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:
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.
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.
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.
Now when converting a Lead, the Industry Code Lookup will be pushed to the Account.
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:
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.
“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.