Watch this tutorial video to learn more about address validation and standardization or follow the step-by-step instructions below.
Once you’ve created a data maintenance job and the job has finished calculating, click on the matches link to view the results of the records found by the job.
Check to ensure that you are seeing the correct results and make any modifications to the job as necessary. If you need to make changes to the job or add additional criteria, be sure and recalculate the job after saving the changes.
Manually or Mass Address Validate & Standardize
To run the address validation on just one record, simply click the check box on the top right corner of the record and then click Address Validate & Standardize at the bottom of the record display. This will submit the address job for that one record.
In order to review or edit the results of the address validation, you must refresh the page.
To do a mass address validate & standardize on all records found in your job, click the box at the top of the check box column to select All records. Then, click the Mass Address Validate & Standardize button to run the process on all of the records. (We recommend that you manually try a few records before doing a Mass Address Validate & Standardize.)
To see the results of the address verification and to also update records to standardize the address, click on the Review/Edit button.
This screen will also display potential duplicate matches it finds so that you can choose to not update two records that might be potentially the same person. Ideally, you’ll want to run all of your de-dupe filters prior to address validation so that the duplicates detected are kept to a minimum.
Just like with the de-dupe merge grid, you can view the results of the address validation in a grid as well. You will be able to see the standardized address in the screen view on the right hand side of the page. Note: when you click to view the results of the address scan on the record, a token is used. You can then choose to click ‘Update’ or ‘Update & Load Next’ to move on to the next record in the list to move through the list manually.
If you review and spot check more than several records and you decide you want to mass update instead of handling them one-by-one, click the check box on the top of the check box column and choose Mass Address Validate & Standardize.
If the address is not able to be validated, it will return a message that the address could not be identified.
If you prefer to run automation on the job rather than mass Address validate & Standardize, simply click on the Automation dropdown menu and select Start Automation option. This will send the entire job into a batch job to sync with the Salesforce records rather than you having to mass update a page at a time. Automation jobs generally use less resources to do the same process.
Note: There is a report option available to show you which records were run. The report will provide you with the Salesforce ID in case you need to get a list of user(s) that were in the job. To access the report, click on Reports from the top navigation menu and select the Data Maintenance Report.
NOTE: If this will be an ongoing job (and not a one time cleanup), you may want to contact our Support Department to obtain an additional install from us (free of charge) that will trigger records that have already been validated to go to a status of ‘not validated’ after the address has been changed within Salesforce. That way, the records will be picked up again to re-evaluate in a future scan if the address has changed. This does require a separate installation. It does not happen automatically by default.