Follow important guidelines when using Data.com Clean rules to automatically enrich your Salesforceaccounts and leads.
|Available in: Salesforce Classic and Lightning Experience|
|Available with a Data.com Clean license in: Professional, Enterprise, Performance, and Unlimited Editions|
Adjustments for Salesforce Classic Users
To allow Salesforce Classic users to check a record’s Clean status and clean it manually, adjust the lead or account page layout. Add the Clean This Record with Data.com related list to the layout.
Access for Users Who Clean Records Manually
- Access to D&B Company Object
- Make sure that users have “Read” and “Create” access to the D&B Company object. When a user cleans a record, the rule creates an associated D&B Company record (if the record doesn’t exist).
- Access to Account Fields
- For the Company Info for Accounts rule, adjust field-level security to give users access to the account fields containing data provided by the rule.
|Account Name||Employees||SIC Code|
|Account Site||Fax||SIC Description|
|Annual Revenue||Industry||Ticker Symbol|
|Billing Address||NAICS Code||Tradestyle|
|Company D-U-N-S Number||NAICS Description||Year Started|
- Access to Lead Fields
- For the Company Info for Leads rule, adjust field-level security to give users access to the following fields on leads.
- Annual Revenue
- D&B Company
- Company D-U-N-S Number
- No. of Employees
In Professional Edition, you control field-level security using page layouts.