The Leadspace Enrich and Leadspace DUNS Enrich buttons allow you to run a one-off enrichment and populate data directly onto a record's page.
How to Add the Button to the Page Layout
Navigate to Setup -> Object Manager -> select Account, Contact, or Lead -> Page Layouts.
To add the button in lightning view, navigate to the "Mobile & Lightning Actions" section, and drag the Leadspace Enrich and/or Leadspace DUNS Enrich buttons into the "Salesforce Mobile and Lightning Experience Actions" section of the page.
To add the button in classic view, navigate to the "Buttons" section, and drag the Leadspace Enrich and/or Leadspace DUNS Enrich buttons into the "Custom Buttons" section of the page.
How to Enrich a Record using the Button
Navigate to the record you are trying to enrich.
Select either the Leadspace Enrich or Leadspace DUNS Enrich button at the top right corner of the page.
You should see the following pop up. The Leadspace values shown are the Leadspace Matched values.
For each standard field, if you would like to replace your existing value, or fill in a blank, with the Leadspace value, check the checkbox next to the Leadspace value.
If you would like to update your Leadspace fields (LS Company Name, LS Company Country, etc.) with the values found, check the "In addition, update all custom fields" checkbox.
Once you are done, click on "Update selected fields". This will automatically populate the Leadspace values into the selected fields.
How to Enable Leadspace DUNS Enrich
Navigate to the Settings tab in the Leadspace for Salesforce app. Ensure that the toggle under the "Allow DUNS Based Matching" section is enabled.
FAQ
Which user is used to update the record?
The user who clicked the button is used to update the record. Therefore, it is important to ensure that the user has the permissions to edit fields, otherwise the record will not be updated.
I clicked "Update selected fields". Why weren't the selected fields updated?
If you are unable to update fields, your profile is likely missing the permissions to edit fields. Contact your Salesforce Admin.
How can I hide the button from specific profiles?
You can select which page layout to add the button to, and restrict specific profiles from seeing that page layout.
Why do I get the message "Enrichment completed successfully, please not that some of the custom fields were not updated due to insufficient privileges"?
You get this message if "