What’s in an address block configuration?
With the object’s trigger created or confirmed that one already exists, we now need to create an address block configuration.
An address block configuration identifies address fields on an object that we’ll want to enable AddressTools functionality onto. It also provides settings specific to that address block which can be enabled/disabled at a later stage such as making fields mandatory, or enabling standardization.
Let’s take a look at all the parts that go into an address block configuration:
Object– the object where the address fields exists.
Record Type– the record type where you want the functionality to be applied.
Postal Address Fields– street, city, state, ZIP/postal code and country field.
Additional Data Fields– county and address status field, for use with verification.
Lookup Fields– country lookup, state lookup and ZIP/postal lookup field, for use with lookup population.
Global Settings– enablement for international validation rules and standardization.
Country Specific Settings– enablement for country specific validation rules.
Premise-Level Address Verification Settings– options and enablement for verification.
As you can see, there are a lot of pieces that go into an address block configuration. However, certain settings can be skipped depending on your implementation.
This article will cover binding the object, record type, and postal address fields with AddressTools. The additional items will be covered in the specific articles related to enabling their features.
Note: after initial data installation has occurred, Accounts (billing address and shipping address), Contacts (mailing address and other address), Leads (address) and Contract (billing address and shipping address) will already be configured with settings ready to customize.
Binding a new address block
- Go to
App Launcher | AddressTools Administration.
Address Blocksfrom the sidebar.
Addin the top right corner.
- Choose the
Objectwhere the address fields exist.
- If applicable, choose a
Note: if you leave the record type as “none”, the configured functionality will apply to all record types for the object unless another address block configuration covers a specific record type where those settings will be applied instead.
With the object and record type confirmed, the address block configuration modal will appear where we can start mapping the postal address fields that we want to bind to AddressTools.
Postal Address Fields section:
*Country Field, use the picklist to reveal the object’s available fields.
- Find and select the country field’s
State Field, use the picklist to reveal the object’s available fields.
- Find and select the state field’s
City Field, use the picklist to reveal the object’s available fields.
- Find and select the city field’s
ZIP/Postal Code Field, use the picklist to reveal the object’s available fields.
- Find and select the ZIP/postal code field’s
Street Field, use the picklist to reveal the object’s available fields.
- Find and select the street field’s
- Once every field has been configured within the Postal Address Fields section, click
Note: If you have multiple street line fields, use the
+ button next to
Street Field to provide additional street field selectors.
With the postal address fields now bound to an address block configuration, continue through the installation walkthrough and use the relevant setup articles for the functionality you require. The specific articles will walk you through the rest of the address block modal options as you require them, teaching you along the way.
Note: if you cannot find a field you are looking for in any of the picklists, this indicates that the field may already bound in an existing address block configuration for the same object + record type combination, or you do not have permissions to view the field. First, check to see if the address block is already configured in AddressTools. If not, check the field level security of the fields in question.