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Overview |
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This page suggests ways to simplify picklist values for Contact Phone Type, Alternate Phone Type, and Alternate Phone Status fields in Salesforce. |
Proposed values for Contact Phone Type Picklist
Mobile
Landline
Business
Other
Proposed values for Alternate Phone Type
Mobile
Landline
Business
Other
New picklist values to be added
New Types | Action |
|---|---|
Landline | Create |
Other | Activate |
Business | Activate |
Recommendation for existing Picklist Values
Keep any picklist values that are relevant and match the proposed Contact Phone Type values. Remove all other types.
Current Types | Action |
|---|---|
Business Fax | Remove |
Business Phone | Remove |
Contact Telephone | Remove |
Home Fax | Remove |
Home Phone | Remove |
Home Telephone | Remove |
Mobile | Retain |
Mobile - Alternate | Remove |
Phone Type Unknown | Remove |
Seasonal Phone | Remove |
Residential Telephone | Remove |
Permanent Telephone | Remove |
Optional Telephone | Remove |
Proposed Mapping for Sydney Student Types
Each Alternate Phone type populated by SITS integration has 3 Sydney Student Types. Integration logic must be modified to remap to the new Types as follows:
Sydney Student Type | Current Alternate Phone Type | New Alternate Phone Type |
|---|---|---|
Permanent Telephone 1 | Permanent Telephone | If pattern matches +61 4NN NNN NNN then Mobile |
Permanent Telephone 2 | Permanent Telephone | If pattern matches +61 4NN NNN NNN then Mobile |
Permanent Telephone 3 | Permanent Telephone | If pattern matches +61 4NN NNN NNN then Mobile |
Residential Telephone 1 | Residential Telephone | If pattern matches +61 4NN NNN NNN then Mobile |
Residential Telephone 2 | Residential Telephone | If pattern matches +61 4NN NNN NNN then Mobile |
Residential Telephone 3 | Residential Telephone | If pattern matches +61 4NN NNN NNN then Mobile |
Optional Telephone 1 | Optional Telephone | If pattern matches +61 4NN NNN NNN then Mobile |
Optional Telephone 2 | Optional Telephone | If pattern matches +61 4NN NNN NNN then Mobile |
Optional Telephone 3 | Optional Telephone | If pattern matches +61 4NN NNN NNN then Mobile |
Proposed values for Alternate Phone Status Picklist
The below values needs to be created/activated as picklist values for Alternate Phone/Email Status
Status | Action |
|---|---|
Active | Activate |
Former | Activate |
Invalid | Create |
Proposed values for Phone Status Alternate Channels
Current Status | Action | New Status | Comments |
|---|---|---|---|
Good | Remove | Active | |
Bad | Remove | Invalid | |
Last Known | Remove | Former | |
Needs Verification | No Change | No Change | Retain for now, to review process for addition of leads/non marketing consent data and retire at a later date. Or make decision on data with this status and retire now. |
‘Former’ (AQ Status for Archived records) | No Change | Surface to Picklist | Status Updated by AQ Archiving flow. Use Former in the new Archiving flow to indicate the record was previously stored on Contact as Preferred Phone. Surface to alternate channel so users can select. |
Deceased | No Change | No Change | No change. Status Updated by Deceasing Utility. |
Proposed values for Address Status Picklist Contact Page
Current Status | Action | New Status | Comments |
|---|---|---|---|
Active | No Change | ||
Partial Address | No Change | ||
Return to Sender (RTS) | No Change | ||
Needs Verification | No Change | Retain for now, to review process for addition of leads/non marketing consent data and retire at a later date. Or make decision on data with this status and retire now. | |
Last Known | Remove | Retire and remap data | |
Inactive | Remove | Retire and remap data |
Proposed values for Address Status Picklist Alternate Channel
Current Status | Action | New Status | Comments |
|---|---|---|---|
Good | Remove | Active | Remap data |
Bad | Remove | Remap data Former/Partial | |
Last Known | Remove | Verify data and map to Former | |
Needs Verification | No Change | No Change | Retain for now, to review process for addition of leads/non marketing consent data and retire at a later date. Or make decision on data with this status and retire now. |
Return to Sender (RTS) | No Change | No Change | Retire and remap data |
Former | Surface to Picklist | Status Updated by AQ Archiving flow. Use Former in the new Archiving flow to indicate the record was previously stored on Contact as Preferred Phone. Surface to alternate channel so users can select. | |
Partial Address | Surface to Picklist | Currently on Contact Page only surface to picklist | |
Deceased | No Change | No Change | No change. Status Updated by Deceasing Utility. |
Proposed values for Email Status Alternate Channel
Current Status | Action | New Status | Comments |
|---|---|---|---|
Good | Remove | Active | Map data to active |
Bad | Remove | Invalid | Map data to invalid |
Last Known | Remove | Verify data and map data to former | |
Needs Verification | No Change | No Change | Retain for now, to review process for addition of leads/non marketing consent data and retire at a later date. Or make decision on data with this status and retire now. |
Former | No Change | Surface to Picklist | Status Updated by AQ Archiving flow. Use Former in the new Archiving flow to indicate the record was previously stored on Contact as Preferred Phone. Surface to alternate channel so users can select. |
Deceased | No Change | No Change | No change. Status Updated by Deceasing Utility. |