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Salesforce Quick Start Guide

Connect Enrich Layer to Salesforce and automatically enrich your leads, contacts, and accounts with professional profile data. This guide walks you through installing the managed package and configuring the integration.

Reading time: 8 min

What You'll Need

  • •A Salesforce org (any edition: Developer, Sandbox, or Production)
  • •System Administrator access to that org
  • •An Enrich Layer API key (get one at enrichlayer.com)
1

Install the Package

For Production or Developer Edition Orgs

For Sandbox Orgs

Installation Steps

  1. Click the installation link above
  2. Log in to your Salesforce org if prompted
  3. On the installation page:
    • •Select Install for Admins Only (recommended for initial testing)
    • •Or select Install for All Users if you want everyone to have access immediately
  4. Check the box: "Yes, grant access to these third-party web sites" (required for API calls)
  5. Click Install
  6. Wait for the installation to complete (usually 1-2 minutes)
  7. Click Done when finished
Enrich Layer Installation Options

Select "Install for Admins Only" for initial testing

2

Configure the Remote Site Setting

Installation Steps

  1. In Salesforce, click the gear icon (top right) > Setup
  2. In the Quick Find box, type Remote Site
  3. Click Remote Site Settings
  4. Click New Remote Site
  5. Fill in:
    Remote Site Name: EnrichLayer_API
    Remote Site URL: https://enrichlayer.com
    Active: Make sure this is checked
  6. Click Save
3

Enter Your API Key

Installation Steps

  1. Click the App Launcher (the 9-dot grid icon in the top left)
  2. Search for Enrich Layer Config
  3. Click on Enrich Layer Config
  4. Enter your API key in the API Key field
  5. Click Save Configuration
  6. You should see a green success message
4

Assign Permissions to Users

Users need the Enrich Layer permission set to access the enrichment features.

Assign to Yourself (for testing)

  1. Go to Setup > Quick Find: Permission Sets
  2. Click Permission Sets
  3. Click Enrich Layer User
  4. Click Manage Assignments
  5. Click Add Assignment
  6. Check the box next to your name
  7. Click Next > Assign

Assign to Other Users

Repeat the above steps, selecting additional users who need access.

5

Add Enrich Layer to Record Pages

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.

6

Test the Installation

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:
https://www.linkedin.com/in/satyanadella
  1. Save the record
  2. Click the Enrich button in the Enrich Layer Card
  3. Wait a few seconds for enrichment to complete
  4. 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:
https://www.linkedin.com/company/microsoft
  1. Save the record
  2. Click Enrich
  3. 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
7

Verification Checklist

8

Troubleshooting

ProblemSolution
"Install" button doesn't appearMake sure you're logged in as a System Administrator
"Unauthorized endpoint" errorComplete Step 2 (Remote Site Setting)
"API settings not configured" errorComplete Step 3 (Enter API Key)
Fields or buttons not visibleComplete Step 4 (Assign Permission Set)
Enrich Layer Card not in component listRefresh the page and try again
Enrichment returns no dataVerify the LinkedIn URL is valid and the profile is public
"Rate limit exceeded"Wait a few minutes and try again

Still Having Issues?

  1. Check the Enrichment Logs - They show detailed error messages
  2. Verify API Key - Go to Enrich Layer Config and confirm the key is saved
  3. Check Remote Site - Ensure it's Active and URL is exactly https://enrichlayer.com
9

Package Information

ItemValue
Package NameEnrich Layer
Current Version0.1.0.2
Package ID04ta500000BvT8bAAF

Installation URLs

Org TypeInstallation Link
Production / Developerhttps://login.salesforce.com/packaging/installPackage.apexp?p0=04ta500000BvT8bAAF
Sandboxhttps://test.salesforce.com/packaging/installPackage.apexp?p0=04ta500000BvT8bAAF
10

Next Steps

After successful testing:

  1. Assign permissions to more users - Add the Enrich Layer_User permission set to users who need it
  2. Configure rate limits - Adjust in Enrich Layer Config based on your subscription
  3. Try bulk enrichment - Use the Bulk Enrichment tab to enrich multiple records at once

Need Help?

If you encounter issues during setup, our support team is here to help.

View Documentation