Author: Anja Culverhouse
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PhoneTools features in your Trialforce org
PhoneTools screens telephone numbers stored in your Salesforce org against the UK Telephone Preference Service (TPS) and corporate TPS (CTPS) databases – helping you to remain compliant with UK data-protection and marketing laws. If you haven’t already, get more information on the setup of your Trialforce org by reading the Introduction to your PhoneTools Trialforce…
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Introduction to your PhoneTools Trialforce org
The PhoneTools Trialforce org gives you a way to explore all the features of PhoneTools without the needing a custom installation or setup. Use it to evaluate how PhoneTools can help you manage phone number screening against TPS and CTPS databases in your Salesforce environment before committing to a full implementation. If you haven’t already,…
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Tasks to complete in your PhoneTools Trialforce org
Now you have installed the PhoneTools Trialforce org, have a go at the following tasks to get to know the product using our preconfigured data. If you haven’t already, get more information on the setup of your Trialforce org by reading the Introduction to your PhoneTools Trialforce org article. Task 1: Test the screening on…
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How to: Configure functionality for a Custom Address block
This article will cover how to create and configure your custom address block with AddressTools allowing for all trigger based and interactive functionality. Note: Custom address block functionality requires AddressTools Premium. If you use AddressTools Free, start a Premium trial. In the following example, we will be covering how to configure a custom address block…
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How to: Solve “Address verification returning ‘Verified’ with a warning symbol”
If there is a warning symbol when an address is “Verified”, it is usually because the AddressTools trigger isn’t enabled for the object. Standard objects can use the built-in triggers, while custom objects will require a custom trigger. How to fix it? Enable the provided trigger for standard objects: Account, Contact, Contract, Lead, or; Create…
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How to: Solve “Report isn’t visible for selection in the Batch Address Verification app”
If a report isn’t visible within the Batch Address Verification app, this is usually due to the report being saved in the wrong folder or the report is missing the Record ID field. How to fix it? Save the report in the AddressTools folder. Add the Record ID field to the report. Step-by-step resolution guide:…
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How to: Solve “US states are standardizing to full names, but should use ISO codes”
This typically occurs when the United States country setting is configured to use state names instead of codes, or when state standardization isn’t enabled for the address block. How to fix it? Set the United States to use ISO state codes at the country level. Turn on Standardize State for the specific address block. Step-by-step resolution…
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How to: Solve “Country isn’t standardizing to the full name when saving a record with AddressTools”
If the country value doesn’t standardize, it’s usually because the AddressTools trigger isn’t running on that object or standardization isn’t enabled for the package or address block. How to fix it? Enable the trigger for your object. Turn on standardization and choose your country format. Turn on Standardize Country for the specific address block. Step-by-step…