Salesforce Quick Start Guide

Option A: Use the Setup Wizard (Easiest)

1. Click the App Launcher (9-dot grid)
2. Search for Enrich Layer Setup
3. Click Enrich Layer Setup
4. Follow the wizard instructions to add components to your pages

Option B: Manual Setup

1. Navigate to any Contact record
2. Click the gear icon (top right of the record) > Edit Page
3. In the left panel, find Enrich Layer Card under Custom components
4. Drag it onto the page where you want it to appear
5. Click Save
6. Click Activate > Assign as Org Default > Save

Repeat for Lead and Account record pages.

Test 1: Enrich a Contact

1. Open any Contact record (or create a new one)
2. In the LinkedIn URL field, enter a LinkedIn profile URL:

3. Save the record
4. Click the Enrich button in the Enrich Layer Card
5. Wait a few seconds for enrichment to complete
6. You should see the contact's information populated (headline, company, etc.)

Test 2: Enrich a Lead

1. Open any Lead record (or create a new one)
2. Add a LinkedIn URL
3. Click Enrich
4. Verify data is populated

Test 3: Enrich an Account (Company)

1. Open any Account record
2. In the LinkedIn Company URL field, enter a company page URL:

3. Save the record
4. Click Enrich
5. Verify company data is populated

Test 4: Check the Enrichment Log

1. Click the App Launcher (9-dot grid)
2. Search for Enrichment Logs
3. Click Enrichment Logs
4. You should see records of your recent enrichment attempts with Success/Failed status

Test 5: Bulk Enrichment

1. Click the App Launcher (9-dot grid)
2. Search for Bulk Enrichment
3. Click Bulk Enrichment
4. Select an object type (Contact, Lead, or Account)
5. Choose records to enrich (records must have LinkedIn URLs populated)
6. Click Enrich Selected
7. Monitor progress - records are enriched in the background