AddressTools Free Installation Walkthrough

AddressTools Free is the ultimate address functionality tool for Salesforce jam-packed with features. This article will guide you through configuring the product for the first time and provide guidance on updating settings on an ongoing basis.

First-time initialization

• First-time data installation
• Install a default country (optional)
• Trigger enablement

Address block management

• Binding a new address block

Validation rules

• Understanding validation rules in AddressTools
• Configure country-specific settings
• Configure validation rules for an address block
• Turn on validation rules

Standardization

• Understanding standardization in AddressTools
• Configure country standardization
• Configure state standardization

QuickComplete Country

• Understanding QuickComplete Country functionality in AddressTools
• Install a default country and enable QuickComplete Country

Deployment

• Deploying AddressTools to users in your organization