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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 created
New Types | Action |
|---|---|
Landline | Create |
Business | Create |
Other | Create |
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 | Keep |
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 | Landline |
Permanent Telephone 2 | Permanent Telephone | Landline |
Permanent Telephone 3 | Permanent Telephone | Mobile |
Residential Telephone 1 | Residential Telephone | Landline |
Residential Telephone 2 | Residential Telephone | Landline |
Residential Telephone 3 | Residential Telephone | Mobile |
Optional Telephone 1 | Optional Telephone | Landline |
Optional Telephone 2 | Optional Telephone | Landline |
Optional Telephone 3 | Optional Telephone | Mobile |
Proposed values for Alternate Phone Status Picklist
The below values needs to be created as picklist values for Alternate Phone Status
Connected/Active
Disconnected/Inactive
Unknown
Invalid
Current Status | Action | New Status | Comments |
|---|---|---|---|
Good | Remove | Connected/Active | |
Bad | Remove | Disconnected/Inactive | |
Last Known | Remove | Unknown | |
Needs Verification | Remove | Unknown | |
Former | Remove | Unknown | Status Updated by AQ Archiving flow. Not required when Archiving is turned off. Update existing records to Unknown |
Deceased | No Change | No Change | No change. Status Updated by Deceasing Utility. |