Highlights

  • 1. ENRICH SALESFORCE RECORDS##- Add an instant geographic data structure##- Enhance search, reporting, and analytics##- Maximize business value from customer data
  • 2. UPGRADE TERRITORY MANAGEMENT##- Add real-time territory maps and dashboards##- Track market potential, quota and revenue##- Manage overlapping and global territories
  • 3. IMPROVE FLOWS & CUSTOMIZATION##- Upgrade outdated automation and code##- Use RealZips in declarative Lightning Flows##- Build robust Flows with deep RealZips data

Description

RealZips enables your team to build strong customer relationships by automatically organizing all Salesforce records.####Make geographical management possible by adding deep geographic data based on ZIPs and global postal codes.####RealZips INSTANTLY ENRICHES your Salesforce records, improving customer data with geographic layers and real-time metrics for sales performance, market potential & sales quotas.####SEARCH, REPORT AND MAP ACROSS:##- ZIP code, city, county, MSA metropolitan, time zone##- Field sales territory & region, channel, franchise, reseller##- State, census region, federal region & ACS demographics####ASSIGN ZIP codes to multiple sales teams & channel partners. Set up territories, sales quotas, lead routing and automate ownership. Roll out RealZips globally across 250+ countries such as Canada, England, Germany, Japan, Australia, etc.####AUTOMATE WORKFLOWS for assigning leads, managing territories, account sharing, ownership alignment, identifying market potential, targeting locations, and tracking performance.####INTEGRATE with Agentforce AI web lead forms, dealer locators, Marketing Cloud, Health Cloud for Life Sciences, Nonprofit Success Pack, Pardot, Tableau, SAP, and more.

Also Compatible With

  • Supports orgs where Salesforce Shield services are enabled Salesforce Shield

Features

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, Developer, and Performance EditionsEnterprise & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • View and edit this package’s code and metadataEditable Code
  • Supports orgs where Person Accounts is enabledPerson Accounts
  • Supports orgs where Multiple Currencies is enableMulti-Currency

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 30
  • Custom Applications: 2
  • Custom Tabs: 8

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 24
  • App Builder: 0
  • Community Builder: 0

Requirements

Salesforce Edition
Enterprise, Unlimited, Developer, Performance
Other System Requirements
No additional system requirements

Support For help and installation guidance: https://realzips.force.com/s/

1-855-732-5249

Additional Information

Package Name
RealZips GeoData Platform
Version
RealZips GeoData Platform Winter 2025 / 18.6.0
Listed On
11/11/2013
Latest Release
2/24/2025
Languages
English

Customization Guides

Knowledge Base

RealDatasets Store

Whitepapers

Use Case Selector

RealZips Inc
Naples, FL
Founded
2021
Phone
1-855-732-5249

RealZips Inc. delivers powerful geographic data solutions to help businesses harness location intelligence. Its RealZips app, available on the Salesforce AppExchange, integrates seamlessly to provide advanced territory management, data enrichment, and market insights, driving growth and operational efficiency.####RealZips also offers deep US datasets and global geographic datasets on RealDatasets.com, featuring firmographics, demographics, economic indicators, competitive market data, distance-based solutions, and geographic jurisdictional data for compliance.####RealZips serves industries worldwide, solving challenges like market expansion, campaign targeting, lead routing, donor engagement, compliance management, and Agentforce AI enablement. From franchise networks to overlapping sales territories and marketing regions, RealZips equips organizations with the tools to optimize performance and succeed in competitive markets.

Customers Also Installed