If your organization uses Data.com Prospector or Data.com Clean, you can view a number of D&B fields on account records, and those fields are included when users manually clean records. To make sure your users can read and edit the fields and their values, and that they appear on the Account Card, you need to set field-level security.
|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, and Unlimited Editions|
|To set field-level security:||“Customize Application”|
Set field-level security for these fields.
- Account Site
- D&B Company (Data.com Premium Prospector only)
- D-U-N-S Number
- NAICS Code
- NAICS Description
- SIC Code
- Ticker Symbol
- Year Started
There are multiple ways to set field-level security (such as by profile or permission set), but because you need to set field-level security for only ten fields, we recommend starting from the fields and choosing the user profiles for users who use Data.com
- From the management settings for accounts, go to the fields section.
- Click the field label to open the detail page for each of the fields.
- On each field’s detail page, click Set Field-Level Security. For each profile whose users need to read and edit the fields, select Visible. For example, if users in the Standard User profile will use Data.com Clean, select Visible for that profile.
Because these fields are maintained by Data.com
Clean, making them editable by setting the field-level security to Visible
could create mismatched data when a Clean job is run.