Our ‘Record Form Override‘ method is an all-in-one solution which can be used to add our validation, address capture and TPS checking services to the point of data entry in real-time. Simply enable the services you wish to use in the ‘Data8 Settings’ page as described in the Configuration section above.

Use this integration method to prevent invalid data entering your system, replacing the standard form used for creating and editing records with a version containing our services. For both Lightning and Classic users, this method implements Data8’s services at point of data entry, preventing invalid data entering your system whilst maintaining your customisations and supporting custom fields and objects. This means that our integration will still make use of your custom form layouts. However you will lose the ability to edit records inline. Supported services: PredictiveAddress, Bank Account Validation, TPS Checking, Email Validation, Phone Validation, Telephone Formatting, Name Validation.

Record Form Override Setup

Alternatively, integrate our services individually through Lightning components, custom buttons and visualforce pages. See the individual service pages below for guidance on setting these integrations up. Alternatively, check our User Guide for further information on integrating our lightning components into your Salesforce environment.

Use this integration method to add our services to the lightning record pages you see when viewing a record. We have built several drag-and-drop lightning components which quickly and simply integrate our services into any object. There are also custom buttons for Predictive Address and Business Insights which can be added to the form layout and some legacy visualforce pages which can be used to perform validation checks and display results of checks on the record.