DemandTools Module Help
for ZipFix
for ZipFix
DemandTools Module Help for ZipFix |
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The ZipFix tool is designed to make recommendations to City and State names (2 digit State code) for addresses of Leads, Contacts or Accounts that have a valid 5 or 9 digit zip code. The tool will also make recommendations to area codes for phone numbers if they do not match the USPS (United States Postal Service) default area code for that 5 digit zip.
The tool does not make any modifications to the addresses but instead produces a CSV file that can be used with MassEffect to update the addresses with the correct information after review by the salesforce admin.
The basic interface is shown below and a detailed and the functionality is described in detail following.
| You can chose to fix the address information on Accounts, Contacts or Leads. The search conditions and available fields will update if you change the type of object that you are updating addresses for. |  |
| The objects that you look at will depend on the total number of Accounts, Contacts, or Leads in your salesforce.com database. If you have less than 10,000 Accounts (and you are fixing Account addresses) you can simply look a "All Objects" so that it will search all Accounts with valid Zip codes.
If you have a larger database you may want to split the search up (by Name or State) so that it is handled in more manageable loads. For example you could use Accounts whose names "Starts With" the values "a,b,c,d" and this would pull out about 15% of your accounts. |
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| The top of this form requires you to enter the field that stores your Zip code data for this object. After you select this field you can then select 1-4 fields to make recommendations to the City, State and up to two Phone number fields. In most cases you will ignore the Phone fields as multiple area codes have made area codes somewhat unpredictable.
Remember again, this tool assumes that the Zip code is correct |
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Select the Pick button to create a new CSV output file in the directory of your choice. This is the file that the recommend changes will be stored in. In most cases you will want to load this file into excel or the database of your choice for further review as shown in step 5.
| The resulting data will contain 3 to 9 fields depending on what fields were selected in the Map Fields section. In the example to the right only 2 fields were selected so 5 fields are displayed on the resulting CSV file (ID field, Original field values, recommended field values). In this case the results are showing the ID of the Account that was found to have an invalid entry plus the original City and State plus the recommended City and State. If any of the original values are correct the recommended values are left blank so that when they are updated via MassEffect the cells will be ignored.
In this case you can see that the application has found several errors including incorrect city and non-state code in the Yellow highlighted records plus a miss-spelled city name in the Red highlighted records. |
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Now that the data is saved in a CSV file you can simply update this data back to salesforce using MassEffect by matching the Key (ID field) and updating the recommend changes.