Welcome to IndustryComplete by ProvenWorks. A streamlined way to start classifying your Accounts and Leads in Salesforce with industry codes from SIC, ISIC and NAICS industry standards. Follow the steps below to configure the solution and up your industry game.
Great! You’re ready to make a start with your new subscription for AddressTools Premium and join our many happy users in solving bad address data! The pricing structure is modular and can be built to your requirement.
The license pricing is broken into two categories:
Internal User Licenses – for internal user access to the solution.
Community User Licenses – for digital experience (community) user access to the solution.
Note: We offer license discounts for not-for-profits and customized pricing for Digital Experience (Community) use cases. Please contact email@example.com for a custom quote.
Request a quote for AddressTools licenses
We appreciate that you may want to talk to someone before making a purchase, or you have a purchasing requirement that isn’t covered In-App. Well, we have a wonderful team at ProvenWorks who will be happy to speak with you about your new subscription and help you get invoiced nice and quick.
Specifically, if you would like to do any of the following:
Pay by wire transfer.
Add a Purchase Order Number to an invoice.
Request Not-For-Profit discount.
Purchase Digital Experience (Community) users.
…or simply put, you would prefer to deal with a human, you will need to send an email to firstname.lastname@example.org listing the items you’d like to purchase. A member of the sales team will get back to you to discuss your requirement in detail and provide you with a custom quote for your approval. Once signed-off, you will receive an invoice to be paid.
How to buy user licenses In-App (Internal users only)
So you want to start your subscription without speaking with us? That’s okay! Go you! You are able to buy internal user licenses by credit card In-App.
Note: A payment handling fee of 8% is added to any purchase made with a credit card. For payment via wire transfer, or if you require a custom quote, refer to the request a quote section.
Go to AddressTools Administration | Licensing & Credits.
Under User Licenses, select Quote.
For the first 10 licenses:
Under Base, select Buy to add it to your basket.
For additional licenses (11+):
Under Additional licenses, type the quantity.
Select Buy to add them to your basket.
You will be redirected to your MyCommerce basket.
Enter your Billing Information.
Enter your Payment Information.
For us to associate your purchase with your Salesforce environment, enter your Salesforce Organization ID under the specified field in Additional Ordering Information.
Select Buy Now.
Note: When the order has been received, a member of the team will reach out to ensure you’re up and running. If you need to check any information in relation to your subscription, you can always contact email@example.com stating your organization ID.
When data installation is run, you have the option to 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
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.
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.
There are a number of reasons why this error can be shown but most commonly it is linked with upgrading the package to the latest version where some of its functionality may have been retired.
If the error mentions the new package version removes some of its components, see the steps below on how to successfully upgrade.
How to resolve
When we retire functionality in the AddressTools package, you are required to follow an upgrade path to work your way to the latest version.
Step 1: Identify the version of AddressTools currently installed
When in Salesforce, locate the current version of AddressTools you have installed.
Go to Salesforce Setup.
Navigate to Installed Packages.
Make note of the version number next to AddressTools Premium.
Step 2: Check the AddressTools release notes
Navigate to the AddressTools release notes located on the ProvenWorks website and find the version that is currently installed in Salesforce.
Step 3: Locate “Bridge” packages in the release notes between current installed and latest version
After finding the version you currently have installed, read through the release notes until you reach the latest version.
When reviewing each release, identify any “Bridge” packages. These will have a Sandbox and Production install link available (shown in screenshot below).
Step 4: Sequentially install the Bridge packages
When you first encounter a “Bridge” package, use the links provided in the release notes to upgrade to that version.
Wait for the installation to be successful and then if there are more “Bridge” packages, repeat this step for each “Bridge” package until there are no more in the release notes.
Step 5: Update to the latest version available on the AppExchange
Once the latest “Bridge” package is installed in your organization, immediately update to the latest version available via the Salesforce AppExchange.
Note: Bridge versions are designed to remove upgrade barriers and are not considered Stable. It is important to upgrade to the latest version available via the AppExchange listing.
Step 6: Done!
Good news! You’ve now successfully upgraded to the latest version of AddressTools and can enjoy all the latest functionality. If you have any issues following the steps above, reach out to firstname.lastname@example.org noting how far you have got on your road to upgrading AddressTools and a member of the team will get back to you.
Loving AddressTools and looking to expand your user count? Great! Our Customer Success team are on hand to help you grow and continue busting bad address data!
If you know who your ProvenWorks Account Manager is, send them an email noting how many additional seats you’d like to purchase. We can apply the seats right away and worry about the payment afterwards.
Depending on the value of the purchase, we will either invoice you right away, or add it to your next renewal. All additional users will be charged pro-rate to align with your existing renewal date.
Don’t know who your ProvenWorks Account Manager is? Send an email to email@example.com and our support team will be happy to put you in contact with the right person!
The AddressTools Override component is an advanced lightning component built to replace the standard “New Record” popup that your users experience when creating a new record in Salesforce.
The component is designed to emulate the standard lightning experience so is native to the user. It is also capable of reading your existing page layouts and assignments so there is no additional maintenance work required as an administrator.
What functionality can I access when using the AddressTools Override?
The AddressTools Override lightning component gives you access to the following features at the point of record entry.
Type-ahead PowerSearch address verification
ZIP Code Lookup
Country and State suggestion picklists
QuickComplete Country default country selection
Are there any limitations when using the AddressTools Override?
Yes – whilst the component is suitable for most use-cases, the following items are not supported and should be considered.
Creating a record from a related list where the new object is overridden will not automatically populate the lookup field.
Creating a new record via a lookup field will not use the override component.
Different duplicate detection prompts will be shown when duplicate rules are enabled.
Dependant picklists on the page layout are not supported.
If you would like the ability to have additional interactive functionality at the point of record entry (such as type-ahead PowerSearch address verification and ZIP Code Lookup), you are required to use the AddressTools Override. If you do not plan to use these features at point of entry, there is no requirement to override the new button with the AddressTools Override.
The AddressTools Record Page Component is your one-stop widget for handling anything address related on a record. Quickly verify an address, check the local time, or make some quick changes optimized with additional interactive functionality.
The component is designed to sit on a lightning record page where an address block exists giving your users quick access to everything they need without distraction.
What functionality can I access when using the AddressTools Record Page Component?
The AddressTools Record Page lightning component gives you access to the following features at the point of record entry:
Quick address edit
Type-ahead PowerSaerch address verification
ZIP Code Lookup
Country and State suggestion picklists
QuickComplete Country default country selection
Are there any limitations when using the AddressTools Record Page Component?
None – this component is designed to build on top of your existing lightning record pages and provide your users with a quick widget to handle everything address related on the record.
Do I need to use the AddressTools Record Page Component?
AddressTools’ interactive functionality cannot be implemented on the standard detail component that Salesforce provide in Lightning so we recommend using this component whenever you require editing an address for an existing record. It is also essential that for any interactive functionality such as type-ahead PowerSearch address verification, this component must be used.
As there are no negatives to using the component, there’s no harm in popping it in your Lightning Record Pages for your users to enjoy and once they are familiar with how to interact with it, it can save them loads of time!
QuickComplete Country allows you to install a default country for each of your users. When using interactive functionality in AddressTools, the default country will appear as a quick link next to the country field so your users can click it to pre-fill the value. If you are not using interactive functionality, the trigger has the ability to auto-populate the country field if it is left null.
When QuickComplete Country is enabled, it has the ability to automatically populate the country field with the default country value without any direct user interaction. This will operate when a change is made to any configured address fields when the country field is left null. If all address fields are left null or untouched, the default country will not be populated into the country field.
When using either the Lightning Record Page component or the AddressTools override, a link will become visible next to the country field prompting the user to select it to quickly enter the default country value into the country field.
QuickComplete and ZIP Code Lookup
By installing United States as the default country, ZIP Code Lookup will fire without having to enter United States in the country field.
The Lookup ZIP functionality in AddressTools is an interactive method for Salesforce users to automatically populate the US city and state based on ZIP code, and visually verify these values. ZIP codes relate to US post offices branches, and can span multiple cities depending on population density.
How does Lookup ZIP work for users?
When a user inputs a valid 5 digit ZIP code, Lookup ZIP will automatically populate the state, and either populate the city if there is a single value available, or present a picklist of valid cities. As the US is not the only country that uses 5 digit post codes, you can have the solution assume the user is inputting a US address by specifying the QuickComplete Country for the user, or the user can input ‘United States’ in the Country field.
The user will also get a visual notification, with a green tick, or a red ‘x’, indicating whether or not the City, State and ZIP are a valid combination.
The functionality will automatically fire when the user enters the fifth digit of the ZIP, but for existing records, the “Lookup ZIP” link can be used to engage the functionality to populate city and state.
How is the ZIP data managed?
All ZIP, city and state data is included with the AddressTools package in the Country, State and ZIP Codes objects. This data is populated during the data installation stage of the setup, and can be updated with our latest dataset by navigating to the AddressTools Administration | Installation tab.
If you’re unfamiliar with lookup fields, Salesforce describes them perfectly in the following statement:
“Lookup fields allow you to associate two records together in a relationship. For example, a contact record includes an account lookup field that associates the contact with its account”. -Salesforce
Using the logic above, we allow you to link a record’s country, state and ZIP Code values to the Country, State, and ZIP Code objects installed with AddressTools.
Why is using a lookup field for my address block useful?
Using native Salesforce functionality, you can store additional data on the regional records installed with AddressTools, or leverage additional data points that are installed with the package.
For example, you may have country standardization configured to standardize to the full name on the account, but you can lookup the associated country record and also fetch the ISO-2 and ISO-3 value. These data points can be extremely helpful for integrations. Or why not fetch the primary county value from a US ZIP code to help with territory management?