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This guide details how to add a Quick Action "Launch Enrichment" to the layout of any object in Salesforce. This action allows users to trigger the enrichment process directly from the record page.

Prerequisite

• If the object is not a Lead, Account, or Contact, you will need to manually create the quick action. Follow the guide here to do so:

Steps

1. Navigate to the Object Manager:
   • Go to Setup in Salesforce.
   • Enter Object Manager in the Quick Find box and select it.
   • Select the object you want to add the action to (e.g., Custom Object).
2. Add the Action to the Layout:
   • In the Object Manager, go to Page Layouts.
   • Click Edit next to the layout you want to modify.
   • Drag the Launch Enrichment action from the Mobile & Lightning Actions section into the Salesforce Mobile and Lightning Experience Actions area.
   • Click Save.
3. Verify the Quick Action:
   • Navigate to any record of the object.
   • The Launch Enrichment action should be available as a button in the record page actions.