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Author: Jai Mansford

Address Verification Flow Component: Display Company Name in Address

by Jai Mansford in AddressTools

Prerequisites

  • The AddressTools Flow Component is installed in your organisation, find it here on the AppExchange.
  • The AddressTools Flow Component will need to be in a Screen-Flow before starting the configuration. If you need to add the component to a Screen-Flow, the steps of how to achieve this can be found here.

Display Company Name in Address

  • Navigate to your Salesforce Flow in Salesforce Setup
  • Click the Address Verification by ProvenWorks component that you previously setup.
  • Ensure that Return Company in Street is set to {!$GlobalConstant.True}.

Back to the Address Verification Flow Component installation walkthrough

Address Verification Flow Component: Understanding the Parameters

by Jai Mansford in Support

What Does Each Parameter Do?

  • Additional Styles – This field is responsible for applying custom CSS themes to the component, a guide on how to use this can be found here.
  • Address Label – This field is responsible for changing the text in the Address header.
  • Allowed Countries – Allows a string of ISO-2 or ISO-3 values for countries to limit PowerSearch results to.
  • City Label – This field is responsible for changing the text in the City field label.
  • City Value – This field allows you to preset a value for the City field to be auto-filled before entering the address.
  • Country Label – This field is responsible for changing the text in the Country field label.
  • Country Value – This field allows you to preset a value for the Country field to be auto-filled before entering the address.
  • County Label – This field is responsible for changing the text in the County field label.
  • County Value – This field allows you to preset a value for the County field to be auto-filled before entering the address.
  • Inline Mode – Allows users to edit fields without having to toggle between a ‘read-only’ view and an ‘edit’ view.
  • Manual Button Label – This field is responsible for changing the text on the Manual button.
  • Postal Code Value – This field allows you to preset a value for the Postal Code field to be auto-filled before entering the address.
  • Read-only Mode – When set to {!$GlobalConstant.True}, this prevents the user from being able to input an address.
  • Return Company in Street – When set to {!$GlobalConstant.True}, this will display the company name in the street output.
  • Search Label – This field is responsible for changing the text in the Search field label.
  • State/Province Label – This field is responsible for changing the text in the Province field label.
  • State/Province Value – This field allows you to preset a value for the Province field to be auto-filled before entering the address.
  • Status Label – This field is responsible for changing the text in the Status label.
  • Status Value – This field allows you to preset a value for the Status field to be auto-filled before entering the address.
  • Street Label – This field is responsible for changing the text in the Street field label.
  • Street2 Label – This field is responsible for changing the text in the Street2 field label.
  • Street2 Value – This field allows you to preset a value for the Street2 field to be auto-filled before entering the address.
  • Top Priority Country – This field allows for a singular ISO-2 or ISO-3 country which is then used to prioritise results.
  • Use County – When set to {!$GlobalConstant.True}, this will display a county field for search results.
  • Use Second Street Line – A guide on how to enable Street2 can be found here
  • Use Status– When set to {!$GlobalConstant.True}, this will display the verification status of the search result.
  • Verify Button Label – This field is responsible for changing the text on the Verify button.

Address Verification Flow Component: Apply Custom CSS Using Additional Styles

by Jai Mansford in Support

Within the Address Verification Flow Component, you have the ability to edit all of the visual aspects allowing you to achieve a personalized final look.

How to Create a Custom Style Sheet

  • First, save and edit the code template which can be found below – ensure it is saved as a CSS file.
  • This template illustrates some of the basic changes that can be made, but any CSS functionality is supported.
.powersearch .form-element-label
{
color: Blue;
font-size: 15px;
}

.powersearch
{
font-size: 12px;
color: Green;
background: white;
}

powersearch .form-element-input,
powersearch .form-element-textarea,
powersearch .form-element-select
{
border: 1px solid Black;
}

.powersearch .form-element-button
{
color: Aquamarine;
}

.powersearch .form-element-input,
.powersearch .form-element-textarea,
.powersearch .form-element-select,
.powersearch .slds-input
{
border-color: DarkMagenta;
}

.powersearch .form-element-input:focus,
.powersearch .form-element-input:active,
.powersearch .form-element-textarea:focus,
.powersearch .form-element-textarea:active,
.powersearch .form-element-select:focus,
.powersearch .form-element-select:active,
.powersearch .slds-input:focus,
.powersearch .slds-input:active
{
border-color: Navy;
}


How to Upload the Custom Styling

  • Navigate to Salesforce Setup | Static Resources.
  • Create a new Static Resource, select Choose File and upload the CSS file.
  • After clicking Save, on the Record Page click View File

  • Copy the end of the URL from /resource onwards, for example: /resource/1686062712000/ExampleCSS
  • Navigate over to the flow that you would like to apply this styling to.
  • Open the Screen that you are editing and then select the Address Verification by ProvenWorks component that you have added.
  • Under Additional Styles paste the extract from the resource URL that you copied

 

Before vs After

Before applying the custom styling:





After applying the custom styling:

Back to the Address Verification Flow Component installation walkthrough

PhoneTools: Schedule a daily batch screening job

by Jai Mansford in PhoneTools Support

  • Go to App Launcher | PhoneTools Administration.
  • Navigate to the Screening tab
  • Within the Scheduled Screening section, select Enable Scheduled Screening to create a Scheduled Job that will execute each day, screening Not Screened and Overdue numbers.
  • To manage or delete the scheduled jobs, select Click here to view or delete scheduled jobs using the Salesforce Scheduled Jobs viewer.

PhoneTools will now have a daily job to execute a batch job to screen all configured records that have not yet been screened or are overdue. This is calculated from the Next Screen Due date field on the records.

Back to the PhoneTools installation walkthrough

PhoneTools: Adding the component to a page layout

by Jai Mansford in PhoneTools Support

To allow users in the organization to check the status of a phone number on a record, you will need to add the PhoneTools lightning component to the lightning record app page.

  • Go to Setup | Object Manager.
  • Navigate to the object that you would like to add the PhoneTools component to.
  • Select Lightning Record Pages.
  • If you already have a record page, select its label and press Edit. Or choose New if you would like to configure a new record page.
  • Select PhoneTools from the Lightning Components list on the left of the screen and drag the component to your desired location on your page layout.
  • In the panel on the right of the screen, select Enable screening.
  • Press Save, and Activate if required.

Note: you can use Add Filter to create rules for when the component is visible. i.e hide if phone field is empty.

Back to the PhoneTools installation walkthrough


PhoneTools: Choose which services to screen against

by Jai Mansford in PhoneTools Support

The fields are now configured with PhoneTools for screening and it’s now time to choose which service(s) to enable screening functionality against.

  • Go to App Launcher | PhoneTools Administration.
  • Navigate to the Screening tab.
  • Select UK-TPCS and/or UK-CTPS.
  • Enter an admin’s email address into Email address for screening alerts.
  • Select Save All.

Back to the PhoneTools installation walkthrough

PhoneTools: Configure a field for screening

by Jai Mansford in PhoneTools Support

Introduction to the fields to screen

Fields to screen is the heart of the application. It tells PhoneTools which fields in your organization need screening. PhoneTools will only screen phone fields that are configured and have the Enabled Screening checkbox enabled. We will cover this more in the article.

What’s available out the box?

Out of the box, PhoneTools comes configured with the following fields but by default, will NOT have Enabled Screening checked:

  • Account.Phone
  • Account.Fax
  • Contact.Phone
  • Contact.HomePhone
  • Contact.MobilePhone
  • Contact.AssistantPhone
  • Contact.OtherPhone
  • Lead.Phone
  • Lead.MobilePhone

Adding additional phone fields

You can add additional phone fields to the configuration.

  • Go to App Launcher | PhoneTools Administration.
  • Navigate to the Configuration tab.
  • Select Add Field.
  • Select the Object.
  • Select the Phone Field.
  • Choose the appropriate fields discussed in in the picklists.
  • Press Save.

Enabling screening on phone fields

With the phone fields now configured with PhoneTools, we can enable them for screening.

  • Go to App Launcher | PhoneTools Administration.
  • Navigate to the Configuration tab.
  • Select edit next to the field that you would like to enable screening for.
  • Select Enable Screening and four picklists will appear.
  • Choose the appropriate fields in the Phone Status Field, Next Screen Due Field and Screening results Field picklists (as discussed in the previous article).
  • Select Save.
  • Repeat this step for each field that is to be enabled for screening.

Back to the PhoneTools installation walkthrough