1. If your users use Salesforce Classic, let them view data and update records manually by adding the Data Integration Rules related list to the page layouts for accounts, contacts, and leads.
2. Assign object permissions to users.The object permissions required depend on the rule. For details, contact the data service provider.
3. In Setup, use the Quick Find box to find Data Integration Rules.When a rule is activated, the following happens:When records are created, the rule looks for matches in the data service.On existing records, when users change the value of fields that are used in matching, the records are updated. Except for geocode rules, data integration rules never overwrite your data—data is added only to blank fields.Users can view rule status and update a specific record at any time.When the Update all records option is selected, a rule doesn’t necessarily run immediately after you edit the rule’s field mapping or confidence score. To run the rule immediately, deactivate the rule, change the settings, and reactivate the rule.
4. When records are created, the rule looks for matches in the data service.
5. On existing records, when users change the value of fields that are used in matching, the records are updated. Except for geocode rules, data integration rules never overwrite your data—data is added only to blank fields.
6. Review the rule settings.Update all recordsTo run the rule on new and edited records whenever records are added or edited, deselect this option.To run the rule more frequently, select this option. Rules run under the following conditions.When a rule is activated, it runs on all records.After a rule is activated, it runs on records that are added or edited.After a rule (except a geocode rule) is activated, it runs on all records periodically at the frequency determined by the data service provider.When the following options are selected, they’re applied whether records are updated by therule or by users manually.Bypass triggersTriggers aren’t activated.Bypass workflowsWorkflow rules and workflows created via Process Builder are bypassed.Leave last-modified information unchangedThe values of the LastModifiedById and LastModifiedDate fields on records aren’t updated. The SystemModstamp field is always updated, regardless of this setting.
7. When a rule is activated, it runs on all records.
8. After a rule is activated, it runs on records that are added or edited.
9. After a rule (except a geocode rule) is activated, it runs on all records periodically at the frequency determined by the data service provider.
10. Review the field mapping for the rule.
11. Activate the rule.