Description

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.

  1. Login to destination org;

  2. Install the package Litify Address Details Enhancement

    1. Start install process using package install link https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4T000001HmQn;

    2. 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.

  3. 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:

    1. Go by the link and download Basic (free) database of US Zip Codes;

    2. Import downloaded CSV file via DataLoader
      NOTE:
      - 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;

  4. After data import, please make sure all processes and flows listed in components at the bottom of the current page are active.

Invalid file id - 94e870…

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.

Package Components

Name

API Name

Object

Type

State

State

N/A

Global Value Set

Zip Code

Zip_Code__c

N/A

Custom Object

Zip Codes

Zip_Code__c

Zip Code

Tab

All

Zip_Code__c.All

Zip Code

List View

Zip Code Layout

Zip_Code__c-Zip Code Layout

Zip Code

Page Layout

City

City__c

Zip Code

Custom Field

County

Geolocation__c

Zip Code

Custom Field

State

State__c

Zip Code

Custom Field

Zip_Code_Record_Page

Zip_Code_Record_Page

Zip Code

Lightning Page

Matter County

Matter_County__с

Matter

Custom Field

Billing County

Billing_County__c

Account

Custom Field

Shipping County

Shipping_County__c

Account

Custom Field

Copy Address Details

Copy_Address_Details

Account

Action

Party: Populate Party Shipping Details According to Zip Code

Party_Matter_Populate_City_County_State_According_to_Zip_Code

N/A

Flow

Party/Matter: Populate City County State According to Zip Code

Party_Populate_Party_Shipping_Details_According_to_Zip_Code

N/A

Flow

Party: Copy Address Details

Party_Copy_Address_Details

N/A

Flow

Matter: Update Address Details According To ZipCode

Matter_Update_Address_Details_According_To_ZipCode

Matter

Process Builder Flow

Party: Update Address Details According To ZipCode

Party_Update_Address_Details_According_To_ZipCode

Account

Process Builder Flow

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