Difference between revisions of "Salesforce:Introduction"

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Melissa Data's property and mortgage data is ideal for investors, lenders, real estate professionals, insurance agencies, risk managers, and service/product providers who employ the Salesforce CRM.  
Melissa Data's property and mortgage data is ideal for investors, lenders, real estate professionals, insurance agencies, risk managers, and service/product providers who employ the Salesforce CRM.  
==Express Entry==
Brings address auto completion anywhere within Salesforce for 240+ countries and territories.
==Batch Processing==
Clean your Salesforce data in one sweep using Personator and Global Address Verification.




[[Category:Reference]]
[[Category:Reference]]
[[Category:Listware for Salesforce]]
[[Category:Listware for Salesforce]]

Revision as of 22:01, 13 March 2015

← Clean Suite for CRM:Salesforce

Salesforce Navigation
Introduction
Getting Started
Installation
Getting Started with Lightning Components
Credits
Lightning Components
Lightning Quick Actions
Lightning Lookups
Lightning Global Express Entry
Clean Suite Advanced Mappings
Clean Suite Batch Processing
Result Code Status Indicator
Visualforce Pages
Installing Visualforce Pages
Custom Visualforce Pages
Custom Code
APEX Triggers
Custom Clean Suite Batch Processing
Express Entry Lightning Action Override
Result Codes
Salesforce Result Codes



Full Contact Data Quality

Data quality functionality to cross-reference the validity of your CRM data by verifying a U.S. customer record is deliverable, and that names correspond to address, email, and telephone data. Also adds missing data to complete your contact records and provides you with the new addresses of people and companies that have moved.


The main data elements include:

  • Check - Parse, validate, geocode, and more.
  • Verify - Next-generation contact data verification.
  • Append - Add emails, phone numbers, names, and company names to your records.
  • Move - Find customers who have recently moved.

When you assemble a complete, holistic record knowing each contact point is deliverable and accurate against USPS® and Telco information, you'll be able to improve customer/prospect communications, easily identify purchasing trends, and mitigate risks.


Global Address Verification

  • Global Check – standardize and validate addresses in 240 countries

Global Address Verification puts address in standardized mailing format for each specific country and correct global addresses for better matching and consolidation. It supports data in any UTF8 language and adds missing components such as postal codes, region etc.


Property & Mortgage Enrichment

Enrich your Salesforce CRM records by seamlessly adding property and mortgage data on 140 million U.S. properties. The property lists are updated weekly and the data is divided into 12 main categories with over 165 information fields.

The main data elements include:

  • Property address
  • Owner (name, phone and address)
  • Current trust deed information
  • Prior sale information, plus many other fields

You can select you preferred detail level on the Administration page. You can choose "Basic" and receive up to 30 property data elements, or you can select "Detailed," and receive up to 160 property data elements (The level of detail may vary according to property location).

Melissa Data's property and mortgage data is ideal for investors, lenders, real estate professionals, insurance agencies, risk managers, and service/product providers who employ the Salesforce CRM.


Express Entry

Brings address auto completion anywhere within Salesforce for 240+ countries and territories.


Batch Processing

Clean your Salesforce data in one sweep using Personator and Global Address Verification.