Quickstart#
Introduction#
Full (Name/Phone/Address/Email) U.S. Data Quality#
Clean Suite provides data quality functionality that cross-references the validity of your CRM data by verifying if a U.S. customer is legitimate by determining if the person’s name, address, phone and email belong or correlate with each other. Clean Suite also adds missing data to complete your contact records and provides you with the new addresses of people and companies that have moved.
For actions that Clean Suite supports and can be turned on or off:
Check - First step is to clean and standardize dirty contact data and determines if the address is deliverable, phone numbers are callable and whether an email address exists
Verify - Looks at the entire Salesforce record as a whole and determines whether the name, address, phone and email are associated with each other
Append - Populates missing data in your Salesforce objects. If your Salesforce object is missing a phone number for example, Clean Suite will append in a phone number based on other data within that Salesforce record such as the address, name or email
Move - Clean Suite can retrieve the latest address for an individual if that person has moved or had multiple moves within the last 12 years
Within Clean Suite, you can pick and choose which actions to turn on based on your needs. More settings and options are provided to tweak and control how Clean Suite will verify and append in data.
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 prevent fraud.
Global Verification#
Clean Suite provides standardization and validation for Salesforce objects across 240 countries and territories:
Standardize, parse, verify, transliterate and geocode addresses
Validate email addresses to the mailbox level and check if the email is indeed deliverable to
Determine if a phone number is valid based on your customer’s region
By using the Clean Suite Global Verification component, you can spot bad data in your Salesforce organization very easily and prevent wasted time on bad or fraudulent data.
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 the preferred level of data by selecting “Basic” and receive up to 30 property data elements, or choosing Detailed,” and receive up to 160 property data elements (The level of detail may vary according to property location). Melissa’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.
Global Address Autocompletion#
Clean Suite also brings address auto completion anywhere within Salesforce for over 240 countries and territories. As you type in an address, Clean Suite will complete your address with a verified existing address, including the city, state and postal code. With auto completion, save up to 50% fewer keystrokes and prevent typographical errors and mistakes.
Batch Processing#
Clean your Salesforce data in one sweep using Personator (U.S.) and Global Verification. Clean Suite lets you pick and choose which Salesforce objects to cleanse. After processing, you can view the results under the Clean Suite Report Summary tab to find weak points in your Salesforce data.
Installation#
Package Installation#
In order to install Clean Suite for Salesforce, you must first visit our page on the Appexchange HERE and then click Get It Now.
Choosing Installation Destination#
Wait for the Where do you want to install this package window to appear. Once you have decided where you want to install Clean Suite for Salesforce, click the button that best relates to your decision. In this instance, we are choosing Install in a Sandbox.
Confirm Installation Details#
Next you will be greeted by the Confirm Install Details window. Please confirm all details are correct, and confirm that you agree with the terms and conditions by checking the box as shown in the screenshot below. Click Confirm and Install when you are ready to continue.
Log In to Destination Account#
If everything went well, you should now see the familiar Salesforce Login dialogue. Fill in the Username and Password field according to the destination you chose earlier.
Note
If you are installing onto a sandbox that is related to the username in the previous step,
you must append the name of the sandbox to the end of your username.
For instance, if my sandbox is named MelissaTest then my username would be melissadata(partner main)@isvedition.org.MelissaTest.
Select Component Access#
Next please select the Users who will have access to Clean Suite for Salesforce and click Install. For this example, we are choosing the default option Install for All Users. This can be changed at a later time.
Approve Third-Party Access#
Because our Component makes use of webservices outside of Salesforce’s network, we must grant the instance permission to make calls. Click Yes, grant access to these third-party web sites and click Continue.
Wait for Installation to Complete#
Congratulations, we are almost done! Wait for the installation process to complete. Depending on the size of your Salesforce Organization, this may take anywhere from a few minutes to over an hour. Please be patient, Salesforce will email you when this step is complete.
Once you receive an email from Salesforce telling you that your installation is complete, you can move on to the next step.
Set Up#
License Keys and Administration#
Once installed, search for Clean Suite in the App Launcher.
Select Clean Suite and go to Listware/Clean Suite Administration Tab.
Enter the License provided to you by your Salesrep under License & Credits tab.
Select the service tab that will be used in the app and configure based on business needs. In the example below, we are using Personator.
Once the License is set and service is configured, it’s now time to create fields and relationship to store some of the important response from the service.
Fields and Relationships Setup#
Navigate to the object manager and select Contact (or whichever object you wish to configure the service on).
Select Fields & Relationships.
Select New.
Select Lookup Relationships.
Note
Lightning Lookups provide a one stop shop for quickly storing and displaying the contents of a CleanSuite response.
Select Clean Suite Personator Result from the Related To dropdown.
You can name Field Label and Field Name to your preference or leave the default.
Set security settings as required and click Next.
Set page layouts as desired and click Next.
Set lists as desired and click Save.
Best Practices
Make sure that the Lookup Field and Mapping use the same Clean Suite Service. For instance, a Personator Lookup should be mapped on a Personator Mapping.
Salesforce Objects can have multiple CleanSuite lookups mapped to them. For instance, you may have Global Email, Global Phone, and Personator Lookups all mapped to the Contact object.
Lookups can be used to store results without overwriting them. Instead of choosing the Input field as your Output, you can output all results to a lookup. This way your data will never be modified by CleanSuite.
Create another field with Type Text (OPTIONAL).
Name field label as Personator Result Code (this will auto populate Field Name).
This is where Result Code be mapped to when the service returns the returns result code in the response. Result Code is what indicates validity of the data that was sent in the service.
Enter length
255.
Advanced Mapping Configuration#
A Clean Suite Mapping or Mapping for short is a configuration specifying what data to look at and what to do with it. Each mapping is tied to a specific Salesforce object, either standard or custom as well as a Melissa Webservice. Mappings consist of two columns, Input and Output.
Attention
A mapping must be created before processing data through Clean Suite. This is how we know what data to work with.
In the screenshot below we can see a Personator Contact Mapping named Mailing Address Verification.
The input column on the left specifies which data to send to the Personator service and
the output column on the right specifies what to do with that data when it is returned.
How to Create a Mapping#
Click the text box under SELECT OBJECT TYPE and type in the name of the Salesforce object you wish to work with. Select the object from the drop down.
Select the Melissa Webservice you wish to use by clicking one of the buttons under ADD NEW MAPPING.
You will be prompted to name your new mapping. It is recommended to create a name that is memorable to you such as
Mailing Address VerificationorBillingAccountAddress.
Select the inputs you wish to use by clicking the text box and typing. Select from the drop down.
Do the same for the outputs you wish to use as well including Lookup Field and Result Code.
Click Save All when done.
Lightning Action Setup#
Lightning Quick actions allow CleanSuite users to quickly process single records on demand in one click of the mouse.
These actions are available for the following CleanSuite services: Personator, BusinessCoder, Global Address, Global Email, and Global Phone.
Setting up quick actions is fast and easy.
Start by navigating into Salesforce Setup, then head into the Object Manager and select the object you wish to add a Lightning Quick Action to. In this example we are using the Contact object.
Select Buttons, Links, and Actions and click New Action.
In the Action Type dropdown choose Lightning Component.
In the Lightning Component dropdown set the component as desired. In this example, we are using Personator so we selected
MDPERSONATOR:CS_PersonatorAction. Set Label, Name, and Description as desired. Note that the Label field is how the button will display to your users. Click Save when you are done.Navigate back to the Object Manager and select the object we were working with again. In this example we select Contact because we are working with the Contact Object.
Select Page Layouts and choose the Layout you wish to modify.
In the Layout menu, select the Mobile & Lightning Actions category. Find the button we created in step #4 and drag it into the Salesforce Mobile and Lightning Experience Actions section as desired. When done, click Save at the top.
Navigate to the object we just modified and confirm that our lightning quick action is available.
Clicking with the mapping setup correctly, clicking the lightning quick action button will populate the following fields Other Address, Personator Result Codes, and Clean Suite Personator Result fields:
In the Other Address field, not only was it populated with the response from Personator, it also standardized the address by changing the first letter of the street name to upper case and adding plus-4 on postal code.
Values in Personator Result Codes provides information about the validity of the address.
Values in Clean Suite Personator Result provides a hyperlink to view all the information available from Personator response.
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Lightning Components#
License Keys and Administration#
The license key and settings set up in Listware for Salesforce carry over to Clean Suite for Salesforce. Switch into the Listware app and head into the Listware Administration tab and insert in the appropriate license key. After that, switch back into the Clean Suite app.
Configuring Mappings#
A new major feature in Clean Suite is the ability to create multiple custom input & output mappings per object type. These mappings are used by the Personator, Property V4 and BusinessCoder components. If you’re using the ExpressEntry component (international address auto-completion), take a look at Lightning Global Express Entry. Otherwise, follow these instructions to create a new mapping:
Head into the Clean Suite Advanced Mappings tab. Under Object Type, type in the name of the object and select it from the drop down:
Once Object Type has been selected, click on one of the blue buttons with a service name to create a mapping for the corresponding service:
Enter a new name for the mapping and click Save:
Select the mapping you created under Mappings on the left side and then map in the input and output fields. Some things to note:
In the output fields there’s the option to map in a lookup field. With this lookup field, all the fields/results returned by the service can be stored in a custom object referenced by this lookup. This is useful for those who would like to see all the possible fields returned without mapping the fields individually into your Salesforce object. You will need to create the appropriate custom lookup field in Salesforce’s Object Manager.
After mapping in the input and output fields, click on the blue Save All button on the left to save the mapping/changes.