How to Activate Data Integration Rules in Salesforce

Here we will learn how to activate data integration rules in Salesforce. Also, we will understand the steps of activation of data integration rules in Salesforce Lightning and the steps of activation of data integration rules in Salesforce Classic.

Salesforce Data integration rules make sure that the integrated data is accurate and constant and fixed across all the systems. The data quality of the data integration rules helps to make sure that the data is clean, accurate, and compatible across the system.

While working with Salesforce, I got a task where I needed to activate the data integration rules of Salesforce. To fulfill this requirement I use my data integration rules feature of Salesforce which is present under the data management tab of both the edition Salesforce Lightning and Salesforce Classic.

If you want to learn how to activate data integration rules in Salesforce Lightning as well as in Salesforce Classic, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

• Data Integration Rules in Salesforce
• How to Activate Data Integration Rules in Salesforce Lightning
• How to Activate Data Integration Rules in Salesforce Classic

Data Integration Rules in Salesforce

In Salesforce the data integration rule is defined as a process that can automatically match the records to happening information in a data service by simply activating the data package of lightning.

For changing the values of the field the user can edit the records and the rules can update the records. While activating the data integration rule make sure that our records and the reports are correct and also check the field mapping.

The data integration rules are the set of the direction and best practices that control the process of conducting simultaneous data for multiple sources and integrating it into the concentrated platform and generally for Salesforce CRM.

Cigna is a USA-based company that wants to activate the rule for activating integration rule they make sure that the records and the reports that the company created are correct and also check the field mapping.

These data integration rules make sure that the integrated data is accurate and constant and fixed across all the systems.

In the data integration rules the data quality helps to make sure that the data is clean, accurate, and compatible across the system.

It also maps the field of data from the different systems to the salesforce fields. It also protects the data from unauthorized access or utilization by implementing security measures.

The data integration rules and or organization can make sure that the CRM salesforce system is populated with high quality.

With this, we have learned Data integration rules in Salesforce. Now, let’s move further and see how to activate data integration rules in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.

How to Activate Data Integration Rules in Salesforce Lightning

Here we are activating data integration rules in Salesforce Lightning. If you want to learn how to activate data integration rules in salesforce lightning follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

Step-2: After clicking on the setup option, the setup page is open. There is Quick Find Box on the left side, enter the Data Integration rules in the Quick Find Box and the data integration rules come at the top. Click on the Data integration rules. And these data integration rules are present under Data management.

Step-3: After clicking on the data integration rules option, the Data integration rules page is open. Select the all data integration rules option that is present in the view options then you can see that all the data integration rules are shown on the screen.

Select one of the data integration rules from all of the data integration rules. Here we are selecting the Geocodes for Account Billing Addresses whose data service is data.com geo and the description adds geocoded for billing address the object is account and the current status is inactive, we want to activate this current status and the last modification of Geocodes for accounts billing address is autoproc.

Step-4: After selecting the Geocodes for the account billing address, the Geocodes for the account billing page are open and you can see all the rule details of the Account data integration rule Geocode for account billing.

Now we want to activate this geocoded for account billing address. There is an activation button that is present at the center of the data integration rule. Click on the activation button.

Step-5: After clicking on the activate button the activate data integration rule dialogue box is pop up on the screen. Inside this dialogue box, the warning message is shown.

That is you are about to activate the Geocodes for account billing address data integration rule. Read the warning message carefully and then click on the ok button that is present below the warning message.

Step-6: After clicking on the activate button the Geocodes for account billing address data integration rules are activated and you can see the deactivate button on the account data integration rules page for deactivating the data integration rules.

Step-7: After activating the data integration rule for seeing whether the rule is activated or not. Again enter the Data Integration rules in the Quick Find Box and the data integration rules come at the top. Click on the Data integration rules. And these data integration rules are present under Data management.

After clicking on the data integration rules option, the Data integration rules page is open and you can see that the Geocodes for the account billing address’s current status are now shown as active and the last modified by field is also changed it’s changed autoproc to VGano.

In this way, we have learned how to activate data integration in Salesforce Lightning. Let’s proceed further, and we will learn how to activate data integration rules in Salesforce Classic.

How to Activate Data Integration Rules in Salesforce Classic

Here we are activating the Data Integration rules in Salesforce Classic. If you want to learn how to data integration rules in Salesforce Classic follow these steps:

1: First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture.

The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it. The Salesforce classic edition is open. Go to the setup option, and click on the setup that is present near the profile picture.

After clicking on the setup, the setup page of the Salesforce classic edition is open. Now enter the data integration rules in the Quick Find Box, and the Data integration rules come at the top and it is present under the Data management. Click on the data integration rule.

2: After clicking on the data integration rules option, the Data integration rules page is open. Select the all data integration rules option that is present in the view options then you can see that all the data integration rules are shown on the screen.

Select one of the data integration rules from all of the data integration rules. Here we are selecting the Geocodes for Account Shipping Addresses whose data service is data.com geo and the description adds geocoded for the Shipping address the object is account and the current status is inactive, we want to activate this current status and the last modification of Geocodes for accounts Shipping address is autoproc.

3: After selecting the Geocodes for the account shipping address, the Geocodes for the account billing page are open and you can see all the rule details of the Account data integration rule Geocode for the account shipping address.

Now we want to activate this geocoded for an account shipping address. There is an activation button that is present at the center of the data integration rule. Click on the activation button.

4: After clicking on the activate button the activate data integration rule dialogue box is pop up on the screen. Inside this dialogue box, the warning message is shown.

That is you are about to activate the Geocodes for account shipping address data integration rule. Read the warning message carefully and then click on the ok button that is present below the warning message.

5: After clicking on the activate button the Geocodes for account shipping address data integration rules are activated and you can see the deactivate button on the account data integration rules page for deactivating the data integration rules.

6: After activating the data integration rule for seeing whether the rule is activated or not. Again enter the Data Integration rules in the Quick Find Box and the data integration rules come at the top. Click on the Data integration rules. And these data integration rules are present under Data management.

After clicking on the data integration rules option, the Data integration rules page is open and you can see that the Geocodes for the account shipping address’s current status are now shown as active and the last modified by field is also changed it’s changed autoproc to VGano.

We have understood how to activate the data integration rules in Salesforce Classic.

Conclusion

In this Salesforce tutorial, we have learned about activating data integration rules in Salesforce. We have also discussed how to activate data integration rules in Salesforce Lightning as well as Salesforce Classic.

That provides us with a simple procedure for activating the data integration rules in Salesforce are the set of the direction and best practices that control the process of conducting simultaneous data for multiple sources

This method can help the user for saving their time, smooth the data management process, and also be helpful in large and complex datasets and also reduce manual efforts.

And in addition to this, the following are the topics that we have discussed:

• Data Integration Rules in Salesforce
• How to Activate Data Integration Rules in Salesforce Lightning
• How to Activate Data Integration Rules in Salesforce Classic

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