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IndustryComplete: industry classification and listings

What are NAICS, SIC and ISIC?

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

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.

For example:


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

SIC stands for Standard Industrial Classification and uses 4- digits to categorize industries. These industries are then classified into 4 levels.

For example:


SIC is mainly used for business targeting the private sector, as it assembles together industries based on production or demand.

ISIC

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.

For example:


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.


Try IndustryComplete for free

Want to take IndustryComplete for a spin? Try out IndustryComplete for free today on the Salesforce AppExchange.

Alternatively, take a look at our YouTube video or get in touch with us if you have a question.

Ensure GDPR and PECR compliance from within Salesforce

Is your sales team in danger of making illegal calls?

You are required to screen phone numbers against the TPS and CTPS databases to ensure you are not calling registered UK numbers, which can lead to heavy fines.

The Telephone Preference Service (TPS) is a central opt out database where individuals can register their wish not to receive unsolicited sales and marketing calls. The Corporate Telephone Preference Service (CTPS) is the equivalent register for business and organisation telephone numbers. It is a legal requirement that companies do not make unsolicited calls to numbers registered on the TPS or CTPS databases, and fines of up to £500,000 can be levied depending on the magnitude of the breach.

We offer a solution for Salesforce CRM called PhoneTools, which includes an automated phone number screening service which can be implemented directly into your Salesforce org. Our automated screening ensures GDPR compliance with ease, screening your numbers regularly and providing relevant number statuses to your Org and users. You can choose to screen the TPS list, CTPS list, or both, depending on your requirements. User can also screen numbers manually, directly on the record, for a quick status check of a new number.

Click the image below to see a video for more information.

Like the sound of PhoneTools?

Great! PhoneTools is our 5* app for Salesforce that lets you screen phone numbers against UK TPS and CTPS to keep you PECR compliant. All within Salesforce with no coding required!

Try out PhoneTools for free on the AppExchange.

Alternatively, get in touch if you have any questions or want to discuss PhoneTools further.

Address verification in Salesforce Flow Screens for auto-completing addresses

Lightning Flows are fast becoming one of Salesforce’s favourite features with adoption of the technology rapidly growing, however some of the provided Flow Screen Components available in Lightning Flow Screens do not compete with modern day technologies that us users have become accustomed to.

Here at ProvenWorks we love addresses, so we’ve taken a look at the Flow Screen Input Component: Address to see what we can do to improve it. By following the ‘no-code’ luxuries of Salesforce Flows, we’ve created a new Lightning Web Component which provides your flow screens with type-ahead PowerSearch address entry which auto-completes entered addresses. It’s designed in a way to allow your Administrators to ‘hot-swap’ the vanilla Address component with the Address Verification by ProvenWorks component followed by a quick re-binding of any set flow variables within the component.

This component provides your end users with a single search field which reduces keystrokes and also verifies the address at the point-of-entry. Reduced keystrokes means a reduced time spent on data entry, and a verified address reduces the amount of failed deliveries. A double-win! (It also comes with additional features such as custom CSS support and an inline display mode).


Try out our Address Verification Component

Want to get more out of your Salesforce Flows with an Address Verification Component? Our new Lightning Web Component is currently released as a pilot and is available as an extension for the AddressTools Premium package.

Get in contact with us today for more information!

How to: set the owner of individual Records to different users when importing with SimpleImport

When inserting data via an import solution into Salesforce, it’s best practice to add the record owner field to the records being inserted so that they’re not all assigned to the user importing the data. This can be easily achieved when using SimpleImport in Salesforce by using the users’ usernames. Let’s start by taking a look at how to find a Salesforce Username.

Locating a user’s username

When importing a file with SimpleImport, you can specify the owner of each record so that it is assigned to said owner once imported. To complete this you will first need the username, as follows:

  • Go to Salesforce Setup (top right corner of your Salesforce page).
Picture 1

  • On the left side of the screen, under Administration, expand the Users section, and click Users.

  • You will now see a table of all the users in your organization.

  • Under the username column, copy the username of the desired user(s). Paste this somewhere safe, as it will be required later.

Adding the username(s) to the import file

You now need to add the desired username(s) to each row within your spreadsheet, all rows must have a valid username entered otherwise an error will occur when importing.

  • Add a new column to the file.
  • In the first row of the new column, type Username.
  • Enter the username(s) fetched from the previous steps into the desired rows.
  • Save the file.

Mapping the file in SimpleImport

  • In SimpleImport, upload the file.
  • Select Import to Salesforce (or choose a sheet first if there are multiple sheets in your file).
  • Choose your object and select Next.
  • In the Username row in the mapping page, select Map to Salesforce to open the field finder.
  • Search Owner ID and select the Owner ID | Username option.

  • Map all the other fields as you require.

  • Select Import.

Once your data has been imported, the owner of each individual record will be set to the user whose username had been entered in the spreadsheet.


Contact Us

If you are still having problems with setting the owner of individual records, or require more assistance with SimpleImport, please contact us at: support@provenworks.com

New and improved address verification features for Salesforce!

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 support@provenworks.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!

Great news! Try AddressTools Premium today for free on the AppExchange.

Display a country’s full name, ISO-2 and/or ISO-3 value on a Record

It is a common requirement in Salesforce that records with address data need to store a country’s ISO value(s) onto a record. This can often be used for integration or reporting purposes. Vanilla Salesforce presents an issue here that there is only one country field, and generally, enforcing all users to just enter an ISO value isn’t practical.

You can enable this with AddressTools Premium, 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 free on the AppExchange!

Anyway, let’s look into the details…

To solve this with AddressTools, ensure that you have your address block configured within the AddressTools Administration page. A guide can be found below showing how to do this. Along with this configuration, ensure that the Country Lookup is populated with a custom lookup field that references the packages’ Country object.


Assuming that the solution is configured with a basic setup which includes triggers being active for the object you’re working with, when you now upsert a record with a recognised country value in the configured country field, it will side-populate the newly configured lookup field with reference to the matching country record supplied with AddressTools. At this point, we have the luxury to enter the full name, ISO, or common alternate values into this field. With standardization enabled, it will convert it to the configured format.


Example of alternative country names that come with AddressTools to be standardized to your preferred format. Please note: more names can be added here.

But how can we now present these values on the record?

Since AddressTools has now populated the Country Lookup field, we can use some basic Salesforce techniques to get a formula field on the record displaying the ISO value(s). Navigate to Setup | Object Manager | [Object] | Fields & Relationships and then select New.

Select Formula field, continue and provide a Field Label, API Name and select Text. Once these options have been selected, press Next. Now we need to configure the formula field to make reference to the ISO-2 field found via the Country Lookup. Select Advanced Formula and then Insert Field to bring up a field finder. Drill into the current Object, then through the Country Lookup, and then select the ISO field you want to reference. In this example, we’ll choose ISO-2. Select Insert Field to confirm.


Press Next and make it visible for the profiles that you want to have access to the field and select Next once more. Optionally, add the field to your page layouts automatically and then Save.

Now we can manually adjust the page layout so that the field is displayed in a practical way. After that change has been made, now when we enter a record with a country value, all the data will then become available.


Formula fields can be used to fetch any data from the country object, including fields that you’ve created yourself.

Want to try it out for yourself?

Display a country’s full name, ISO-2 and/or ISO-3 value on a Record using AddressTools Premium for Salesforce. Try AddressTools Premium for free on the AppExchange today.

Automate daily address verification within Salesforce

Verification of address data is becoming evermore popular within Salesforce and the options available vary depending on the use case. AddressTools offers a number of verification options for all different requirements.

The Scheduled Address Verification option is best suited for organizations where data is being inserted via integrations in large volumes or where it’s not possible to provide the end user with the ability to verify their entry. It is not dependent on future methods and has the ability to scale up when needed – great! Let’s show you how to set it up!

Firstly, it must be noted that the following instructions assume AddressTools is configured on the address block(s) that you want to verify and that Support Premise-Level Address Verification is enabled.

The solution relies on Salesforce Reports to identify which records need verifying, so let’s start by making a new report.

Navigate to the Reports tab and select New Report. In the pop up, select the Report Type that is associated with the object you wish to verify and press Continue. If you can’t see a Report Type applicable for your use case, you can create a new Report Type in Salesforce Setup.


You have the ability to configure the report however you like. In this example we’re going to configure the report to verify addresses that are:

  1. based in the “United States”
  2. created after a certain date
  3. owned by anyone

As this example is being configured for the Billing Address on the Account object, we’ll select the “Billing Country” field in the filter. It is important to note that you do not need to add a filter for the Address Status field as the scheduled process will only verify records that have a “Not Checked” status.


With our filters configured as desired, we now need to add the Record ID column to report to allow AddressTools to identify the records that need verifying.

Select Outline and under the Columns section, search for the ID field for the object you’re wanting to verify and confirm it once found. When the ID field appears in the preview report, use the Order by on the ID field and select Ascending order. You can make further adjustments to the columns visible in the report, just ensure that the ID column is added!


When you’re happy with your report, select Save, give it a name and then store it in the AddressTools report folder. The AddressTools report folder is available in version 7.73+. You can now run the report to confirm that the records you want to verify appear in the list.

Now head to the App Launcher and search for Scheduled Address Verification and select the tab to open it.

Use the Add button to display all the address blocks configured in AddressTools and select the address block that you’ll be verifying on each record.


A new row will be added for each block you add. In the Select Report column, select the report we just created in the previous steps, it will be identifiable by its name.


Enable the row by switching the toggle and select Save in the top right of the page.


Now we’ve done all the hard work, it’s time to start processing these addresses! Before enabling the process, it’s good practice to run Calculate Now to identify how many addresses we’re going to be verifying in the first job. This is useful to confirm that we’ve set the tool up correctly. Select Calculate Now to begin the process.

A new row will appear in the jobs table for each address block that you have configured, the Total column will identify how many records need verifying for the stated job in the Address Block. By adding together each row, you can total the amount of credits that will be consumed when the job is executed. If you’re happy with the number, we can progress to the verification process.

The tool has two options, Verify Now and Schedule. Verify Now will run the verification process once. This can be activated by pressing the Verify Now button.

When doing so, you will be prompted with a warning message to highlight that you are about to verify all the configured addresses that have a “Not Checked” status. If you are happy to continue, select Ok.


The job will begin to run and its status can be seen in the jobs table. If any errors are encountered during the job, the configured alerts email address that is set up in the AddressTools administration page will receive an email highlighting the issues found in the job.

If you don’t want to run the job immediately, select the Schedule button. This will open a prompt to configure a daily task to verify all your configured addresses with a “Not checked” status. This is designed to verify new addresses that have been inserted into Salesforce each day.

When you select the button, you will be prompted to choose a Scheduled time. Choose a time and select Enable to confirm your selection and create the job.


The job will now be visible in the Scheduled daily jobs section. If you ever want to delete the job select the click here link under the table and use the del action next to the job named Daily Batch Premise-Level Address Verification.

Now you’re all set! After the first job has been completed, you can check your records and you’ll see that it will now have one of the verified statuses associated!


Back to the AddressTools Premium installation walkthrough


Want to try it out for yourself?

AddressTools Premium is available to try for free on the AppExchange. Give automated daily address verification a go!