Salesforce Docs Portal

Validating Customer Profile Address on Cart

Integrate the Clienteling SPI to check a customer’s address before placing an order.

Prerequisites

  • Modern POS App Build: 9.2.1 and later
  • Platform Support: iPhone & iPad
  • Offline Support: no
  • Technical Prerequisites: Third-party integration (for example Quick Address Systems (QAS) by Experian)

Set Up Point of Sale CMS for Customer Address Validation

Set up Point of Sale CMS to validate customer addresses and configure supporting features. Connect the Clienteling SPI for customer search, turn on address verification, and confirm that customer profiles have all the required address fields before checkout.

Configure the Clienteling SPI

Connect the Clienteling SPI to support customer search in the POS app.

  1. In the CRM system, configure the Clienteling SPI. Then, create a custom Customer Search layout, for more information, refer to this article.
  2. Configure the endpoints of the third-party integration in Point of Sale CMS by going to Integrations | Custom Connectors.

Turn On Address Verification

Configure the POS app to verify entered addresses.

  1. In CMS, go to Apps | All.
  2. Edit the app configuration.
  3. Go to Modules | Settings.
  4. Turn on Enable Address Verification.

Set Up Address Field Completion Check

Configure the POS app to check that all required address fields contain a value before checkout. The app validates first name, last name, street address, city, state, ZIP code, country, and email address.

  1. In CMS, go to Apps | All.
  2. Edit the app configuration.
  3. Go to Modules | Settings.
  4. Turn on Confirm customer profile has all required address fields before checkout.
Important
Important

For countries that don't require a state as part of their address format, go to Store Management | Store Settings | OMS | Advanced and add the 2-character country ISO code to Ignore State for Addresses of Configured Countries. Separate multiple codes with commas. The state field no longer appears on the app's address forms for that country's addresses.

Validate Customer Addresses in the POS App

Use the POS app to check customer addresses and tell store workers to fix wrong information. This will give you the correct shipping information for online orders.

If a store associate adds an online item to the cart and pulls a customer's profile, the shipping address auto-populates from the profile.

The customer's shipping address in the POS App.

If there's no address listed in the customer's profile, the POS app prompts the associate to enter an address. If the address can't be checked, a window opens. The associate can select either the address that was updated before or a suggested one. If an address has been inputted before logging in as a customer and if unable to validate, the POS app offers suggestions.

A suggested valid address that the POS app gives you in a window if you enter a nonvalid client address.

Note
Note Selecting or updating an address in the validation process won't update the address listed in the customer's profile, it is only applied to the order.

However, if there's an address listed in the customer profile but it's incomplete, the POS app will validate the address if the associate attempts to checkout. If unable to verify, a window appears prompting the associate to correct the information.

After the address has successfully been verified and the associate completes checkout, it'll be recorded in the TLogs.

A popup window that allows you to correct shipping address information and then verify it.

There's no difference between how this is recorded and whether the address was edited via suggestion or not. The TLogs only records the address used to ship a completed order.

A code snippit from the TLogs that shows the address used to ship a completed order.