> ## Documentation Index
> Fetch the complete documentation index at: https://docs.peopledatalabs.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Salesforce Installation & Configuration
# 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.
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# 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
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## 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
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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.
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.
## Related topics
- [Setup & Configuration](/docs/salesforce-integration-setup.md)
- [Verify Enrichment Workflows](/docs/salesforce-integration-setup-verify-enrichment-workflows.md)
- [API Dashboard Setup](/docs/salesforce-integration-setup-api-dashboard-setup.md)
- [Troubleshooting](/docs/salesforce-integration-setup-troubleshooting.md)
- [App Settings](/docs/salesforce-integration-app-settings.md)