AddressTools Premium: First-time data installation

What’s installed during data installation?

When data installation is run, it will install data to the following custom objects that are installed with the AddressTools package:

  • Countries
  • States
  • ZIP Codes (US only)
  • ZIP Code Counties (US only)
  • Time Zones
  • Alternative Country Names
  • Alternative State Names

The data installed into these objects acts as the backbone for AddressTools’ standardization and validation rules, and can also be customized to meet your business needs.

Furthermore, during the initial run of data installation, the following address blocks are configured within AddressTools to quick start your implementation:

  • Account - Billing Address
  • Account - Shipping Address
  • Contact - Mailing Address
  • Contact - Other Address
  • Contract - Billing Address
  • Contract - Shipping Address
  • Lead - Address

How to run data installation for the first time

To get started:

  • Go to App Launcher | AddressTools Administration.
  • Use the Get Started button under Data Installation.
  • Select a Language.
  • If you’re using a sandbox, it is recommended to check the Only install sample data setting.
  • Select Install.
  • Read the warning and then Yes when ready.

The full data installation process can take a while, so now might be a good time to grab a coffee and read through the “Understanding” articles.

Back to the AddressTools Premium installation walkthrough

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