Installation¶
The agent ships as an unlocked Salesforce package plus an n8n workflow. This page covers the Salesforce install and the checklist to a first successful run. For the deeper metadata and workflow guides see the Reference section.
1. Install the Salesforce package¶
Install the current package version into your org (sandbox or production). Package
versions are published as 04t... subscriber IDs.
sf package install \
--package 04tXXXXXXXXXXXXXXX \
--target-org <org-alias> \
--wait 20 \
--no-prompt \
--upgrade-type Mixed
Deploying from source instead
If you work from the repository rather than a package version:
2. Assign a permission set¶
Assign one of the three permission sets to your users. You can do this in Setup or in-app under Configuration → Permission Sets.
| Permission set | Grants |
|---|---|
DataEnrichmentAdminAccess |
Configuration, permission management, manual runs |
DataEnrichmentAccess |
Work with suggestions, start and retry runs |
DataEnrichmentUserAccess |
View enrichment results |
See Permission sets for details and the in-app assignment UI.
3. Connect the n8n webhook¶
Salesforce calls the n8n webhook through the DataEnrichmentWebhook Named
Credential. Point it at your workflow's webhook URL, for example:
Then set the shared secret so only Salesforce can trigger runs. This is required per org — see Webhook authentication.
4. Configure behaviour¶
Open Data Enrichment → Configuration and go through the switches: global pause, enrich on creation and auto-populate, each per object. Full reference in Configuration.
5. Load value mappings¶
Press Load mappings in the configuration to seed the known LinkedIn values, then adjust the target values to your picklists. See Value mappings.
6. Verify with a test run¶
Create a test Lead with first name, last name and company. The run should reach Enrichment Received. If it fails, the monitoring guide shows where to look.
Keep the global pause on while you configure
Switch it off only when you go live, so no half-configured runs fire.