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Overview

Data Enrichment completes your CRM records. The agent looks up company and person data in public sources, fills empty fields and suggests values for fields that already have content. Existing data is never overwritten without your confirmation.

Who this is for

  • Users work with enriched records: they start runs, review suggestions and use Search People. The Using the agent section covers their daily work.
  • Admins set the agent up and keep it running: permissions, value mappings, Flow triggers and monitoring. The Administration section is for them.

Core concepts

Concept What it is
Run One enrichment of a record. Starts on creation, manually, or from a Flow. Every run is logged as an EnrichmentRun__c.
Enrichment record A companion record per Lead/Contact/Account (LeadEnrichment__c, ContactEnrichment__c, AccountEnrichment__c) that stores everything the agent found, including values that don't fit your picklists yet.
Suggestion A found value for a field that already has data. You accept or reject it; nothing is overwritten silently.
Auto-populate When on, empty fields are filled automatically. When off, everything arrives as a suggestion.
Value mapping Translates a raw source value (e.g. a LinkedIn industry) into your picklist value. See Value mappings.
Search People Finds people at a company and creates Contacts, optionally auto-enriching them. See Search People.

The write-back model

Results never overwrite your records directly. Every Lead, Contact and Account has a companion enrichment record. The agent writes what it found there first, then:

  • Empty fields are filled automatically when auto-populate is on.
  • Fields with values only change when a user accepts a suggestion.
  • Picklists are only filled when the mapped value is valid in your org.

This keeps the agent safe to run on records that already hold good data.

What you need

Ready? Continue with Installation.