With my team, I'm working on move of one of our personas to Lightning, they are using a lot 'clean' button on Customer Account obj. I know it is not (and won't be?) available in LEX. Is there any way to give that functionality to our persona, without the button?
@Justyna Foster You should be able to activate in a sandbox. Not sure what version of Data.com you have, but I should mention that the Company Info data integration rules are only available with the Premium Clean license.
Data integration rules update your records in 3 ways:
- Bulk - You can choose to update all existing accounts when the rule is activated and every 14 days after (similar to a full sync Clean job). You'll need to select the option to "Update all records when this rule is activated or saved." Alternatively, you can leave this box unchecked if you want to continue running Clean jobs in the background and just use the data integration rule for perpetual/manual updates.
- Perpetual - When a new record is created or a field used for matching (e.g. Account Name, Address, Website, Phone, DUNS) is changed, the record is updated in near real time, usually 10 seconds or less.
- Manual - Once you've activated the data integration rule, you should see a new action in the dropdown menu on accounts called "Check Integration Status." This will open a screen where you can view the status of all active data integration rules for that object. If the status of the rule is "Different" or "Reviewed," you can click the Update button to launch the Stare & Compare screen.
More info here:
https://help.salesforce.com/articleView?id=data_dot_com_clean_company_info_rule_status_lex.htm&type=0
