Define Your Preferences and Select an Account Matching Service for Data.com Clean | Salesforce
Clean preferences let you specify which objects’ records you want to clean and how you want to clean them. The preferences include selecting the matching service used to clean accounts.
|Available in: Salesforce Classic
|Available with a Data.com Clean license in: Professional, Enterprise, Performance, and Unlimited Editions|
|To implement Data.com:||“Customize Application”|
If you don’t have a Data.com Clean license for your Salesforce org, you can’t select preferences for jobs.
- Review the guidelines for selecting a matching service used to clean accounts.
- From Setup, enter Preferences in the Quick Find box, then select Preferences under the Clean section.
Select the matching service for cleaning accounts. If you select D&B DUNSRight™ matching service, adjust your confidence code if needed.
D&B’s Confidence Code ranks Data.com match candidates on the basis of their similarity to your record, from 1 (not similar) to 10 (identical or highly similar). We don’t automatically match any Data.com record below the code you select here. If we have multiple records at or above your selection, we match the best quality record. When you manually clean some records, you can select a match between our preset confidence code (5) and the code you select here.
Review the guidelines for selecting job preferences.
- Make sure the Enable Clean jobs checkbox is selected for each object whose records you want to clean. If you have a Data.com Clean license and you want to clean D&B Company records, select the Enable Clean jobs for D&B Companies checkbox.
- For each object you’ve enabled, select your Clean preference.
- Save your preferences.