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Make sure you have configured your organization settings as described in the configuration section. Clicking the Use for Accounts and Use for Contacts buttons will create action overrides for the New and Edit actions of Account and Contact, respectively. This means your organization will use the Visualforce pages included in the package (which support address validation) whenever you create or edit Account and Contact records.
You don't have to use our buttons to set these overrides; you can always do it manually. As a system administrator, navigate to Setup->Customize->Accounts->Buttons, Links, and Actions and click Edit on the action you want to override, then choose to override with a Visualforce Page, and pick the corresponding SmartyStreets Visualforce page for the record type and action you want to override. It's a bit of a hassle, and that's exactly why we made a friendly button to do it all for you.
It's likely that you don't have your organization configured to use a valid API key for the domain on which your organization is hosted. Refer to the configuration section for help doing this. Make sure the domain name you used for the Website Key ends with
.visual.force.com, and does not have the word "lightning" in it.
This happens when there is an error during code execution. This is usually because you don't have a valid Auth ID and Auth Token key pair saved, or because you have run out of lookups on your SmartyStreets account. You can check if your keys are valid on the SmartyStreets app's Configure SmartyStreets page. You can check how many lookups you have left by logging in to your SmartyStreets account.
This is a side-effect of the plugin overriding the standard New and Edit pages. Salesforce automatically deactivates inline editing on the View/Details page when the Edit page is overridden. This behavior is expected, and not to be feared.
This happens sometimes, especially if the process has been running for a very long time. Just hit the Abort Verification button on the Batch Verify page again. If it has been 10-20 seconds and it hasn't told you that the verification was aborted successfully, refresh the page and see if it is still verifying. If so, rinse and repeat.
If the error looks something like
SObject row was retrieved via SOQL without querying the requested field: Contact.OtherStreet, then this means the plugin is looking for the contact's Other address, but it is not present in your Contact page layout. Make sure your Account page layout includes the Billing and Shipping addresses, and your Contact page layout includes the Mailing and Other addresses.
If the error just says "Error loading page," it could mean your page layout for that object (e.g., Account) has some kind of custom name field the plugin isn't expecting.
If the error only happens on the New page, it could mean that you have validation rules that conflict with the plugin. You can either disable the override for the New action/button for the object, which will also make it so you can't verify addresses on the New page, or you can modify your validation rules to make exceptions for Accounts named New Account, Contacts with the last name New Contact, and Leads with the last name New Lead.
Internet Explorer has some problems, frankly. If you experience problems while using it, the first thing to try is using another browser instead.
Valid mode only includes valid addresses that have been verified more than X months ago, where X is the value entered during step 3 of configuration. Setting it to zero makes batch verification include all valid addresses.
An address may be excluded from batch verification if:
That's right. Each standard address has two custom fields for the date on which it was last verified. They have the same name, except one has "(date)" at the end. That one is a date field, and the other is a text field. It will work with either one (or both) in your layout. The text field will update right away, and the date field will update upon saving the record.
Freeform addresses are those that have the whole address in the Street field, or in the Street and Country fields. Simply put, freeform addresses are not supported when verifying from a New or Edit page, but our Batch Verify page does support them.