> For the complete documentation index, see [llms.txt](https://docs.mastersoftgroup.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mastersoftgroup.com/loqate-harmony-api/integrations/salesforce-crm.md). # Salesforce CRM A great CRM starts with great data. Loqate helps ensure accurate and complete address entry as you type in real-time on Salesforce CRM. Our plugin standardizes all global addresses & AU Businesses upon entry in the CRM, even if you make a typo. ### Prerequisites 1. Have Salesforce CRM platform installed. 2. Have a active Loqate Harmony API Account. You can sign-up for [free trial here](https://www.loqate.com/anz/register/). You will need to contact Sales to enable Salesforce CRM feature. 3. Get from Salesforce [AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003HlOZEA0) 4. Download Salesforce Installation Guide {% file src="/files/gBZuK0ECNX8zXrfhoOFb" %} ### Features Harmony API verifies addresses using simple yet powerful real-time validation. Verification is based on Australia Post (AMAS) data and Australian Business Register. HRA rapidly validates addresses directly in salesforce.com, including visualforce pages, in the familiar Salesforce look and feel. Key features: * For Australia and New Zealand Salesforce Users * Predictive search-as-you-type * Australia Post (AMAS) certified * Works with Visualforce pages * Email & Phone verification * ABN and Australian company name lookup * Fast Data Entry * Batch Matching and Validation functionality * Standardise naming of Australian company names (No more CBA, Comm Bank etc) * DPID, ASGS and SEIFA attributes provided * Bank graded security for data transmission * Fully cloud-based & scalable * Can be used from mobile devices * Super simple setup * Lightning Ready GBG Loqate Harmony API is one of Australia’s leaders in data validation and address matching. Harmony API has the ability to validate your current database and auto-complete addresses. A direct integration with Salesforce makes Harmony API a must-have application for businesses who deal with large databases. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.mastersoftgroup.com/loqate-harmony-api/integrations/salesforce-crm.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.