Set up Lightning Data data services to update your existing records or import new ones. Monitor match rates and updates.
Required Editions
| Available in: Professional, Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To activate or deactivate data integration rules: | Customize Application |
| To install a package: | Download AppExchange Packages |
| To activate and configure data integration rules for third-party data services: |
View Setup and Configuration AND Customize Application |
| To run or access a data assessment: |
Customize Application AND View All Data |
- Activate and Configure Data Integration Rules
Activate data integration rules, map fields in your records to fields from a data service, and configure page layouts so that your sales team can view third-party data and update records. - Use Third-Party Data Services
Use Lightning Data packages and Geocode and Company Info rules to update and add to your records. - Check the Match Rates for a Data Service
Monitor the percentage of your records that data integration rules have matched to a record in data services. When records are matched, the data service can update them. - Create Reports on Data Integration Updates
Use reports on data integration status to monitor your accounts, contacts, and leads for records that need attention and to ensure the highest possible match rates.