Skip to content

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.