3

The Account object doesn't have city, state, or zip standard fields. I can create those in custom fields, but feel like there should be a better way to do that?

We want to be able to pull a report of all our California accounts, or pull all the accounts on in a West Coast state.

What would be the best way to set that up?

1

1 Answer 1

8

There are two standard composite address fields, either of which should suit your needs.

  • BillingAddress
    • BillingCity
    • BillingState
    • BillingPostalCode
  • ShippingAddress
    • ShippingCity
    • ShippingState
    • ShippingPostalCode

Once your fields are on the Page Layout and you have data populated, you can get this data via a query as follows. You can apply a similar filter in any Report.

SELECT BillingCity, BillingState, BillingPostalCode FROM Account WHERE BillingState = 'CA'

If you want to relabel these fields:

  1. Go to Customize > Tab Names and Labels > Rename Tabs and Labels.
  2. Next to Accounts, click the Edit link.
  3. Click the Next button.
  4. Change the labels as needed.
  5. Click the Save button.
3
  • 2
    Maybe a quick sample SoQL for the OP? :) Commented May 17, 2016 at 22:28
  • 1
    N.B. OP can also change the labels of the aforementioned fields if OP wanted to strip away the Billing or Shipping prefix using Tab Names and Labels in Setup
    – cropredy
    Commented May 18, 2016 at 1:44
  • 1
    @crop Good point. I just re-labelled Shipping to Primary. I'll add steps for that.
    – Adrian Larson
    Commented May 18, 2016 at 2:26

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .