As part of their Summer ‘22 Release, Salesforce has announced the retirement of a number of legacy APIs.
Versions 7.0 through 20.0 of the Salesforce Platform SOAP, REST, and Bulk APIs will be deprecated and no longer supported as of the Summer ’22 release.
This means that these legacy APIs, and third-party integrations that rely on them, will cease to function after the release.
When are the Legacy APIs being retired?
Salesforce announced that June 10 and 11 2022 is the final release weekend when all remaining Salesforce instances are upgraded if they haven’t been already.
Legacy API Retirements and ProvenWorks solutions
To ensure that you do not encounter any issues with AddressTools, SimpleImport, IndustryComplete or PhoneTools, we recommend ensuring that your current version is or is later than the versions listed in this post. If you need advice on how to upgrade an AppExchange managed package, please see the resources linked at the end.
We have listed the version of each tool, including a link to its latest AppExchange listing, that you must be on in order to be using supported APIs.
Quickly and easily search for NAICS, SIC or ISIC data, select one and then watch as the industry auto-completes.
Improve your accounts and leads with industry standards
Why is this so valuable? Enhancing your industry data means better audience segmentation, better pipeline analysis, better-targeted marketing, and more.
Attach multiple industries in priority order
Enhance your data segmentation by attaching multiple industries to your records.
Save time and optimize your data management process
No time-consuming external tools. Do all of your industry searching in your Salesforce org without ever having to leave the Account or Lead.
Compatible with Salesforce standard industry values
Ensure complete accuracy since all installed standards are mapped with Salesforce’s standard industry values. Installing the industry object means that records are customizable and you can map codes to your own industry picklists.
Look up industry data on Accounts and Leads
With the latest update, you can now use IndustryComplete on both Accounts and Leads in Salesforce. No external windows or tools – it’s all within Salesforce!
Interested in seeing our industry lookup tool?
We’d love to show you IndustryComplete on a demo! Get in contact with us and we’ll show you through the features and answer any questions.
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.
Now when converting a Lead, the Industry Code Lookup will be pushed to the Account.
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:
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.
“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.
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.