1. Confirm That Data.com Clean Is EnabledLearn how to enable Data.com Clean so you can start keeping your records up to date.
2. Configure Page Layouts for Data.com Prospector and Data.com CleanWhen you implement Data.com Prospector and Data.com Clean, make the featuresavailable to your users by adding buttons and fields to your Account, Contact, and Lead pagelayouts. If you use Data.com Prospector or Data.com Clean, you can add a button toyour D&B Companies page layouts so users can refresh linked D&B Companyrecords.
3. Set Field-Level Security for Data.com CleanIf you use Data.com Prospector or Data.com Clean, you can view various D&B fields on account records. Those fields are included when users manually clean records. To make sure that your users can read and edit the fields and their values and that the fields appear on the Account Card, set field-level security.
4. Define Your Preferences and Select an Account Matching Service for Data.com CleanData.com Clean preferences control the records you want to update and how you want to update them. The preferences include selecting the matching service used to update accounts.
5. Set Up Data.com Clean JobsIf your org has a Data.com Clean license, you can set up automated jobs to update your records.
6. Review Triggers and Workflow Rules for Data.com CompatibilityIf you use triggers or workflow rules on objects that you update with Data.com, review the triggers and workflows. Consider adjusting them or bypassing them so that users don’t encounter unexpected results when records are updated.
7. Configure List Views for Data.com CleanBefore your Data.com Clean users can clean records from a list, add the Clean Status field to your org’s list views.
8. Report on Records with a Specific Data.com Clean StatusCreate a custom report to show Salesforceaccount, contact, or lead records that have a specific clean status (such as Different).
9. Determine How Well Data.com Clean Is WorkingData.com Clean metrics and analytics tell you how your org’s accounts, contacts, and leads have been matched and updated with Data.com data, so it’s important to check your match and update rates on a regular basis.