Before You Begin, Requirements

Before you begin working with our app, you must have several components already in place and configured. We will not cover these components in detail, but will at least point you to where you can get the information you need.

Salesforce.com

A production system Salesforce.com Org will be needed in order to set up the integration. A sandbox will be very helpful in this process as well. Any edition of Salesforce.com should work.

SmartyStreets Account Option

SmartyStreets offers an address cleansing service, which our app uses. Please keep in mind that SmartyStreets.com is a separate, company from To A Finish LLC which we partner with. They curate the address information, and we provide the functionality to use their service inside of Salesforce.

We resell their Address Verifications (and provide a discount on the app if you purchase through us), but you can use your own account with them directly if you choose to do so. This is possibly recommended in two cases:

1. SmartyStreets offers a free monthly plan with 250 verifications. If your needs are limited to only a few verifications each month, then it might make sense to use an account with them, rather than purchasing a package through through us. * It also makes sense to sign up for this free plan when testing the app.
2. SmartyStreets offers International Verifications (verifications for addresses outside of the United States). By contract, we cannot resell these verifications, so you will need a secondary account with them if you need International Verifications.