Author: Gabriele Russello

Overview

With the Address Verification Flow Component now installed and in a Digital Experience, it is essential to provide access to CSP Trusted Sites to our component.

This article will explain what settings are required for users to be able to use AddressTools Verification Flow Component functionality.

Provide Access to our Component in Digital Experiences

1. Salesforce Setup | navigate to CSP Trusted Sites
2. Click Edit on https://addressvalidation.provenworks.com | Context "All"
3. Click on Save.

Back to the Address Verification Flow Component installation walkthrough

Overview

With Address Verification Flow Component now installed in your Org, it is essential to provide your users with the correct permissions to use the solution.

This article will explain what permissions are required for users to be able to use Address Verification Flow Component functionality.

It is recommended that a permission set is created for Address Verification Flow Component so that it can be applied to multiple users/profiles but these settings can be directly applied to the profiles.

Apex and Visualforce

The user/profile will need access to all Apex Classes with the prefix:

• pw__avfc.

The user/profile will need access to the following Visualforce Pages:

• pw__avfc.SessionIdPage

License Allocation

(Skip this step if you have been provided an Address Verification Flow Component Site License)

After deployment to production, a licenses must be allocated to each users.

This can be managed in Setup | Installed Packages | Manage Licenses next to Address Verification Flow Component.

Back to the Address Verification Flow Component installation walkthrough

Introduction

Typeahead address searching in a CRM enhances efficiency by quickly suggesting relevant address options as the user types. This offers several benefits. Firstly, it results in reduced manual entry time and effort. It also improves data accuracy with up-to-date address databases and auto-completion that directly minimise errors. Lastly, it can also provide functionality to standardise addresses for consistency.

Key benefits:

• Improved efficiency by suggesting relevant addresses as a user types.
• Enhanced data accuracy through integration with up-to-date address databases and auto-completion.
• Standardised addresses for consistency and easy analysis.
• Intuitive searching for enhanced user experience and productivity.
• Reduced manual entry time and effort.

What are Salesforce Flows?

Salesforce Flows give admins a chance to implement advanced processes into their Org with clicks, not code. Many additional components such as typeahead address entry have been designed by developers allowing anyone to implement and utilise such functionality with little technical knowledge.

To optimise the address entry process, we are going to look at the Address Verification Flow Component by ProvenWorks designed to verify address data at point of entry.

What are some of common use-cases for creating Contacts in a Flow?

There are so many use cases available – way too many to list here! Nevertheless, here are some key ones that can spark your imagination:

• Service agents needing to create new Contacts at speed
• Customers entering their information in an online checkout
• New users registering their details to access a service

What is typeahead address search?

The typeahead address search allows users to start typing an address and a list of addresses will be presented associated with the text entered. Once a user clicks on an address in the list, the address will be populated into a familiar address fields format.

This is preferred to traditional address entry where users must individually enter the relevant address data in full into separate street, city, state, postal code and country fields.

What does this article cover?

We’ve established that a typeahead address search can improve user efficient and the quality of data, and we’ve also explored use cases where Salesforce Flows can optimise record entry in Salesforce. Now let’s combine the two and explore a common use case for Salesforce Flow Screens: Service agents capturing a Contact’s information where we’ll also implement typeahead address search to capture the address.

In this article, we’ll cover:

• Creating a new Flow to create a new Contact
• Utilising a Flow Screen to capture the Contact fields
• Implementing typeahead address search functionality with the Address Verification Flow Component by ProvenWorks, and
• Saving this information to a new Contact record.

Pre-requisites

Your Salesforce Org will require two managed packages available from the Salesforce AppExchange to obtain the typeahead address entry component.

• AddressTools Premium
• Address Verification Flow Component

It must be noted that these packages are paid for, with return on investment realised through improved staff efficiencies, reduced process abandonment, and better data quality.

💡  Do you have any questions before getting started? Contact us at support@provenworks.com.

Create a new Screen Flow

We’ll start by creating a new Salesforce Screen Flow and creating a new variable to store the Contact details being entered.

• Go to Salesforce Setup | Flow
• Select New Flow
• Choose Screen Flow
• Select Done
• Add New Resource | Variable
• API Name we used NewContact
• Data Type | Record
• Object | Contact
• Select Save

Add a Screen to the Flow to capture the Contact’s information

Now we’ll introduce a Screen element to the Flow which will be responsible for capturing the Contact’s information. This information will be captured in dedicated fields that will eventually be saved to a new record.

• Add Element | Screen
• Name the Screen
• Navigate to Fields (Next to Components) | Record Variable | NewContact

• Drag the following fields onto the Screen:
  • First Name
  • Last Name
  • Email
  • Optionally add any additional fields that you need to capture, i.e. Mobile Number, but leave out the Address fields for now.

• Navigate back to Components in the panel on the right of the Screen editor.
• Add Address Verification by ProvenWorks into the Screen. 
• Click on the Address Verification by ProvenWorks component to open the component parameters on the right of the interface.
• Scroll down the parameters and tick Manually assign variables
• Assign the following Values:
  • City Value > {!NewContact.MailingCity}
  • Country Value > {!NewContact.MailingCountry}
  • Postal Code Value > {!NewContact.MailingPostalCode}
  • State/Province Value > {!NewContact.MailingState}
  • Status Value > {!NewContact.pw_ccpro__MailingAddressStatus__c}
  • Street Value > {!NewContact.MailingStreet}
• Click Done

Create the Contact Records

Now that we’ve completed a Flow Screen to capture the Contact’s information, we need to save it to a new Contact record in Salesforce.

• Add Element | Create records
• Name the Label
• Create a Record from These Values | Record | NewContact
• Click Done

Save the Flow

With a Flow now capable of capturing Contact information and saving it to a new Contact record, let’s save the Flow so we can utilise it in our Salesforce Org.

• Select Save
• Provide a Flow Label to help you identify the flow in the future, i.e. “Service Agent Contact Capture”
• The Flow API Name will be auto populated, change this if required.
• Click Save
• Activate the flow

Copy the Flow’s URL

• From Setup, enter in the Quick Find box, and then select Flows
• Click the down arrow in the Flow we created, then click View Details and Versions
• Copy the flow’s URL from the Flow Detail page

Incorporate the Flow into a Button

Buttons are a great way to distribute Flows to users in Salesforce. If you have a service agent taking calls, providing them an easy to access button to create a new contact can be a speedy way to get the job done with little hassle.

• Go to Salesforce Setup | Contact | Buttons, Links, and Actions
• Select New Button or Link
• Label | Verify New Contact
• Name | Verify_New_Contact
• Display Type | List Button
• Behaviour | Display in existing window with sidebar
• Content Source | URL
• Select Field Type | Contact
• Paste the Flow’s URL link we copied earlier in the large text box like the example below (your link may differ as it is dependent on naming)
• Click Save

Add the Button onto the List View Button Layout

• Go to Salesforce Setup | Object Manager | Contact | List View Button Layout
• List View Button Layout | Edit | Custom Buttons
• Add the newly created custom button to Selected Buttons
• Click Save

The Button will now be available in the Contact List View

Summary

And there you have it – our complete follow-along guide for creating a Screen Flow to enter a Contact record with a verified address!

We hope this article has given you the tools you need to set up your Salesforce CRM for better address data quality alongside a better use experience. If there’s anything you’re stuck on, or if you have any questions, please don’t hesitate to get in touch with us.

Contact us at support@provenworks.com

If you’re ready to get started with your own address data journey, why not jump on a kick off call with our team and let’s help you make the most of your Salesforce investment!

[Calendly – AddressTools]

Overview

With AddressTools now installed in your Org, it is essential to provide your users with the correct permissions to use the solution.

This article will explain what permissions are required for users to be able to use AddressTools functionality.

It is recommended that a permission set is created for AddressTools so that it can be applied to multiple users/profiles but these settings can be directly applied to the profiles.

Object and Field Permissions

Setup each object and associated fields with the permissions noted in the table below.

Apex, Visualforce and Custom Settings

The user/profile will need access to all Apex Classes with the prefix:

• pw_cc.

The user/profile will need access to the following Visualforce Pages:

• pw_cc__CountriesJavaScript
• pw_cc__SessionIdPage

The user/profile will need access to the following Custom Setting Definitions:

• pw_cc.CountryComplete Settings
• pw_cc.AddressTools Fields to Validate

License Allocation

After deployment to production, a site licenses is provided.

Back to the AddressTools Free installation walkthrough

Installing a default country for all users

One of the first steps during the installation walkthrough is ‘Installing a Default Country’. QuickComplete is the specific functionality in the solution that leverages this value to life. If you need to install a default country to all your users, follow the installing a default country article, then come back here when you’re done.

Installing a separate default country for different users

The user records in Salesforce are provided with a new field “QuickCompleteCountry (pw_cc__QuickCompleteCountry__c)” when AddressTools is installed. This field is what stores a text value of the default country for the user for use with QuickComplete Country. Before you can update the field in the user interface, add this field to the User page layout.

• Navigate to the User record that you want to add a default country to.
• Select Edit.
• In the QuickComplete Country field, type the name of the country you want to add.
• When complete, Save the record.
• Repeat for any additional users you want to update.

Note: The QuickComplete Country field is a text field that can accept any value, however, you should only write in country names that you have installed in your organization. Failure to match these values may result in validation rules failing.

Enabling QuickComplete Country

• Go to App Launcher | AddressTools Administration.
• Select Settings from the sidebar.
• Click the pencil next to QuickComplete Country Enabled and tick the checkbox.
• Default country installation will become available once enabled. Use the Default Country Installation picklist to choose the default country for the organization.
• Use the Save button.

Back to the AddressTools Free installation walkthrough