Standardization is the process of converting multiple known values to a single predetermined format. For example, “United States”, “USA”, “US”, and “United States of America” can each be standardized to “US”.
The same behaviour can also be applied to states. For example, “TX” can be standardized to “Texas”. Standardization is a crucial piece of functionality for organizations running reports on country and state data, or relying on duplicate rules where these field values are compared.
What address fields can be standardized in AddressTools?
Standardization is available for the following fields:
What formats are acceptable for country standardization?
There are five formats available for country standardization, an example for Egypt is provided below:
Full name – Egypt
ISO-2 – EG
Local name (Latin characters) – Miṣr
Local name (Native characters) – مِصر
This data is stored on the Countries object installed with the package.
An additional object “Alternative Country Names” is also installed with AddressTools. This allows you to store additional common names and/or misspellings of countries that will then be standardized to the parent country record during upsert. Some are installed by default such as “England”, “Scotland”, “Wales”, and “Northern Ireland” which belong to “United Kingdom”.
What formats are acceptable for state standardization?
There are two formats available for state standardization, an example for Texas is provided below
Full name – Texas
Sub-code value – TX
An additional object “Alternative State Names” is also installed with AddressTools. This allows you to store additional common names and/or misspellings for states that will then be standardized to the parent state record during upsert. Some are installed by default.
Salesforce is one of the best CRM platforms out there, and with the acquisition of MapAnything, we’re pleased to see a focus on the importance of location-based use cases. But there’s STILL a problem… These solutions are only as good as the data you put into them. Whilst Salesforce offers a fantastic backbone for storing, organizing and reporting on your data, and MapAnything allows for advanced location analysis, what happens if the address data is invalid?
Many of our customers initially reach out to us with the low quality of their address data dragging down their mapping solutions. Whether it be data missing entirely, or incorrect values, poor data cripples the effectiveness and value of their mapping.
On average, 5% of deliveries will fail. Each failure carries not only the monetary cost of administration, re-handling and re-sending, but also the hidden costs of customer dissatisfaction. Marketing mailing is worthless if the copy never reaches the prospective client. Site visits can be delayed, or flummoxed entirely by an incorrect street or postal code.
So we understand the problem, how can we solve it?
At ProvenWorks, we provide an address quality solution called AddressTools which battles bad address data at the point of entry, both interactively and automatically.
Whether ensuring that spellings are correct or standardized, or that values are entered for certain countries, or fully verifying the address to the exact premise internationally, it all gets handled in Salesforce. Records are automatically flagged to notify the user whether or not an address is valid and deliverable.
Data is an incredibly important asset to any business. Bad quality data is not just a time sink to remedy, it can also cause active damage to an organization. Starting with good quality data is key, especially in Salesforce where qualifying leads, assigning key accounts, and ensuring cases are routed to the correct queues are paramount.
What are the consequences of bad data?
Damage to relationships with clients and partners
Poor decision making
How can I get accurate data in my Salesforce Organization?
Salesforce provides various ways to keep data accurate such as validation rules, required fields, workflow rules, and duplicate management rules. We believe that good data is the basis of success. This means correct data at the point of entry, and where that’s not possible, it means having the ability to highlight and intelligently cleanse poor data.
We offer a range of solutions for the Salesforce CRM platform to promote and assist accurate data entry, to provide methods to cleanse your data, integrate it, and help keep your business compliant with GDPR.
AddressTools can verify address data both at the point of entry, or as a clean up task. With the data being verified against local postal authorities in over 240+ countries, you can rely on AddressTools to ensure that Salesforce is your master source of knowledge. Ensure that users in your Salesforce Organization are spending their time efficiently, rather than fixing the issues caused by poor quality address data.
IndustryComplete uses NAICS, SIC and iSIC classification systems to verify industries in Salesforce. With an easy-to-use component, users can search for an industry using keywords which will populate the standard Salesforce industry field. Having an interactive and easy to use component to enter in industry data not only saves users time, but ensures accurate data is entered.
The Managed Import component from SimpleImport allows users to import data into Salesforce directly, but safely into predefined fields, mapped by an administrator. Standard users are empowered with streamlined import functionality, but with strict, customizable controls to ensure security and data integrity.
PhoneTools allows you to screen against UK TPS and CTPS lists to assist with PECR compliance, all within Salesforce with no coding required. Manually check numbers when you need them or automate screening to keep you up-to-date.
Salesforce have now postponed the enforcement of the Release Update ‘Enable Secure Static Resources for Lightning Components’ indefinitely. Due to a number of issues that were introduced, their advice is now “Don’t enable it”. We recommend all organizations should follow this advise.
The initial issue has been resolved however another issue has been introduced which has caused a further delay to the forced enablement of this Release Update. Full information on the issue is logged via this known issue.
An issue has been introduced by Salesforce with their latest Release Update‘Enable Secure Static Resources for Lightning Components’ which has resulted in Salesforce having to delay the forced enablement to Summer’21. When enabled, Aura components provided within managed packages that make reference to static resources also packaged with the solution result in Cross-Origin Resource Sharing (CORS) issues.
A quick way to check whether this affects you is by analyzing the browser console for CORS errors when you try to use your Aura component once the Release Update is enabled (example below displaying the AddressTools override when the Release Update is enabled).
Salesforce have officially acknowledged that this is not desired behavior and have delayed the enforcement of this Release Update until Summer’21 with the aim to have a fix completed and available in Spring’21. The official Salesforce release notes have been updated to reflect this.
You can also track the known issue. By using the This Issue Affects me, you will receive updates from Salesforce as they work on resolving the problem.
This Release Update affects AddressTools & IndustryComplete. We suggest disabling this Release Update until Salesforce have released the update resolving the issue. For more information, contact firstname.lastname@example.org.
What is AddressTools?
We’re glad you asked! AddressTools is our 5* app for Salesforce which takes the worry out of bad address data by keeping all of your addresses validated, verified, corrected, and standardized. Like the sound of it? Try it for yourself on the AppExchange!
What is IndustryComplete?
Another great question! IndustryComplete is the ultimate industry code search tool for Salesforce. Look up NAICS, SIC and ISIC data without ever leaving your org to improve your industry data. You can even attach multiple industries to your accounts. Want to try out IndustryComplete? It’s on the AppExchange!
NAICS, SIC and ISIC are all systems for industry classification. NAICS is more country-specific than the other two which will be clarified below, but all data collected is accurate and authenticated.
NAICS stands for the North American Industry Classification System and is used to collect statistical data for analysing and distributing for the US business economy. All NAICS codes have 6-digits and are part of a hierarchical system whereby the top sector, (Level 1) is the least specific to the industry and Level 5 is the most specific, directing users to the desired industry.
NAICS groups services which do similar things such as service or goods production together and by being for government use, the results are exact and reliable.
SIC stands for Standard Industrial Classification and uses 4- digits to categorize industries. These industries are then classified into 4 levels.
SIC is mainly used for business targeting the private sector, as it assembles together industries based on production or demand.
ISIC means the International Standard Industrial Classification of All Economic Activities, and is the system in which data is classified on both international and national levels. It is structured in a hierarchical 4-level classification system.
ISIC provides data that assists in employment demographics including enterprises as well as statistical national accounts.
Want to populate these values in Salesforce?
IndustryComplete provides Salesforce users with NAICS, SIC, and ISIC data searches within Salesforce. Just start typing and you’ll be able to select the relevant industry which will automatically populate the relevant classification onto your Salesforce accounts.
If you already have a subscription to AddressTools Premium and address verification credits, then good news! You get all the following upgrades included in your current plan.
If you’re here and don’t use AddressTools Premium but see something you like, get in touch with us to find out more. Alternatively, take AddressTools for a spin on the AppExchange with a free trial!
Typeahead address verification for Salesforce
We have released typeahead PowerSearch for premise-level address verification.
As you start typing, a list of addresses will appear that will narrow down as you enter in more information. This will allow users to quickly look for available addresses and save time by allowing them to select the correct address as soon as they see it in the picklist.
To get this enabled, upgrade to package version 7.50 or later and email email@example.com so that we can make the switch to PowerSearch.
Batch Address verification for Salesforce Reports
We’ve made it even easier to verify your existing Salesforce address data as you can now verify addresses defined in a report. Either verify the addresses in the report as a one off, or take advantage of the scheduling feature to run the job daily.
To get this enabled, simply upgrade to the latest version on the AppExchange and follow this guide to test it out!
How do I upgrade to the latest version?
Please see our release history for information on additions to the package. We recommend upgrading in Sandbox first before upgrading in Production.
I want to try out AddressTools Premium for myself!
It’s been a great ten years and here’s to many more! ProvenWorks is celebrating AddressTools’ 10 year anniversary this June and we want to share our story and introduce you to a new feature to mark the occasion.