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Leadspace for Salesforce: Leadspace Enrich Button

  • Updated

The Leadspace Enrich button allows you to run a one-off enrichment and populate data directly onto a record's page.

Provide Proper Permissions

During the installation or upgrade of the LS4SF application, we recommend you choose 'Install for All Users' during the initial setup screen. This option gives all SFDC users in your env. access to the Leadspace Enrich Button with all necessary permissions.

If you did NOT choose 'Install for All Users' and instead, chose 'Install for Admins Only' or 'Install for Specific Users', the users not included in those groups will not be able to use the button. However, you can also add the proper permissions to users as needed down the road. You will need to work with a System Admin to add some permissions to individual profiles, or create a specific Permission Set and assign to users as needed (recommended).

Here are the permissions that are needed to use the Leadspace Enrich Button:

Apex Class Access:

  • Utils_Leadspace

VisualForce Page Access:

  • VF_EnrichAccount
  • VF_EnrichContact
  • VF_EnrichLead

The recommended process is to create a Permission Set that includes the apex/visualforce access above and then assign to any users as needed:

  1. SFDC > Setup > Permission Sets
  2. Create New Permission Set
    1. Label: Leadspace Enrich Button
    2. API Name: LeadspaceEnrichButton (no spaces or underscores)
  3. Click Save
  4. Goto Apex Class Access
  5. Add Utils_Leadspace and Save
  6. Goto VisualForce Page Access
  7. Add VF_EnrichAccount, VF_EnrichContact, and VF_EnrichLead and Save
  8. Click 'Manage Assignments'
  9. Assign to any users that need to have access to the Leadspace Enrich Button

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 the lightning view, navigate to the "Mobile & Lightning Actions" section, and drag the Leadspace Enric buttons into the "Salesforce Mobile and Lightning Experience Actions" section of the page.

Screen_Shot_2020-01-29_at_12.52.03_PM.png

To add the button in classic view, navigate to the "Buttons" section, and drag the Leadspace Enrich button into the "Custom Buttons" section of the page.

Screen_Shot_2020-01-29_at_12.39.26_PM.png

How to Enrich a Record using the Button

Navigate to the record you are trying to enrich.

Select either the Leadspace Enrich button at the top right corner of the page.

231.JPG

You should see the following pop up. The Leadspace values shown are the Leadspace Matched values.

Screen_Shot_2020-01-29_at_1.05.44_PM.png

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.

 

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 note that some of the custom fields were not updated due to insufficient privileges"?
You get this message if "

 

 

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