Validation, formats, and surfaces
Statuses, save formats, region defaults, and when to use NumberForge Configuration vs Phone Assistant vs Flow. Open guide
Admin guide
NumberForge is configured on the NumberForge Configuration page (org defaults, object and field rules, preview, record-save processing). Phone Assistant is a Lightning record-page component for triage on existing records. Flow actions cover screen flows and integrations.
Complete install and metadata auth before opening NumberForge Configuration.
Key concepts
Section titled “Key concepts”NumberForge Configuration
Section titled “NumberForge Configuration”Work through setup in order on the NumberForge Configuration page.
Overview
Open the app and follow the setup workflow. Open
General setup
Default country and save format for the org. Open
Object rules
Configured objects list, add object, Rules active. Open
Field rules
Per-field validation, formatting, enrichment, create fields, Person Accounts. Open
Preview
Test a rule with sample input. Open
Saving a rule
Deploy processing on record save. Open
Phone Assistant
Section titled “Phone Assistant”Overview
Record-page triage after the record exists. Open
Add to a record page
Lightning App Builder placement and properties. Open
Using Phone Assistant
Valid, invalid, and needs-region behavior. Open
Flow actions
Section titled “Flow actions”Overview
When to use Flow vs NumberForge Configuration vs Apex. Open
NF Process Phone
Validate, format, and enrich one phone value in Flow. Open
NF Find Phone Numbers
Extract phone numbers from text in Flow. Open
Custom development
Section titled “Custom development”Apex and integrations use the global NF API. See the NF API Reference.