LeadIQ Refresh Settings for Enrichment

This article covers the various settings found under the Enrichment Settings tab. 

1. Configure 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. Configure 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.