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Activate the Data Integration Rule for a Data Service
Automatically match records to current information in a data service by activating a Lightning Data package rule, a geocode rule, or a company info rule. When a user edits a record by changing the value of a field used in matching, the rule updates the record. When a record is created, the rule looks for matches in the data service. Plus, you can fine-tune Lightning Data rules: Add a custom field you can use to identify records to update or to include in data assessments, while skipping other records.
Required Editions
| Available in: Professional, Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To activate or deactivate data integration rules: | Customize Application |
Each data service includes an external object used for updating and importing records and a data integration rule that identifies matches with your Salesforce records. Some data services also include a custom object that contains more data.
Regardless of whether a rule is activated, users can view rule status and manually update a record at any time.
- In Salesforce Classic, new data isn’t displayed on records by default. If your users use Salesforce Classic, add the Data Integration Rules related list to the page layouts for accounts, contacts, and leads.
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Assign object permissions to users.
The object permissions required depend on the rule. For details, contact the data service provider.
- In Setup, use the Quick Find box to find Data Integration Rules.
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Select the rule settings you want.
- Update all records
- When you deselect this option, the rule runs only on records that are added or edited.
- Before selecting Update all records, first test the rule. With the
option deselected, save the rule settings and update a few records manually. If the updates
are made, select the option and save the settings again. When you select this option, the
rule runs under the following conditions.
- When you first activate the rule, it runs on all records. If you have more than 10 million records on an object—account, contact, or lead—the rule doesn’t run.
- After the rule is activated, it runs on records that are added or edited. It also runs on all records periodically, at the frequency determined by the data service provider, unless it’s a geocode rule.
Note When the Update all records option is selected, a rule doesn’t necessarily run immediately after you edit the rule’s field mapping or match score. To run the rule immediately, deactivate the rule, change the settings, and reactivate the rule.
When the following options are selected, they’re applied whether the rule updates the records or users update the records manually.
- Bypass triggers
- Triggers on the object are bypassed. However, triggers on the related custom object aren’t bypassed.
- Bypass workflows
- Workflow rules and workflows created via Process Builder are bypassed. However, workflow rules and workflows on the related custom object aren’t bypassed.
- Leave last-modified information unchanged
- The values of the LastModifiedById and LastModifiedDate fields on records aren’t updated. The SystemModstamp field is always updated, regardless of this setting.
- However, if there's a custom triggered automation modifying a record at the same time as an integration rule, the LastModifiedById is updated to "Data.com User".
- Save the rule settings.
- Review the field mapping for the rule to ensure that the data service fields are correctly mapped to your Salesforce object's fields.
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To specify which records you want a Lightning Data rule to run on, create a custom
field.
- Create a checkbox field, and name it according to the pattern LD_USE_Data Source Name. To find the data source name, in Setup, enter External Data Sources, and look for the name under the External Data Source column. Use the exact data source name, including uppercase and lowercase letters.
- Label the field using one of these patterns: Match Using Data Service Provider Name or Enrich Using Data Service Provider Name. The data service provider name is different from the data source name.
- Add the field to the layout for the object targeted by the rule.
The rule runs on records with the checkbox selected, and skips the rest. To select or deselect the checkbox on many records at one time, use Data Loader. - Activate the rule.
