Manage Data Integrity Account Settings

Exclusion rules allow you to specify which records you want to exclude from all data management processes.

To add a new exclusion rule, click Add a New Exclusion Rule.

Enter an Exclusion Rule Name. 

Choose the System you want to create this exclusion rule for. By default, the Salesforce or Microsoft Dynamics instance you're currently logged in is selected.

Choose the Record Type. 

Choose the Exclusion Type. An exclusion rule can be created in two ways:

• Build a filter - Create a filter rule using selectors. See Creating an Account Data Management Process with Custom Rules in Salesforce CRM or Creating an Account Management Process with Custom Rules in Microsoft Dynamics CRM.
• Upload a list - Upload a CSV file containing the CRM Object IDs of the records you want to exclude. 
  
  • Important: For Salesforce, upload the 15 digit object IDs, these are internally converted to 18 digits in our system.

Click Save. 

To Refresh, Edit, or Delete an exclusion rule, hover over the rule and click on the desired action.

Data Integrity admins can enable Data Integrity for other Demandbase users.

To manage users, click Manage Users.

Click on the user you want to grant Data Integrity Access to and click Edit.

Go to Product Details and click the + icon. Select Data Integrity and click Save.

Choose Admin access or standard User access and click Save. 

• The Admin role allows the user to create and edit Data Integrity processes and allocate Data Integrity licenses to other users.