Articles on: Enrich Agent

Enrich Agent - Release Notes

Version 1.3 - November 2025


🎉 What's New


Improved Page Layouts


We've enhanced the user experience with optimized page layouts across Person Profile objects:


  • Combined Date Fields: Start Date and End Date fields are combined in a formula field for better visibility
  • Enhanced Company Lookups: Experience and Education records now display Account lookups for quick navigation
  • Streamlined Layout: Reorganized fields to follow a more logical flow, reducing scrolling and improving data comprehension


🔍 Company Matching (BETA)


Introducing intelligent company matching to help you connect enriched data with existing records in your org:


  • Smart Matching Algorithm: Automatically finds matching Account/Company records based on:
    • Company name
    • Website URL
    • LinkedIn URL/ID/Slug
  • Flow Action: New "Enrich Agent: Find Matching Company (BETA)" action available in Flow Builder
  • Confidence Scoring: Returns match confidence scores to help you make the right connection
  • Flexible Configuration: Supports custom objects and field mappings beyond standard Account object
  • Record Type Filtering: Optionally filter matches by specific Record Types


Use Cases:


  • Link employment history to existing Accounts
  • Match education records to School/University accounts
  • Find the right company before creating relationships


⚙️ Granular Control with New Options


Fine-tune your enrichment process with expanded configuration options:


New optionsJson Parameters:


  • disableSkillCreation: Skip creation of skill records when you don't need them
  • disableLanguageCreation: Skip creation of language records
  • disableEducationCreation: Skip creation of education history records
  • disableExperienceCreation: Skip creation of employment history records
  • disableCompanyMatching: Disable automatic company/school matching


Benefits:


  • Faster Processing: Skip unnecessary record creation for better performance
  • Storage Optimization: Save storage by excluding data you don't use
  • Flexible Workflows: Different options for different use cases (e.g., create skills for candidates but not for leads)


Example Usage:


{
    "PersonProfileRecordCreator": {
        "disableSkillCreation": true,
        "disableLanguageCreation": true,
        "disableCompanyMatching": false
    }
}


🔧 Improvements


  • Performance: Optimized record creation logic for faster processing
  • Error Handling: Enhanced error messages provide clearer guidance when issues occur
  • Documentation: Expanded inline documentation and help text on fields


🔄 Upgrade Instructions


To upgrade to version 1.3:


  1. Contact Support: Email support@pipelaunch.com for upgrade installation links
  2. Install Core Update: Install the Core package update first
  3. Update Addons: Install updates for any addons you're using
  4. Review Options: Consider implementing the new granular control options in your Flows
  5. Test Company Matching: Try the new Company Matching Flow Action in your Sandbox


Note: Upgrading from v1.2 to v1.3 is a seamless process with no breaking changes. Your existing Flows and configurations will continue to work as before.



Version 1.2 - October 2025


🎉 What's New


Architecture Refactor


  • Migrated to Core + Addons architecture for better modularity
  • Separated Person Profile addon from Core package


Enhanced Flow Actions


  • New Flow-friendly request/response models
  • Improved error messages and summary information
  • Better handling of edge cases and validation


🔧 Improvements


  • Removed interfaces in favor of convention-based design
  • Simplified record creator signatures
  • Enhanced JSON parsing with better error handling



Version 1.1 - September 2025


🎉 What's New


Duplicate Prevention


  • Introduced duplicationBehavior option to control duplicate record handling
  • Default behavior prevents creating duplicate profiles
  • Option to allow duplicates when needed for specific use cases


🔧 Improvements


  • Better error handling in wrapper classes
  • Optimized SOQL queries for duplicate checking



Version 1.0 - August 2025


🎉 Initial Release


Core Features


  • PersonProfileWrapper: Parse PipeLaunch Person Profile JSON
  • CompanyProfileWrapper: Parse PipeLaunch Company Profile JSON
  • Record Creation: Create enriched profile records in Salesforce
  • Flow Actions: Invocable methods for no-code integration


Objects


  • EnrichAgentPersonProfile__c - Main person profile
  • EnrichAgentPersonProfileEducation__c - Education history
  • EnrichAgentPersonProfileExperience__c - Employment history
  • EnrichAgentPersonProfileLanguage__c - Languages
  • EnrichAgentPersonProfileSkill__c - Skills with endorsements


Permission Sets


  • Enrich Agent: Full access for record creation and management



Support & Feedback


We'd love to hear from you! Share your feedback, request features, or report issues:


📧 Email: support@pipelaunch.com


Include:


  • Package version numbers
  • Feature requests or bug descriptions
  • Use case details
  • Salesforce org type (Production/Sandbox)



Updated on: 20/11/2025