Administrator Setup

These are the steps for setting up the AddressFinder Lightning App for Salesforce.

If you complete the Setup Steps below and the AddressFinder service is not auto-suggesting addresses as it should, please refer to the Troubleshooting section.

Prerequisites

• Whoever is performing these steps has customization privileges for their Salesforce application.
• The organisation has signed up for the AddressFinder service already at https://portal.addressfinder.io/signup/nz/ (for NZ) or https://portal.addressfinder.io/signup/au (for Australia). NB your domain for signup is likely to be salesforce.com

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Setup Steps

There are only three steps to setting the AddressFinder plugin correctly.

1. Install the AddressFinder plugin from the Lightning App Exchange as you would with any plugin.
2. Add your AddressFinder account key as a record in the AddressFinder Config Custom Setting.
3. Add addressfinder.io to you app's Trusted Sites
4. Add the plugin's Lightning Component to any record page layouts with which you wish to use the AddressFinder service.

(More details are provided 👇 - click the links ☝️ to go straight to the appropriate section below)

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1. Install Plugin From The AppExchange

• Go to the AppExchange
  • Either, via your app:
    • App Launcher -> Visit AppExchange (top right)
    • search for 'AddressFinder' (one word)
  • Or, directly from our app homepage on the AppExchange TODO
• Click Get It Now
• Log in (as required)

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2. Setup Account Key

• Goto Setup
  • -> Custom Code -> Custom Settings
  • -> Manage next to the AddressFinder Config name
  • -> New
    • Name - any name you wish to give it
    • Country Code - either 'nz' for New Zealand or 'au' for Australia)
    • Key - your AddressFinder account key (can be found at your AddressFinder portal)
    • Save

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3. Add AddressFinder To Your Trusted Sites

NB this only allows your site to make requests to addressfinder.io. These can be monitored via the browser developer tools to see in detail.

• Goto Setup
  • -> CSP Trusted Sites -> New Trusted Site
    • Trusted Site Name - any name you wish to give it
    • Trusted Site URL - 'https://api.addressfinder.io'
    • Save

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4. Add Plugin to Record Page

• Goto Setup
  • select Lightning App Builder -> New
  • select Record Page -> Next
  • Fill in Label and select the Object (that has an address e.g. User)
  • Select Clone Salesforce Default Page -> Finish
  • Type AddressFinder into the search box
    • Click on AddressFinder (under Custom)
    • Click Activation
      • Click Org Default -> Assign As Org Default -> Close
      • Save
  • PROFIT