I am trying to establish relationship between Accounts of different Recordtypes
Account: CustomerID = BYR1 , RecordType = Buyer, Located IN = OH
Account: L1, RecordType = Lender , Doing Business In = OH, IN, MI, CO, NY, NJ
Account: L2, RecordType = Lender, Doing Business In = IL, IN, MI, AL, AR, CA
Account: L3, RecordType = Lender, Doing Business In = OH, IN, MI, AL, NY, CA
Goal: Show all Lenders doing business in the same state where the buyer is located
Expected Result: L1, L3
What I have thought so far?
- Create a new field 'Doing Business In' on RecordType Lender
- Select Data type of 'Doing Business In' such that the data is standardized (text field would be a disaster state abbreviations may be incorrectly inputted or inputted twice etc)
- Should the data type 'Doing Business In' be Multiselect or is there a better option
- Pass the Buyer's Shipping State and get all records of 'recordtype:Lender' where 'Doing Business in' contains 'Buyers Shipping state'
Question - What would be the best way to capture states that the Lender is doing business in ?