Address validations

Last published at: 2024-05-06 13:02:21 UTC
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Learn how to set up Address Validation. If you want to know how to use Address Validation, please read the Usage Guide.

Record Validation automatically configures and maps your standard address fields for the Lead, Contact, and Account Object. To configure address fields for other objects, to adjust your current configuration (adding more/fewer fields to your current fieldset) or to add a validation for a new set of fields, go to the Record Validation Setup page. 

  1. In Record Validation, go to the RV Setup tab.
  2. At left, under Object Setup, select the Object you want to make address field changes for.
  3. Go to the Address tab.
  4. To make changes to an existing Address Validation field set, click Edit .
  5. To add a new field set to validate, click Add Validation .

Configuring a Validation

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Field and API names

To make sure you are mapping to the right fields, you can add the API names next to the field labels. Enable RV Setup - Show API Names in the general settings‍ of RV Setup to show API names as well.

Address Field Mapping

For each address field listed, select the corresponding record field that should have its value validated. For example, for Street, should the Billing Street or the Shipping street field be validated?


Street, City, State, and Country are mandatory fields for acquiring a valid validation; the other fields are optional.
When you have finished configuring the validation, click Save.


Geocode Mapping

A Geocode is the latitude and longitude of a certain address.
With Geocodes enabled, Record Validation adds geocodes to addresses that do not yet have their latitude and longitude recorded, and updates existing geocodes if they are incorrect. The mapped Latitude and Longitude fields are then shown in the Address component.

  1. Toggle the Enable Geocode Mapping button to enable geocodes.
  2. Click Enable to confirm that an additional 4 credits per address validation will be charged.
  3. Select the Latitude and Longitude fields you want to use. These fields are mandatory for acquiring a valid geocode. If an address does not have a geocode yet, its latitude and longitude will be stored in these fields.
  4. Optionally, select text fields to store the geocode status code and message in. If you do not have suitable text fields available, create new custom fields with data type 'Text' to use here.
    Note that the validation will overwrite any earlier content of the text field. This also means that you need to use two different fields for the status code and the status message.
    The geocode status code and message give you more information about the validation status of the geocode. See Status codes description‍ for a full list of all geocode status codes and messages.
  5. Click Save when you have finished configuring the validation.
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Geocode Mapping is disabled by default. With Geocodes enabled, an additional 4 credits per address validation are charged.

Meta-data Field Mapping

Address Validation has some metadata that you can store and use later on. The metadata consists of a status code and status message that give more information about the validation of an address (e.g. "verified up to Street level","incomplete", etc.), as well as the date and time of the most recent validation.
See Status codes description‍ for a full list of all status codes and messages.

You can use this metadata for example in Duplicate Check Merge, to merge all groups that were validated before a certain date; or to show the address validation status message directly on any object.

For each metadata field, select a custom text field to store the validation data in. If you do not have suitable text fields available, create new custom fields with data type 'Text' or 'Date/Time' to use here. For (Person) Accounts, Contacts and Leads, custom fields for status codes were created upon install (e.g. "RV Shipping Address Status Code").

Note that the validation will overwrite any earlier content of the text or date/time field. This also means that you need to use different fields for storing the status code and status message.

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Do not use the "RV Record Status" (recordval__rv2Status__c) or "RV Validation Result" (recordval__rv2Validation__c) fields to store status codes or other metadata. These fields are used to make Record Validation work for (custom) objects. If status codes or other metadata are stored in these fields, Record Validation will not work anymore for that object.

Adding a Validation

To use multiple sets of fields for Record Validation, add a Validation by clicking 'Add validation'. For example, add validation field sets for the billing address and the shipping address.

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How does Record Validation validate your address?

Record Validation will parse, standardize, verify, cleanse and formataddress data for over 240 countries and territories. 

Parsing engine 

The parsing engine standardizes and cleanses addresses from unstructured and semi-structured data, automatically placing elements into the correct fields and eliminating erroneous non-address data.

Verify

Verify will indicate the validity of each address value included in the input address, reducing costly errors. This solution can validate both partial and complete address inputs.

Auto-Complete

Auto-Complete will predict, in real-time, the verified complete address a user is entering with each keystroke. This feature reduces address entry time by up to 80% and cuts back data entry errors at the point of capture by more than 20%.

Transliteration

Record Validation transliterates words or letters from different global character sets into Roman characters across eight scripts, including Cyrillic, Hellenic, Hebrew, Kanji, Simplified Chinese, Arabic, Thai, Hangul.