PhoneTools is one of the quickest ways to begin screening your Salesforce records against the UK-TPS and UK-CTPS databases to check whether the numbers are safe to call. This installation walkthrough will get you set up with a basic configuration in no time so you can rest easy and know you have a solution in place.
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:
App Launcher | AddressTools Administration.picklist and select a Country under Default Country Installation.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.
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.
Salesforce Setup | Object Manager | Lead | Fields & Relationships.Map Lead Fields.Account tab is selected.Industry Code Lookup, use the picklist in the Account Fields column and select Industry Code Lookup.Save.Now when converting a Lead, the Industry Code Lookup will be pushed to the Account.
Setup | Object Manager | Lead | Lightning Record Pages.Edit.New and follow the onscreen steps.Industries Lookup component from the components list onto the layout.Save and Activate.Now your lead page(s) will be setup with the IndustryComplete Industries Lookup
component ready for use.
App Launcher | IndustryComplete Administration.Installation & Settings page.Settings heading, select the Enable IndustryComplete trigger(Lead) checkbox.Save.The package comes with one trigger setting for the Lead object:
Populate Leads' Industry field from their "Industry Code Lookup" (IndustryCodeLookup__c) field
Setup | Object Manager | Account | Lightning Record Pages.Edit.New and follow the onscreen steps.Industries Lookup component from the components list onto the layout.Save and Activate.Now your account page(s) will be setup with the IndustryComplete Industries Lookup
component ready for use.
App Launcher | IndustryComplete Administration.Installation & Settings page.Settings heading, select the Enable IndustryComplete trigger(Account) checkbox.Save.The package comes with three trigger settings for the Account object:
Populate Accounts' "Industry Code Lookup" (IndustryCodeLookup__c) field from their SIC fieldPopulate Accounts' SIC field from their "Industry Code Lookup" (IndustryCodeLookup__c) fieldPopulate Accounts' Industry field from their "Industry Code Lookup" (IndustryCodeLookup__c) field
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:
App Launcher | IndustryComplete Administration.Installation & Settings page.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.
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)IndustryComplete supports the following codes out of the box:
ISICr40NAICS07NAICS12NAICS17USSIC87You have the ability to customize existing industry code standards or create your own in your organization. See “Customize Industry Codes” for more information.
To get started:
App Launcher | IndustryComplete Administration.Installation & Settings page.Install Industries heading, select the industry codes which you would like to install.Install Industries.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.
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.