Activate data integration rules, map fields in your records to fields from a data
service, and configure page layouts so that your sales team can view third-party data and update
records.
Required Editions
Available in: Professional, Enterprise, Performance, and
Unlimited Editions
User Permissions Needed
To activate or deactivate data integration rules:
Customize Application
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.
Edit the Field Mapping for a Data Integration Rule To help ensure that your records and reports are accurate, check the field mapping when you activate a data integration rule. Some Lightning Data rules let you keep or overwrite field values when new data is available.
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