The enrichment process can be performed in 2 ways: a) Manual Enrichment & b) Auto Enrichment.
a) Manual Enrichment:
i) Select the Enrichment tab and then click on Start New Job
ii) On the next screen, please select your object type (ie: Lead, Account, & Contact), Job Name, and then if you wish you can apply a Custom Filter (optional). In this example, we are using Email, only the email address in the Lead object will be enriched, no other leads will be enriched during the process.
Important Note: If you want to enrich all of the mapped fields in an object (ie: Lead, Account, & Contact) then the custom filter should be none.
Once you confirm the selection you need to click on Run Process at the bottom.
iii) You will receive a confirmation that your requested enrichment job is queued and the status will be set to Analyzing.
iv) You can wait for a confirmation status or Refresh Status at the right-hand side top corner of this window.
v) Click on your Job name (example: Prospect Leads) to see the Enrichment Preview window, from here you can read and download the Enrichment report.
vi) Select Enrich Database, you will see your total available enriched credits along with the total records which you have requested to enrich. Click on Yes to proceed.
vii) You will see the status is updated to Enriching.
Viii) You can click on Refresh Status at the right-hand side top corner of this window or wait to confirm the status of your job. Your data will be Enriched within your Salesforce account once the status is Completed.
b) Auto Enrichment: To automate the enrichment process you will need to set up the settings within the SalesIntel Salesforce Managed package accordingly.
- Click on the User name at the right-hand side of the top corner and then click on settings.
- On the next screen please select the respective objects which you want to be enriched automatically. Here we have toggled for Contact & Lead objects.
You can select from run when object created (to immediately enrich when the record is created) or from schedule auto update date/time (to enrich records in batches on a scheduled base). Select one and click Save. In this example, we are selecting to run when the object created.
Alternatively, you can also schedule enrichment on a Daily, Weekly, or Monthly basis. In the example below, we are scheduling for enrichment Daily 1 PM.