Quick Start Guide

This guide walks you through setting up Proff Connect from scratch. Follow the steps in order — each one builds on the previous.

Estimated time: 30–60 minutes depending on your Salesforce org complexity.

Before you start

Make sure you have the following ready before beginning:

	Requirement
REQUIRED	Proff API token from Proff / Enento Group — contact api@proff.no if you don't have one
REQUIRED	System Administrator access in Salesforce
REQUIRED	Proff Connect installation link (provided by Avenor upon request)

STEP 1 Install the package

Install the Proff Connect managed package in your Salesforce org.

⚠️ Always select "Install for Admins Only" during installation. Never install for all users at this stage.

After installation, do not open the app yet — complete the access setup first.

→ Install the latest Proff Connect version

STEP 2 Assign licenses and permissions

This is the most critical step. If permissions are not set up correctly, users will see errors or missing data.

You need to do three things:

Assign package licenses to all users who need access
Assign the correct Permission Set Group (Admin or User) to each user
Add the Proff Connect Insight Data permission set to both groups

⚠️ Do not skip step 3. The Insight Data permission set is created by a post-install script and must be manually added to your groups. Without it, Company Insight and Contact Insight data will not be accessible.

→ 1. Assigning the Correct Access in Proff Connect

STEP 3 Add your API token

Navigate to the Proff Connect app in Salesforce and open General Setup → Home. Enter your Proff API token and click Save. Once saved, your org is connected to the Proff Premium API.

ℹ️ Only users with the Proff Connect Admin permission set group can access General Setup.

→ 2. Authentication Setup

STEP 4 Configure application settings

Open the Settings tab in General Setup and configure:

Country access — add the countries in your Proff subscription (NO, SE, DK, FI)
Default country — set the default for new account searches
Insight storage — choose Always Store or Store on Demand

ℹ️ You can only select countries your API token has access to. Contact api@proff.no to extend your subscription.

→ 3. Application Settings

STEP 5 Set up field mapping

Define how Proff data points map to your Salesforce fields for Account, Contact, and Lead. These mappings must be configured before users can create or sync records.

Object	Required fields
Account	Organisation Number + Country Code
Contact	Proff Person ID + Country Code
Lead	(Organisation Number OR Company Name) + Country Code

⚠️ Also check your required Salesforce fields. Any field marked as required in your org must be included in the mapping, or record creation will fail.

→ 4. Object Field Mapping

STEP 6 Add components to your pages

Add the Proff Connect Lightning Web Components to your Account, Contact, and Lead pages using the Lightning App Builder.

Page	Minimum recommended components
Account	New Account override (or Company Search list button), Sync Account, Company Insight, Related Contacts
Contact	Sync Contact, Contact Insight
Lead	Enrich Lead

→ 5. Add Lightning Web Components to your Salesforce org

DONE You're ready to go

If you've completed all six steps, your users can now:

Search for Nordic companies and create Accounts with verified data
Sync Accounts and Contacts with fresh data from Proff
View financials, roles, shareholders, and more in Company Insight
Enrich Leads with company data
Use Bulk Create for prospecting

Next: Share the User Guides with your team so they know how to use the features.

Having issues? See 4. Troubleshooting API Errors or contact Avenor support.