AddressTools Premium is the ultimate address functionality tool for Salesforce jam-packed with hundreds of 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
- Granting permissions to users
- Create an authentication token
- First-time data installation
- Install a default country (optional)
- Trigger creation and enablement
Address block management
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
- Turn on standardization
Verification
- Understanding address verification in AddressTools
- Creating additional fields for address verification
- Configure address verification for an address block
- Configure address verification settings
- Configure geocoding
- Turn on address verification
- How to configure scheduled batch address verification
- How to configure address verification via a Record-Triggered Flow
Lookup field population
- Understanding lookup field functionality in AddressTools
- Create lookup fields for an address block
- Turn on lookup field population
QuickComplete Country
- Understanding QuickComplete Country functionality in AddressTools
- Install a default country and enable QuickComplete Country
ZIP Code Lookup (US only)
Interactive functionality
- Understanding the AddressTools Override Lightning Component
- Enable the AddressTools Override
- Understanding the AddressTools Record Page Component
- Add the AddressTools Record Page Component to a Lightning Record Page
