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How do I install the Salesforce Enrichment App?

Olivia Zhao avatar
Written by Olivia Zhao
Updated yesterday
  1. Use the provided link to install the Salesforce Enrichment App package.

  2. Log in with your Salesforce credentials when prompted.

  3. Select Install for All Users (recommended), confirm the installation, and wait for it to complete.

  4. Open the App Launcher and search for The Org Enrichment.

  5. Launch the app and navigate to an Accounts or Contacts page.

  6. Click into the Org Chart tab.

    1. If this is your first time using the app, click Connect and follow the steps to log in to your The Org account.

  7. Once connected, you should now be able to view the Org Chart under both the Account and Contact pages.
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