---
schema_version: "1"
id: df1c97fa530f624f7f6cb7bf11443907b880401b2de4a9ba5408bce90ab0544e
title: Things to Know About Data Integration Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/data_integration_rule_configure_all.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.data_integration_rule_configure_all.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 04a46b4aa39ae652a3a4cc5e1b0c16c7728f089a803ba5d3b104a3572e01a699
description: Review considerations for using data integration rules.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Things to Know About Data Integration Rules

Review considerations for using data integration rules.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><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>

Frequency of Updates

When the **Update all records** option is selected, the update frequency depends on the rule.

- For Lightning Data packages, each data service provider determines how often the rule runs.
- Geocode rules run only at the time they’re activated and, from that point on, on records that are added or edited.
- Company info rules run approximately every 14 days. They also run when they’re activated and when records are added or edited.

Field Mapping Changes Made While a Rule Is Activated

If you select the **Update all records** option and then you change your field mapping settings, update all your records by deactivating and then reactivating the rule.

Sandbox Testing Recommended

We recommend that you test data integration rules in a sandbox before running them in production.

Update Status in Sandboxes

You can’t copy status information associated with data integration rules to or from a sandbox. To get status information in your sandbox, activate your data integration rules and process your records in your sandbox.

Field Customizations

Rule-based updates are independent of field customizations (such as approvals, workflow rules, or Apex triggers) that you use for accounts, contacts, or leads. Review and edit your customizations to ensure that they work after values are updated.

Currency Conversion

Data integration rules for Lightning Data and company info give currency amounts in US dollars. When the multiple currencies feature is enabled, Lightning Data rules convert numerical fields mapped to a currency type field from US dollars to the record currency. Make sure that US dollars and the currency of the records that you want to update are both active. The rules use the conversion rate defined for your org.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:28.40909090909091%">
            <col style="width:28.40909090909091%">
            <col style="width:43.18181818181818%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d1514e137">Multicurrency Enabled?</th>
              <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d1514e140">Other Conditions</th>
              <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d1514e143">Result</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Multicurrency Enabled?" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e137 ">Yes</td>

              <td data-label="Other Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e140 ">
                <p>Data service currency field is mapped to a currency field
                  in Salesforce.</p>
                <p style="margin-bottom:0;">US dollars is one of the active
                  currencies.</p>
              </td>

              <td data-label="Result" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e143 ">
                <p>The rule populates the record’s currency field with
                  converted data service value, using conversion rate defined
                  for org. Values are shown in the following format: Record
                  Currency (User Currency). After conversion, the data service
                  currency value is no longer displayed.</p>
                <p style="margin-bottom:0;" dir="ltr">If an
                  error prevents the conversion, the rule leaves the
                  record’s currency field blank.</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Multicurrency Enabled?" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e137 ">Yes</td>

              <td data-label="Other Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e140 ">US dollars or record currency is inactive.</td>

              <td data-label="Result" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e143 ">
                <p>The rule leaves the record’s currency field blank.</p>
                <p style="margin-bottom:0;">When
                  users compare records side by side, the currency field
                  isn’t displayed.</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Multicurrency Enabled?" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e137 ">Yes</td>

              <td data-label="Other Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e140 ">Data service currency field is mapped to a non-currency
                field in Salesforce.</td>

              <td data-label="Result" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e143 ">The record is populated with the value from the data
                service, without converting.</td>

            </tr>
            <tr class="">
              <td data-label="Multicurrency Enabled?" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e137 ">No</td>

              <td data-label="Other Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e140 ">
                <p>Data service currency field is mapped to a currency field
                  in Salesforce.</p>
                <p style="margin-bottom:0;">Org currency is US dollars.</p>
              </td>

              <td data-label="Result" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e143 ">The record is populated with the value from the data
                service, without converting.</td>

            </tr>
            <tr class="">
              <td data-label="Multicurrency Enabled?" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e137 ">No</td>

              <td data-label="Other Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e140 ">
                <p>Data service currency field is mapped to a currency field
                  in Salesforce.</p>
                <p style="margin-bottom:0;">Org currency isn’t US dollars.</p>
              </td>

              <td data-label="Result" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d1514e143 ">The rule leaves the record’s currency field blank. When
                users compare records side by side, the currency field isn’t
                displayed.</td>

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

#### See Also

- [Enable Multiple Currencies](https://help.salesforce.com/s/articleView?id=sales.admin_enable_multicurrency.htm&type=5&language=en_US)