Salesforce Setup

Deploy Metadata

cd salesforce
sf project deploy start --manifest manifest/package.xml --target-org <org-alias>

Assign Access

Assign one of the Data Enrichment permission sets to the target users:

• DataEnrichmentAdminAccess
• DataEnrichmentUserAccess
• DataEnrichmentAccess

Configure Callout

Check the DataEnrichmentWebhook Named Credential and the related External Credential. The endpoint should point to the n8n webhook:

https://demo.aviando.ai/webhook/enrichment-agent

App

Open the Data Enrichment Lightning app. It contains:

• Data Enrichment Dashboard
• Data Enrichment Config
• Lead Enrichments
• Contact Enrichments
• Account Enrichments
• Enrichment Runs
• Data Enrichment Value Mappings