Using the Data.com Company Info Clean rules, you can add valuable company information like annual revenue, D-U-N-S number, and number of employees to all your existing and new Salesforce accounts and leads.
|Available in: Salesforce Classic and Lightning Experience|
|Available with a Data.com Clean license in: Professional, Enterprise, Performance, and Unlimited Editions|
|To set up and activate Clean rules:||“Customize Application”|
|To edit page layouts:||“Customize Application”|
From Setup, enter Clean Rules in the Quick Find box, then select Clean Rules.
Click Edit next to the Company Info rule you want to set up.
Review the rule settings. To add company information to all existing accounts or leads, select Clean all records when this rule is activated or saved.
Save the rule.
Activate the rule.
If you chose the option to clean all records when the rule is activated or saved, Salesforce immediately checks whether new data is available for your existing records. For new records, Salesforce checks whether new data is available when the records are saved. New data is added only to blank fields—Salesforce never overwrites your data.
In Salesforce Classic only, to allow users to check the status of a Company Info Clean rule, add the Clean This Record with Data.com related list to the page layout for accounts or leads.