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How to: Setup Automated International Address Verification via Process Builder

by Laura Truman Support

Create a New Process

Navigate to Setup | Process Automation | Process Builder.

Select New.

Create a new process 1

Provide a Name and API Name.

Set The process starts when to A record change.

Press Save.

Choose Object

Select Add Object to open the Choose Object panel.

Choose object 1

Select Find an object…

Choose the relevant Object.

Under Start the process, select the appropriate option for your use case from the available options.

Press Save.

Add Criteria

Select Add Criteria to open the Define Criteria panel.

Name the criteria using the Name Criteria field.

Add criteria 1

Set Criteria for Executing Actions to Conditions are met.

Under Set Conditions, select the Find a Field and select the associated Address Status field for the address block and press Choose to confirm.

Add criteria 2

Set Operator to Equals.

Set Type to Picklists.

Set Value to Not checked.

If you want to add more criteria, select Add Row.

Set Conditions to All of the conditions are met (AND).

Press Save.

Add Action

Select Add Action to open the Select and Define Action panel.

Set Action Type to Apex.

Add action 1

Name the action using the Action Name field.

Set Apex Class to Premise Level Address Verification.

Set Country-field API name | Type to String.

Add action 2

Set Country-field API name | Value to the address block’s country field API name.

Set ID of record to validate | Type to Field Reference.

Select Find a field… to open the Select a Field modal.

Select the Object’s ID field.

Select Choose.

Select Save.

Activate and Test

Select Activate.

Select Confirm.

Activate and test 1

Insert a record into your object with a complete address block and the necessary criteria to meet to rules configured in the Add Criteria section.

Contact Us

If you are experiencing any issues with the setup, please reach out to: support@provenworks.com where a member of our team will be happy to assist.