If you have a basic setup configured for AddressTools Free or Premium, you will have noticed that all users have the same settings (such as validation enabled for everyone). However, you may not want all users to have access to such features. This article will explain how to exclude said users from such features.
Visit the Salesforce Setup page.
Within the Quick Find search bar, search for Custom Settings
Locate ‘CountryComplete Settings’ and select the Manage action next to it
This will then display the custom settings for the application, select New at the bottom of the view to create a new custom setting for a specified user or profile.
Note: Some custom settings are excluded in the list below, these are due to some settings being made obsolete.
Enable Validation: Global toggle for validation rules such as country mandatory or state mandatory per country.
Enable Standardization: Global toggle for country and state standardization.
Enable Lookup Field Population: Enable to have regional lookup fields populated on record insert or update from the associated Country, State and Zip/Postal field.
Enable Premise-Level AV: Global toggle to enable the user/profile to have access to address verification functionality.
Disable Account Trigger: Disable the managed trigger that invokes AddressTools functionality on the Account object.
Disable Contact Trigger: Disable the managed trigger that invokes AddressTools functionality on the Contact object.
Disable Lead Trigger: Disable the managed trigger that invokes AddressTools functionality on the Lead object.
QuickComplete Country Enabled: Enable QuickComplete Country.
Only Operate When Changed: Only fire AddressTools standardization and validation for records where an address field has changed.
Run Trigger Once: Run the AddressTools apex once per transaction. Assist in reducing SOQL queries.
Store Country Value As: When country standardization is enabled, store the country value in the specified format (additional information is provided in the tool-tip).
Allowed Search Country Codes: A comma-separated list of country ISO-2 codes to limit the PowerSearch results to. Leaving this field empty will search all available countries. (i.e. entering GB,US,CA will only display results for United Kingdom, United States, and Canada).
Search Result Preferred Country Code: Enter a country ISO-2 code to add weight to PowerSearch results (i.e. entering US will favour recommending results from the United States).
ZIP Code Lookup Enabled: Enable ZIP Code Lookup.
Within the custom settings form, select the user/profile you want to have dedicated settings configured for.
Customize the settings in the custom settings interface to meet the desired user/profile requirements. For example, leave everything disabled to bypass functionality.
Your new custom settings will now show within the CountryComplete Custom Settings page, you can edit these by selecting the Edit action.
If the solution doesn’t appear to update for the user/profile that was recently changed, ensure they clear their browser cache and try again.
Purchasing address verification credits is nice and simple, you’ll need one credit per address you verify, so we advise making a rough calculation to how many credits you’ll need for a year (but don’t worry if you’re short, you can always top-up your account if you’re running low).
The more credits you buy will result in a lower cost per credit, you can find our credit pricing guide here.
How to buy address verification credits In-App
When you’re ready to purchase address verification credits, you can do so 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, see the request a quote section.
Go to AddressTools Administration | Licensing & Credits.
Under Address Verification Credits, select Quote.
For either 5,000 or 10,000:
Select Quote under either 5,000 or 10,000 to add 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.
Add any additional notes to the body of the email and Send.
A custom invoice will be generated for you by a member of the ProvenWorks team.
If you run out of credits or predict you’ll need some more, you can come back to this page any time to top-up, or speak to your ProvenWorks Account Manager if you already have an active subscription.
Note: After any credit purchase, a member of the ProvenWorks team will be in contact to verify the organization where you’d like to apply the credits.
Request a quote for address verification credits
Our team at ProvenWorks are here to help and will be able to work with you to purchase verification credits for your organization. If you’re buying credit volumes in excess of 10,000, we recommend speaking direct with our team.
Additionally, if you would like to:
Pay by wire transfer.
Add a Purchase Order Number to an invoice.
Add credits mid-year.
…or if you would prefer to deal with a human, send an email to email@example.com listing the amount of credits you’d like to purchase. A member of the sales team will get back to you to with a custom quote for your approval. Once signed-off, you will receive an invoice to be paid.