Lightning Data: Refresh Data Automatically

In Lightning Data rules that update fields on your records via a lookup to a custom object, you can replace old data with new information automatically: In Setup, select a new field mapping option for existing values. Previously, when sales reps updated accounts, contacts, or leads, Lightning Data could only fill empty fields. It couldn’t update fields that already contained data—even if the data was out-of-date. Now, sales reps no longer have to click a link to see the latest data, such as head count, revenue, or contact information. And with this automation, your sales team enjoys better segmentation, more comprehensive reporting, and easier task assignment.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

How: In Setup, use the Quick Find box to find Data Integration Rules and open a rule that updates records. In the rule’s field mapping settings, select Update. On each field, select Overwrite or Keep. Before selecting Overwrite, enable history tracking for the field.Field mapping for updating lead records, with options selected: Employees, overwrite. D&B DUNS Number, Keep. Annual Revenue, Overwrite