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Verify addresses in a flow: Introducing the Address Verification Flow Component

Following Salesforce’s announcement that they will be retiring Workflow Rules and Process Builder, it’s clear that Flows are the future and the future is here to stay.

With that in mind, we are so excited to introduce our Address Verification Flow Component, now available on the AppExchange! Verify addresses in a flow using global postal authority data for over 240 countries.

Why should you verify addresses?

Did you know that verifying addresses up-front can reduce failed delivery rates by up to 70%? Improve customer experience and save wasted costs with verified addresses.

💡 Want to know more? Watch our 2 minute video: Why verifying addresses is important | Salesforce CRM.

Why should you verify addresses in a flow?

We’ve designed the Address Verification Flow Component to make it as easy as possible for Administrators to ‘hot-swap’ the vanilla Address component with our own component followed by a quick re-binding of any set flow variables.

So it’s easy to set up. How about some facts and figures too?

  • Create an exceptional user experience by reducing data entry time by 78% and errors by 20%.
  • Unlike Google, access global postal authority data such as Royal Mail, USPS, Canada Post for truly verified data, reducing failed delivery rates by up to 70%.
  • Autopopulate any address fields in 5 keystrokes or less.

The use cases

  • Digital Experience – Do you use an ecommerce checkout or a user registration portal? Verify addresses at the point of entry!
  • Internal Flow – Capture user addresses quick with type-ahead verified data. Perfect for Service Cloud users!
  • Endless possibilities – Wrap our solution in a custom Aura component for total flexibility!

Try out the Address Verification Flow Component

Why not start off with a free trial of the component?

  1. Install AddressTools Premium from the AppExchange (this is how you will manage your credit usage) 
  2. Install the Address Verification Flow Component from the AppExchange.
  3. Follow our brand new step-by-step setup installation walkthrough
  4. Drag and drop the component into your Flows and you’re ready to flow!

If you get stuck or have any questions, feel free to contact our Support team who are more than happy to help you: support@provenworks.com.

Interested? Chat to us

The Address Verification Flow Component is an extension of our popular solution AddressTools. Pricing of the Address Verification Flow Component depends on your use case. Get in touch with us to discuss your requirements and we’ll get you the most accurate information!

Get ready for PhoneTools 2.0 (Spring ‘22 Release)

We’re excited to announce that PhoneTools 2.0 (Spring ‘22 Release) has arrived!

PhoneTools lets you screen your numbers against the TPS and CTPS databases, keeping you compliant with UK data privacy laws – all within Salesforce! With the much-anticipated addition of flow functionality and brand new support documentation, let’s take a closer look.

Screen your numbers in a Salesforce flow

Let’s quickly recap PhoneTools so far. PhoneTools already allows you to schedule automated nightly record screening, specifically records that have not yet been screened or have their Next Screen Due Date in the past.

Whilst practical, this leaves a window of time after the record is inserted/updated where the numbers won’t be screened until the next nightly batch job or manual user interaction.

That’s where flows come in to fill the gap.

PhoneTools 2.0 can be used within the powerful process automation tool that is Salesforce flow. What does this look like in practice? This means that you can now queue an immediate TPS and CTPS screening job to get the numbers’ screening statuses in seconds*!

With the flow, PhoneTools will queue a screening job automatically so there’s no need to wait for a nightly screening job. Equally important, is that you no longer need to rely on the user to manually click ‘Screen Phone Numbers’. Crucially, this means you can remove responsibility from your users and automate the process… what a business win!

How can you use your flow? Our best practice recommendation is to queue your screening jobs on insert and update to make sure your org has a shorter period of time holding data without a valid screening status. The outcome? Streamline your sales team’s operations and let them focus on what they do best, selling!

*This relies on an asynchronous Salesforce Future Methods – times may vary depending on your org.

Does this replace my existing method of screening numbers?

This flow functionality is designed to be an additional method to screen numbers on top of what you already have configured. The nightly batch job is key for picking up those records when they’re overdue and the ‘Screen Phone Numbers’ button is helpful for re-opening old prospects. The flow functionality is designed to minimize the gap between inserting new data and providing a status as soon as possible without user interaction.

Tried and tested documentation

With the addition of flow capabilities, we’ve published some new documentation to walk you through our recommendation for configuring the PhoneTools flow.

By the end of the guide, you’ll have your own flow configured and ready to screen those inserted and updated numbers. With the flow, you’re good to go!

How do I access PhoneTools 2.0 (Spring ‘22)?

Great question! In order to access PhoneTools 2.0, you will need to upgrade your package version from the AppExchange. If you haven’t installed PhoneTools, why not use our two week free trial?

Need a bit more help? Check out our handy guide: How to upgrade an AppExchange App in 4 steps.

If you get stuck or have any questions, feel free to contact our Support team who are more than happy to help you: support@provenworks.com.


PhoneTools

Screen against UK TPS and CTPS databases to stay compliant and avoid fines. Learn more and book a demo.

ProvenWorks inspiring the next generation of the Salesforce ecosystem?

On Wednesday 9th February, Beth and Ruth, our Operations Director and Marketing Manager, headed down the hill from the ProvenWorks office to UTC College. They had been given the perfect opportunity to share their passion for all things technology, software and Salesforce!

UTC College, a local school in Reading, had invited ProvenWorks to run a careers workshop as part of their Industry Skills Specialist Teaching and Knowledge Programme. This business masterclass programme consists of weekly career sessions across mixed year groups.

An introduction to the Salesforce ecosystem

The workshop focused on careers in software, specifically within the Salesforce ecosystem. To start, Beth and Ruth shared their own journeys into software from very distinct backgrounds, showing students that opportunities in the industry are available regardless of subject choices and skillsets.

After an introduction to the range of jobs available within the Salesforce ecosystem – Administrator, Developer, Architect, Business Analyst, Consultant and more – it was onto a practical challenge!

It’s project time!

For the challenge, students had the chance to act out a role available in the Salesforce ecosystem through the lens of a specific time and budget restrained project. For example the Developer had to ask if they could build a solution rather than buy one, the Business Analyst had to assess the risks of the project, and the Admin had to research how user-friendly the proposed solution was.

“We learnt that there is more to making software for a customer than what the customer wants. The budget that is given to you needs to be managed properly to make sure that you stay under budget because there are many other costs involved within a project. There is great responsibility on the Consultant and the Salesforce Architect.”

Muhammad, Year 13 BTEC Student

Reflection and feedback

The session was rounded off with a reflection on the project as well as the highlights and challenges of each student’s role. By the end, Beth and Ruth had a classroom full of aspirational Developers, Admins, Architects and more!

“Students found the workshop very engaging thanks to it being such an interactive and team-based session. Students now know what it is like to be in a particular job role and understand the kind of responsibilities they may have in that job role along with expected salary.”

Monika Dongare, Computer Science and BTEC Teacher

ProvenWorks investing in education

At ProvenWorks we’re delighted to share our own career journeys into software. It is a privilege to deliver authentic stories and meaningful workshops to a classroom full of engaged students, seeing them solve problems, work together and reflect on their own skill sets. From what we’ve seen in the workshop, we can’t wait to see what the future holds!

Summarised succinctly by one up-and-coming Business Analyst: “Miss, that was a sick lesson!”.

About ProvenWorks

We mean it when we say we’re Salesforce experts. We work exclusively in the Salesforce ecosystem and our products are built 100% for Salesforce.

Interview: Farm Credit Illinois transition to new software seamlessly with SimpleImport

“SimpleImport is used by our whole credit underwriting team multiple times a day.”

Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Farm Credit Illinois is a farmer owned and directed agricultural lending cooperative serving 10,000 farm families, agribusinesses, and rural landowners in the southern 60 counties of Illinois with competitive and flexible financing and crop insurance expertise. Their deep understanding of agriculture enables them to provide knowledgeable and effective service. 

An interview with Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Jon Cook shares the challenges that Farm Credit Illinois faced when they moved to new loan origination software and how SimpleImport was able to give them the seamless process they were looking for.

What specific challenges were you trying to solve that made you look for a solution?

Farm Credit Illinois (FCI) recently implemented the nCino suite for our loan origination platform. During our design and discovery phase, we realized we were going to have a gap in our credit underwriting process because our previous configuration for uploading financial data sets was not going to be compatible with nCino.

We needed to upload data sets from Excel to the loan origination system for risk rating and other company objectives. Along with our technology provider, Farm Credit Financial Partners, Inc. (FPI), we began the search to find a solution to fit our needs.

What were you (or weren’t you!) looking for in a solution?

  • A cost effective, secure, and efficient tool to import data from Excel into our nCino platform.
  • A solution that could be easily used by our Credit Department and fit seamlessly within the process without adding additional navigation or clicks.
  • We could not afford to sacrifice our member experience by negatively impacting turnaround time in our loan decisions or employee engagement with a complex or cumbersome solution.
  • We did not want a complex solution that would require more regular monitoring or resource demand for support, or leave us vulnerable to data errors in transition.

After a process of vetting different solutions, from internally built custom code to outside solutions, we found ProvenWorks. The tool SimpleImport fit our need to efficiently and effectively upload data from Excel to nCino.

How easy is it to use SimpleImport?

Very easy! Once we created and saved the import mapping, the end user experience was seamless! We have one saved mapping that is used by many users multiple times a day. It’s a key cog within our underwriting process of uploading data.

How long did it take to train your users?

We were able to coincide the implementation of SimpleImport with the go-live of our nCino platform. As a result, we incorporated the training for SimpleImport in our new guides which made for a seamless transition to SimpleImport. This tool was labelled a “win” in multiple training locations during training courses.

How does SimpleImport solve the challenges you had with your process?

At the drag and drop of an Excel file, we’re able to import data from our Excel model into the nCino loan product package in a seamless transition.

The efficiency gained from SimpleImport saves end users from manually entering these data points from point A to point B, reduces data integrity concerns at an effective cost and demands minimal resources to implement and maintain.

How has SimpleImport helped your business and customers?

The saved data mapping is used by our whole credit underwriting team multiple times a day. At FCI, we view SimpleImport as our end solution and feel it best fits into the process as we underwrite credit today. The results through two months are very valuable, as this tool in part helped our credit department underwrite a large Q4 loan demand. Without SimpleImport, this would have negatively impacted loan decision turnaround time with our members and our employee engagement.

Why SimpleImport?

We’ve had no reason to contact Support thus far – which is a good sign as we haven’t had any issues! I’ve started mentioning ProvenWorks and specifically the SimpleImport tool as a solution for anyone who needs to transfer data from Excel to nCino.

We thought our previous system coding in our previous loan origination system was efficient, but the SimpleImport tool was just as efficient if not better as now we can also drag and drop files.

In short, it’s an efficient, cost effective tool that requires marginal training demand and can be used by an individual or a team of users on a frequent or infrequent basis.


SimpleImport

Importing files is so vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Got questions? Chat to us!

Do you want to learn more about how SimpleImport could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to faster, simpler imports

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

Speed up your importing with SimpleImport Spring ’22 (20220118)

We know that when it comes to tasks like importing, every second counts.

That’s why we’ve released a service update for SimpleImport (20220118). Based on our customers’ usage, we found that loading speeds during the import workflow could be improved, so we’ve improved them.

Small changes influenced by your real-world usage mean big improvements. So let’s take a look at what’s changed.

A faster SimpleImport

What have we updated and what does this mean?

Scenario 1:

  • Loading object metadata can be costly. We may only be talking seconds, but seconds add up. That’s why we only want to load the object metadata you want to work with when it’s needed.

The solution:

  • SimpleImport usage revealed that users rarely wanted to import to the first object in the picklist.
  • As a result we removed the auto-selection of the first object displayed during object selection.

The result:

  • Users no longer have to wait for the first object’s metadata to load before selecting the object they actually want to import into!
  • Just have one object available? Don’t worry, we’ll auto-select this one for you – it’s the only option after all!

Scenario 2:

  • Auto-mapping fields took too long. Having to wait for this process to finish before being able to interact was just inconvenient. We strive to remove as much waiting time as possible because that’s just not productive.

The solution:

  • We’ve significantly optimized the auto-field mapping process to minimise the loading time on the mapping page.

The result:

  • The waiting time scales depending on how many fields are in the file.
  • We know this waiting is as a result of SimpleImport offering a helping hand, but now the hand is much, much faster!

How do I access SimpleImport Spring ’22?

Great question! This is a service update so you will automatically have access to the new workflow if you are already using SimpleImport.

If you get stuck or have any questions, feel free to contact our Support team who are more than happy to help you: support@provenworks.com.

SimpleImport

Importing files is so vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Team highlights of the year

2021 has been a busy and hectic year for all of us here at ProvenWorks, so we wanted all the team to spend a moment to reflect on their achievement and memorable highlights of the year.

Without further ado here are our highlights of the year. 

Beth Clements, our Operations Director

“Working closely with 23 inspiring non-profits, helping them to be data heroes and meeting a bunch of awesome people along the way!”

Ruth Cawdron, our Marketing Director

  • “ProvenWorks winning the 2021 Salesforce Partner Innovation Award for our work with Malala Fund! Read the article here.
  • Becoming a Ranger after starting Salesforce Trailhead in March!
  • Winning the Salesforce Partner Innovation Award for your work with the Malala Fund.”

Chris Sweet, our Customer Success Executive

“Working with and supporting 94 customers to ensure they keep getting the absolute best and most out of our products!”

Joel Mansford, our Managing Director

“My highlight of the year has been increasing our ProvenWorks team by more than 50% in the past year, gaining superbly talented people. They’re all AMAZING!”

Adel Nazirov, our Senior Developer

“As a Senior Developer, it was a great feeling introducing best practice protocols across the ProvenWorks development team this year.”

Callum Hurry, our Director of Product Engineering

  • “Working with Cloud for Good and seeing the University of Alabama Birmingham use AddressTools in their demo at the Salesforce Higher Education Summit! See the shoutout: https://youtu.be/wWG0K4-SgLY?t=563 
  • Reading the amazing and inspirational customer stories, and learning how ProvenWorks products have improved data quality issues at so many organisations.”

Laura Truman, our Marketing Assistant

  • “Leading the ProvenWorks data cleansing campaign to share my knowledge of how to maintain good data in Salesforce. Discover it all here.
  • Getting hands on with leads in Salesforce and putting my Trailhead knowledge into practice!”

Denis Gurbuz, our Sales Executive

“My highlight has been becoming part of the team and enhancing the ProvenWorks’ Discovery Demo content.”

Damian Tomczik, our Sales Director 

“Connecting with everyone in the office again and meeting the new ProvenWorks team members – in person!”

Andrey Vyshlov, our Chief of Staff 

“Getting to know the ProvenWorks team and having an opportunity to bring a growth mindset into the picture! 

Here’s to a super successful 2022 filled with awards, record sales, and investments.” 🥂

Apache Log4j2 vulnerability: ProvenWorks solutions unaffected

ProvenWorks update relating to the identified Apache Log4j vulnerability.

Resources:

US CISA Log4j Guidance Page

UK NCSC Log4j Guidance Page

Salesforce Log4j Information Page

status.salesforce.com


We are writing to confirm that no ProvenWorks solutions are affected by the Apache Log4j2 vulnerability. We do not utilize the impacted libraries for any of our packages.

To confirm, Apache Log4j does not impact any ProvenWorks solutions.

As part of our security processes and systems, we are monitoring the ongoing situation and evaluating any potential risk.

We will keep you updated with any additional information that we deem relevant to report upon in relation to ProvenWorks solutions, as it becomes available. If you have any additional questions you can reach out to us at info@provenworks.com.

Discover the best strategies for verifying addresses in Salesforce: free webinar

Learn the best way to verify addresses in your Salesforce org in this free 30 minute webinar.

Learn the best way to verify addresses in your Salesforce org in this free 30 minute webinar. Speaker: Callum Hurry, Director of Product Engineering at ProvenWorks.

Can you automate it?

Should you let your users get involved?

Should you do it in batches?

There’s more to verifying addresses in Salesforce than you think!

That’s why we’re sharing our expertise for the Salesforce ecosystem in this free webinar on Thursday 9th December at 9 am PT / 12 pm ET.

What will I learn?

In 30 minutes you’ll learn:

  • why verifying addresses is important
  • pros and cons of different types of verification
  • our top recommendations from years of experience

Plus there’ll be a live Q&A for a chance to ask your questions – think of it like free Professional Services!

Who’s doing the talking?

Callum Hurry, Director of Product Engineering at ProvenWorks, has over 7 years experience of working with addresses in Salesforce. He’s seen every kind of org (no really!) and he’s sharing the insights he’s learned along the way.

How do I sign up?

Save your seat using our registration link below and start your journey to verified addresses in Salesforce.

Thursday 9th December
9 am PT / 12 pm ET

About ProvenWorks

We know all about how to verify addresses in Salesforce and we mean it when we say we’re Salesforce experts. We work exclusively in the Salesforce ecosystem and our products are built 100% for Salesforce.

Everything you need to know about the SimpleImport Winter ‘22 Release

The time has arrived! We’re so excited to share with you the SimpleImport Winter ‘22 (20211129) Release!

With an optimized workflow, updated error messages, a nifty feature addition and a new summary page, there’s plenty to cover so let’s get started.

1. Define your Import Type

Firstly… ambiguous toggles are gone from the mapping page! SimpleImport now has a dedicated page for defining your Import Type; choose between an Insert, Update or Upsert. A new quick-to-adopt Matching Conditions query builder finds existing records when you are configuring an Update or Upsert job.

2. A mapping page, just for mapping fields!

Thanks to the dedicated Import Type page we’ve just seen, the mapping page now focuses on its key objective – mapping fields! It’s simpler than ever to map your spreadsheet columns to Salesforce fields, and the field finder has been revamped to be faster and more accurate than before.

3. Harness the power of Constant values

Are you importing products and want them all to be active? Or inserting new US accounts? Introducing Constant values. Don’t waste time duplicating data in your spreadsheet; tackle it directly on the mapping page. Hit Add Constant, map the value, and away you go!

4. Clearer error messages

Sometimes errors happen and we’ve been working hard to make our messaging as clear as possible so that you can identify the issues and work on solving them. Perhaps something is misconfigured, or required fields are missing? SimpleImport will let you know!

5. Review your import settings

Importing can be stressful so we’ve introduced a new summary page to provide an overview of the import job you’re about to submit. See your object selections, matching conditions, mapped fields and review the job estimation all in one place. Sound good? Well you can save the mapping here for future use!

6. Load and save mappings where it matters

Load mappings at the beginning of your journey, and save new ones at the end. With the import process now spread out over a couple of steps, loading a mapping at the earliest point allows you to blitz through your import task. Save a new mapping at the end of the process ensures you’ve followed all the required steps to set up your mapping how you need it.


How do I access SimpleImport Winter ’22?

Great question! This is a service update so you will automatically have access to the new workflow if you are already using SimpleImport Premium.

Anything else?

There are some additional tweaks and changes including removing the requirement to create a custom setting when configuring the ManagedImport Lightning Component. All old mappings will still work as expected. To accompany these changes, we’ve overhauled our documentation to make the transition and future adoption of the solution better than ever.

New documentation: SimpleImport User Guide

If you get stuck or have any questions, feel free to contact our Support team who are more than happy to help you: support@provenworks.com.

SimpleImport

Importing files is so vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Mental Health UK masters Recurring Donations with SimpleImport

SimpleImport frees up time to concentrate on the actual work that we do.

Sharm Das, Database Manager at Mental Health UK

Bringing together the heritage and experience of four charities across the country who’ve been supporting people with their mental health for nearly 50 years, Mental Health UK provide support and services for the biggest societal challenges posing a threat to our mental health – and they won’t stop until everyone has the tools they need to live their best possible life.

The challenge: importing master-detail records into Salesforce

Mental Health UK receives donations from various online platforms including Facebook, Virgin Money and Paypal donations. Centralising this data – contacts, donations and soft credit – in their Salesforce org is crucial to cultivate a single source of truth about their donors and communicate using the most up-to-date information.

They needed a solution to make importing Recurring Donations into Salesforce as straightforward as possible.

  • Mental Health UK needed to import records with Master-Detail relationships into Salesforce, especially Recurring Donations
  • They required a process that was straightforward for their small team
  • Other solutions they investigated required lots of manual effort which was inevitably time consuming

The solution: empowering busy Salesforce users to import Recurring Donations easily

“I normally find importing such a laborious process, but now it is quick and easy!”

Jemima Woolgar, Senior Community & Events Fundraising Manager

With SimpleImport, Mental Health UK’s importing process is straightforward, even for multi-sheet files and master-detail records. Thanks to easy matching of Excel columns to Salesforce object fields, importing has never been so simple!

SimpleImport presents success and error files for each import, and the Mental Health UK team can use the handy Salesforce Records IDs on the import success files for further manipulations. Even better, the team can save import mappings for further use, saving time and effort on recurring jobs.

The result: importing made simple

“SimpleImport has saved us so much time. So streamlined and easy to use!”

Johnston Connelly, Events Fundraising and Engagement Officer

With SimpleImport installed, the Mental Health UK team can handle their Recurring Donations imports with ease. Crucially, this frees up their time to focus on what matters most: their mission.

An improved user experience

  • The Mental Health UK team can import recurring donations and handle soft credit quickly
  • No more anxiety around import jobs thanks to a clean user interface and undo button
  • Straightforward workflow with no need to export to CSV or run multiple import jobs for child records

Bigger picture

  • Mental Health UK can better track their donors and donations
  • Scalability as the team looks to use SimpleImport for other import jobs!
  • SimpleImport frees up time to concentrate on their mission

Why SimpleImport?

We asked Sharm Das, Database Manager at Mental Health UK why she would recommend SimpleImport:

“The most cost-efficient solution I have come across.”

We are privileged to support nonprofit organizations, such as Mental Health UK, with flexible discounts. And regarding support:

“The Support team has been amazing – very helpful and quick to respond.”

Help Mental Health UK provide everyone with the tools they need to live their best possible life

Find out more about Mental Health UK and support their vital work across the UK.


SimpleImport

Importing files is vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Got questions? Chat to us!

Do you want to learn more about how SimpleImport could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to faster, simpler imports.


Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.