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AddressTools Premium: Install a default country for all users (optional)

Install a default value to all user records

To use QuickComplete Country functionality, you are required to install a default country. This populates the custom field pw_ccpro__QuickCompleteCountry__c on the User object for all users in the organization.

You can find out more about the QuickComplete by reading the article here. This is covered later in the installation walkthrough.

To install a default country:

  • Go to App Launcher | AddressTools Administration.
  • Use the picklist and select a Country under Default Country Installation.
  • If the picklist is empty, you may need to refresh the page after completing a data installation.
  • Select Install.

A process will begin in the background to populate the records in the organization. The time taken will vary in relation to how many users are in your organization.


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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

AddressTools Premium: Purchase a new subscription

Understanding the user license pricing

Great! You’re ready to make a start with your new subscription for AddressTools Premium and join our many happy users in solving bad address data! The pricing structure is modular and can be built to your requirement.

The license pricing is broken into two categories:

  • Internal User Licenses – for internal user access to the solution.
  • Community User Licenses – for digital experience (community) user access to the solution.

You can find our pricing guide here.

Note: We offer license discounts for not-for-profits and customized pricing for Digital Experience (Community) use cases. Please contact sales@provenworks.com for a custom quote.

Request a quote for AddressTools licenses

We appreciate that you may want to talk to someone before making a purchase, or you have a purchasing requirement that isn’t covered In-App. Well, we have a wonderful team at ProvenWorks who will be happy to speak with you about your new subscription and help you get invoiced nice and quick.

Specifically, if you would like to do any of the following:

  • Pay by wire transfer.
  • Add a Purchase Order Number to an invoice.
  • Request Not-For-Profit discount.
  • Purchase Digital Experience (Community) users.

…or simply put, you would prefer to deal with a human, you will need to send an email to sales@provenworks.com listing the items you’d like to purchase. A member of the sales team will get back to you to discuss your requirement in detail and provide you with a custom quote for your approval. Once signed-off, you will receive an invoice to be paid.

How to buy user licenses In-App (Internal users only)

So you want to start your subscription without speaking with us? That’s okay! Go you! You are able to buy internal user licenses 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, refer to the request a quote section.

  • Go to AddressTools Administration | Licensing & Credits.
  • Under User Licenses, select Quote.
  • For the first 10 licenses:
    • Under Base, select Buy to add it to your basket.
  • For additional licenses (11+):
    • Under Additional licenses, type the quantity.
    • Select Buy to add them 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.

Note: When the order has been received, a member of the team will reach out to ensure you’re up and running. If you need to check any information in relation to your subscription, you can always contact info@provenworks.com stating your organization ID.


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