Salesforce - Set up DataQ Real-Time

Prerequisite:

• Salesforce Country Picklist must be activated to use DataQ Real-Time. See Enable Country Picklist in Salesforce.

To use DQE Real-Time services, enable them in Salesforce Custom Settings.

• From Setup > Custom Code > Custom Settings, or by typing Custom Settings in the Quick Find box, select Manage next to DataQ Setup.
• Select Edit.
  • Location: DQE Software
  • Enable Address Autocomplete: if activated, provides address suggestions based on the selected country.
  • Enable Address Validation: if activated, validates the address when it is not selected from autocomplete, or updates the address after an autocomplete selection.
  • Enable B2B Autocomplete: if activated, provides company suggestions based on the selected country.
  • DQE Licence: API key.
  • Debug Mode: enables debug mode.
  • Enable Email Validation: if activated, validates email fields.
  • Enable Name Suggestions: if activated, suggests first names and last names.
  • Enable Phone Validation: if activated, validates phone number fields.

• Select the services you subscribed to.
• Enter your DQE licence number or API key, as provided by DQE.
• Select Save.

Specific DataQ Real-Time setup

Address setup

• From Setup > Custom Code > Custom Settings, or by typing Custom Settings in the Quick Find box, select Manage next to DQE Address Setup.
• Select Edit.
  • Location: DQE Software
  • Address Sublocality Fields: stores the sublocality information of the address. Use the following syntax:

[Object] - [AddressField] - [FieldStoredSublocality]

• Prevent Saving On: list of quality codes that block record saving, separated by commas.
• Display Maps On Creation: displays a map on a creation form.
• Autofill Geolocation Info: if activated, autofills the address geolocation in the field associated with the address.
• Quality Code Fields: stores the address quality code for validation only. Use the following syntax:

[Object] - [AddressField] - [FieldStoredQualityCode]

• Address Complement Field: stores additional address information. Use the following syntax:

[Object] - [AddressField] - [FieldStoredAdditionalAddressInformation]

• Autofill Address Complement: autofills additional address information in the field defined previously.
• Default Country: ISO 2-letter code of the default country. If the country is based on the user’s locale, use - or auto.
• Display Maps On Edition: displays a map on an edit form.

Phone setup

• From Setup > Custom Code > Custom Settings, or by typing Custom Settings in the Quick Find box, select Manage next to DQE Phone Setup.
• Select Edit.
  • Location: DQE Software
  • Default Country: ISO 2-letter code of the default country. If the country is based on the user’s locale, use - or auto.
  • Store Geolocation: stores the location of the phone number. Use the following syntax:

[Object] - [PhoneField] - [FieldStoredGeolocation]

• Other fields controlled: other fields to be checked that are not phone-type fields.
• Code: Phone is Invalid: error code used when the phone number is considered invalid.
• Store Quality Codes: stores the phone number quality code. Use the following syntax:

[Object] - [PhoneField] - [FieldStoredQualityCode]

• Store Types: stores the phone number type. Use the following syntax:

[Object] - [PhoneField] - [FieldStoredType]

• Prevent Saving On: list of error codes that block record saving, separated by commas.
• Display Country Selector: displays a country selector to the left of the phone field.
• Store Operator: stores the carrier of the phone number. Use the following syntax:

[Object] - [PhoneField] - [FieldStoredCarrier]

• Output Format: please refer to Phone Format type.
• Code: Phone is Valid: error code used when the phone number is considered valid.
• Store Reachability: stores the reachability of the phone number. Use the following syntax:

[Object] - [PhoneField] - [FieldStoredReachability]

Email setup

Emails can be inferred from the First Name and Last Name fields and validated.

• From Setup > Custom Code > Custom Settings, or by typing Custom Settings in the Quick Find box, select Manage next to DQE Email Setup.
• Select Edit. Please refer to Email Quality Code for email validation codes.
  • Code: Domain Throwable: enter 95.
  • Email Quality Fields: stores the email quality code. Use the following syntax:

[Object] - [EmailField] - [FieldStoredQualityCode]

• Code: Invalid Email: enter 02.
• Suggest Username: if activated, suggests an email address based on the first name and last name.
• Code: Unknown Domain: enter 92.
• Code: Valid Email: enter 00.
• Prevent Saving On: list of error codes that block record saving, separated by commas.
• Email Activity Fields: stores the email activity information. Use the following syntax:

[Object] - [EmailField] - [FieldStoredActivityCode]

• Accept Extended Syntax: if activated, extended syntax is accepted.
• Other fields controlled: other fields to be checked that are not email-type fields.
• Code: Syntax Error: enter 91.
• Code: User Not Verified: enter 01.

B2B setup

B2B can be configured in two ways: suggestions or validation on an existing account.

DQE B2B Setup

• From Setup > Custom Code > Custom Settings, or by typing Custom Settings in the Quick Find box, select Manage next to DQE B2B Setup.
• Select Edit.
  • For all fields, please refer to B2B Fields.
  • Display Country Selector: if checked, displays a country list to the left of the lookup field.
  • Use the following syntax for each field:

[Object]:[FieldStoredB2BInfo]

DQE B2B Update

• For all fields, please refer to B2B Complete Fields.
• To enable the B2B Update functionality:
  1. Go to Salesforce Setup.
  2. Open Object Manager.
  3. Select the relevant object.
  4. Navigate to Buttons, Links, and Actions.
  5. Create a new action.
  6. Configure the action as shown in the screenshot below.

7. Add this button to your Lightning record page.