Lead Enrichment

Enriching Salesforce Leads with Place IDs I built a Python-driven automation that enriches Salesforce Leads using Google Place IDs as a stable identifier for businesses on Google Maps. The goal was to move beyond manual lead research. If a Lead already has a Place ID, the script can use that identifier to fetch structured business details and sync the useful fields back into Salesforce. The Three Ingredients 1. Salesforce Lead Object Configuration To prepare Salesforce for enrichment, I added custom fields to the Lead object. This included a Place ID field to serve as the lookup key, along with fields for Google rating, review count, website, and other useful business details. ...

Basic Lead Enrichment in Salesforce with Agentforce To get more hands-on experience with Salesforce automation, I used a Developer Edition org to build a basic AI-assisted lead enrichment flow. When a new Lead is created with limited company information, the automation uses Agentforce to look for missing contact details and then updates the Lead record. The goal was simple: reduce manual research for fields like phone number, email, and website, while still keeping the setup easy to inspect and improve. ...