LeadIQ Refresh Settings for Enrichment

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This article will go over the different settings found under the Enrichment Settings tab. 

 

1. Instant Enrichment

      • Enriches records as soon as they get created/updated
      • Records will be enriched within 10 seconds most of the time
      • Volume: Up to 100 records at a time
      • Installation & Setup is done by: SFDC Admin
      • Users: SFDC Admins only for set up > Once set up, instant enrichment will take place irrespective of which user creates or modifies a record. This happens automatically, there is no UI/UX outside of the setup via SFDC Admin.
      • API Calls:
        • Bulk records created through applications like data loaders and migrators will be batched and up to 100 records enriched will consume 1 API
        • Records created/updated one at a time will each consume one API call
      • Prioritization of enrichment
        • 0-100 records: All enriched in 10 seconds
        • 101+ records: Prioritized by record creation > Newest records created enriched first
        • For the existing record, it will sort by IQ_Last_Enriched_On__c
      • On record update instant enrichment: Instant enrichment for these objects will only run if any of these fields were updated
        • Account Object
          •  Name
          •  Website
          • IQ Company Email Domain
        • Contact Object
          • First Name
          • Last Name
          • Account Id
          •  Email
          • IQ Company Domain
          • IQ Linkedin Url
        • Lead Object
          • First Name
          • Last Name
          •  Company
          •  Email
          • IQ Company Domain
          • IQ Linkedin Url

          2. Technology Settings

      • Select the sales tools your company uses, and Refresh will enrich those account fields with your preferences.
      • Full list of supported sales tools can be found here
      • Indicate your 10 technologies you want for enrichment.
      • In order to view IQ Technologies field, you will need to add “IQ Technologies” on the page layout for Account records.
    •  

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If you have any questions about Refresh, you can reach out to the LeadIQ Support Team by clicking Submit a Request at the top right of this page.

 

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