Set Up a Lightning Data Package to Import Records as Accounts
- In Setup, use the Quick Find box to find Users. Click a user’s name.
- Find the Lightning Data Purchase Assignments related list. Edit the assignments: Specify a limit for the user or give the user all the credits for the org. Activate the assignments andsave.
- Repeat steps 1 and 2 for each user.
- Assign object and field permissions to users.
- Activate the data integration rule from your Lightning Data package.A Discover Companies button on the Accounts page gives your sales team access to a search page for companies to import.
- Monitor your overall credit usage for the package. In Setup, use the Quick Find box to find Data Integration Metrics.
- In the Credits tab, view your org’s total credits and the credits remaining for each data service.
