The following information is useful for System Administrators maintaining Reg.Direct™ in your Salesforce organisation
- From 2025, for scalability, company information is held on Company records and visualised using a Lightning Web Component (LWC) that may be placed on any object’s Lightning Record Page.
- Prior to 2025, company information was stored on custom fields on Account and displayed using a Visualforce page embedded on an Account page layout.
- Reg.Direct™ maintains backwards compatibility with data stored on Account records, but additional information, such as Officer, PSC, Charges and Prior data are only available in LWC interface and require the use of Company records.
- Callouts the Companies House API whenever the legacy visualforce page is displayed or when the ‘Refresh’ button is pressed on LWC or when a background sync takes place. These callouts count towards your organisation’s limits.
- The packaged permission set does NOT contain permission to standard objects or fields. You must ensure that your users have the necessary permissions to the standard fields listed.
- If your Salesforce org limits access to custom settings through the Restrict access to custom settings org-wide preference, then please add Reg.Direct Settings to the Enabled Custom Setting Definitions on user profiles (or allocate to users in a separate permission set).
- Where Companies House provides only a Birth Month and Birth Year, reg.direct populates the Birth Date assuming that the Birth Day is the first of the month – i.e. where Companies House presents a birth date of ‘September 1970’, this will be written to the standard birth date field as ‘1st September 1970’.
- To provide users with access to Reg.Direct, you’ll need to allocate them a license. In Lightning, visit Setup | Installed Packages and select the Manage Licenses link next to Reg.Direct. Here you’ll be able to add and remove users’ access to the app.
Should you require additional assistance with this app, please contact us at [email protected].