While the Lightning Data Platform will automatically enrich accounts and leads with data every 14 days, you may also force an enrichment of all accounts and leads whenever you like. This will cause HG for Salesforce to re-match and enrich all records in your org.
This can be especially helpful if you have just added or removed technologies from your permissions.
Note: To sync newly added technology permissions, please sync permissions first.
To Start a Match & Append of All Accounts / Leads:
- From Setup, enter Data Integration Rules in the Quick Find box and select.
- Open the Data Integration Rule called “HG Data Installed Technology Information for Accounts”or “HG Data Installed Technology Information for Leads” depending on which object you would like to append HG Data to. This process can be repeated for both Accounts and Leads as desired.
- Make sure the "Update all records" option is selected.
- Click the Deactivate Button.
- Now, Click the Activate Button.
This will start a Match and Append of all of the Accounts or Leads (depending on the Data Integration Rule).