The Loqate app, available from the Salesforce AppExchange, adds type-ahead address lookup and email and phone validation to your Salesforce CRM instance. With some or all of these services enabled, you can reduce the time spent inputting customer details and improve the accuracy of your database.Use Loqate on record pages with Lightning components, or during actions with Flows.
Address Capture, referred to in Salesforce as Address finder, provides type-ahead address search and populates your Salesforce address fields with the selected address.Key Features:
Add to record pages with the Lightning App Builder
Add to screens in Flows (recommended for actions)
Address mappings control which Loqate element populates each Salesforce field
Custom patterns combine several address elements into a single field
Legacy Visualforce component for overriding standard actions
Phone Validation, referred to in Salesforce as Phone number validator, checks the accuracy of customer phone numbers on your record pages.Key Features:
Add to record pages with the Lightning App Builder
Ready to use as soon as your API key is added, with no mappings required
All three services can be used on record pages through Lightning components. Address Capture can also be used during actions through Flows (recommended) or legacy Visualforce components.
Can I use Email and Phone Validation without Address Capture?
Yes. The Email validator and Phone number validator are enabled as soon as you add your API key, so you can skip the address mapping step if you don’t need the Address finder.
Which permission sets do my users need?
Assign Loqate Administrator to whoever configures the package. End users need a Loqate User set, plus Loqate User (Apex Access) if they’re on an Apex-capable licence. See Permission Sets for the full guidance.
Does it work on public Experience Cloud sites?
Yes, but Salesforce’s guest user security model requires you to explicitly share the Loqate Settings record with your site’s guest user. See Public Experience Cloud sites for the steps.
Should I create a new API key for Salesforce?
We recommend it. The key used in the app is your primary way of reporting on usage, so a dedicated key keeps your Salesforce usage separate from your website or other applications.