Considerations for Setting Up Geocode Clean Rules | Salesforce
Considerations for Setting Up Geocode Clean Rules
Review these considerations before adding geocode information to Salesforce accounts, contacts, and leads using Data.com geocode clean rules.
Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
Geocodes are added to records using Data.com technology. However, a Data.com license is not required to use this feature.
When geocode information is added to records:
Existing values in geocode information fields are overwritten.
The SystemModStamp field is always updated. Review any integrations that use this field to make sure that they aren’t affected.
The LastModifiedDate and LastModifiedById fields are not updated. This is the default option. You can change it when you set up your geocode clean rules.
Geocode information is not visible on records. However, it can be viewed using the Salesforce API. Also, you can create custom fields using formulas to show geocode information fields on records.
Status information associated with clean rules can’t be copied to or from a sandbox. For example, in your production organization, you activate your Geocodes for Lead Address clean rule, and geocode information is successfully added to all of your existing leads. As a result, the status of the Geocodes for Lead Address clean rule for each lead is In Sync. You can’t copy this status information for records to your sandbox. To get status information in your sandbox, you need to activate your clean rules and process your records in your sandbox.