The Salesforce Ben review of AddressTools is live 🚀

Andreea Doroftei talks through the key features of AddressTools as well as ideal use cases, setup effort, and how this app could be a great addition to your Salesforce org.

AddressTools is the ultimate package for address validation, standardization & verification.

Check out this in-depth review of AddressTools for Salesforce by Andreea for Salesforce Ben.

Interested in seeing it for yourself?

If you’re interested in finding out more about AddressTools, use the scheduler below to book a call with our team.

Data Cleaning 101: 4 common data problems solved

This is the third instalment of our Data Cleaning 101 mini-series. So far we’ve explored why clean data is essential in Salesforce, and introduced 5 steps to start you on your journey to cleaner data. Now it’s time to dive into the details! We’re going to examine the different problems you probably have with your data and take a closer look at some of our favorite ways to tackle them!

The problems

  • users entering bad data
  • unstandardized data and messy reports
  • duplicates and more duplicates
  • inaccurate old data

Users entering bad data 

It’s great if you prioritize clean data, but if your users can still input bad data with no barriers, we’re back to square one. 

For this problem, we’re looking for solutions that will clean data at the point of entry.

Set up validation rules

Validate fields to meet set criteria before the data gets saved to your database. Design them carefully and with the end-user experience in mind.

Use alternative data types

Do you need to have everything as a text field? Could picklists, radio buttons, or checkboxes be used instead for the data you’re storing?

Search the AppExchange

If you’re looking at AppExchange solutions, use our 5 step guide from Part 2 to assess whether the solution resolves your specific problem.


It’s important to consider everybody across your Salesforce organization and make changes that also consider the end-user experience.

Unstandardized data and messy reports

As basic as it sounds, ensuring that your data is uniform and standardized will save you time on all kinds of tasks.

For example, if you create a report to find accounts based in Mississippi, imagine if all your records show Mississippi instead of MS or Mississippi, and its various misspellings. No more bloated field filtering, just clean data with uniform reports! 

For this problem, we’re focusing on ways we can better organize our data.

Use international standards

Use internationally-recognized standards to segment your data in the best way possible. They’re designed to be consistent and globally understood!

Run standardization tasks

Consider exporting data to standardize it with your favorite tools then reimport it back into your organization, or look into ways you can automate it within Salesforce.

Other helpful resources for data problems:

  • We loved Salesforce Ben’s Guide to Standardization which provides a handy 5-step guide to help set up order amongst the data format chaos.
  • Apps like IndustryComplete* will streamline industry categorization, SimpleImport* can speed up those importing tasks, and AddressTools* will start standardizing your address data immediately! (There are free versions available too for some of our tools* to get you up and running for no cost!)

Duplicates and more duplicates

If your role involves importing and entering data, duplicates are a constant battle. Dealing with duplicate information or “dupes” is a huge blackhole of time for admins and fundamentally for your business too.

Find a solution that stops or at least clearly alerts you to duplicated data. Have you implemented Duplicate Rules in Salesforce? Or is there a budget for a dedicated duplicate check tool? You have some great options out of the box and also on the AppExchange.

Our recommendations to troubleshoot data problems:

  • If you’re importing data, Excel and Google Sheets have some great duplicate handling tools available. Try them out before importing your data into Salesforce.
  • Duplicate rules in Salesforce are not to be sniffed at! They can be a great free feature if you’re on Professional, Enterprise, Performance, Unlimited, and Developer Editions.
  • And of course, we love SimpleImport Premium’s* multi-field matching to help identify existing records easier, preventing duplicates from being inserted and saved.

Inaccurate old data

Up to 40% of user productivity is lost to incomplete, inconsistent data. Sorting bad data from good wastes 50% of users’ time. These stats alone show how existing bad data is bad for business.

Removing or validating existing data is essential for your users to remain focused and productive. If some data is now redundant, archive or delete it from your system altogether, but if it’s still in use, correct it by updating and validating it. There are plenty of applications that not only draw your attention to the incorrect data, but give you the option to update, change or delete it.

Tips to help refresh that old data:

  • Schedule regular spring cleans of your org – regularly diving into your data is the best way to ensure your data is up to date, and to spot any blackholes of outdated information! Checking through your data every two weeks is best as our Operations Director, Beth, recommends in our 5 step guide (Part 2).
  • Tools that have access to international databases can be an invaluable addition to your org, i.e. looking up address data against postal authorities.


Now you have the tools and wisdom to win the war against bad data. Let’s recap the main 4 data problems that we’ve managed to tackle, they are:

  • users entering bad data
  • unstandardized and messy data
  • the dreaded duplicates
  • inaccurate old data 

Hopefully, with the facts and resources presented in this final instalment of our Data Cleaning 101 mini-series, you can take full control of your org and clean up your bad data!

Data Cleaning 101: a round up

So now it’s the end of our little crusade against unclean data. But first let’s go over what we’ve added to your data cleaning arsenal.

Data Cleaning 101 has provided you with:

  • a reality check about maintaining clean data in your CRM (blog one),
  • 5 tips to remember before purchasing a solution to figure out what you want to get out of your data (blog two),
  • 4 specific data problems you might have and how to solve them.

We’d love to hear your stories with bad data and the applications that saved your data. Are there any tips you think we should know about? Tell us!

Or, whether you’ve simply enjoyed learning about data and data cleaning let us know, we’d love to hear from you.

I want to start cleaning up my data problems!

Got issues with your data in your Salesforce org that you’re ready to tackle? Get in touch and see if one (or more) of our solutions can help clean the dirty data stinking up your CRM. 

  • AddressTools*
  • SimpleImport*
  • IndustryComplete*

Data Cleaning 101: 5 steps to start cleaning your data

If you’ve been following our series so far, you will have learned all about why you should care about data cleansing. Did you know that bad data can cost companies up to a quarter of their revenue? So, cleaning bad data is paramount for good data practice. But for more reality checks, catch up on the first instalment: why should you care about data cleansing? 

Cleaning bad data can be tricky

This article presents 5 essential steps for you to better understand your org, your data, and how to start the data cleansing process. By following these steps, you can go forward and make well-informed decisions for your company. You may even discover some quick wins along the way.

Follow through these 5 steps to begin your journey to cleaner data.

1. Ask yourself: why do I need this data?

It may sound broad, but knowing what you want to get from your data is vital. So take a step back and look at your end goal. Are you collecting all of the information you need? Or maybe you’re collecting too much? After all, there’s no point collecting data if you’re never going to use it. One less field you’re capturing is one less field you need to maintain!

Start by creating and establishing a plan outlining what clean data means for you and your org. You can’t do anything until you understand your org and users. 

For some prompts, start here:

  • What data do I need to achieve my business goals?
  • Am I capturing everything I need to succeed?
  • Am I collecting some data for the sake of collecting data?

2. Examine where your data is coming from

It’s time to identify all the different ways that data is entering your org. It’s likely that when you dig deeper, there will be more entry points than you think!

A few entry points to consider:

  • service agents
  • sales reps
  • partner users
  • web-to-lead forms
  • integrations

Once you’ve made your list and found the holes, you can do something about them!

3. Plug the holes to clean the data

I saw a great analogy on Reddit:

I think of improving data quality as a sinking boat. If you are sinking, you need to plug the holes first (sources of bad data) and then start bailing out the water (getting rid of the bad data) second.”


Simply put, if data enters your org clean, this saves you from battling with your records later on. This should be the initial focus. Thankfully there are lots of useful ways to make this a reality with minimal effort that don’t impede the end user experience.

Where possible, think of picklists, validation rules, or even consider managed packages available from the AppExchange.

4. Try the AppExchange!

Solutions on the AppExchange can be a great cost-effective, and time-efficient way to help you combat unclean data. Managed package providers are often experts in their field, so finding a ready-to-go data management solution will help you clean your data in no time!

So how do you choose the right app for you? This isn’t an exhaustive list, but we’ve included a data cleansing focused checklist to ask the managed package providers:

  1. Does the solution automatically resolve data quality issues?
  2. Does the solution require changes to the user experience?
  3. Does the solution clean all my data entry points?
  4. Does the solution clean up pre-existing data?
  5. How long does it take to implement the solution?

After all, don’t reinvent the wheel when it’s already turning – if you have an issue, it’s likely that hundreds of others do too!

5. Start building good data habits for cleaner data

So you’ve taken a good look at your business, identified where your data is coming from, and even potentially put some actions in place to begin cleaning up your org. Now it’s time to maintain this good practice as your org grows and share your wisdom.

Here are a few ways you can build good data habits in your organization:

  • Get users involved and trained in what to look out for
  • Identify entry points that are inputting bad data
  • Schedule regular manual checks for your data 

Operations Director, Beth, is our resident data cleaner and a strong believer in the power of good data practice:

“There is nothing more satisfying than having a good old spring clean in Salesforce! It’s great to identify trends and get to the root cause of how bad data is able to get in. Popping in a scheduled time every two weeks is the way I’ve found works best. Don’t let it build up and be a task you keep on putting off!”

Beth Clements, ProvenWorks

We live in a ‘need it done yesterday’ society so safeguarding your org against the perils of bad data is a sure way to give you back your time and let you focus on the things that matter.

Remember: the best day to start cleaning your data was yesterday. The second best day is today.

Life’s better after cleaning bad data from your org.

Stay tuned for the final instalment to our data blog series to learn about some of our favourite cleaning apps.

See you back here soon for the final instalment of the series!

Data Cleaning 101: Why should you care about data cleansing?

Unclean data stinks up your system. It can travel through your business, slowing you down, causing confusion and costing you money. Don’t believe us? Between 2019-2021, over 40% of sales reps did not have enough information about leads and accounts to make effective sales, and there are plenty more stats around data cleansing coming up.

This is the first in our three-part series taking you through the importance of data cleansing and some top tips for practising clean data habits… so make sure to stick around!

An introduction to data cleansing

Bad data… Does it really matter? How do I clean it? And what can I do about it in the future?

Don’t worry we have you covered with the ‘whats’, ‘whys’ and ‘hows’ of dirty data throughout this series. First off a few definitions…

Clean data: Data that is without error and in its entirety so it can be used effectively by everyone.

Data cleansing: The process of identifying incomplete, incorrect, inaccurate or irrelevant data and modifying, validating, deleting or replacing it.

So how does unclean data actually affect me?

Over the past 6 years Salesforce and Salesforce bloggers have noted the persistent and holistic impact that bad data has on companies of all sizes. Let’s take a look at some numbers:

As we’ve already discussed, between 2019-2021, over 40% of sales reps did not have enough information about leads and accounts to make effective sales, and therefore struggled to achieve monthly and annual sales targets. This inevitably affects generated revenue.

Why is data cleansing important?

  1. Ensure consistency, validity and confidence in your data by cleansing it regularly. This foundation can yield better results and help reach goals quicker.
  1. Reduce the time employees spend sorting through bad data and let users be more productive on the tasks that matter – like growing your business or organization!
  1. Eradicate data privacy worries for customers and clients. It’s outright good practice; you wouldn’t want your private mail sent to an incorrect address!
  1. Protect your company’s reputation. Saving bad or incomplete information affects all areas of your company, from sales and marketing to the senior management, stopping everyone from carrying out their job well and making beneficial decisions, which directly affects the reputation of your business and its revenue.

The good news

Not all is lost! The University of Texas has estimated that even if the data entered is 10% more accurate, then your revenue would be considerably boosted not only for bigger enterprises but also for B2B and B2C firms.

So now you know what data cleansing is, how do you practice it?

Watch out for the next post in Data Cleaning 101 for our five best tips for cleansing your Salesforce org. You don’t want to miss that one!

Want to learn more about the impact of poor data?

Check out our blog: What is the impact of poor quality data? 

Malala Fund grows a clean donor database with AddressTools

“AddressTools is the greatest gift for a database manager.”
Sarah Albright, Development Associate at Malala Fund

Scaling with a clean donor database means that Malala Fund can focus on advocating for girls’ education

Malala Fund is working for a world where all girls can learn and lead. Malala Fund advocates for resources and policy changes needed to give all girls a secondary education, investing in local education leaders and amplifying the voices of girls fighting for change.

As an international not-for-profit, Malala Fund receives donations from around the world in lots of different ways. This success has brought its own huge challenge around data quality. Address data is vital for Malala Fund to connect with these supporters and the address data coming into their system was incomplete, inaccurate and inconsistent.

A growing donor database brings its own challenges

Malala Fund has experienced significant growth in their supporter base in recent years. Their global presence means they receive donations from a huge number of sources including social media, online fundraising platforms, website, physical mail and correspondence with individual high-level donors.

“Data cleaning became a full-time job in itself!” Sarah Albright, Development Associate

Malala Fund relies on the information from these sources to help them reach out to their supporters but Malala Fund had no way to ensure that the imported addresses were clean. Each platform and funding source handed over address data differently, with different abbreviations and sometimes just missing data.

This forced Malala Fund to spend hours each week of their dedicated manual administrative time to clean up their donor address data and track down their donors to ensure that correspondence, fundraising campaigns and ‘thank yous’ would reach the people supporting them.

“As a young, growing organization, you don’t realise how important clean data is.” Kanika Mannan, Corporate and Foundation Relations Officer

Future proofing Malala Fund’s data with AddressTools

“A seamless onboarding process and super quick setup.” Sarah Albright, Development Associate at Malala Fund

To solve their challenges around address data, Malala Fund installed AddressTools from the AppExchange. They set up the solution’s validation and standardization rules on the state and country fields.

This means that all of the address data they collect from different sources is clean and consistent when imported into Salesforce.

Standardizing and validating state and country data for at least 153 countries, and that list is growing…

– Saving administrative time

Malala Fund has over 240,000 addresses in its system! On a weekly and even daily basis, Malala Fund saves hours previously spent on manually cleaning up their address data. The team can put their time to much better use, leaving AddressTools to take care of their addresses.

– Peace of mind

Longer term, Malala Fund has peace of mind that all their donor address data coming into Salesforce is valid and clean when it hits the org. As a growing organization, they have a solution in place that is scalable as their donor database grows.

– Clean reporting

Malala Fund can confidently run reporting, measuring and better optimize its fundraising efforts thanks to clean and standardized donor address data.

– Better targeted campaigns

Having clean donor address data empowers Malala Fund to create targeted and strategic campaigns to drive their fundraising, like their annual year end campaign.

Why Malala Fund recommends ProvenWorks

“AddressTools will continue to save us time as our donor database grows. People don’t realise the importance of clean data in a young organization. When you get it right early, it can save you so much time and money down the road. ProvenWorks have been great to work with from onboarding through to making sure we got set up and implemented.”

Sarah Albright, Development Associate

Feeling inspired?

Get in contact with us to explore cleaning up your own address data with AddressTools. It’s that simple.

Help Malala Fund create a world where all girls can learn

Find out more about Malala Fund and support the work of educators and advocates who are helping bolster girls’ secondary education around the world.

5 things you need to know about the UK Telephone Preference Service (TPS)

If you’re a UK entity that makes cold calls to UK numbers, you cannot afford NOT to know about the Telephone Preference Service. Let’s dive in.

1. TPS is the UK Telephone Preference Service – the UK’s only official ‘Do Not Call’ register

The Telephone Preference Service (TPS) is the UK’s only official ‘Do Not Call’ register for landline and mobile numbers. It allows people and businesses to opt out of unsolicited live sales and marketing calls. TPS is a free service that currently contains millions of UK phone numbers – at the time of posting it was 17,771,026 numbers!

There is also a register for businesses called the Corporate Telephone Preference Service (CTPS).

2. You cannot call any number registered with the TPS or CTPS even if they are an existing customer

That’s right. It’s illegal to call any number on the TPS or CTPS unless:

  • the person has specifically consented to your calls
  • the call is in relation to pension schemes and you meet a strict criteria

If you’re not sure about whether a number is on the TPS, it’s not worth risking it… as you’re about to see.

3. You can be fined up to £500,000 for calling numbers on the TPS

The Information Commissioner Office (ICO) is responsible for enforcing the regulations and will determine what action should be taken for breaching the regulations. They can issue fines of up to £500,000.

This isn’t an empty threat. You can read about recent action the ICO have taken here.

4. You must screen against TPS/CTPS once every 28 days

If you are making unsolicited sales calls, you are legally required to screen against TPS/CTPS. You must do this at a minimum, every 28 days – it’s the law. If you want to find out more, read the Privacy and Electronic (EC Directive) Regulations 2003 (known as PECR).

It’s a common misconception that buying data that has already been TPS screened does not require ongoing screening. This is wrong. This also means that if you register your number on the TPS, you should allow 28 days for it to become effective.

5. TPS screening is a legal requirement for companies, voluntary organisations and charities

Don’t think this is just for private companies. The TPS list means no organisation for profit or non-profit – including companies, charities, voluntary organisations and political parties – can call that number.

Screen your numbers against TPS and CTPS within Salesforce

✔️ no code ✔️ screen within Salesforce ✔️ manual and automated screening

Hop on a call with us to check out PhoneTools, our app for Salesforce that keeps you compliant!

Learn more

If you want to find out more information about the Telephone Preference Service, check out these resources:

5 things I learned from my first month working for a Salesforce ISV Partner

Ruth Cawdron, Marketing Manager at ProvenWorks shares her experience.

“I’m good at what I do.” “I’m good at what I do.” “I’m good at what I do.”

It became a mantra in the weeks leading up to the first day in my new role. I was leaving behind a sector I’d been in since graduation and moving into technology. As a humanities and arts student at university, I’d barely heard of the concept of ‘SaaS’ before I got the job of Marketing Manager at ProvenWorks, a small but mighty UK Salesforce ISV partner whose products have been hitting top of the AppExchange since 2008.

When I started, I didn’t know about Salesforce, I didn’t know about ISV partners and I didn’t know about the AppExchange. Maybe that’s you right now. It all feels alien and overwhelming. So as someone who is one month into the biggest professional change of their life so far, what have I learned so far? And how might it help you?

1. Don’t panic

I know, I know. I can hear you rolling your eyes… but it’s true. It has to come first. There will be plenty of moments where you don’t understand what’s going on, and you certainly won’t understand what people are saying.

They’ll use acronyms. They’ll type weird abbreviations. They’ll have meetings where whole conversations will go over your head. It’s okay.

You won’t become an expert in a day but you’ve signed up to something, and if you put the time in you’ll get there. I haven’t reached the finish line; I don’t think anyone ever does. But this is a place that celebrates learning (more on that next!).

In short: If you’re just joining the Salesforce ecosystem, take it from someone who is one tiny step further along – do not panic. Take it hour by hour, day by day. You’ve got this.

2. Make Salesforce Trailhead your best friend

I work for an Independent Software Vendor called ProvenWorks. We’ve been a partner of Salesforce since 2009 and we make apps, like AddressTools, that empower you to be a data hero. We’re all about simplifying, improving and enhancing your data management. So you might be wondering why I’m bringing up Trailhead – the Salesforce learning platform… It’s because it’s incredible. No seriously. There are badges and trails on everything, and they’re interesting, interactive and incredibly helpful. We have wonderfully smart developers in our team who will still hop on Trailhead to learn about something they’re not sure on. There is no better way to understand Salesforce, the space in which it operates and the whole ecosystem it has created.

In short: Dedicate time to work through trails. Then come back to it whenever you need a refresher. This was a great first trail for starting to understand Salesforce.

3. Get to know your customers

If your team doesn’t already have them, create user personas. User personas represent large segments of your customers based on shared behaviour, motivations, goals, pain points and other characteristics. (There’s a great Trailhead on it!) Do it early on because it will help focus every customer-facing interaction from that moment on.

I spent a long time curating questions to prompt the information I wanted to find out and then created a Google Form (ask me if you want it!). I set up a meeting with the team and we worked through the form several times to create our different personas. Then I presented the information in a more meaningful way using one-page profile sheets, and there we go. We all understand more deeply our potential users so we can better meet their needs. Not to mention, sitting down with the team and chatting through our user personas was a lot of fun and a great way to get to know my colleagues!

In short: Organize a session to learn who your customers are and how to meaningfully interact with them. It’ll be useful for your colleagues too, I promise!

4. Get to know your Salesforce Account Manager

Every Salesforce Partner has an Account Manager. They have access to loads of connections and data and they’re literally there to help! We set up a meeting very early on so I could meet our Account Manager and find out more about what kind of things we could get involved with as Salesforce Partners.

In short: Meet up with your Account Manager and spend some time learning how best to make the most of the relationship.

5. Get stuck into the Salesforce community

The Salesforce ecosystem is vast but it’s friendly! There are plenty of ways to get involved and find valuable connections. Some of my favourites are:

  • the Trailblazer community (#trailblazers)
  • the Partner community
  • LinkedIn
  • Slack
  • Twitter
  • Reddit
  • Salesforce and User Group events

Start with one platform and get to know it. Introduce yourself, ask for help, look for partnerships, establish your brand and share your learning. I was blown away by the warm welcome I felt online and I love the encouragement that is so easy to find along the way.

In short: Dedicate time to building relationships across the Salesforce ecosystem. You never know what opportunities might be hiding around the corner.

New to working in the Salesforce ecosystem?

In <10 words: don’t panic, keep learning, ask questions and get connected.

If you’re reading this and you’re at the start of your own Salesforce journey, welcome! I know what it feels like to look up at the huge learning curve in front of you.

So what do you need to do next?

Put one foot forward and start climbing, one tiny step at a time.

Where to go next?

Here are some Trailhead resources I found helpful when I started:

Admin beginner – Start your #AwesomeAdmin journey

Partner community – Learn how to partner with Salesforce

Marketing best practices – Listen to your social community, publish compelling content, and engage online

Find out more about ProvenWorks here.

AddressTools: This app can’t be upgraded

App can't be upgraded

Why am I getting this error?

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).Bridge release notes

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 noting how far you have got on your road to upgrading AddressTools and a member of the team will get back to you.

AddressTools Premium: Purchase address verification credits

Address verification credit pricing

Purchasing address verification credits is nice and simple, you’ll need one credit per address you verify, so we advise making a rough calculation to how many credits you’ll need for a year (but don’t worry if you’re short, you can always top-up your account if you’re running low).

The more credits you buy will result in a lower cost per credit, you can find our credit pricing guide here.

How to buy address verification credits In-App

When you’re ready to purchase address verification credits, you can do so 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, see the request a quote section.

  • Go to AddressTools Administration | Licensing & Credits.
  • Under Address Verification Credits, select Quote.
  • For either 5,000 or 10,000:
    • Select Quote under either 5,000 or 10,000 to add 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.
  • For a quantity over 10,000:
    • Under Custom, type the quantity.
    • Select Quote to generate an email to
    • Add any additional notes to the body of the email and Send.
    • A custom invoice will be generated for you by a member of the ProvenWorks team.

If you run out of credits or predict you’ll need some more, you can come back to this page any time to top-up, or speak to your ProvenWorks Account Manager if you already have an active subscription.

Note: After any credit purchase, a member of the ProvenWorks team will be in contact to verify the organization where you’d like to apply the credits.

Request a quote for address verification credits

Our team at ProvenWorks are here to help and will be able to work with you to purchase verification credits for your organization. If you’re buying credit volumes in excess of 10,000, we recommend speaking direct with our team.

Additionally, if you would like to:

  • Pay by wire transfer.
  • Add a Purchase Order Number to an invoice.
  • Add credits mid-year.

…or if you would prefer to deal with a human, send an email to listing the amount of credits you’d like to purchase. A member of the sales team will get back to you to with a custom quote for your approval. Once signed-off, you will receive an invoice to be paid.

Back to the AddressTools Premium installation walkthrough

How to: use the Record ID Tag with Managed Import

This article is for those already familiar with how to configure a saved mapping for Managed Import. Want to find out how to configure Managed Import, check out the setup article here.

The Managed Import component from SimpleImport allows you to pass a record ID to your import by leveraging a Record ID Tag. This removes the requirement to copy a record ID into the file every time you want to add related records to an existing record.

How to configure the file

Traditionally, import files would need to specify a valid record ID for each row in a dedicated column. This involves sourcing the ID from your Org and manually copying it onto each row every time you want to insert new related records. This can be seen in the example below.

This file demonstrates inserting three Contacts relating to the Account: 0010Y00000RgvYgQAJ.

With with record ID tag, we can now specify {!Record.Id} in the column. These cells are then dynamically populated with the record ID either specified in the component or fetched from the record being viewed at the point of use.

How to configure the Managed Import component

The record ID tag can be populated via two available methods which is chosen when adding the component to your desired destination:

  1. Pass custom record ID into this import – specify an 18 character record ID into the text field provided. The job will then use this value in the {!Record.Id} tags. This can be useful if using the component in a Salesforce Screen Flow but is available wherever the component is placed.
  2. Pass current record ID into this import – this requires the Managed Import component to be placed onto a Lightning Record Page. When viewing the record in Salesforce, the ID will then be passed to the tag automatically!

Pass custom record ID into this import

The following steps will demonstrate using a custom record ID that belongs to an Account with the component sat on a Lightning Home page.

Navigate to Setup and select Lightning App Builder from the setup menu.

If you already have a custom Lightning Page where you want the component to be placed, select Edit next to it, alternatively, select New and follow the steps through to creating a new page. We will edit Home Page Default.

In the Component Search, search for Managed Import.

Drag the Managed Import component onto your layout.

Once placed, a design parameters menu will appear on the right of the screen.

  • Mapping ID: Enter the ID for your saved mapping – not sure what this is? See here.
  • Button Text: Enter custom text
  • Component Title: Enter custom text
  • Component Message: Enter custom text
  • Pass custom record ID into this import: Enter a Record ID you want to pass to the import
  • Pass current record ID into this import: False

Select Save and Activate.

The Managed Import component will now be configured to pass the ID placed into the design parameter and populate the {!Record.Id} tags in the file when in operation.

Pass current record ID into this import

The following steps will demonstrate using the current record ID of an Account with the component placed on a Lightning App Page.

Navigate to Setup and select Lightning App Builder from the setup menu.

If you already have a custom Lightning Page where you want the component to be placed, select Edit next to it, alternatively, select New and follow the steps through to creating a new page. We will edit Account App Page.

In the Component Search, search for Managed Import.

Drag the Managed Import component onto your layout.

Once placed, a design parameters menu will appear on the right of the screen.

  • Mapping ID: Enter the ID for your saved mapping – not sure what this is? See here.
  • Button Text: Enter custom text
  • Component Title: Enter custom text
  • Component Message: Enter custom text
  • Pass custom record ID into this import: Leave empty for this example
  • Pass current record ID into this import: True

Select Save and Activate.

The Managed Import component will now be configured to pass the ID of the record you’re viewing to the component and populate the {!Record.Id} tags in the file when in operation.

Contact Us

If you are experiencing any issues with the setup of your Managed Import component in your Org, please reach out to where a member of our team will be happy to assist.