Unveiling the AccuZIP DQ Application for Data Quality Assurance

The powerful ‘AccuZIP DQ’ CASS CertifiedTM address verification solution from AccuZIP, created in collaboration with Salesforce, is now available on the Salesforce AppExchange for integrated real-time address verification and rectification.

AccuZIP observed a rise in demand for an integrated tool for address and contact data quality in the well-known Salesforce CRM platform. AccuZIP, a well-known industry pioneer, responded to this need by developing this straightforward, cost-effective, and priceless address rectification solution. After the AccuZIP development team underwent and completed the demanding Salesforce security evaluation process, the AccuZIP DQ App is now available to millions of Salesforce users on the well-known AppExchange.

About AccuZIP DQ Application

The AccuZIP DQ Application and the USPS address verification tool are used to verify addresses. The CASS, which is used to clean and standardize billions of addresses, receives USPS certification every year. With the rigorous AccuZIP address verification tool for Salesforce, we can make sure that any address we provide is accurate and can be used by the USPS to deliver packages in batch or real-time modes, down to the suite or apartment level.

Additionally, users of Salesforce can verify whether an address is occupied, residential, or commercial. Thus, Salesforce users can be more confident than ever in the quality of their CRM data.

The AccuZIP DQ App offers single and batch address correction and validation using AccuZIP’s dependable CASS Certified validation engine.  Addresses are backed up before any changes are made to ensure that client data is always saved and integrity is always upheld.

The president of AccuZIP, Kristen McKiernan, claims that “CASS AccuZIP is pleased to finally make its rigorous address verification tool available to the Salesforce community after being used for the last 25 years to clean and standardize billions of addresses each year. AccuZIP has received USPS certification. Salesforce users can instantaneously confirm every address they enter as legitimate and USPS deliverable, or, if an address is blank, if it is a residential or business address, down to the specific suite or flat. Salesforce users may now be more confident than ever in the quality of their CRM data.

Process of Implementing AccuZIP DQ

AccuZIP DQ is a brand-new but incredibly useful app available on AppExchange. This tool for address verification can validate addresses to the delivery location. There shouldn’t be any guesswork or uncomfortable ambiguity involved when sending important documents or deliveries to unknown locations. Due to Salesforce’s built-in security, you might feel even safer about your data. Given below are the important steps to implement the AccuZIP DQ:

Step 1:

As soon as the AccuZIP DQ Managed package has been successfully installed, select the AccuZIP DQ app from the drop-down list under the Sales App option.

Step 2:

• Click the Accounts tab and choose any Account record.
• Choose Edit Layout from the Account Detail page.

Step 3:

• Choose Fields first.
• Move the custom fields for the backup billing address and backup shipping address into the Additional Information section. The original address entered in the Backup Billing Address and Backup Shipping Address custom fields is kept once the address has been validated using AccuZIP DQ services. When the records are changed by the AccuZIP server for the first time, Address Backup occurs automatically through batch processing. This ensures the confidentiality of the users’ first input. The AccuZIP DQ button now includes address backup functionality on the Record Detail page.

Step 4:

Click Buttons. Drag the custom button with the name AccuZIP DQ to the Account Detail section and then click the Save button. The AccuZIP DQ Button is utilized for Account, Contact, and Lead object addresses from the AccuZIP server.

Step 5:

• If there are several addresses, select one of the two addresses (billing or shipping). If there is only one address, the user will be taken directly to the Validate Address page.
• Once you click the Validate billing address or shipping address or both buttons, the United States Postal Service (USPS) will verify the accuracy of the original address data and provide the USPS standardized version of the address. Additionally, the address type (such as residential or commercial) will also be validated.

Step 6:

By locating the user’s address from the initial input, the Update Address button can be used to update the default address. Using the Validate button, the Original Input is verified against the specified Address.

Step 7: Bulk Address Validation

• To confirm that the address fields for the contact, lead, and account objects are accurate. Locate the Account Listview, then click Edit. Add the Listview button to the Account, Lead, and Contact search Layouts.
• In the Custom Buttons section, click the Add arrow to move the Validate Selected button from the Available Buttons list to the Selected Buttons list, and then click the Save button.

Step 8: Validate Bulk Addresses

By clicking the Accounts tab, choose All Accounts from the View dropdown box. Then, select Go.

Step 9:

Select the addresses you want to validate by selecting the box next to each entry, then click the Validate Selected button to begin the asynchronous processing of those addresses. When processing is finished, the results screen displays both the number of addresses that were processed successfully and the number of addresses that were skipped due to incorrect validation. Salesforce information for all successfully authorized addresses will be automatically updated.

Status: It displays the selected accounts’ status, such as “In-progress” or “Completed.

Total: It displays the grand total of the chosen accounts.

Processed: It displays the total number of accounts processed.

Error: It displays the total number of accounts that have had errors.

Hence, the thorough AccuZIP address verification tool for Salesforce can validate every address you enter as valid and capable of being delivered by the USPS in batch or real-time mode, even down to the suite or flat.