QAS for Salesforce Install Guide
Contents
1. O O OC OC OC O 48 Municipaltyincoret O OOOO 19 Postal code invalid or missing and matching address has wrong municipality 20 Invalid provincename abbreviion O OO OOO OSOS S OSOS a Posalcodeivlid O O OSOS 28 Ciicnumberoutofrange O gt S SSS SSS 24 Misiguntnumbe O OOS 25 inval 26 2 29 L3 32 39 Invalid unit number nvalid civic suffix Invalid street Street name typo 384 _ Street direction missing o S OS S85 Street direction invalid S OS Page 49 Unit number in front of civic without a dash 01 02 03 05 07 11 12 13 14 15 16 18 19 20 21 23 24 25 26 2 28 29 30 31 32 33 34 35 LE Experian QAS for Salesforce Gopexchange QAS INTEGRATION AND CONFIGURATION Delivery Installation type missing Delivery Installation name incorrect Delivery Installation info missing Postal code missing Warning correctable address for corresponding LVR postal code Warning address invalid for corresponding rural postal code Processed using Point of Call PoC Address Data Processed using Postal Code Address Data PCAD even though Point of Call PoC data was requested Warning address invalid for corresoonding LVR postal code address deemed valid based on postal code i 37 Route 49 Del 80 Del 51 Deli 52 Deli 53 Deli 58 Wami 59 Waming2. USPS Footnotes The footnotes field generated by the address verification service is a 30 character string in which 2 byte codes are placed going from left to right Each 2 byte number refers to a specific code as detailed below Address is Default Highrise or Rural Route This address matched to a default delivery record in a multi unit building or a rural highway contract record with route number in the street name field See No match in 5 digit ZIP Code match found in finance number Input ZIP code was incorrect Correction applied successfully using city state information provided ZIP Code add on not found replaced with correct add on Input 4 code was incorrect Correction applied successfully Page 45 t T Experian QAS for Salesforce Sopexchange QAS INTEGRATION AND CONFIGURATION 04 City name corrected Input city name was incorrect Correction applied successfully PO Box Rural Route or Highway Contract address standardized Input address was a box rural route or highway contract address in a non standard form e g P O Box or POBOX Standardization performed successfully Street number not precise match in street range e g alphanumeric 10A within numeric range 1 99 Input address contained extra characters in the street number These characters were retained in the output Address non deliverable no add on assigned Delivery Point Validation DPV check failed Secondary number is not precise matc
3. 61 Warn 62 Waming 66 68 vai 69 Page 50
4. Account Teams Date Allows users to enter a date or pick a dale from a popup calendar l Select Text for field type and click Next 5 Cots m sia eas te E TS Opportunities current tme are entered nto the Date Time field Quotes Newt Allows users to enter an email address which is validated to ensure proper format If this field is specified for a contact or lead users Email Forecasts can choose the address when clicking Send an Email Note that custom email addresses cannot be used for mass emais Cases Number Allows users to enter any number Leading zeros are removed Self Service Percent Allows users to enter a percentage number for example 10 and automatically adds the percent sign to tne number Call Center 5 Contracts Phone Allows users to enter any phone number Automatically formats t as a phone number Solutions Picklist Allows users to select a value from a list you define Products Parteers Picklist Multi Select Allows users to select multiple values from a lat you define Salesforce to Salestorce Bi text Allows users to enter amy combination of letters and numbers Customer Portal P ideas Text Aree Allows users to enter up to 255 characters on separate ines gt Answers Text Area Long Allows users to enter up to 32000 characters on separate ines Assets Text Area Rich Allows users to enter formatted text add images and inks Up to 32000 characters on separate ines Users 5 gt Console un Allows
5. Accounts object for addresses Billing Address and Shipping Address per the screenshot If you would like to use email and phone validation please place the email and phone fields below the corresponding email phone If you have configured email or phone validation please add the corresponding QAS fields for those as well Page 16 orce Quies On Demand EE Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION 3 3 Configure QAS point of capture Interactive Verification To be able to use Interactive verification mode on entry you need to add a special Visual Force page to each Object Layout that you use to edit your Objects This special Visual Force page redirects to the validation page which you will also need to create If you are going to configure Interactive verification mode for the standard objects Accounts Contacts Visualforce Pages new nur Contracts or Leads as is the case with Accounts QAS Menuism eres ee ern CREE E provides you with default implementations of the two Visual Force pages which you may use s vores ru 3 6 1 Add the QASAccountsOverride Visualforce page to ei e your Accounts layout mur anos TAE i Click Setup go to App Setup Customize Accounts ations Page Layout For editions higher than professional click Edit Di corsa next to the Account Layout Hom en Sample fry select the Visualforce pages item and drag the B
6. Typedown session token batch job will be automatically scheduled for you when you have at least one Layout configuration configured with a value for Address options of Typedown or Interactive Typedown If you would like to manage the session token manually please uncheck sforce Quess On Demand Page 36 EE Experian QAS for Salesforce Gypexchange QAS INTEGRATION AND CONFIGURATION this checkbox Job Starts At if you have checked the Manage Batch Job Automatically checkbox you can configure the time the batch job will run via choosing a value for hour minute and am pm from the drop downs Current job status the current status of the refresh session token batch job is shown in this table Refresh Session Token you may refresh your session token manually by pressing this button A green message Your session token was successfully refreshed will appear bellow to indicate that you have successfully refreshed your session token 8 4 My account The My account section at the bottom allows you to manage your account with Experian QAS and gives you access to documentation You can register another QAS application key from this section Congratulations QAS for Salesforce is now set up and ready to use For instructions on how to use the application please refer to the user manual Page 37 EE Experian QAS for Salesforce Gopexchange QAS INTEGRATION AND CONFIGURATION Error repor
7. COO You will be taken to the last page Previous Save amp New Save Cancel Field Label Shipping Address Valida amp on Timestamp Data Type Date Time Field Warne ValidationTimestamp Shippigddress Description Select the page layouts at should include this field The field wilt be added as the last field in the first 2 column section of ese page layouts The field will not appear on any pages if you do not select a layout To change te location of this field on the page you will need to customize the page layout V Add Field Page Layout Name 4 Account Layout When finished click Save amp New to create more custom flelds or click Save if you are done Previous Save amp Wew Save Cancei Click Save amp New You will be taken to a page entitled New custom field which allows you to specify the type of information that the next custom field will contain F ie change 5 Choose the field type Related Lookup Filters Roll Up Summary A read only field that displays the sum minimum or maximum value of a field in a related ist or the record count of all records isted in a Validation Rules related ist Triggers Partner Roles Lookup Relationship Contact Roles Page Layouts Select Text for field type and click Next cone ae cnn Amaai aaa Buttons and Links Currency Allows users to enter a dollar or other currency amount and automatically formats the field as a currency amount This can be useful if you export data to Excel or an
8. Experian QAS for Salesforce Sopexchange QAS INTEGRATION AND CONFIGURATION 8 1 3 Output mapping TS ee EVEREST You will be taken to the Output Mapping step The output mapping allows you to configure how you would prefer to retain QAS output information On the left side are the available fields from your sObject and on the right side are the available QAS output fields You may refer to Appendix A for a complete reference of the QAS output fields It is required that Billing Count Three character ISO country code g ry you map at least the Last Validated field and the Validation ea a Status field The Last Validated field is a Date Time field which stores the timestamp of the last validation attempt by o 7 QAS The Validation Status filed is a Text field which stores pac Caneel nont the current validation status Please refer to Setting up QAS for your Salesforce objects for more information about the required system fields Click Next 8 1 4 Review and confirm settings You will be shown a summary of the address mapping configuration that you have just created or edited Please review it and when finished click Save Settings to the left at the bottom of the page You will return to the Administration tab Page 35 orce Quies On Demand EE Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION 8 2 Country selection sect
9. Packages Critical Updates 4 All Tabs Use the links below to quickly navigate to a tab Altematively View AlTsbs Me Accounts Tet me more Yo Campaigns Tet me more 6 Cases Tel me more C chatter AW Console g Contacts Tet me more Pa Contracts Tel me more 4 Dashboards Tel me more Documents Tel me more hed ies wv Forecasts Tell me more gt Google AdWords Setup Customize My Tabs you can add a tab to your display to better suit the way you work Add Tabs to Your Default Display Customize My Tabs W Groups Home 125 ideas x Leads Tet me more 9 Opportunities Tel me more A Peopie T Portals 9 Products Tel me more J rrome S5 QAS Reports Tet me more Solutions Tel me more Choose the tabs that will display in each of your apps Custom App Sales Available Tabs Selected Tabs Console Contacts Ideas Opportunities p a a Customizable Forecasts Up Contracts a ala v gC Cases Solutions e Products Down Reports Documents Dashboards orce Quies On Demand Page 28 Li Experian QAS for Salesforce Gypexchange QAS INTEGRATION AND CONFIGURATION Once the QAS tab is clicked you will see the QAS registration screen pictured below If you see the Authorization failed page and you are using Internet Explorer your browser may be blocking cookies from https online qas com Look on the bottom status bar for a small red circle contain
10. ennnenn rnnt nns enne tenete SEESE entene ranis 38 Appendix A QAS Ou tp t aM el Nome 41 Appendix B Return Codes and Footnotes ccccccsscssscssessseccssessecseccseccsecsaecsecssesscaesssessaesseesecsesesecseecse sesaecsecesecseessesesessaeesecccsaesaesesesaaeeasensecsecaaecs caaseaecaeecessaecessaeseaesaeaeseessaeeaees 44 Page 2 Quies On Demand Lt Experian QAS for Salesforce ypexchange QAS 1 Installing QAS for Salesforce ot See Package Installation Details 1 1 Get it Now on the AppExchange a mE In order to install QAS for Salesforce you need to find it on I the AppExchange or use the following link to go directly to the see AppExchange listing T https sites secure force com appexchangel listingDetail listing IdZa0N30000003JF80EAG Click Get It Now and login with your salesforce com credentials You must use an account with administrator access to install this app After logging in you may be routed back to the AppExchange listing If this occurs just click Get It Now again and choose your environment You will be taken to the Package Installation Details page This page lists all of the components of the QAS package Click Continue Page 3 EF Experian Ex QAS for Salesforce Sopexchange 1 2 Installation You will be presented a pop up window as shown on the screenshot on the right Please check the Yes grant access to these third party web sites ch
11. for Salesforce Gopexchange QAS INTEGRATION AND CONFIGURATION DPV processing already stopped please contact IST to restart the module See footnote 18 LACS processing already stopped please contact IST to restart the module See footnote 24 No match no correlation between city and unique ZIP Code 5 digit ZIP Code deleted Input record contained a unique ZIP code input city did not match the ZIP According to CASS rules for handling unique ZIP codes 5 digit ZIP code was deleted LACS False Positive LACSlink process stopped ZIP 4 codes will no longer be assigned until LACSlink has been reenabled Each subsequent call will return footnote 22 Geocoder files missing or corrupt Multiple matches incorrect post directional Input address contained an incorrect post directional abbreviation Unable to correct automatically Candidate records returned Multiple matches incorrect pre directional BEN Input address contained an incorrect pre directional abbreviation Unable to correct automatically Candidate records returned E Multiple matches incorrect street suffix Input address contained an incorrect street suffix Unable to correct automatically Candidate records returned ZIP code contains no street records Match is made to a PO Box route or general delivery record some input information was considered unnecessary and was removed BN Street suffix modified Input address contained an incorrect street
12. maii setUseSigneture false mail setHumiBody message Messaging sendEmail new Messaging SingleEmailMessage mail Replace the phrase YOUR EMAIL IN SINGLE QUOATES gt l m with the email where you would like to receive the errors in single quotes For example test example com Page 40 orce Quies On Demand EE Experian QAS for Salesforce opexchange k this Pa Apex Trigger ae Apex Trigger Edit Save Quick Save Cancel Apex Trigger Version Settings Is Active Q A A trigger QASErrorReporting on QAS NA QAS CA A ur af pd 4 for teger currentRecord 0 curre R d gger ie 1 e R d t QAS_NA_ OAS CA Account c newRecord trigger new currentRecord QAS NA QAS CA Account c oldRecord trigger old currentRecord f newRecord QAS NA LastErrorMessage c null oldRecord QAS NA LastErrorMessage c null amp amp newRecord QAS NA LastErrorMessage c oldRecord QAS NA LastErrorMessage c I tri toAddres new StringI I1 t esses Cj e ss Messaging sendEmail new Messaging SingleEmailMessage mail The house building number for the street Primary number For example 445 Hamilton Ave A directional abbreviation specified before the street name in an address For example 445 N Hamilton Ave The actual name of the street For example 445 N Hamilton Ave The abbreviation of the type of street Examples include Ave St Blvd etc A directional abbreviation specified
13. now QAS NA ValidationTypes c 15 QAS NA JValidationAttemptsPeriodInMinutes c 5 insert accountSObject accountSObject QAS NA LastErrorMessage c Test error message update accountSObject Page 39 orce Que ess On Demand Formatted Font color Red 3 8 Experian QAS for Salesforce Sopexchange QAS INTEGRATION AND CONFIGURATION Please note that by default the error reporting trigger is made to cc Experian QAS Click Save to save the trigger Apex Trigger Helo for this Page 7 Apex Trigger Edit Save Quick Save Cancel Apex Trigger Version Settings is Active Q gt 4 A A trigger QASErrorReporting on QAS NA QAS CA Account c after update for Integer currentRecord 0 currentRecord lt trigger new size currentRecord QAS NA QAS CA Account c newRecord trigger new currentRecord gt QAS NA QAS CA Account c ocldRecord trigger ocld currentRecord if newRecord QAS NA LastErrorMessage oc null oldRecord QAS NA LastErrorMessage c null amp amp newRecord QAS NA LastErrorMessage c oldRecord QAS5 NA LastErrorMessage c String toAddresses new String I11 toAddresses 0 7 testSexampie com String subject Error occurred in the QAS validation software String message newRecord QAS MA LastErrorMessage c Messaging SingleEmailMessage mail new Messaging SingleEmailMessage mail setToAddresses coAddresses de mail setSubject subject gt
14. recommend hiding this tab from users who are not in the QAS Admin or QAS Batch Public Groups Page 6 3 8 Experian QAS for Salesforce Sopexchange QAS INTEGRATION AND CONFIGURATION 2 1 1 Assigning QAS Admin rights Personal Setup Public Groups Help for this Page To assign QAS Admin rights open Setup Administration gt eet eo Setup Manage Users Public Groups then click New a sj an cane crate ore Customize Fennia For Group Name enter QAS Admin then choose Users for e New Group My Personal information 2 Emal roup below To set the group membership you can add indiidual users other groups the users in a particular role or the ug Search and use the arrows to associate your QAS gt menn aang at amc dit erem si Desktop Integration administrators with the group Please be aware that you have ee Group information to associate individual users with the group associating iind M Create another group for example WILL NOT work Finally hit Save eren View Installed Packages Cribcal Updates Administration Setup 2 1 2 Assigning QAS Batch rights Personal Setup Group Membership New Group My Personal information To assign QAS Batch rights Open Setup Administration imot uni dpe rps re aa Setup Manage Users Public Groups then click New plasmon Group Information For Group Name enter QAS Batch then choose Users for d E77 Search and use the arrows to associa
15. septem CAAccountsOverride component somewhere on the page Once it is placed hover over it and click on the Properties icon c iere which looks like a wrench in the upper right corner of the qs Users component Jum Page 17 orce dE Experian QAS for Salesforce ypexchange QAS INTEGRATION AND CONFIGURATION A pop up with the Visualforce properties will appear Enter 0 for Width in pixels and 0 for Height in pixels Show scrollbars and show label should be left unchecked Then click OK Visualforce Page Properties Click Save to save the layout changes Wath apne or Height in pixels Show scrollbars Show label OK 3 3 Add a custom trigger to maintain custom fields 1 The next step is to Install the before insert and before orm enon n update trigger This trigger allows QAS to maintain pe e a the custom fields you have just created Go to Setup App Setup Customize Accounts Ld Triggers MN 2 Click New to create a new trigger 3 Paste the following code trigger Account CA BIBU on Account before insert before update QAS NA RecordStatusSetter InvokeRecordStatusSetterConstrained trigger new trigger old trigger IsInsert 2 Page 18 orce Quies On Demand Li Experian QAS for Salesforce Gypexchange QAS INTEGRATION AND CONFIGURATION Click Save to save the trigger Vemm APEX Trigger Apex Trigger Edit amp ave Quex dave Canow 9 itagr
16. suffix Correction applied successfully 46 Street directional modified Input address contained an incorrect pre or post directional abbreviation Correction applied successfully Address requires apartment suite number none input Missing secondary number Multiple matches would resolve with pre directional Input address contained no pre directional abbreviation Unable to correct automatically Candidate records returned 49 Multiple matches would resolve with post directional Page 47 21 22 23 24 0 1 40 41 42 43 44 45 47 48 49 LE Experian QAS for Salesforce Gopexchange QAS INTEGRATION AND CONFIGURATION __ Input address contained no post directional abbreviation Unable to correct automatically Candidate records returned BE Multiple matches would resolve with street suffix Input address contained no street suffix Unable to correct automatically Candidate records returned 51 Address does not require apartment suite none input This address matched to a default delivery record in a multi unit building or a rural highway contract record with route number in the street name field See footnote 00 No secondary information was required 50 52 Address does not require apartment suite incorrect input This address matched to a default delivery record in a multi unit building or a rural highway contract record with route number in the street name field See footnote 00 Sec
17. users to enter any valid webste address When users cick on the field the URL wil open n a separate browser window Salesforce CRM Content Content Deliveries Tags e Danartc Nachhnarde Next Cancel 9 Enter the details Enter QAS Footnotes Shipping Address for Field aon mam New Custom Field e imat Label Footnotes ShippingAddress for Field Name eee ee My Chatter Settings and 700 for Length sor Soe T O Customize Tab Barres and Labels Pesse erter Ihe neo mum length Vor a ded Seld below ome o gt iio Actis 5 Conpatgem omen seres t Losje Note Shipping can be changed to Mailing Other etc ERR Piette Previous Met Caneel Ratated Lookup Miers as appropriate for your object m Farrer oes reset Rote Page Lynas tease 7 Aways rmqure a vom in trs feet in order to save a record Pets Satz ev 7 Domt stow duplicate vatuer reed EIC ana Woc e duplice vatues 09se Mose Trend ADC and abe ar dierent values cane sensitive Click Next bowerabib Set puo geb as re unit second entier trom an edema eite wet wo Show Fonnute Editor Une trma DM o Test is dadh quotes Daio Mander 25 Purvent ar deceat 2 46 Due Eonar Teta T Page 13 ss On Demand EE Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION 10 Establish field level security You will be taken t
18. 1 suffix post directional secondary abbreviation and secondary number For example 445 N Hamilton Ave Ste 608 Address Line 2 Second delivery address line This line is usually reserved for dual addresses The house building number for the street Primary number For example 445 Hamilton Ave LACS Locatable Address Conversion System indicator Carrier Route Code assigned by the USPS to a group of addresses to aid mail delivery within a ZIP code Consists of a carrier route type and carrier route code For example C001 4 PC M Private mail box number Name of individual company building apartment complex shopping center or other entity Recipient identifier banization Urban development within a geographic area This is an additional delivery line input for addresses in Puerto Rico Name of county that the address belongs to County is a local level of government below the 25 County Name sale US Census Bureau s TIGER Line ID record number US Census Bureau flags contains Core Business Statistical Area CBSA indicator 5 bytes 20 followed by FIPS congressional district code 7 bytes rest is filler 20 Latitude Latitude of the given location 220 Latitude To End range of the latitude ZIP 4 level geocoder matching only 220 Longitude Longitude of the given location 240 Page 42 LE Experian QAS for Salesforce Gopexchange QAS INTEGRATION AND CONFIGURATION Longitude To End range of the lo
19. LE Experian QAS for Salesforce Install Guide Gopexchange QAS INTEGRATION AND CONFIGURATION INTRODUCTION This document provides an overview of installing integrating and configuring address verification software for Salesforce It will take you through the standard installation integration and configuration process If you have any questions that are not answered in the product documentation please email us support qas com Formatted Table s BEFORE STARTING THIS DOCUMENT YOU SHOULD HAVE COMPLETED THE FOLLOWING Received a license key from Experian QAS If you have not yet received this please contact your sales representative If you do not yet have a sales representative and would like to try this product please give us a call at 888 707 8822 Page 1 Li EXON QAS for Salesforce Install Guide Sopexchange TABLE OF CONTENTS 1 Installing AS oie RT RR TMT vaeneencivonanats 3 1 1 Get it Now on the AppExchange sse 3 1 2 PSTN OWA ev E 4 1 3 Choose security level esses eene 5 1 4 B lejcyre pfe 5 SU AE Oa SUA MINIT UNO MEO Om 6 2 1 Security and Permissions sese 6 3 Setting up QAS in your Salesforce Standard Objects ce cccescsssesscesssccssecssecsecsecsecesesesesseeccsseseaeeseessecsecseeceesssessceaeseeecseseaseseceseseeeaecesaecseceseseeeseceee
20. LastErrorMessage c null amp amp newRecord QAS NA LastErrorMessage c oldRecord QAS NA LastErrorMessage Cc ccAddresses 0 salesforcemonitor 2gas com Page 38 orce Quies On Demand LE EXPONIT QAS for Salesforce Sopexchange String toAddresses new String 1 toAddresses 0 x YOUR EMAIL IN SINGLE QUOATES String subject Error occurred in the QAS validation software String message Hello n Your QAS for Salesforce com integration is experiencing an error Please contact Experian QAS support with questions at http support qas com contact htm n nScript thrown exception newRecord QAS NA LastErrorMessage C Messaging SingleEmailMessage mail new Messaging SingleEmailMessage mail setT oAddresses toAddresses mail setCcAddresses ccAddresses mail setSubject subject mail setUseSignature false mail setHtmlBody message Send the email Messaging sendEmail new Messaging SingleEmailMessage mail j j private static void TestAll QAS NA QAS CA Account c accountSObject new QAS NA QAS CA Account c QAS NA LicenseKey c NO SUCH KEY QAS NA IsNullOrEmptyValidCountry c true QAS NA JValidCountryValues c VUSV VUnited StatesV Canada CAN QAS NA TriggerRecordsLimit__c 2 QAS NA InteractivelntervalFromLastUpdate c 1000 QAS NA InteractivelnvokelntervalFromLastUpdate c 200 QAS NA NumberOfFailedAttempts c 0 QAS NA LastFailedValidation c System
21. QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION You will be taken to the Deploy Package page Deploy Package mi tr Click Deploy Action Mame Parent Object i DAS Acoos Congratulations you have just installed QAS for Salesforce Now you will have to integrate and configure the app to work with your Salesforce sObjects 2 Integration and Configuration 2 1 Security and Permissions QAS for Salesforce is designed to have three types of users which are controlled using Public Groups QAS Admin QAS Admin users have full access to the entire functionality of the product including app configuration settings You will typically have one Administrator user who will configure the application settings For the app to function properly you must have at least one QAS Admin user QAS Batch QAS Batch users are allowed to run batch jobs review results and commit cleaned records QAS Batch users do not have access to the administration panel and thus cannot modify app configuration settings You only need to setup QAS Batch users if you want users to have this level of access to QAS All other users Users who have not been assigned either the QAS Admin or QAS Batch public group will be able to verify addresses on entry but cannot access the QAS tab for batch address cleaning If a user who is not in the QAS Admin or QAS Batch Public Groups tries to access the QAS tab they will see an Authorization Failed message Therefore we
22. after the street name in an address For example 445 Hamilton Ave S The abbreviation of an apartment suite or other secondary housing name Examples include 4 Apt Ste Fl Rm etc The apartment suite number of the address For example 445 Hamilton Ave Ste 608 Address city name State abbreviation USA or province code Canada 5 digit Zone Improvement Plan code plus the 4 digit extension USA or Postal Code Canada Page 41 LE Experian QAS for Salesforce Gopexchange QAS INTEGRATION AND CONFIGURATION ZIP Postal Code 5 digit Zone Improvement Plan code USA 4 Addon 4 digit ZIP code extension which determines a more precise location within the ZIP Line of Travel code composed of a four digit sequence number and an associated code A or D LOT Number for ascending and descending respectively Denotes the direction that mail is delivered in for an address Record type code F Firm G General Delivery H Highrise P PO Box R Rural Delivery point code This field contains the last two digits of the house box number or if the match D is made to a highrise record the secondary unit number representing the delivery point information to form the 11 digit or delivery point barcode DPBC Possible values 00 through 99 or spaces Record Type Route Highway Contract S Street Primary delivery address line Contains the house number pre directional street name street Address Line
23. ant to clean with QAS Create an after update trigger on the sObjects for which you wish to use the Web to Object functionality Add the QAS Console Helper home page component to your home page layout if you wish to enable point of capture address email or phone verification in the Salesforce Console the Service Cloud Console or if you wish to use the Typedown address correction engine Add the QAS Apex Session custom link home page component to your home page layout if you wish to enable the Typedown engine Create and add to your layout the Custom Visual Force page which redirects to the address email and phone validation Visual Force page Create the address email and phone validation Visual Force page Page 8 Experian QAS QAS for Salesforce INTEGRATION AND CONFIGURATION Sopexchange 3 1 Adding QAS Custom Fields to Your Objects The following process outlines how to add QAS custom fields to your Accounts object The process can be repeated for any standard or custom object in your Salesforce instance simply change the address email phone type in the field name ex Shipping Mailing Other To add the custom fields Go to Setup App Setup Customize Accounts and then click on the Fields link Click on the New button near the bottom of the page below all fields 1 Choose the field type Select DateTime for Data Type then click Next D gt Home Activiti
24. caAddressComponent Results Results EmailPhoneResults EmailPhoneResults Results1 Results1 HasResults1 HasResults1 Results2 Results2 HasResults2 HasResults2 HasErrorOccured HasErrorOccured sObjectName ButtonMessageT ext ExecuteAddressCorrectionAndMoveNext ExecuteAddressCorrectionAndMoveNext IsiInConsole IsInConsole WarningMessage WarningMessage IsEmailPhoneValidation lsEmailPhoneValidation gt lt QAS_NA CAAddressesComponent gt lt QAS_NA AsyncAddressValidationTriggerComponent DoAddressValidation DoAddressValidation lt apex form gt lt apex page gt Replace sObject above with the name of the sObject For example for Leads replace sObject with Lead etc If you are setting up a custom object please remove the trailing __c and the starting package prefix in case there is a package prefix from the Name Click Save to save the Page You finally need to set the security and enable the profiles of the users who will be using QAS for this page Repeat step 3 6 1 to add the CA sObjectjOverride Visual Force page you created above to the layouts of your custom sObject Page 24 EE Experian QAS for Salesforce Gypexchange QAS INTEGRATION AND CONFIGURATION Page 25 Li Experian QAS for Salesforce ypexchange QAS INTEGRATION AND CONFIGURATION 5 Configure QAS for Service Cloud Console To be able to use QAS in the Service Cloud C
25. count Taama Personal Setup My Personal Information Email Import Desktop Integration My Chatter Settings App Setup Customize Tab Names and Labels Home Activities Campaigns Leads Accounts Fields Related Lookup Filters Validation Rules Triggers Partner Roles Contact Roles Page Layouts Search Layouts Buttons and Links Record Types Account Teams Contacts Opportunites Quotes New Forecasts Cases Self Service Account Help for thus Page o New Custom Field Step 2 Enter the details Step 2 of 4 Previous Next Cancel Field Labe lidation Status Shipping Please enter the maximum length for a text field below Length 100 Field Name Description Help Text Required Unique External ID Account New Custom Field ValidationStatus_Shippi i Always require a value in this field in order to save a record Do not allow duplicate values Treat ABC and abc as duplicate values case insensitive Treat ABC and abc as different values case sensitive Setthis field as the unique record identifier from an external system Help for this Page Field Label Data Type Field Name Description Select the profiles to which you want to grant edit access to this field via field tevel security The field will be hidden from all profiles if you do not add it to field evel security Field Level Security for Profile Content Only User Co
26. d as a part of your Web to Lead or external entry process UPPER Case Addresses allows users to turn on off functionality which controls upper casing of all characters in the address Layout Options Under the layout options you may set the QAS Address Verification and Email and Phone Verification behavior per a layout and configure the Auto Accept functionality Options Passive Enables silent validation and the user will not be prompted for verification If an address is verified by QAS or it matched to the building level but the required sub building information could not be validated the address becomes Verified in all other cases the address will be Invalid Typedown Only Uses the Typedown engine for both new and edited records Interactive Only Uses the Interactive address verification for both new and edited records Iteractive Typedown Uses the Typedown engine for new records and the Interactive address verification for edited records Confirm Verified Matches Recommended setting OFF Confirm Verified Matches allows users to turn on off automatic accepting of addresses emails and phones validated by QAS If you turn this functionality on you will experience a refresh on the page after you click on the Save button on a record After the page has refreshed your address email and phone will have undergone validation by Experian QAS and is automatically saved provided that it was success
27. eckbox to continue You will be taken to the Package Installer page These u My Chatter semegs Approve Third Party Access This package may send or receive data from thi websites Make sure you trust these websites are unsure SSL Encrypted ut x ird party What if you ant access to these third party web sites Cancel These sefings coetroi Me access that s conrets and other components in Mis package have tp standard oGjects ve the AP The access wil sil be constramed by Te users profile You can costr view and edit the package AP access 1o standard objects after he package s instale from the package detail page Taime mots settings give the app API access to standard objects Access Heec errem anestesia cac Will still be constrained by the user s profile ee Crece Updates Asenath 4uWUEy Idee UR ee AL C i k N X t dministration Setup aa SISA o LELE C e Manage Users Campaign Tidd Opon Ses gu ori Company Profie es Be 2 X o4 Security Controis dii dA E Commwnkation Templates 6eneh dE CS eum Ky 424 Translation Workbench y 474 tathom PE E Date Management Monitoring imam idd Mobile Administrabon t Desktop Administradon Genet I Permessaone Emai Administration caua This Package wi be able 12 use af of the General User Permissions from the sser s Profile Google Apps Adrmieestratre Permissions Tha Package wil te sbie t use al of the Adrrsatrat
28. ect For example for Leads replace sObject with Lead etc If you are setting up a custom object please remove the trailing __c and the starting package prefix in case there is a package prefix from the Name Repeat the steps in the section Add Custom trigger which will enable the Web To Object functionality for each sObject for which you would like to use the Web to Object functionality Use the following custom trigger template trigger sObject _ CA AIAU on sObject after insert after update QAS NA CAAddressCorrection ExecuteCAAsyncForTriggerConfigurationsOnly trigger new Replace sObject above with the name of the sObject For example for Leads replace sObject with Lead etc If you are setting up a custom object please remove the trailing c and the starting package prefix in case there is a package prefix from the Name For each sObject for which you would like to use QAS Interactive point of capture Please follow the steps below Create VisualForce Pages Go to App Setup Develop Pages Click New to create a new Page Enter CAfsObject Override for both Label and Name Paste the following code into the Visualforce Markup area Page 22 EE Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION lt apex page showHeader false sidebar false standardController sObject extensions QAS NA CARedirectToValidationPageController action Determ
29. es Campaigns Leads Accounts Fields Related Lookup Fillers Validation Rules Triggers Partner Roles Contact Roles Page La Search Layouts Buttons and Links Record Types Account Teams Contacts Opportunities Quotes New Forecasts Cases Self Service Call Center Contracts Solutions Products Partners Salesforce to Salesforce Customer Portal Ideas Personal Setup My Personal Information Email Import Desktop Integration My Chatter Settings App Setup Customize Tab Names and Labels Home Activities Campaigns Leads Accounts Fields Related Lookup Filters Validation Rules Tnggers Partner Roles Contact Roles Page Layouts Search Layouts Buttons and Links Record Types Account Teams Contacts Opportunities Quotes New Forecasts Cases Self Service Edit Edit Edit Edit Edit Edit Replace Replace Edit Edit Edit Replace Edit Edit Edit Edit Edit Account Number Account Owner Account Site Annual Revenue Billing Address Created By Description Employees Fax Industry Last Modified By Ownership Parent Account Phone Rating hippi di SIC Code Ticker Symbol Type Website Waiter Ware AccountNumber Text 40 Owner Lookup User Site Text 80 AnnualRevenue Currency 18 0 BillingAddress Address CreatedBy Lookup User Description Long Text Area 32000 NumberOfE mployees Number 8 0 Fax Fax Industry Picklist LastModifiedBy Lo
30. fully validated If you turn this functionality off or if your address email or phone was not validated by QAS after saving you will be presented with a page where you can decide whether to commit the address email or phone as validated by Experian QAS or keep your original Page 31 EE Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION Confirm Unmatche Recommended setting ON Confirm Unmatched allows users to turn on off automatic accepting of addresses emails and phones which could not be validated by QAS If you turn this functionality on you will experience a refresh on the page after you click on the Save button on a record provided that QAS was not able to validate it If you turn this functionality off you will be presented with a page where you can decide whether to commit the address email or phone or modify it and submit for validation again Default Typedown Country You may choose the default dataset of the Typedown engine by selecting either US or CAN for the United States of America and Canada You may change the default dataset from the Typedown window In the Verification Section you may turn on or off Address Email and Phone validation by checking or unchecking the corresponding checkbox 8 8 Mapping Configurations and Country selection Configuring QAS for Salesforce requires two steps Mapping Configurations and setting Country Selection 8 1 Admini
31. h in secondary range e g alphanumeric 10A within numeric range 1 99 Input address contained extra characters in the secondary number These characters were retained in the output Address is Delivery Point Alternate City is part of multiple counties More than one county name is listed for the address city name Preferred county name is returned No match failed CASS multi component rule number of results is absolute value of return code Several problems were found in the input address Unable to match using CASS logic Number of near matches returned is equal to the absolute value of the return code All highrise records returned Multiple records containing secondary ranges apartment low high numbers returned This footnote always appears with footnote 00 id Street address with appended apartment number Input address contained secondary information that could not be resolved through the CASS process Secondary number was retained in the output e C1 N 16 Preferred city name used Input city name was changed to a preferred city name for this address DPV False Positive DPV process stopped ZIP 4 codes will no longer be assigned until DPV has been reenabled Each subsequent call will return footnote 21 No match address found in Early Warning System database 20 Street name modified Input street name was incorrect Correction applied successfully Page 46 co C1 LE Experian QAS
32. her than professional click Edit next to the home page layout for your user Check the checkbox next to the QAS Console Helper and QAS Apex Session component and click Next On the last page click Save Heic for this Page Home Page Layouts This page allows you to create different tab layouts for the Home Tab Page Layout Assignment New Cremed By QAS User 13 12 2010 17 38 Help for the Page o Edit Home Layout noose the components to mclude on your home page layout Required information Select Narrow Components to Show P Create New J Messages amp Alerts F Custom 7 Tags omer Portai W m f J QAS Ape Help tor this Paga Edit Home Layout Arange the components on your home page Narrow Left Columa Wade Right Column Create New TOP Dashboard Snapshot 4 Top Recent tems Tasks Custom Links Up Calendar Up Messages amp Alerts T ConsoleHelper c Down Dow z z Bottom Botom orce Page 20 Li Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION Sidebar Go to App Setup Customize User Interface Check the checkbox Show Custom Sidebar Components Sa aah on All Pages under the Sidebar section and click Save mtn bya ay ea Setup 4 4 Setting up QAS in your Salesforce Custom Objects Repeat the steps in the section Add QAS Fields to Accounts Layout for each sObject for which you would like to use QAS Use the following custom f
33. ields template QAS Validation Status type Provides the validation status QAS type Timestamp Provides the last time the address email phone was validated QAS Footnotes type Provides additional information which resulted during validation Replace type above with the name of the address email phone for which you are adding the fields For example for Leads replace type with Address for the address fields replace type with Phone for the Phone fields replace type with Fax for the Fax fields For Contacts you have to create two set of fields one for Mailing Address and one for Other Address replacing type with MailingAddress and OtherAddress accordingly If you would like to enable phone validation you have to create additional 4 set of fields one for Home Phone one for Mobile Phone one for Other Phone and one for Fax replacing type with HomePhone MobilePhone OtherPhone and Fax accordingly If you would like to enable email validation you have to create an additional set of fields for Email replacing type with Email Repeat the steps in the section Add custom trigger which maintains the custom fields for each sObject for which you would like to use QAS Use the following custom trigger template Page 21 LE Experian QAS for Salesforce ypexchange QAS INTEGRATION AND CONFIGURATION Replace sObject above with the name of the sObj
34. imestamp Fax Field Type DateTime Field Label QAS Validation Status Fax Field Name ValidationStatus Fax Field Type Text 100 The custom fields for the Email should be the following Field Label QAS Email Validation Timestamp Field Name ValidationTimestamp Email Field Type DateTime Field Label QAS Validation Status Email Field Name ValidationStatus Email Field Type Text 100 Page 15 3 48 Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION 3 2 Add QAS Fields to Account Layout Click Setup go to App Setup Customize Accounts e lin erea roete Page Layout mee Bms n For editions higher than professional click Edit next to the Orne sedes S Account Layout ean Drag and drop the QAS fields from the top panel to the 5 cat conar reme sume Address Information section of the page layout LI gm LN There are two QAS fields for each address email phone type coo ll HAM I aces sue Shopng Atte that need to be added to the layout Tem iden metam S 1 mem s e QAS Validation Status type Provides the validation conn ova e kopin auc status e e QAS type Timestamp Provides the last time the address email or phone was validated e QAS Footnotes type Provides additional information which resulted during validation and it is optional These fields should be placed below the corresponding address email phone on the page layout In the case of the
35. ineRedirect gt QAS NA CAAddressValidationRedirectComponent IsUpdated IsUpdated IsNewRecord IsNewRecord IsAddress IsAddress IsEmailPhone lsEmailPhone ValidateOnlylflnConsoleView ValidateOnlylflnConsoleView SFSessionld SFSessionld Recordld Recordld sObjectName SObjectName RNextUrl RNextUrl QASToolsSmallURL QASToolsSmallURL gt lt QAS_NA CAAddressValidationRedirectComponent gt lt apex page gt Replace sObject above with the name of the sObject For example for Leads replace sObject with Lead etc If you are setting up a custom object please remove the trailing __c and the starting package_prefix __ in case there is a package prefix from the Name Click Save to save the Page You finally need to set the security and enable the profiles of the users who will be using QAS for this page Click New to create a new Page Enter CAValidationPage_ sObject for both Label and Name Note It is important that the naming convention is kept and the page is named exactly CAValidationPage_ sObject for the sObject Paste the following code into the Visualforce Markup area Page 23 orce Quies On Demand dE Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION lt apex page sidebar false tabStyle sObject controller QAS_ NA CARedirectToValidationPageController gt lt apex form gt lt QAS_NA CAAddressesComponent id
36. ing a picture of red circle and double click it A window showing the blocked content will be shown Right click on https online qas com and choose Always allow cookies from this web site option If you see the Authorization failed page and are not blocking cookies make sure you are a member of the QAS Admin public group Enter your application key and click Submit Your application key should have been provided after completing your purchase If you do not have it or need it to be re sent please contact QAS Support DO NOT CLICK CREATE AN ACCOUNT WITH QAS IF YOU HAVE ALREADY PURCHASED To proceed you must be a member of the QAS Admin public group To configure your settings click on the QAS tab then the Administration tab This screen is used to configure your Verify on Entry and Country Selection settings Page 29 Li Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION 7 Turn on QAS for Salesforce Address Email and Phone Verification BY DEFAULT VERIFICATION ON ENTRY IS TURNED OFF YOU MUST TURN IT ON BY MAKING THE APPROPRIATE CONFIGURATIONS UNDER EACH OBJECT Validate on Entry Settings If you would like to turn on QAS Address verification please es check the Validate on Entry check box and the Address a ee MEME Capture amp Verification check box LION If you would like to turn on QAS Email verification please FARNE check the Validate on Entry check box and the Email nu
37. ion The Country Selection criteria are used to determine whether an address should be validated or not Only addresses with a country that matches the criteria in this list will be checked values are not case sensitive To add a country value enter the value in the text box next to Country Selection the Add button and click Add Valid country field values US To delete a country value select the value in the list and click UNITED STATES Delete CAN To restore to default values click Restore defaults oe To validate addresses for which country value has not been specified check the Include addresses with an empty Fl eee um country checkbox eb te eee To validate addresses regardless of the country check the Do not filter by country checkbox 8 3 Typedown advanced settings QAS does not recommend changing these settings without first contacting QAS You may use these settings to manage the Address Validation Session Typedown advanced Settings token for Typedown The address validation session token allows you scl mam it hig rela to use Typedown for a period of 24 hours and it is refreshed every 24 ae ee hours via a batch job You may use the settings in this section to Ge Rad customize the schedule Wan Pacas suiit Next Fire Time Expression WAITING 1 2012 07 24T06 26 39 000Z 2012 07 25T06 28 00 0002Z Manage Batch Job Automatically if this checkbox is checked the
38. itor ty Chattar Satbngs jon Tue gt Ter gt Setup aa 4 9 trigger Account C BISU on Account before insert before update Q3 YA Recerd tatusecter InvokelecordStatusietter trigger new trigger old trigger InInsert atoms 3 4 Add Custom trigger which will enable the Web To Object functionality Note This should only be done for sObjects for which you would like to use the Web To Object functionality 1 The next step is to Install the after insert and after update trigger This trigger is responsible for doing on the Web To Object verification which validates addresses emails or phones for records inserted or updated by external sources Go to Setup App ow Setup Customize Accounts Triggers m 2 Click New to create a new trigger 3 Paste the following code trigger Account CA AIAU on Account after insert after update QAS NA CAAddressCorrection ExecuteCAAsyncForTriggerConfigurationsOnly trigger new Click Save to save the trigger Page 19 t Experian QAS for Salesforce Sopexchange QAS INTEGRATION AND CONFIGURATION 3 5 Configure QAS Typedown Address Verification Note This step is only necessary if you are going to use the QAS Typedown functionality Please note that Typedown is only supported for Address verification and not for email and phone at the moment Go to App Setup Customize Home Home Page Layouts For editions hig
39. m Verification check box ee If you would like to turn on QAS Phone verification please check the Validate on Entry check box and the Phone Verification check box You then need to configure separately address verification on a per a layout basis as shown on the screenshot The following sections explain more detail about the available admin settings Object Options Validate on Entry Recommended setting ON Allows to turn QAS verification on or off for the selected sObject Validate on entry validates addresses emails and phones immediately after they are entered manually in Salesforce You can turn the Validate on Entry feature on off by checking unchecking the checkbox for each sObject Because address validation is controlled on a per layout you will also have to configure address email and phone validation for each layout as well Page 30 orce Qucess On Demand Li Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION Web to Object Recommended setting ON for the Leads object and OFF for the other objects The Web to Object allows you to turn on off address email and phone validation for records created by Salesforce s Web to Lead function or other external sources The validation is done automatically when the object is created and does not require user interaction In order for this to work properly you must make sure all mandatory fields in the sObject are populate
40. ngitude ZIP 4 level geocoder matching only Geo Addon End Geocoder Addon End Range 80 Geo Addon Start GeocoderAddon Stat Range 1 1 1 Oo Return Code Return value of the address correction function ir Address Footnotes One or more informational codes returned by the address correction function Country Name Country name United States of America or Canada Check Diait Delivery point check digit is a number that is added to the sum of the other digits in the DPBC to g yield a number that is a multiple of ten DPV Indicators Delivery Point Validation indicators Confirmation 1 byte CMRA 1 byte False Positive 1 byte No Stat 1 byte SuiteLink indicator Country code US or CA 0 01 01 DO WO FE cm P C1 PM OJO Oo N C1 OOo ar Page 43 Li Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION Dependent Thoroughfare Descriptor Dependent thoroughfare descriptor Cd Double Dependent Locality Double dependent locality 1 1 60 Floor c0 E Locality 60 M Postal delivery type number 60 Postal delivery type 60 Postal district name 60 Street type suffix 60 Sub building name 60 Sub building number 60 Suburb c0 E Thoroughfare descriptor 60o M Thoroughfare name 60 Unit name co W Unit alphanumeric identifier 60 Unit alphanumeric type 60 Unit textual identifier 60 Unit te
41. ntract Manager Customer Portal Manager Previous Next Cancel Validation Status Shipping Address Tet ValidationStatus ShippingAddress Visible Read Only y v Customer Portal Manager Custom Customer Portal Manager Standard Customer Portal User Force com One App User Gold Partner User Marketing User Read Only Solution Manager Standard Platform User Standard User Gees ses Page 12 il Experian QAS for Salesforce Gypexchange QAS INTEGRATION AND CONFIGURATION If you would like to add the optional Address Footnotes field click Save amp New otherwise click Save Heim change Related Lookup Filters Roll Up Summary A read only field that displays the sum minimum or maximum value of a field in a related ist or the record count of all records isted in a Validation Rules related ist Triggers Partner Roles Lookup Relationship Creates a relationship that links this object to another object The relationship fied allows users to cick on a lookup icon to select a value 8 Choose the field type Spee cia from a popup list The other object is the source of the values in the ist Page Layouts Search Layouts Buttons and Links Canen Allows users to enter a dollar or other currency amount and automatically formats the feid s a currency amount This can be useful if you export data to Excel or another spreadsheet Checkbox Allows users to select a True checked or False unchecked value Record Types
42. o Step 3 Establish field level security Click Next 11 Add to page layouts click You will be taken to the last page Add to page layouts click Save You now need to repeat steps 1 11 to add the two custom fields for the Billing address The custom fields for the Billing address should be the following Field Label QAS Billing Address Validation Timestamp Field Name ValidationTimestamp BillingAddress Field Type DateTime Label QAS Validation Status Billing Address Name ValidationStatus BillingAddress Field Type Text Length 100 If you would like to keep the informational codes returned by the address correction function see Appendix B which resulted during address validation please add the Address Footnotes field as described below as well Label QAS Footnotes Billing Address Name Footnotes BillingAddress Field Type Text Length 100 Page 14 A pexchange d Experian QAS for Salesforce You need to repeat steps 1 11 to add the two custom fields for the Phone Fax and Email if you would like to perform email and phone validation The custom fields for the Phone should be the following Field Label QAS Phone Validation Timestamp Field Name ValidationTimestamp Phone Field Type DateTime Field Label QAS Validation Status Phone Field Name ValidationStatus Phone Field Type Text 100 The custom fields for the Fax should be the following Field Label QAS Fax Validation Timestamp Field Name ValidationT
43. o work in the Console This will be a second CARefreshConsole Visualforce page in addition to one that is created by the install To create the CARefreshConsole follow the steps below Click Setup go to App Setup Develop Pages Click New to create a new page Enter CARefreshConsole for both Label and Name Paste the following code into the Visualforce Markup area lt apex page gt lt QAS_NA CARefreshConsoleComponent gt lt QAS_NA CARefreshConsoleComponent gt lt apex page gt Click Save to save the Page Page 27 LE Experian QAS QAS for Salesforce Sopexchange INTEGRATION AND CONFIGURATION 6 Product Registration To register the application click on the QAS tab If you do not see the QAS tab in your tabs panel click on the sign to see all available tabs the QAS tab should be listed there If you would like to add it to your list of tabs click on the Customize My Tabs button and move it to the selected list of tabs then press Save No records to display Y Recycle Bin Personal Setup My Personal Information Personal Information Change My Password Reset My Security Token My Groups Change My Display Grant Login Access Email Import Desktop Integration App Setup Customize O Create Apps Custom Labels Interaction Log Layouts Objects Packages Report Types Tabs Workflow amp Approvals Develop Deploy View Installed
44. ofile get full access best for limited deployments f Grant access to all users All internal custom profiles get full access Select security settings User access set by profile recommended for most packages Previous Next Package Installer Help for tr ignore Apex test failures that may cause the installed application not to function properly ccounts Contacts Opportunities Reports Dashboards Documents Products Forecasts Install complete Heip toe this Page The components contaned n this package have been successfully installed The fna steps in the stall process are to 1 Change the viaiblty settings for any installed documents reports dashboards letterheads emai templates and custom fieits on standard objects By default these components are visible to ali users 2 Set the Running User for any natsted dashboards or analytic snapshots by defaut tis set to you 3 Specify the approprate recipients for any mstalied workflow tasks 4 Specify the spproprate as r amy nstalled workflow alert 5 Specify the appropriate us kfiow fieid updates that modify the Owner field or user lookups by default t is set to you 6 Create a schedule for any mstaled analytic snapshots 7 Confgure any addtional settings for this package from the package detai page B Deploy the package by clicking Deploy Now below You can also do ts at any time in the future from the package detai page Deploy Now Deploy Later Page 5 EE Experian
45. okup User Ownership Picklist Parent Lookup Account Phone Phone Rating Picklist ShippingAddress Address Sic Text 20 TickerSymbol Content 20 Type Picklist Website URL 255 Account Custom Fields amp Relationships No custom fields defined Deleted Fields 6 Account New Custom Field Mew Field Dependencies Specify the type of information that the custom field will contain Data Type None Selected Auto Number formula Roll Up Summary Select one of the data types below Account Custom Fields amp Relationships Help Help for this Page o Next Cancel A system generated sequence number that uses a dispiay format you define The number is automatically incremented for each new record A read only field that derives ts value from a formuls expression you define The formula field is updated when any of the source fields change A read only field that displays the sum minimum or maximum value of a feld n a related tst or the record count of al records isted n a related let Lookup Relationship Checkbox Currency Date Ii Date Time Email Number Creates a relationship that inks this object to another object The relationship field allows users to cick on a lookup icon to select a vabe from a popup list The other object is the source of the values in the ist Allows users to select a True checked or False unchecked value Allows users to enter a dollar or other currency am
46. ondary information was provided but incorrect 1 Address not standardized not enough information provided Address not standardized invalid ZIP Code Input ZIP code was incorrect Unable to standardize address 59 Address not standardized belongs to US territory Unable to standardize address State abbreviation indicates that the address belongs to one of the territories BN Internal error House number not on street Input street number was incorrect 64 81 Canada Post Return Codes Return Description Code A non ambiguous match was made to a Canadian address 0 No match could be made for this address nor could any near matches be found lt 0 No exact match could be resolved for this address The number of near matches returned is equal to the absolute value of the return code Canada Post Footnotes Page 48 LE Experian QAS for Salesforce Sopexchange QAS INTEGRATION AND CONFIGURATION Large Volume Receiver address type B Large Volume Receiver address type C 0 02 Corr 09 te i i o 08 09 11 LameVolumeReceveraddresstpsA O O O COO O COCOCOCO OSOCOSOSOSO7O7o7 7 OOS 12 i NK NN 14 LameVolmeReceveraddestpeD O O OCO OC o O 15 large Volume Receiver addresstype E O O O OC O 46 LameVolmeReceveraddreestppeF
47. onsole you have to perform the steps below in addition to the steps 3 1 3 6 5 1 Add the QASAccountsOverride Visualforce page to your Accounts layout as a Custom Console Component Click Setup go to App Setup Customize Accounts Page Layout For editions higher than professional click Edit next to the Account Layout UBRCOSRUTEMULUMTM USER Mo B L3 6 B Click on the Custom Console Components link as shown on the In the Custom Console Components screen in the Primary Tab Components section add the page QASHomePageLoader as a Account Layout right side component and set its width to 2 pixels as shown on Cuman connate components re Vine pages hat custome extend or sterne he videbar c he Sanuce Clout cones Add componets to f the screenshot AC Primary Tab Compocents Right Sidebae Win uation ce Page vran Pasta QASMomePagel oader A A Loh Sidebar Vie naf fos Ce Page Penn Pratis Top Sidebar Veghisghts Panel LU Maghhghte Pasei i unec or Tum of te adc a component let me nx Finally click Save Bottom Sidebar lemeraction Log wow teraction Log is tamed oe Tum e off 2903 Component Tet ewe fcrt Page 26 orce Quies On Demand Li Experian QAS for Salesforce Gypexchange QAS INTEGRATION AND CONFIGURATION 5 2 If you have integrated QAS with custom sObjects or if you have customized the QAS validation pages you will need to create the CARefreshConsole Visualforce page for QAS to be able t
48. other spreadsheet Creates a relationship that links this object to another object The relationship fiei allows users to cick on a lookup icon to select a value from a popup ist The other object is the source of the values in the ist Record Types Allows users to enter a date or pick a Gate from a popup calendar Account Teams Date Contacts Date Time Allows users to enter a date and time or pick a date from a popup calendar When users click a date in the popup that date and the Opportunities Current tme are entered into the Date Time field Quotes New Email Allows users to enter an email address which is validated to ensure proper format If this field is specified for a contact or iead users Fon sts can choose the address when clicking Send an Email Note that custom email addresses cannot be used for mass emais gt Cases Boaber Allows users to enter any number Leading zeros are removed Self Service Allows users to enter 8 percentage number for example 10 and automatically adds the percent sign to the number Percent Call Center 5 Contracts Phone Allows users to enter any phone number Automatically formats t as a phone number Solutions Picklist Allows users to select a value from a list you define Products gt Parteers Picklist Multi Select Allows users to select multiple values from a ist you define Salesforce to Salesforce Si text Allows users to enter any combination of letters and numbers Customer Po
49. ount and automatically formats the fied as a currency amount Ths can be useful if you export data to Excel or another spreadsheet Aliows users to enter a date or pick a date from a popup calendar Allows users to enter a date and tme or pick a date from a popup calendar When users cick a date in the popup that date and the Current time are entered into the Date Time field Aliows users to enter an email address which is valdated to ensure proper format If this field is specified for a contact or ead users can choose the address when clicking Send an Emad Note that custom emai addresses cannot be used for mass emais Alows users to enter any number Leading zeros are removed Allows users to enter a percentage number for example I and automatically adds the percent sion to the number orce Quies On Demand Page 9 3 48 Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION 2 Enter the details eee ee New Custom Field My Personal Information m Sp T EME Qe dotais Step ets Enter QAS Shipping Address Validation Timestamp ee for Field Label ee Tab Names and Labels Home Description ValidationTimestamp ShippingAddress for Field Aces Campaigns tamp_ShippingAddress Leads Name and then click Next om xi Related Lookup Filters Validabon Rules Note Shipping can be changed to Mailing Other etc MR Required F Always require a value in
50. preferred mailing city name aliens Output alias street name e g 6th Ave instead of Avenue of the Americas Uses alias street name overriding preferred value Click Next Page 33 Li Experian QAS for Salesforce Gopexchange QAS INTEGRATION AND CONFIGURATION Administration 8 1 2 Input mapping aai You will be taken to the Input Mapping step The Input mapping is used to identify map the different address Account Name Recipient components City State ZIP PostalCode etc of your address eZ ES or email and phone components if the configuration is of type d 3 Email or Phone respectfully Use the select list on the left basanar anca samasaa aa Maceina side to select an address field and the select list on the right side to select the type of address data stored in the field as shown on the picture below You will have to create a mapping at least for Address Line 1 for City State or ZIP Postal Code and for Country if your configuration is of type Address and for Email and Phone if your configuration is of type Email or Phone respectfully It is crucial to create your mappings correctly in order for QAS to be able to validate your address email or phone You may use the Add another mapping link to create a new mapping if needed Click Next to move to the next page of the wizard Page 34 orce Quies On Demand 3 48
51. rtal 7 ideas Tank Anh Allows users to enter up to 255 characters on separate ines Answers Text Area Long Allows users to enter up to 32000 characters on separate ines Assets Text Area Rich Allows users to enter formatted text add images and Inks Up to 32000 characters on separate ines Users 5 Console vat Allows users to enter any valid website address When users click on the field the URL wil open n a separate browser window Salesforce CRM Content Content Deliveries Tags Qannrte Nachhnarrie Next Cancel Page 11 orce Quies On Demand Experian LO QAS for Salesforce QAS Sopexchange INTEGRATION AND CONFIGURATION 6 Enter the details Enter QAS Validation Status Shipping Address for Field Label ValidationStatus ShippingAddress for Field Name and 700 for Length Note Shipping can be changed to Mailing Other etc as appropriate for your object Click Next 7 Establish field level security You will be taken to Step 3 Establish field level security Click Next orce Personal Setup My Personal Information Email Import Desktop Integration My Chatter Settings App Setup O Customize Tab Names and Labels Home Activities Campaigns Leads Accounts Fields Related Lookup Filters Validation Rules Triggers Pariner Roles Contact Roles Page Layouts Search Layouts Buttons and Links Record Types Ac
52. ssessuecaeecesseseessaeseseeaees 8 3 1 Adding QAS Custom Fields to Your Objects 9 3 2 Add QAS Fields to Account Layout sse 16 3 3 Configure QAS point of capture Interactive Verification 17 3 3 Add a custom trigger to maintain custom fields 18 3 4 Add Custom trigger which will enable the Web To Object functionality 19 3 5 Configure QAS Typedown Address Verification 20 A Setting up QAS in your Salesforce Suena oe p 21 5 Configure QAS for Service Cloud Console Rr M 26 6 Product eie rmi 28 7 Turn on QAS for Salesforce Address Email and Phone Verification sesseeseeeeenenneenenn suceeusueesccsuussescessuuseceesuusseuceussasecesauseusecesssuasuuseesecessseaseecesnaess 30 8 Wapping Configurations and Seq E celle lm T o o o oom 32 8 1 AED AR NOMA a taeetest crite o RO SEN ER ER ErP mS ete e SUn n 32 8 2 Country selection section sesessseeeeeneenennetns 36 8 3 Typedown Advanced Settings seesseseessesessesse ss 37 8 4 My account 37 9 Error reporting add a custom trigger to report any errors from the application lssssssssesseesseeeseenee nennen enne nennen
53. stration The administration tab is used to configure existing or create sen faam new mapping configurations modify the valid country values and manage your QAS account ii Page 32 EE Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION Mapping Configuration The Address Mapping Configuration section in QAS for Salesforce allows you to edit create or delete mapping configurations To add new mapping configuration click the New button and follow the steps of the wizard as explained below To edit a mapping configuration click the Edit button and follow the steps of the wizard as explained below Mapping Wizard steps 8 1 1 General Settings sObject If you are creating a new address mapping you will have to choose the sObject for which you are going to create the mapping Name The name of the configuration has to be unique You may edit the configuration name if you are editing an existing configuration or enter a name for the new configuration if you are creating a new address mapping configuration Attempt to standardize unmatched addresses attempts to standardize the address in case it cannot be validated Type The type marks the configuration as being Address Email or Phone If you have selected Address you will be presented with the ES ee ee EE following two additional options Output preferred city name e g New York instead of New York City Uses
54. te your QAS Batch users with the group Please be aware that you have to associate individual users with the group associating another group for example WILL NOT work Finally hit Save Page 7 orce Quies On Demand Li Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION 3 Setting up QAS in your Salesforce Standard Objects QAS may be used to clean addresses in standard sObjects as well as in custom sObjects You will need to configure QAS for each sObject in which you would like to clean addresses emails or phones The instructions below outline how to configure QAS for the Account sObject The same process described below may be used to configure QAS in another sObjects Extend your sObject with three custom fields for each address email and phone Validation status of type Text with a size of 100 QAS uses this field to maintain the current validation status Verified Invalid etc of the address Validation timestamp of type DateTime QAS uses this field to store the timestamp of the last validation for this address email or phone Footnotes of type Text with a size of 100 This is an optional field QAS uses this field to store informational codes returned by the address email and phone correction function Add the custom fields you created to your page layout Create a custom trigger which is responsible for maintaining the Validation status of the addresses emails and phones you w
55. this field in order to save a record Contact Roles as appropriate for your object it may also be left blank if aur the address is not classified pace Personal Setup Help for this Page 3 Establish field level security een SP as New Custom Field Email D Dades bande The next page is Establish field level security iion eee Cl k N t Customize Data Type Date Time IC ex Tab Names and Labels Field Name ValidationTimestamp ShippingAddress oue Descripbon Activities Campaigns Select the profiles to which you want to grant edit access to this field via field level security The field will be hidden from all profiles If you do not add it to field level security Leads Q Accounts Field Level Security for Profile Ti visible E Read Only Content Only User v Related Lookup Filters Contract Manager y Validation Rules Customer Portal Manager Triggers Partner Roles Customer Portal Manager Custom Contact Roles Customer Portal Manager Standard Page Layouts Search Layouts Customer Portal User Buttons and Links Force com One App User Record Types Gold Partner User Account Teams Marketing User Y Contacts Opportunities Read Only Quotes New Solution Manager Forecast ARES Standard Platform User Y Self Service Standard User v Page 10 Orce Quies On Demand EE Experian QAS for Salesforce opexchange QAS INTEGRATION AND CONFIGURATION 4 Add to page layouts
56. ting add a custom trigger to report any errors from the application In cases of unexpected behavior and errors the application will not interrupt your user s regular workflow If there is an error the application will not attempt validation within the next 5 minutes If you would like to be notified of any errors you have to create a custom trigger which will report the errors in an email to you By default the code below will send a carbon copy of an email to QAS distribution list so that QAS can proactively be aware about the issues If you do not want the trigger to send an email to QAS please comment out the lines in the code that are highlighted in red To create the error reporting trigger follow the steps below Account Triggers T fine the Apex triggers for Accounts 1 Goto Setup App Setup Create Objects m Click on the QAS Account sObject e 3 Inthe Triggers section click on the New button to L3 create a new trigger aac a 4 Paste the following code ed integrator Triggers iett N No Inggers cwtnec App Setup arnes trigger QASErrorReporting on QAS NA QAS CA Account c after update for Integer currentRecord 0 currentRecord trigger new size currentRecord QAS NA QAS CA Account cnewhReoord trigger new currentRecord QAS NA QAS CA Account c oldRecord trigger old currentRecorq if newRecord QAS NA LastErrorMessage c null olARecord QAS NA
57. un Privteges from the users Profis orce Quccess On Demand Page 4 t i Experian e QAS for Salesforce Nopexchange 1 3 Choose security level Select Grant access to all users as shown on screenshot You can choose either Grant access to all users to give all users access to QAS or Select security settings and specify access level by profile If you select Select security settings you will need to make sure all users you want to access are given access in order to use the app Once you have made your selection Click Next The package is ready to be installed Leave the Ignore Apex test failures checkbox unchecked Click Install to continue Ensure that you only click Install once as the installation can take several minutes 1 4 Deployment When you see the screenshot on the right installation is complete Click on the Deploy Now button to deploy the package orce Quies On Demand Personal Setup My Personal Information Email Import Desktop Integration My Chatter Settings App Setup Customize Create Develop Deploy iew Installed Packages Personal Setup My Personal Information Email Import Desktop Integration My Chatter Settings App Setup Customize Create Develop Neni Package Installer Help for th QAS Step 2 Choose security level Select security settings Grant access to admins only Users with your pr
58. xtual type 6o M Delivery Line 3 60 Delivery Line 4 60 W Delivery Line 5 60 Delivery Line 6 60 Appendix B Return Codes and Footnotes The following return codes and footnotes are returned by the address verification service To determine whether a foreign address has been encountered users must check the first 2 bytes of the Footnotes string for a match against a foreign country code below 30 Canadian address Page 44 E Experian QAS for Salesforce Sopexchange QAS INTEGRATION AND CONFIGURATION If the first two bytes match a foreign country code the return code and remaining codes in the Footnotes strings will correspond to the codes particular to that country as described in the tables below If a foreign country code does not exist in the first two bytes of the Footnotes string all return codes and footnotes will match the descriptions for the USPS codes provided in the section below USPS Return Codes The Return Code is the integer value returned at completion of the validation process code Multiple possible results only when footnote contains 11 no exact match made Number of results i is the absolute value of the return code When footnote contains 07 delivery point validation failed five digit ZIP returned 3 When footnote contains 05 PO Box Rural Route or Highway contract street name normalized though no match found 99 No match found and the original input has been returned
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