Get up and running in a few mins!
Salesforce admins can easily add the ScoringBar Connector to their organization’s site — just visit the Salesforce AppExchange.
In order to install, simply follow these steps:
The App captures contact information from lead - Country, Phone, Mobile and Email, into lookup custom object - Score Result. It happens every time a new lead is created or updated in your Salesforce org. There are two scheduled job created by App in your Salesforce org, which help to send contact information to ScoringBar and after some time to fetch it back. You will automatically see the validation results on Lead object via formulas.
Our App is a mix of Apex classes, triggers, one custom object (for storing the data) and
scheduled jobs. We are using lookup on Lead to link our custom object, and all of the useful
information is available right on the Lead via formulas without having you jumping between
Also you can see the exact objects within the installation process, click View Components:
By default our App creates two jobs:
Unfortunately we didn’t find a way to add our fields to Lead’s layouts as a part of installation process. However it’s easy to do on your own, here is how-to:
It’s also very simple:
Depends on your CTI solution, you need to mimic the sendCTIMessage method.
You will have to create a formula field which makes a reference to a phone number stored in our custom object:
You should slightly modify a code snippet to have it working in your environment:
There are few validation statuses for Phone, Mobile and Email. Let’s review them one by one:
|1||Not processed yet||Phone, Mobile, Email||Object is marked as ready to be send for validation|
|2||Sent for Inspection||Phone, Mobile, Email||Object is sent for validation|
|3||Valid||Phone, Mobile||Tests are passed, object is valid|
|4||Valid SMTP||Can’t verify exact email/inbox, but Mail/SMTP server exists|
|5||Valid inbox||Email address is good|
|6||Invalid||Phone, Mobile, Email||Object is invalid|
|7||Temporary inbox||Temporary email service is detected. Bad sign as people are often use temporary services to hide their identity|
|8||Public service||Public email service is detected, such as gmail or yahoo|
A temporary or "disposable" email address is one that a user has set up to live for only a short period of time for a variety of reasons (pass the registration, receive the confirmation or link for trial download). Usually you will not be able to initiate the contact thru such emails, but we leave that up to how you wish to implement your own strategy.