Salesforce Installation & Configuration
Overview
To get Salesforce correctly configured, you will complete the following steps:
- Install the PDL Salesforce package
- Configure Field and Relationship mapping
- (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
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Navigate to the PDL-provided installation URL
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Login with your Salesforce Username & Password
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You may alternatively login by selecting Use Custom Domain
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After successfully logging in, select
Install for All Users
, check the acknowledge box and clickInstall
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Once the installation is complete, click
Done
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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.
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In the Quick Find on the top of the left side panel, search for Object Manager
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Search for and select Lead. Then select Fields & Relationships and click
Map Lead Fields
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Map the following fields to Account and click
Save
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PDLEnrich Company Id → PDLEnrich Company Id
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PDLEnrich Last Enrichment Date → PDLEnrich Last Enrichment Date
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Map the following fields to Contact and click
Save
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PDLEnrich Company Id → PDLEnrich Company Id
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PDLEnrich Enrichment Status → PDLEnrich Enrichment Status
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PDLEnrich Last Enrichment Date → PDLEnrich Last Enrichment Date
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PDLEnrich Person Id → PDLEnrich Person Id
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(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.
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Navigate to the Object Manager search for and select Lead and click List View Button Layout
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Edit the List View by clicking the overflow menu (down arrow)
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Scroll to Custom Buttons, find PDL Enriched Lead List under Available Buttons, Add it to Selected Buttons, and click
Save
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Repeat steps 1-3 for the Contact object in the Object Manager to add PDL Enrich Contact Lead to Selected Buttons and click
Save
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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.
Updated 24 days ago