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.
Required Editions
| Available in: Professional, Enterprise, Performance, and
Unlimited Editions
|
| User Permissions Needed |
| To activate or deactivate data integration rules: |
Customize Application |
- Activate the Data Integration Rule for a Data Service
Automatically match records to current information in a data service by activating a Lightning Data package rule, a geocode rule, or a company info rule. When a user edits a record by changing the value of a field used in matching, the rule updates the record. When a record is created, the rule looks for matches in the data service. Plus, you can fine-tune Lightning Data rules: Add a custom field you can use to identify records to update or to include in data assessments, while skipping other records.
- Edit the Field Mapping for a Data Integration Rule
To help ensure that your records and reports are accurate, check the field mapping when you activate a data integration rule. Some Lightning Data rules let you keep or overwrite field values when new data is available.
- Things to Know About Configuring and Activating Data Integration Rules
Review considerations for configuring and activating data integration rules, including rules in Lightning Data packages and rules for adding geocodes and company information from Dun & Bradstreet.
- Integration Rule Info Fields
Integration Rule Info fields are available in reports.
