Set Up Geocode Clean Rules

In a few steps, you can set up and activate your Data.com geocode clean rules. Then, geocodes are automatically added to existing accounts, contacts, and leads. New accounts, contacts, and leads get this information when they’re saved.
Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To set up and activate clean rules: “Customize Application”
Important

Important

Geocodes are added to records using Data.com technology. However, a Data.com license is not required to use this feature.

  1. From Setup, enter Clean Rules in the Quick Find box, then select Clean Rules.
  2. Edit a geocode clean rule. There are four geocode clean rules available.
  3. Review your clean rule settings.Clean all records setup option
  4. Save the rule.
  5. Activate the rule.
    If Clean all records when this rule is activated or saved is selected, geocodes are automatically added to all existing records. New records automatically get geocodes when they’re saved. Existing geocode values are overwritten.
  6. Repeat this process for the other geocode clean rules.
  7. In Salesforce Classic, if you want to be able to check the clean status of the geocode clean rules, add the Clean This Record with Data.com related list to the page layout for accounts, contacts, and leads. (In Lightning Experience, this step isn’t necessary!)Clean This Record with Data.com related list page layout editor