Salesforce - Setup DataQ Real Time

Prequisite : 

• Salesforce Country Picklist must be activated to use DataQ Real Time (please refers : Enable Country Picklist in Salesforce)

To use DQE Real-Time Services, they will need to be enabled in the Salesforce Custom Settings.

• From Setup -> Custom Code -> Custom Settings (or type Custom Settings in the Quick Find box), select “Manage” beside DataQ Setup
• Select Edit
  • Location: DQE Software
  • Enable Address Autocomplete: if activated, suggestion of addresses based on the country
  • Enable Address Validation: if activated, validation of the address if not selected from autocomplete or update the address after a selection from autocomplete
  • Enable B2B Autocomplete: if activated, suggestion of companies based on the country
  • DQE Licence: API Key
  • Debug Mode: Debug mode if activated
  • Enable Email Validation: if activated, validation of email (field type : email)
  • Enable Name Suggestions: if activated, suggestion of firstname and lastname
  • Enable Phone Validation: if activated, validation of phone number (field type ; phone)

• Select the services subscribed
• Enter your DQE License number (API Key) as provided by DQE
• Select Save

Specific setup DataQ Real time

Address setup:

• From Setup -> Custom Code -> Custom Settings (or type Custom Settings in the Quick Find box), select “Manage” beside DQE Address Setup
• Select Edit
  • Location: DQE Software
  • Address Sublocality Fields: Store the sublocality information of the address. Syntax to follow

[Object] - [AddressField] - [FieldStoredSublocality]

• • Prevent Saving On: List of quality codes that will block the save of the record (separated by a comma)
  • Display Maps On Creation: Display a map on a creation form
  • Autofill Geolocation Infos: if activated, autofill the geolocation of the address in the field associated to the address
  • Quality Code Fields: Store the quality code of the address (validation only). Syntax to follow

[Object] - [AddressField] - [FieldStoredQualityCode]

• • Address Complement Field : Store the additional information of the address. Syntax to follow

[Object] - [AddressField] - [FieldStoredAdditionalAddressInformation]

• • Autofill Address Complement: Autofill the additional address information in the field defined previously
  • Default Country: ISO code 2 of default country ( if the country is based on the local of the user then put a '-' or 'auto') 
  • Display Maps On Edition: Display a map on an edition form

Phone setup:

• From Setup -> Custom Code -> Custom Settings (or type Custom Settings in the Quick Find box), select “Manage” beside DQE Phone Setup
• Select Edit
  • Location: DQE Software
  • Default Country: ISO code 2 of default country ( if the country is based on the local of the user then put a '-' or 'auto') 
  • Store Geolocation: Store the location of the phone number. Syntax to follow

[Object] - [PhoneField] - [FieldStoredGeolocation]

• • Other fields controlled: other fields to be checked (not a phone type field)
  • Code : Phone is Invalid: put the error code that the phone number is considered as false
  • Store Quality Codes: Store the quality code of the phone number. Syntax to follow

[Object] - [PhoneField] - [FieldStoredQualityCode]

• • Store Types: Store the type of phone number. Syntax to follow

[Object] - [PhoneField] - [FieldStoredType]

• • Prevent Saving On: List of error codes that will block the save of the record (separated by a comma)
  • Display Country Selector: Display a country selected on the left of the phone field 
  • Store Operator : Store the carrier of the phone number. Syntax to follow

[Object] - [PhoneField] - [FieldStoredCarrier]

• • Ouput Format: Please refer to Phone Format type
  • Code : Phone is Valid: put the error code that the phone number is considered as valid
  • Store Reachability : Store the reachability of the phone number. Syntax to follow

[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 type Custom Settings in the Quick Find box), select “Manage” beside DQE Email Setup
• Select Edit (Please refer to Email Quality Code from email validation.)
  • Code : Domain Throwable: Put 95
  • Email Quality Fields: Store the quality code of the email. Syntax to follow

[Object] - [EmailField] - [FieldStoredQualityCode]

• • Code : Invalid Email: Put 02
  • Suggest Username: If activated, there will be a suggestion of email address based on the firstname and lastname
  • Code : Unknown Domain: Put 92
  • Code : Valid Email: Put 00
  • Prevent Saving On: List of error codes that will block the save of the record (separated by a comma)
  • Email Activity Fields: Store the activity information of the email. Syntax to follow

[Object] - [EmailField] - [FieldStoredActivityCode]

• • Accept Extended Syntax: if activated, extended syntax is accepted
  • Other fields controlled: other fields to be checked (not an email type field)
  • Code : Syntax Error: Put 91
  • Code : User Not Verified: Put 01

B2B setup:

B2B is separated in 2 ways of setup : suggestion or the validation on an existing account : 

• DQE B2B Setup
  • From Setup -> Custom Code -> Custom Settings (or type Custom Settings in the Quick Find box), select “Manage” beside DQE B2B Setup
  • Select Edit
    • For all fields, please refers to B2B Fields
    • Display Country Selector: If checked, display a country list on the lest of the lookup field
    • Syntax to follow for each field

[Object]:[FieldStoredB2BInfo]

• DQE B2B Update
  • For all fields, please refers to B2B Complete Fields