This package represents a set of automations that allow automatically match and pull to the Party (Account) and Matter records level address details based on specified Zip Code such as County, State, and City.
In addition, the package contains address copying functionality from Party Billing to the Shipping address and vise versa.
How To Use
Please see below the short manual on how to set up and use the package.
Login to destination org;
Install the package Litify Address Details Enhancement
Start install process using package install link https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4T000001HmQn;
Specify appropriate settings and install package;
NOTE: Please see how to install SFDC package to Sandbox/Production and extra details of the installation process by the link to SFDC documentation article.
Once the package is installed you would need to create Zip Codes database (basically upload Zip Code records). Please go through steps below to create Codes database:
Go by the link and download Basic (free) database of US Zip Codes;
Import downloaded CSV file via DataLoader
- keep in mind you are going to import more than 30k records, so, please make sure SFDC org has storage capacity for that;
- to get Data Loader app please navigate to Setup > Data Loader at your org;
- you can use mapping from attached file ZipCode Marring for Data Loader.sdl or manually map downloaded CSV file headers to SFDC object fields;
After data import, please make sure all processes and flows listed in components at the bottom of the current page are active.
The last one note here is that automation wouldn’t override any user's data even if it’s incorrect so it works only with missing address details.
Congratulations, you are all set!
Bonus track for the most avid listeners
To use Copy Address details functionality, simply add Copy Address Details action to the layout.
Global Value Set
Zip Code Layout
Zip_Code__c-Zip Code Layout
Copy Address Details
Party: Populate Party Shipping Details According to Zip Code
Party/Matter: Populate City County State According to Zip Code
Party: Copy Address Details
Matter: Update Address Details According To ZipCode
Process Builder Flow
Party: Update Address Details According To ZipCode
Process Builder Flow