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:
ZIP Codes (US only)
ZIP Code Counties (US only)
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 Startedbutton under Data Installation.
- Select a Language.
- If you’re using a sandbox, it is recommended to check the
Only install sample datasetting.
- Read the warning and then
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.