Discover Companies to Import as Accounts in Lightning Experience
- On Accounts, select a list view other than Recently Viewed. Click DiscoverCompanies.
- Choose a data service (1), search (2), and filter the search results(3).Filters vary depending on the package. To search for specific values on a field, use advanced search.
- Select records, and use your purchase credits to import up to 25 records at a time as business accounts. As you select companies, you see the number of companies you’ve selected and the remaining number of Lightning Data purchase credits available to use.The status shows whether a record has been imported.NewYou don’t have a record in Salesforce that matches this record.In SalesforceThis record was already matched against this data service via a data integration rule update or imported via Discover Companies.PurchasedThis record was already purchased from this data service via Discover Companies.