Difference between revisions of "Salesforce:Getting Started with Classic Components"

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==Setup Listware for Salesforce==
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To begin using Clean Suite for Salesforce, you must first complete a few simple setup steps.
To begin using Listware for Salesforce, you must first complete a few simple setup steps.
 
  
  
1. Select Listware from the Sales drop-down menu.
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1. Select Clean Suite from the Sales drop-down menu.
  
[[File:ListwareSalesforce_GS_07_NewApp.png|frame|none|Select Listware]]
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[[File:ListwareSalesforce_GS_07_NewApp.png|frame|none|alt=ListwareSalesforce GS 07 - New App - Melissa Wiki|Select Clean Suite]]
  
  
===Enter a License String===
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==Enter a License Key==
For Listware for Salesforce to work, you need a valid license string from Melissa Data.
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For Clean Suite for Salesforce to work, you need a valid License Key from Melissa Data.
You should have received one in your email from Melissa Data. If you did not receive a license string from Melissa Data please [[Support|contact us]].
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You should have received one in your email from Melissa Data. If you did not receive a License Key from Melissa Data please [[Support|contact us]].
  
  
2. Enter your License String. Make sure to click '''Save Settings''' once you are done.
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2. Enter your License Key. Make sure to click '''Save Settings''' once you are done.
  
[[File:ListwareSalesforce_GS_08_LicenseString.png|frame|none|Enter a License String]]
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[[File:ListwareSalesforce_GS_08_LicenseString.png|frame|none|alt=ListwareSalesforce GS 08 - License String - Melissa Wiki|Enter a License Key]]
  
  
===Modify your Contact Page Layout===
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==Advanced Mappings==
To easily utilize Listware for Salesforce, you can add a button to your contact pages to quickly verify your data.
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Out of the box, Clean Suite for Salesforce allows support for the following Salesforce objects: Contact, Lead, and Account. If you need support for custom objects, please contact your sales rep about acquiring an Enterprise Key to unlock this functionality.
  
 +
For each object, you’ll need to specify which fields contain the name, address, phone, and email. This can be configured under the Advanced Mappings tab. Advanced Mappings allows you to create input/output maps which indicates which fields per object contain the data you want to check/standardize and the fields to store the standardized results.
  
1. Select '''Page Layouts''' under Build > Customize > Contacts.
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To set up the advanced mappings:
  
[[File:ListwareSalesforce_GS_09_AppSetup.png|frame|none|Select Page Layouts]]
 
  
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1. Click the '''Advanced Mappings''' tab.
  
====Edit the Contact Layout====
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[[File:ListwareSalesforce_AM_01.png|frame|none|alt=ListwareSalesforce AM 01 - Advanced Mappings - Melissa Wiki|Advanced Mappings]]
2. Select '''Edit''' for the Contact Layout.
 
  
[[File:ListwareSalesforce_GS_10_ContactLayout.png|frame|none|Edit the Contact Layout]]
 
  
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2. Select the Object Type. If you have no enterprise key, you can only choose the Contact/Lead/Account Object Types.
  
====Add a Button====
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[[File:ListwareSalesforce_AM_02.png|frame|none|alt=ListwareSalesforce AM 02 - Object Types - Melissa Wiki|Object Types]]
3. Select '''Buttons''' in the left column.
 
4. Choose which button you want.
 
5. Drag and drop your desired button to the '''Custom Buttons''' section.
 
 
 
[[File:ListwareSalesforce_GS_11_DragNDrop.png|frame|none|Add a Button]]
 
 
 
 
 
===Add in Express Entry Form===
 
To set up an Express Entry Form:
 
  
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For advanced mapping to any salesforce object, including custom objects, you need an enterprise key. Contact Melissa Data support for more information.
  
1. Go to setup. Select '''Buttons, Links, and Actions''' under Build > Customize > Contacts.
 
  
[[File:ListwareSalesforce_EE_01.png|frame|none|Select Buttons, Links, and Actions]]
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3. Map your input and output mappings. The input mappings are the fields you want passed into Clean Suite. The output mappings are the fields you want Clean Suite to update after processing the input record. Once you're satisfied with the mappings, click the Save Mapping button.
  
 +
[[File:ListwareSalesforce_AM_03.png|frame|none|alt=ListwareSalesforce AM 03 - Mappings - Melissa Wiki|Mappings]]
  
====Edit New Contact====
 
  
2. Click '''Edit''' next to the '''NewContact'''.
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===Notes===
 
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*All input fields selected must be strings.
[[File:ListwareSalesforce_EE_02.png|frame|none|Click Edit]]
 
 
 
 
 
3. Set the override properties. Select the '''Visualforce Page''' radio button and select the '''MD_expressEntry''' field in the drop-down menu.
 
 
 
[[File:ListwareSalesforce_EE_03.png|frame|none|Choose MD_expressEntry]]
 
 
 
 
 
====New Contact====
 
If you go to create a new contact, this is what the Express Entry service looks like. Simply use the '''Freeform''' field or optionally the Postal Code field.
 
 
 
[[File:ListwareSalesforce_EE_04.png|frame|none|New Contact]]
 
 
 
 
 
The same steps apply for leads and account.
 
 
 
 
 
===Advanced Mappings===
 
To set up the advanced mappings:
 
 
 
 
 
1. Click the '''Advanced Mappings''' tab.
 
 
 
[[File:ListwareSalesforce_AM_01.png|frame|none|Advanced Mappings]]
 
 
 
 
 
2. Select the Object Type. If you have no enterprise key, you can only choose the Contact/Lead/Account Object Types.
 
 
 
[[File:ListwareSalesforce_AM_02.png|frame|none|Object Types]]
 
 
 
For advanced mapping to any salesforce object, including custom objects, you need an enterprise key. Contact Melissa Data support for more information.
 
  
 +
:For example, the MailingAddress field in the Contact object can cause confusion because it is actually a special compound field.
 +
*These input/output map settings will be used in the Personator/Global Address Verification/Property components as well as the when doing batch processing. It’s very important that you review your settings to ensure everything is set correctly.
 +
*Full/First/Last Name vs Other Full/Other First/Other Last
  
3. Map your input and output mappings. Then save the mappings.
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:Let’s say for example that one of your fields contains a name like this: John & Mary Babock. Through the Personator component, Clean Suite can parse out and break up the name into two separate names, with the first one containing John and the Other name containing Mary.
 +
*Latitude and Longitude
  
[[File:ListwareSalesforce_AM_03.png|frame|none|Mappings]]
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:Geocoding of addresses can be done using the Clean Suite’s Personator and Global Address Verification components. In these cases, if you would like the longitude and latitude to be stored in the field of your choice, check first to see if the field you selected is capable of storing a DECIMAL or STRING.
  
  
[[Category:Listware for Salesforce]]
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[[Category:Clean Suite for CRM:Salesforce]]

Latest revision as of 01:15, 13 March 2021

← Clean Suite for CRM:Salesforce

Salesforce Navigation
Introduction
Getting Started
Installation
Getting Started with Classic Components
Getting Started with Lightning Components
Visualforce Pages
Installing Visualforce Pages
Custom Visualforce Pages
Batch Processing
Express Entry Component
Credits
Result Codes
Salesforce Result Codes



To begin using Clean Suite for Salesforce, you must first complete a few simple setup steps.


1. Select Clean Suite from the Sales drop-down menu.

ListwareSalesforce GS 07 - New App - Melissa Wiki
Select Clean Suite


Enter a License Key

For Clean Suite for Salesforce to work, you need a valid License Key from Melissa Data. You should have received one in your email from Melissa Data. If you did not receive a License Key from Melissa Data please contact us.


2. Enter your License Key. Make sure to click Save Settings once you are done.

ListwareSalesforce GS 08 - License String - Melissa Wiki
Enter a License Key


Advanced Mappings

Out of the box, Clean Suite for Salesforce allows support for the following Salesforce objects: Contact, Lead, and Account. If you need support for custom objects, please contact your sales rep about acquiring an Enterprise Key to unlock this functionality.

For each object, you’ll need to specify which fields contain the name, address, phone, and email. This can be configured under the Advanced Mappings tab. Advanced Mappings allows you to create input/output maps which indicates which fields per object contain the data you want to check/standardize and the fields to store the standardized results.

To set up the advanced mappings:


1. Click the Advanced Mappings tab.

ListwareSalesforce AM 01 - Advanced Mappings - Melissa Wiki
Advanced Mappings


2. Select the Object Type. If you have no enterprise key, you can only choose the Contact/Lead/Account Object Types.

ListwareSalesforce AM 02 - Object Types - Melissa Wiki
Object Types

For advanced mapping to any salesforce object, including custom objects, you need an enterprise key. Contact Melissa Data support for more information.


3. Map your input and output mappings. The input mappings are the fields you want passed into Clean Suite. The output mappings are the fields you want Clean Suite to update after processing the input record. Once you're satisfied with the mappings, click the Save Mapping button.

ListwareSalesforce AM 03 - Mappings - Melissa Wiki
Mappings


Notes

  • All input fields selected must be strings.
For example, the MailingAddress field in the Contact object can cause confusion because it is actually a special compound field.
  • These input/output map settings will be used in the Personator/Global Address Verification/Property components as well as the when doing batch processing. It’s very important that you review your settings to ensure everything is set correctly.
  • Full/First/Last Name vs Other Full/Other First/Other Last
Let’s say for example that one of your fields contains a name like this: John & Mary Babock. Through the Personator component, Clean Suite can parse out and break up the name into two separate names, with the first one containing John and the Other name containing Mary.
  • Latitude and Longitude
Geocoding of addresses can be done using the Clean Suite’s Personator and Global Address Verification components. In these cases, if you would like the longitude and latitude to be stored in the field of your choice, check first to see if the field you selected is capable of storing a DECIMAL or STRING.