps 1-3 for the Contact object in the Object Manager to add PDL Enrich Contact Lead to Selected Buttons and click Save

   

5. Repeat steps 1-3 for the Account object in the Object Manager to add PDL Enrich Account List & PDL Enrich All Contacts to Selected Buttons and click Save

   

🥳 Congrats! You're done with the Salesforce Installation and Configuration step! Proceed to the API Dashboard Setup to continue.