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Business

Atlas for Salesforce

Overview

  • Complete address capture solution.
  • Quickly capture an accurate and complete address from either a postcode or partial address, and place it directly into the Salesforce platform.
  • Integrates seamlessly into both Classic and Lightning Salesforce modes.
  • The solution is an unmanaged package that contains the static resources, Visualforce pages and the Find Address buttons. Installation packages are available for different editions of Salesforce Classic and Lightning modes.

Quick Start

If you have:-

  • Essentials edition, click here to install the package for Leads, Accounts and Contacts into your organisation.
  • Salesforce.com Professional edition or greater, click here to install the package for address lookup for Leads, Accounts, Contacts, Orders and Contracts.

If you are installing:-

  • Into an Essentials edition sandbox organization, please click here for the  installation package.
  • Into an Professional edition (or greater) sandbox organization, please click here for the  installation package.

Features & Benefits

  • Operates at all address entry points, ensuring a consistent method of address capture throughout the Salesforce platform.
  • User-friendly interface, which is cross-browser compatible.
  • Enhances your database by improving its accuracy, and with it, your corporate image.
  • Supports the use of a variety of reference datasets, (eg, UK Royal Mail PAF, Eircode, Australia Post, and other  International datasets).
  • Download in seconds and customise as required within Salesforce forms. Follow a link, log in to Salesforce and you will be up and running in minutes.

Configuration

The Administration Manual (PDF) outlines the implementation steps for your Salesforce system administrator.

The User Guide (PDF) provides end users with all the information needed to get the most from the Salesforce integration.