SalesIntel Enrichment for Salesforce

1. Login to Salesforce by searching on your App list.
   
   
   
2. Click the SalesIntel tab.  
3. Click tab ‘Enrichment’ to create new Enrichment task or review pending and complete Enrichment tasks
   

How to Create Manual Enrichment Task

1. Select ‘Get Started’ , or "New Enrichment" to create a new task.
   
   
   
2. Choose to enrich account, contact or lead records.
3. Enter Enrichment task name (minimum 5 characters).
   
   
4. Apply filter(s) to enrich records that meet specified criteria or omit filters to enrich all records.
   
   
   
5. Select ‘Analyze’ to prepare Enrichment Task.
   
   
   
6. New Enrichment task will enter cue pending analysis, which may take a few minutes.
   
   

Enrichment Reporting & Analytics

1. Once the analysis is complete and the report is ready, click on enrichment task to view the report.
   
   
   
2. Expand Matched records to display Human-Verified records.
   
   
   
3. Expand Human-Verified records to display Records to Enrich and Complete.
   
   
   
4. Scroll to the bottom to review the records fields that are due for enrichment.
   
5. Select ‘Start Enrichment’ to complete Enrichment Task.
   
   
   
6. Verify the number of records due for Enrichment and confirm the Enrichment process. 
   
   

• Research on Demand credits will be consumed to validate machine-verified contacts and companies
• Research on Demand credits are also consumed when human-research team validates net-new records submitted by custom request
• Export credits will be consumed by exporting human-verified contacts and companies to CRM

How to set up Automatic Enrichment

1. Hover over the Welcome drop-down menu to access Salesforce Settings for SalesIntel.
   
   
   
2. Select Enrichment on the left panel.
   
   
3. Allow users the option to automatically and manually enrich records for accounts, contacts, and/or leads.
   

   Note: It is important to remember that when you enable Auto-Update for a record, make sure to enable the Auto-Update on the Field Mapping section of the object.

   
   
4. Scheduled the date/time for enrichment and/or elect to enrich as objects are created.
   
   
   
5. Choose whether to skip, append blank fields, or always update duplicate records 
   
   
   
6. Save Enrichment settings
   

Rollback your Enrichment

Note: Rollback may not undo accounts created as a result of Enrichment tasks. 

1. Inside the SalesIntel Tab Click on the Rollback tab to undo an Enrichment task.
   The Job Name will give you info if the enrichment was done using Auto-Enrichment (will show as Auto-Update) or Manual Enrichment (will show the name of the Enrichment Job).
   
   
2.  Select Enrichment task to undo and click ‘Rollback”.
   
   
   
3. Confirm Rollback to continue.
   
   
   

Related Articles:

SalesIntel-to-Salesforce Enrichment User Guide (PDF)