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Janine Du Toit Create a custom object with the zipcode data, and use a trigger on entry of addresses that sets county.
Hi There,
I am trying to create a custome object to trigger a county name on entry of an address in Salesforce. I have the steps to do it but I need clear instructions on how to do it. Below is the steps. If someone could please let me know how to do this, it would be great.
1. Create an object that contains the data of the zip codes. (How and where do I create this and how do we connect the zip codes to the county? We are working with 50 county's and around 2400 zip codes that need to be connected)
2. Create a trigger for contact created or edited, and one for account as well.
3. Use the zip code to look up the county in the custom object, and fill in the field on the contact or account record.
Thanks in advance,
Janine
I am trying to create a custome object to trigger a county name on entry of an address in Salesforce. I have the steps to do it but I need clear instructions on how to do it. Below is the steps. If someone could please let me know how to do this, it would be great.
1. Create an object that contains the data of the zip codes. (How and where do I create this and how do we connect the zip codes to the county? We are working with 50 county's and around 2400 zip codes that need to be connected)
2. Create a trigger for contact created or edited, and one for account as well.
3. Use the zip code to look up the county in the custom object, and fill in the field on the contact or account record.
Thanks in advance,
Janine
I would recommend working with a Salesforce Administrator to set this up. If you are trying to learn to be an admin then have them walk you through it.
1. Standardize your data
- Here is a link to a trailhead module on how to create custom objects https://developer.salesforce.com/trailhead/data_modeling/creating_custom_objects_fields
- I would create one called County (Counties for the Plural) and have one field be the zip code (use a text field so that leading zeros are not removed and select that it be unique) and one field for the county name
3. Import your data- https://developer.salesforce.com/trailhead/data_management/data_import
4. Build a autolaunched flow that will lookup the zip code and then update the account or contact4. Use the process builder to trigger the flow
- https://developer.salesforce.com/trailhead/business_process_automation/process_builder (https://developer.salesforce.com/trailhead/business_process_automation/process_builder)
- Example: Account when BillingZip or ShippingZip are not blank
Hope that helps someHave a great day!
Just curious to know about your requirement as why you need to populate country and other fields based on records. We do have a standard country & state picklst feature in salesforce which enables you to configure your own countries & states which can be added to account/contact records.
Please correct if my understanding is incorrect here.
I am not trying to populate "country", I am trying to populate the "County" Field.
Thanks,
Janine
I have created the custom object as well as the county name and zip code field but I have not added any zip codes or counties because the instruction are unclear. I have a questions:
How do I connect multiple zip fields to one county? Do I need to create 50 different fields with lookups or how do they actually connect to that specific county?The information provided does not explain multiple fields. If someone could please give me exact steps to follow after the custom object is created, it would really be helpful.
Thanks,
Janine
Janine, shoot me an email and we can do a zoom meeting if you want some additional help. cking@autotraining.net
Thanks!
Christina
I just found this message chain. I am trying to do the exact same thing! Is there anyway you could provide a bit of additional detail on the "4. Build a autolaunched flow that will lookup the zip code and then update the account or contact" step? I am good on the other steps, but this one is tripping me up! Thanks for any help you can provide.
Lindsay