You can store any status code Plauti Verify returns for Address, Email or Phone values, as well as the status message, date and time of validation, and the Phone Type, in a text or date/time field. In newer PV versions, custom status code fields were mapped upon install for (Person) Accounts, Contacts and Leads.
Prerequisites
- Make sure you have text or date/time fields available for all different types of Plauti Verify data you want to store.
When PV metadata is stored, existing values are overwritten, not appended. Each type of data (status code, status message, etc) needs its own custom field. Create a custom text field (or date/time field for Date and Time of Validation) if needed.
For (Person) Accounts, Contacts and Leads, custom fields for status codes were already created upon install (e.g. "Verify Shipping Address Status Code").
Store validation metadata
To set up recording of Status or Phone Type metadata:
- Go to the Verify Setup page > Object Configuration.
- At the Object you want to store the status code or phone type for, click Configure
. - Navigate to the Address, Email or Phone tab.
- At a Validation field set, click Configure
. - Scroll to the 'Meta-Data Field Mapping' section.
- In the select lists for the data types you want to store: Store status code in, Store status message in, Store date and time of validation in, or Store phone type in, select the field you want to use for storing that particular PV information.
- Click Save.
