Things to Know About Data Integration Rules

Review considerations for using data integration rules.

Frequency of Updates

When the Update all records option is selected, the update frequency depends on the rule.

• For Lightning Data packages, each data service provider determines how often the rule runs.
• Geocode rules run only at the time they’re activated and, from that point on, on records that are added or edited.
• Company info rules run approximately every 14 days. They also run when they’re activated and when records are added or edited.

Field Mapping Changes Made While a Rule Is Activated

If you select the Update all records option and then you change your field mapping settings, update all your records by deactivating and then reactivating the rule.

Sandbox Testing Recommended

We recommend that you test data integration rules in a sandbox before running them in production.

Update Status in Sandboxes

You can’t copy status information associated with data integration rules to or from a sandbox. To get status information in your sandbox, activate your data integration rules and process your records in your sandbox.

Field Customizations

Rule-based updates are independent of field customizations (such as approvals, workflow rules, or Apex triggers) that you use for accounts, contacts, or leads. Review and edit your customizations to ensure that they work after values are updated.

Currency Conversion

Data integration rules for Lightning Data and company info give currency amounts in US dollars. When the multiple currencies feature is enabled, Lightning Data rules convert numerical fields mapped to a currency type field from US dollars to the record currency. Make sure that US dollars and the currency of the records that you want to update are both active. The rules use the conversion rate defined for your org.

Multicurrency Enabled?	Other Conditions	Result
Yes	Data service currency field is mapped to a currency field in Salesforce. US dollars is one of the active currencies.	The rule populates the record’s currency field with converted data service value, using conversion rate defined for org. Values are shown in the following format: Record Currency (User Currency). After conversion, the data service currency value is no longer displayed. If an error prevents the conversion, the rule leaves the record’s currency field blank.
Yes	US dollars or record currency is inactive.	The rule leaves the record’s currency field blank. When users compare records side by side, the currency field isn’t displayed.
Yes	Data service currency field is mapped to a non-currency field in Salesforce.	The record is populated with the value from the data service, without converting.
No	Data service currency field is mapped to a currency field in Salesforce. Org currency is US dollars.	The record is populated with the value from the data service, without converting.
No	Data service currency field is mapped to a currency field in Salesforce. Org currency isn’t US dollars.	The rule leaves the record’s currency field blank. When users compare records side by side, the currency field isn’t displayed.