---
schema_version: "1"
id: d95d33024fe2d4f8d7f4520533db77bae120a032aa6254907a6d6d51e5a90fbf
title: Set Up and Monitor Data Integration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/data_dot_com_clean_admin_set_up_clean_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.data_dot_com_clean_admin_set_up_clean_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cea56c41599eebdb54d97eefa8c3eca628f598a29a2a72dab74a815dbf499abc
description: Set up Lightning Data data services to update your existing records or import new ones. Monitor match rates and updates.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Set Up and Monitor Data Integration

Set up Lightning Data data services to update your existing records or import new ones. Monitor match rates and updates.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d8909e66">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d8909e66 ">To activate or deactivate data integration rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d8909e66 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d8909e66 ">To install a package:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d8909e66 ">Download AppExchange Packages</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d8909e66 ">To activate and configure data integration rules for third-party
              data services:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d8909e66 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d8909e66 ">To run or access a data assessment:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d8909e66 ">
              <p>Customize Application</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

- **[Activate and Configure Data Integration Rules](https://help.salesforce.com/s/articleView?id=sales.ddc_data_integration_rule_setup.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.ddc_data_integration_rule_third_party_services.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.data_dot_com_clean_admin_clean_vitals.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.ddc_data_integration_create_update_info_report.htm&release=264.0.0&type=5)**  
    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.