Chapter 4: Automation and Bulk Verification

Automation and Bulk Verification

What to do with existing records, or records that will be imported into Salesforce in bulk

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n this section you will learn what you can do in order to clean up existing data in Salesforce, and how you can make sure that your data stays clean. In the previous section we explain how to let users verify individual addresses and in the next section, we get into the new Autocomplete feature, but here we discuss the back-up plan for all of this – what to do when a record is saved in Salesforce and is not perfectly clean.

Manual Bulk Verification

If the amount of records you need to clean up is not huge, you might be able to clean them 200 at a time using our list view button. Even if the number of records is too large to do cleanup manually, it is always a good idea to configure the option in case you want to use it in the future.

List Verification for Standard Objects

You can set up a button to verify multiple addresses at one time from a standard Salesforce.com list. We will step through how to do it for Leads, but the process is very similar for Accounts and Contacts, and even custom objects.

Go to Setup->Object Manager->Leads->Search Layouts and click Edit

From the list of available buttons, select the one called “Verify Selected Addresses” and press the -> arrow button. Next, press the Save button.

The button will now be available from any Lead list view. You can select as many records as you want, up to 100 and then press the Verify Selected Addresses.

• Please note several things when verifying multiple addresses at once:

1. You will use up a SmartyStreets.com Address Lookup for every address. So, even though you verify 100 at a time, you are still charged for 100.
2. If addresses are very long, sometimes Salesforce.com (not SmartyStreets) will choke on multiple verifications at once, and will show you an error. If that happens, please try selecting less addresses and trying again.