Configuring Settings for a Picklist-Enabled Organization
Configuring Settings for a Picklist-Enabled Organization
If you have enabled state and country picklists in your organization, you must update the records based on the countries that you extract from the picklists. The predefined field sets do not include state and country code fields. You must create field sets to include state and country code fields and override the predefined field set configuration with the custom field set configuration that you create. You must ensure that you use the standard Salesforce state and country codes in the international settings.
From the
Setup
section of the
CC360 Admin
tab, click
Run the Setup Wizard
.
Click
Standardization Rules
.
In the
Country Standardization
section, clear
Standardize Country
.
Click
Save
.
Click
Done
.
To add the state and country code fields to a predefined field set, click
Field Set
.
Click
Edit Lead Field Sets
,
Edit Opportunity Field Sets
,
Edit Account Field Sets
,
Edit Contact Field Sets
,
Edit Bean Field Sets
, or
Edit Master Bean Field Sets
based on your requirement.
Click
New
.
Type a label, name, and short description for the field set.
Click
Save
.
Drag the fields including the state and country code fields from the
Field Set Properties
section to the
In the Field Set
section.
Click
Save
.
In the
Field Set Settings
page, click the
Override
icon of the field set to which you want to add the state and country code fields.
Select the field set that you created from the list, and click
Save
.
The field set that you override contains the state and country code fields.
Set the value of the
Extract Country from Picklist
internal setting to
true
.
The
Extract Country from Picklist
internal setting extracts the country from the picklists and updates the records.
The following sample code sets the value of the internal setting to
true
:
API_SettingsManager.updateInternalSetting('Extract Country from Picklist','true');
If you have state and country picklists enabled in your organization, ensure that you don't enable the default settings.