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Salesforce : DQE One - Filling Forms with DataQ Services

Support DQE Software
  • Updated

The DataQ services for which you have credits, activate input help and input control depending on their initial set-up. 

In the following instructions, all DataQ services are available: phone, email, and address.

Each has been set-up with all DQE One options available, and forms include all related custom fields and picklists.

To review your DataQ service set-up, refer to DQE One Installation Guide.

 

 

Filling a Contact/Lead form

 

Whether you are creating a new contact/lead, or editing an existing contact/lead via the Edit with DQE button, DataQ related fields and picklists are included in the form.

 

  • Filling a Phone field

      • To change the default country, select your chosen country in the Country Selector picklist 
      • Enter phone number
      • Exit the phone number field
      • DataQ automatically normalizes number format for the country and
      • DataQ displays the input control result as follows:
      • : phone number is valid
      •        : phone number is invalid
      • Move cursor over icon to display error type
      • If phone number is invalid, correct the input

Note: you cannot save the form with an invalid entry if this rule is part of your Phone object DataQ setup.

 

  • Filling Mailing Address fields

      • To change the default country, select your chosen country in the address field picklist 
      • Enter mailing address:
      • If single field entry: enter mailing address information > DataQ displays a mailing address picklist > Select the desired mailing address > DataQ automatically fills all address fields in the country format or
      • If various field entry: fill as many fields as available information > DataQ displays an input picklist for each field > Select the desired inputs > Click on Save 
      • DataQ displays mailing address control result as follows:
      • : mailing address is validated > click on >  DataQ completes field filling in the country format
      • : mailing address requires a correction, error type displays
      • If mailing address requires a correction, correct the related field > Click on Save to control corrected mailing address > if validated, click on           to complete field filling

Note: you cannot save the form with an invalid entry if this rule is part of your Address object DataQ setup.

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  • Filling an email field

      • Enter email address 
      • You can select the desired suggestion from the automated picklist
      • When email address is fully entered, exit the Email field
      • DataQ displays input control result as follows:
      • : email address is valid
      • : email address is invalid, error type displays under the input field
      • If email address is invalid, correct the input.

Note: you cannot save the form with an invalid entry if this rule is part of your Email object DataQ setup.

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