AddressTools Premium: First-time data installation

What’s installed during data installation?

When data installation is run, you have the option to install data to the following custom objects that are installed with the AddressTools package:

  • Countries (mandatory)
  • States (mandatory)
  • 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

Warning – before running the data installation, check your organisation’s storage limit. This can be seen at a glance in the Overview panel in the AddressTools Administration tab. There’s a lot of data to install so ensure you’re not going to exceed it. This can be common in a sandbox or developer org.

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 the Data Objects to Populate using the checkboxes.
  • 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 available in the rest of the installation walkthrough.

Back to the AddressTools Premium installation walkthrough

Leave a Reply