> ## 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.

***

# Setup video

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  <div style="position: relative; padding-bottom: 54.900938477580816%; height: 0;"><iframe src="https://www.loom.com/embed/0fcc7e4b208047069e23ca905e10ff2a?sid=f28b339f-65bc-4a86-ab7d-45f9d6e3a258" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>
  `}
</HTMLBlock>

***

# 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

   ![](https://files.readme.io/b595a0e53bd5fe4fe8df524b6123eaa7febe651c9744b91932b4e6e83da3cf50-image.png)

   1. You may alternatively login by selecting Use Custom Domain

      ![](https://files.readme.io/22ae92862a881ed75e85f4ae150dc8fae919e4bb5b66e6fba37b3f37a2aad841-image.png)
3. After successfully logging in, select `Install for All Users`, check the acknowledge box and click `Install`

   ![](https://files.readme.io/5e5ff9c72f1dd493a81948a828e92f9599891c545332722f38ac54983d8e9c82-image.png)
4. Once the installation is complete, click `Done`

   ![](https://files.readme.io/eacfed1026a4136e995542a37874932206af223561d9f2ce83b55fa0fc3d2b9c-image.png)
5. You will redirected to Salesforce Setup > Installed Packages. Confirm PDL Enrich is listed as an Installed Package

   ![](https://files.readme.io/5f27174981bafcb2c6e13b7850bb1e4d8df24f44bbf3e6b6328d6945d364ead8-image.png)

***

## 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*

   ![](https://files.readme.io/4e27d0acbd1a003639d96c2bb1788ddd8af18ee5e4195cc07cf632f2d7f51dd7-image.png)
2. Search for and select *Lead*. Then select **Fields & Relationships** and click `Map Lead Fields`

   ![](https://files.readme.io/f487cb887c084021431aeefe3a0550983f12f259383bde8c8a3da20e7461280b-image.png)
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

      ![](https://files.readme.io/ef2279d134dd5136da36bdaa79b3ce21bf133eb9e288ee62bd35184b447c99d9-image.png)
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

      ![](https://files.readme.io/78025e82b0a7914a9b577e64074004f6ca72b83233f44a965787925f50620d3e-image.png)

***

## (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.

![](https://files.readme.io/c0207aac83e850e3790cef9c52334e4181061a69dabd954f8d29b6dab8220cc8-image.png)

![](https://files.readme.io/f7f5dbc894bb87f5bac5b9bb8fb3aee584f52ed9fce5365524d723114dc20689-image.png)

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

   ![](https://files.readme.io/87ad19df4f6c456fdd46e5dfc016a141be106a4855c6f495430684f3be3847eb-image.png)
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`

   ![](https://files.readme.io/12e6b924fc274602fa2628a88b9ea4ecb1c327b0dae8b7f0795aaf9d97b12ad1-image.png)
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`

   ![](https://files.readme.io/49119eeab05d9cf9ae9e301287b7ca0388bb2072804790c99cef457f3b4da03c-image.png)
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`

   ![](https://files.readme.io/af6d242468722a8e2d8328831f81012cc01f92376035af3f7988cb5e6ef90f9d-image.png)

***

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