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Chapter 3: Configuring Custom Objects
Expanding Address Verification to Custom Areas
n this section you will learn to configure custom objects built within Salesforce CRM or any edition on the Salesforce platform. As with the steps for Standard Objects, we need to switch to the “Setup” area.
The following fields must be created for each object where you want to verify an address. If there is more than one address to verify, then one of these fields must be created for each address.
| Sample Field Name | Field Type | Field Description |
|---|---|---|
| Street | Text(255) | Will typically already be created |
| City | Text(128) | Will typically already be created |
| State | Text(20) | Will typically already be created |
| Zip Code | Text(20) | Will typically already be created |
| Country | Text(64) | Will typically already be created |
| Address Verified | Checkbox | Used to determine if the address needs to be verified |
| Address Last Verified | Date/Time | Used to determine the last time the address was verified |
| Address Return Code | Text(40) | Used for a return value from the address verification. Return values are: Confirmed, Not Confirmed, Confirmed - By Dropping Secondary Info, Confirmed - Missing Secondary Info, or Not Submitted |
Several other fields are not required, but recommended to be created for each address to be verified.
| Sample Field Name | Field Type | Field Description |
|---|---|---|
| Street 2 | Text(128) | Sometimes used to include the second line of the address. If this is not present, then the second line of the address can be included in the “Street” field. |
| Address Status | Formula (Text) | Use the following formula (substituting XXX with the API name of the "address return code" field name): |
| If ( XXX = "Confirmed", IMAGE("/img/msg_icons/confirm16.png", "Confirmed" ,16,16) & " Confirmed", | ||
| If ( XXX = "Confirmed - By Dropping Secondary Info", IMAGE("/img/msg_icons/warning16.png", "Confirmed - By Dropping Secondary Info" ,16,16) & " Confirmed - By Dropping Secondary Info", | ||
| If ( XXX = "Confirmed - Missing Secondary Info", IMAGE("/img/msg_icons/warning16.png", "Confirmed - Missing Secondary Info" ,16,16) & " Confirmed - Missing Secondary Info", | ||
| If ( XXX = "Not Submitted", IMAGE("/img/msg_icons/error16.png", "Not Submitted" ,16,16) & " Not Submitted", | ||
| If ( XXX = "Not Confirmed", IMAGE("/img/msg_icons/error16.png", "Not Confirmed" ,16,16) & " Not Confirmed", IMAGE("/img/msg_icons/info16.png", "Note Yet Verified" ,16,16) & " Not Yet Verified" ) ) ) ) ) | ||
| Address Barcode | Text(32) | Shows the barcode returned on verification |
| Address Barcode Image | Formula (Text) | Use the following formula (substituting XXX with the API name of the "address barcode" field name): |
| if ( not ( isblank ( XXX ) ), | ||
| IMAGE("https://www.barcodesinc.com/generator/image.php?code=" + XXX + "&style=196&type=C128B&width=206&height=50&xres=1&font=3", "Address Barcode" ), "" ) | ||
| Address County | Text(64) | Shows the county name returned on verification |
| Address County FIPs Code | Text(32) | Shows the FIPs code for the county returned on verification |
| Address Latitude | Number (13, 5) | Used for geocoding the Latitude of the address |
| Address Longitude | Number (13, 5) | Used for geocoding the longitude of the address. |
| Address Unit | Text(64) | Shows the Apartment, Suite or Unit included in the address on verification |
| Urbanization | Text(64) | Shows the urbanization information (for Puerto Rico) returned on address verification |
| Active? | Checkbox | Shows if the Post Office thinks this is an active address |
| Carrier Route | Text(4) | Post Office carrier route code |
| Congressional District | Text(2) | Code for the Congressional District in which the address is located. |
| Daylight Savings? | Checkbox | Shows if the address is in an area that uses daylight savings time. |
| Sample Field Name | Field Type | Field Description |
|---|---|---|
| Do Not Verify | Checkbox | Use this field to indicate that you do not want the address to be verified in the future. Used mostly for automated processes. |
| Footnotes | Long Text Area | Notes on the details of the verification |
| RDI | Text(32) | Shows the Residential Delivery Indicator from the Post Office. |
| Record Type | Text(1) | Shows the returned accuracy of the verification. |
| Record Type Description | Formula (Text) | If(Record_Type__c = "F", "Firm", |
| If(Record_Type__c = "G", "General Delivery", | ||
| If(Record_Type__c = "H", "High-Rise", | ||
| If(Record_Type__c = "P", "P.O. Box", | ||
| If(Record_Type__c = "R", "Rural Route", | ||
| If(Record_Type__c = "S", "Street", "" ) ) ) ) ) ) | ||
| Time Zone | Text(48) | Shows the name of the time zone in which the address is located. |
| Vacant? | Checkbox | Shows if the Post Office believes this address to be vacant. |
| Clean Street | Text(255) | Used to copy a “clean” version of the street field. This is used in the feature that tries to auto-update previously verified addresses. |
| Verification Used | Picklist | Choices are: SmartyStreets, Google Maps, UPS |
| UTC Offset | Number (16,2) | Used to indicate how many hours different from GMT/UTC time |
| Current Time | Formula (Text) | For the code for this field, please see code on the next page. Note that you will need to set up the UTC Offset and the Daylight Savings? fields as described above. |
Non-SmartyStreets Data
These fields are populated by sources outside of SmartyStreets and are not guaranteed to be 100% accurate. If these fields are critical for you, please contact us at support@toafinish.com to discuss sources and how often they are updated.
Island | Text (200) | This is for the name of the Island on which an address is located. Only the Hawaiian and both sets of Spanish islands are supported.
Area Codes | Text(32) | Phone area codes supported in this zip code
Urban Area Code | Text (10) | Code for the primary Urban Area for the zip code, sourced from the 2010 Census.
Urban Area Name | Text (255) | Primary Urban Area Name/Description for the Urban Area Code for the zip code. Must be used together with the Urban Area Code, as it is populated from the code.