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IndustryComplete: Map Industry Code Lookup for Lead conversion

Why do I need to make changes to the Lead conversion process?

When using IndustryComplete, the component will populate a custom lookup field (pw_ic__IndustryCode__c) on the Lead records. When a Lead is converted to an Account, it is preferable to retain this information on the Account record. This can be achieved using the Map Lead Fields functionality in Salesforce Setup.

Map Lead Fields

  • Go to Salesforce Setup | Object Manager | Lead | Fields & Relationships.
  • Select Map Lead Fields.
  • Ensure the Account tab is selected.
  • Next to Industry Code Lookup, use the picklist in the Account Fields column and select Industry Code Lookup.
  • Select Save.

Now when converting a Lead, the Industry Code Lookup will be pushed to the Account.

Home: IndustryComplete: Installation Walkthrough

IndustryComplete: Setting up the Industry Lookup component on the Lead object

How to add the Industry Lookup component to your organization

  • Navigate to Setup | Object Manager | Lead | Lightning Record Pages.
  • If a Lead Lightning Record Page already exists, select Edit.
  • If you need to create a new Lead Lightning Record Page, Select New and follow the onscreen steps.
  • Drag the Industries Lookup component from the components list onto the layout.
  • Select Save and Activate.

Now your lead page(s) will be setup with the IndustryComplete Industries Lookup
component ready for use.

Home: IndustryComplete: Installation Walkthrough

IndustryComplete: Enabling the Lead trigger

Enable the Lead trigger

  • Go to App Launcher | IndustryComplete Administration.
  • Ensure that you’re on the Installation & Settings page.
  • Under the Settings heading, select the Enable IndustryComplete trigger(Lead) checkbox.
  • Select Save.

What settings are available with the Lead trigger?

The package comes with one trigger setting for the Lead object:

  • Populate Leads' Industry field from their "Industry Code Lookup" (IndustryCodeLookup__c) field

Home: IndustryComplete: Installation Walkthrough

IndustryComplete: Setting up the Industry Lookup component on the Account object

How to add the Industry Lookup component to your Organization

  • Navigate to Setup | Object Manager | Account | Lightning Record Pages.
  • If an Account Lightning Record Page already exists, select Edit.
  • If you need to create a new Lead Lightning Record Page, Select New and follow the onscreen steps.
  • Drag the Industries Lookup component from the components list onto the layout.
  • Select Save and Activate.

Now your account page(s) will be setup with the IndustryComplete Industries Lookup
component ready for use.

Home: IndustryComplete: Installation Walkthrough

IndustryComplete: Enabling the Account trigger

Enable the Account trigger

  • Go to App Launcher | IndustryComplete Administration.
  • Ensure that you’re on the Installation & Settings page.
  • Under the Settings heading, select the Enable IndustryComplete trigger(Account) checkbox.
  • Select Save.

What settings are available with the Account trigger?

The package comes with three trigger settings for the Account object:

  • Populate Accounts' "Industry Code Lookup" (IndustryCodeLookup__c) field from their SIC field
  • Populate Accounts' SIC field from their "Industry Code Lookup" (IndustryCodeLookup__c) field
  • Populate Accounts' Industry field from their "Industry Code Lookup" (IndustryCodeLookup__c) field

Home: IndustryComplete: Installation Walkthrough

IndustryComplete: Clearing Industry Codes

How to clear previously installed industry codes

To quickly remove all the industry codes that have previously been installed into your organization or manually added, this can be done by following the steps:

  • Go to App Launcher | IndustryComplete Administration.
  • Ensure that you’re on the Installation & Settings page.
  • Under the Clear Industries heading, click the Clear Industries button.

A process will now begin to remove all the records in the pw_ic__IndustryCode__c object.

Home: IndustryComplete: Installation Walkthrough

IndustryComplete: Installing Industry Codes

What are Industry Codes?

Industry Codes belong to standards that have been developed to assist with classifying industries into categories. There are three main Industry Standards:

  • Standard Industrial Classification (SIC)
  • International Standard Industrial Classification (ISIC)
  • North American Industry Classification System (NAICS)

What Industry Code Standards are available in IndustryComplete?

IndustryComplete supports the following codes out of the box:

  • ISICr40
  • NAICS07
  • NAICS12
  • NAICS17
  • USSIC87

You have the ability to customize existing industry code standards or create your own in your organization. See “Customize Industry Codes” for more information.

How to install industry codes

To get started:

  • Go to App Launcher | IndustryComplete Administration.
  • Ensure that you’re on the Installation & Settings page.
  • Under the Install Industries heading, select the industry codes which you would like to install.
  • Select Install Industries.
  • Wait for the process to finish.

Customize Industry Codes

During installation, the Industry Codes will be inserted into the pw_ic__IndustryCode__c object that is created with the IndustryComplete managed package. You have the ability to customize these records to meet your organizational requirements as you would any other record in your Salesforce environment.

A common change is to remove the standard name from the industry code name field. This can be beneficial for integrations that don’t expect an industry standard prefix to the codes.

Example:

“NAICS17-531210” will be installed with the NAICS17 data set. You can remove the “NAICS17-” from the record name leaving just “531210”.

As the Industry Codes object is created in your organization, you can create custom fields on the object to store relevant information on the codes.

Home: IndustryComplete: Installation Walkthrough

IndustryComplete: Installation Walkthrough

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.

Industry Code Management

Account Setup

Lead Setup

Known bug with ‘Enable Secure Static Resources for Lightning Components’ forces delay to Summer’21

Update: 10/MAY/2021

Salesforce have now postponed the enforcement of the Release Update ‘Enable Secure Static Resources for Lightning Components’ indefinitely. Due to a number of issues that were introduced, their advice is now “Don’t enable it”. We recommend all organizations should follow this advise.


Update: 13/JAN/2021

The initial issue has been resolved however another issue has been introduced which has caused a further delay to the forced enablement of this Release Update. Full information on the issue is logged via this known issue.


Original post:

An issue has been introduced by Salesforce with their latest Release Update ‘Enable Secure Static Resources for Lightning Components’ which has resulted in Salesforce having to delay the forced enablement to Summer’21. When enabled, Aura components provided within managed packages that make reference to static resources also packaged with the solution result in Cross-Origin Resource Sharing (CORS) issues.

A quick way to check whether this affects you is by analyzing the browser console for CORS errors when you try to use your Aura component once the Release Update is enabled (example below displaying the AddressTools override when the Release Update is enabled).

Salesforce have officially acknowledged that this is not desired behavior and have delayed the enforcement of this Release Update until Summer’21 with the aim to have a fix completed and available in Spring’21. The official Salesforce release notes have been updated to reflect this.

You can also track the known issue. By using the This Issue Affects me, you will receive updates from Salesforce as they work on resolving the problem.

This Release Update affects AddressTools & IndustryComplete. We suggest disabling this Release Update until Salesforce have released the update resolving the issue. For more information, contact support@provenworks.com.

What is AddressTools?

We’re glad you asked! AddressTools is 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 yourself on the AppExchange!

What is IndustryComplete?

Another great question! IndustryComplete is the ultimate industry code search tool for Salesforce. Look up NAICS, SIC and ISIC data without ever leaving your org to improve your industry data. You can even attach multiple industries to your accounts. Want to try out IndustryComplete? It’s on the AppExchange!

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.