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Hopewiser Web Services

Atlas for Salesforce.com

To use Atlas for CRM you will require a Hopewiser web service account. If you don't already have an account, then please register on-line or alternatively contact us.

Hopewiser Atlas for Salesforce.com is the complete address capture solution. It allows you to capture an accurate and complete address from either a postcode or partial address, and place it directly into Salesforce.com.

Product Features

  • Provides a quick and easy method for capturing addresses from either a postcode or partial address
  • Operates at all address entry points, ensuring a consistent method of address capture throughout the system
  • User-friendly interface, which is cross-browser compatible
  • Easily deployed and seamlessly integrated within Salesforce.com
  • Formats the address to meet Salesforce.com requirements

Atlas for Salesforce

Installation

The installation packages are unmanaged packages that contain the static resources, Visualforce pages and the Find Address buttons. Installation packages are available for different editions of Salesforce.com.

If you have SalesforceIQ Starter edition or Salesforce.com Group edition, visit this URL to install the package for Leads, Accounts and Contacts into your organisation:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t24000000Ahfe

If you have Salesforce.com Professional edition or higher, visit this URL to install the package for Leads, Accounts, Contacts, Orders and Contracts:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t24000000Ep0m

Note: If you are installing into a sandbox organization please visit one of these URLs instead:

http://test.salesforce.com/packaging/installPackage.apexp?p0=04t24000000Ahfe

or, for Professional edition and higher:

http://test.salesforce.com/packaging/installPackage.apexp?p0=04t24000000Ep0m

Configuration

You must now add the Find Address button to the screens on which you wish to enable address lookup, and enter your username and password into the configuration. Please see the Administration Manual (PDF) for details.

User Guide

Download the User Guide (PDF).



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