Category: Support

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.

1. Enable Validation: Global toggle for validation rules such as country mandatory or state mandatory per country.
2. Enable Standardization: Global toggle for country and state standardization.
3. 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.
4. Enable Premise-Level AV: Global toggle to enable the user/profile to have access to address verification functionality.
5. Disable Account Trigger: Disable the managed trigger that invokes AddressTools functionality on the Account object.
6. Disable Contact Trigger: Disable the managed trigger that invokes AddressTools functionality on the Contact object.
7. Disable Lead Trigger: Disable the managed trigger that invokes AddressTools functionality on the Lead object.
8. Disabled Pages: For classic users, disable the javascript from loading on those pages.
9. QuickComplete Country Enabled: Enable QuickComplete Country.
10. Only Operate When Changed: Only fire AddressTools standardization and validation for records where an address field has changed.
11. Run Trigger Once: Run the AddressTools apex once per transaction. Assist in reducing SOQL queries.
12. 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).
13. 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).
14. 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).
15. ZIP Code Lookup Enabled: Enable ZIP Code Lookup.

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• 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.

• Select Save.

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.

Contact Us

If you are having any trouble implementing this feature, please email us at: support@provenworks.com

Address verification credit pricing

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.