Entering a new address

  1. Click the pencil icon beside the address field.

  2. Start typing an address in the Street field (the default country will be shown in the component). A list of possible matching addresses is displayed.

    Picklist of address options

  3. Select an address from the list. This address will automatically be formatted in the correct fields.

  4. Click the chevron or green/red/orange icons beside the Save button for further information on the validation status.

  5. If the confidence level returned by the API is Verified match, a green icon will appear beside the Save button to show that it has been successfully validated by Experian.

    Expandable validation status

  6. If no suggestions are shown, you can type an address manually and click Save. An orange icon will appear beside the Save button to show that it has been manually entered and not validated by Experian.

    Manually updated message

  7. Sometimes there can be a problem with the API Authentication token being used and an orange warning icon will appear beside the Save button to show that is has not been validated by Experian. This could be because the country being used isn't licensed or the token may be disabled, have run out of credits or expired. This should be addressed by the Salesforce administrator.

    Not validated message

Editing/deleting an existing address

  1. Click the pencil icon beside the address field.

  2. Click the Clear button first so you can get a new list of suggestions from the API.

  3. Start typing an address in the Street field and select an address from the list of suggestions or leave the fields blank to delete the existing address.

  4. Click Save or Save blank value depending on the action being taken.