Configuration¶
Open Data Enrichment → Configuration. It has two tabs: Settings for the org behaviour and branding, and Permission Sets for in-app access management (covered in Permission sets). Changes take effect as soon as you save. No deployment needed.
Settings¶
| Setting | What it does |
|---|---|
| Global pause | Stops all enrichment in the org. Users see a paused notice on records. |
| Pause per object | Stops enrichment for Leads, Contacts or Accounts individually. |
| Enrich on creation | Starts a run for every new record of that object. |
| Auto-populate empty fields | Writes found values into empty fields without review. Turned off, everything becomes a suggestion. |
| Branding | The three colours style the dashboard, configuration and help center. |
The pause switches and the enrich-on-creation flags are per object, so you can roll the agent out one object at a time.
Branding¶
The three brand colours (primary, accent, background) are applied across the app. Defaults match the Aviando palette:
| Role | Default |
|---|---|
| Primary | #28648C |
| Accent | #75C3BC |
| Background | #F4FAFA |
Enter any valid #RRGGBB value. The Save button stays disabled until you have
made a change and the colours are valid.
Where the config is stored¶
Runtime configuration lives in the OrgSettings__c custom setting, so admins can
change behaviour without a deployment. This includes the pause switch, the brand
colours and the webhook auth token.
Deploy-time defaults live in custom metadata.
Automation must be enabled
Several features (Search People, manual runs) check that automation is not paused. If the global pause is on, users see a paused notice instead of results.
Loading value mappings¶
The Load mappings button seeds the known LinkedIn source values (industries and employee bands) as value-mapping records. It is idempotent, so pressing it again never duplicates entries. Adjust the target values afterwards — see Value mappings.