The Data8 Salesforce plugin has been updated to support and utilize Lightning in Salesforce. The update contains many new features and improvements to the plugin, such as
Standalone Lightning components for TPS and Bank Validation
Standalone Visualforce page for Predictive Address
Simple real-time validation integration with an Object Button Override
Improved ‘Settings’ page with more customisation options
The plugin’s ‘Settings’ page has been revamped to include more customisation options. With more control, users can tailor the plugin to suit their needs.
Figure 1: Data8 Salesforce plugin updated settings page
One of the biggest improvements in the settings page is the new mapping functionality, which allows the user to set up mappings for each compatible service, including Predictive Address, TPS, and Bank Validation. Featuring support for custom objects and fields, the dynamic mapping system offers increased flexibility and therefore compatibility. In addition to their use around the plugin, these mappings can also be used for the batch processing service we offer for TPS.
Figure 2: Mapping Configuration for TPS
Another important change to the plugin’s ‘Settings’ page is that client authentication has moved away from username and password to the more secure encrypted API Key. API Keys can be generated from the Data8 Dashboard (https://www.data-8.co.uk/dashboard/api-keys/) in order to give clients greater control over applying restrictions such as by IP Address, Domain or Service for improved security.
Predictive Address is an autocomplete tool for address input that saves time and eliminates mistakes through reduced user typing. By completing, standardising and validating all address fields in minimum keystrokes, Predictive Address improves user experience and enhances data quality.
With our Salesforce plugin, Predictive Address can be used to quickly and accurately populate address fields on records.
There are two ways to implement Predictive Address into an object - via a Lightning record page or via a custom button on the page layout.
The integration of TPS and CTPS within the plugin gives users the tools to screen any number against both registers before placing a call.
Our TPS screening service can be integrated to check at point of saving, with an object button override; meaning numbers will be checked as users create new and edit existing records.
Figure 4: TPS Status component displaying the results of the real-time TPS check
An alternate implementation method is the use of a standalone Lightning component. This can be added to a Lightning record page, giving users the option to perform TPS checks at the click of a button to ensure a number isn’t registered before making the call.
Figure 5: Standalone TPS Lightning component
Our Bank Validation service allows you to capture accurate bank details in real-time to avoid costly failed payments at a later date.
Bank validation can be integrated through an object button override (as users enter data) or through a standalone Lightning component that can be used on any custom object and field.
Figure 6: Bank validation Lightning component
EMAIL, TELEPHONE, NAME VALIDATION AND TELEPHONE FORMATTING
Email, telephone, name validation and telephone formatting services can be implemented by overriding an object’s default button actions. This means that validation will occur when saving new or existing records. Real-time validation will prevent a record from saving if the entered data is invalid. This ensures that only correct, accurate data enters your database. This method can also be used to implement TPS and Bank validation.
Figure 7: Real-Time Validation In Action. Implemented Through A Record Form Override.
BUSINESS INFORMATION LOOKUP
The Business Information Lookup service obtains useful information about a company from a company name or address. It can be accessed through a custom button and will create a relationship between a record and a company. Users can search for a business by name or postcode to instantly obtain an array of information about the selected company.
Figure 8: Business Information Lookup - Company Search
More Information can be found here
This company information will also be stored and accessible through a link from the record details tab when using the accompanying Visualforce page. As demonstrated in the image below, the credit rating of the company is displayed along with a ‘Details’ button which will link the user through to the appropriate company object.
Figure 9: Business Information Lookup - Details from accompanying Visualforce page