AddressTools Premium: Creating additional fields for address verification

Creating an Address Status picklist field (mandatory for verification functionality)

When verifying an address, a verification status field is required to determine the result of the verification process. This status is also used to identify whether an address has been processed or not. An address status picklist needs to be created for each address block where verification will be enabled.

Note: an address status picklist is already provided for the address blocks that come pre-configured with AddressTools.

When you know which object and address block you need to create a new picklist for:

• Go to Object Manager, locate the Object, and go to Fields & Relationships.
• Select New.
• Choose the data type: Picklist.
• Select Next.
• Add a Field Label (we suggest the address type plus address status, i.e. Billing Address Status)
• Select Enter values, with each value separated by a new line.
• Add the following values to the text area:
  • Not checked
  • Not matched
  • Parsed but not found
  • Ambiguous
  • Corrected
  • Verified
• Uncheck Restrict picklist to the values defined in the value set.
• Select Next.
• Provide visibility to all the users who will be verifying addresses, this can also be handled in a permission set afterward if preferred.
• Select Next and Save.

Creating a County text field (not mandatory for verification functionality)

When verifying an address, AddressTools has the ability to return a county value. This is primarily designed to benefit use cases based within the United States (i.e. for tax purposes) but relevant data is provided in other countries. If you do not require a county value, this field can be skipped.

Note: a county text field is already provided for the address blocks that come pre-configured with AddressTools.

When you know which object and address block you need to create a new field for:

• Go to Object Manager, locate the Object, and go to Fields & Relationships.
• Select New.
• Choose the data type: Text.
• Select Next.
• Add a Field Label (we suggest the address type plus county, i.e. Billing County)
• Set the length: 255.
• Select Next.
• Provide visibility to all the users who will be verifying addresses, this can also be handled in a permission set afterward if preferred.
• Select Next and Save.

Creating an Address Label text area (long) field (not mandatory for verification functionality)

AddressTools’ verification service will return as much useful information as possible into the five standard address fields provided by Salesforce. With the verification service being global, the data being returned may not necessarily be required for postal purposes. For example, “State” isn’t a field used when sending mail in the UK, however AddressTools will populate this field with geographical points that can assist with segmenting your data.

To assist in formatting your mail correctly for each country, AddressTools provides an Address Label feature. You can create a long text field and then bind it to the Address Block. Let’s continue through the steps to create a long text field that can be added to our Address Block configuration later in the walkthrough.

When you know which object and address block you need to create a new field for:

• Go to Object Manager, locate the Object, and go to Fields & Relationships.
• Select New.
• Choose the data type: Text Area (Long).
• Select Next.
• Add a Field Label (we suggest the address type plus Address Label, i.e. Mailing Address Label)
• Leave the length at its default value.
• Visible lines: 5.
• Select Next.
• Provide visibility to all the users who will be verifying addresses, this can also be handled in a permission set afterward if preferred.
• Select Next and Save.

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