Administrator Guide

Winter 2019

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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');

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Administrator Guide

Administrator Guide

Configuring Settings for a Picklist-Enabled Organization