7.2.7 Simplify Phone related Picklist field values

Table of Contents

Overview
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
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	Retain
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 If +61 2NN NNN NNN +61 3NN NNN NNN +61 7NN NNN NNN +61 8NN NNN NNN then Landline else Other
Permanent Telephone 2	Permanent Telephone	If pattern matches +61 4NN NNN NNN then Mobile If +61 2NN NNN NNN +61 3NN NNN NNN +61 7NN NNN NNN +61 8NN NNN NNN then Landline else Other
Permanent Telephone 3	Permanent Telephone	If pattern matches +61 4NN NNN NNN then Mobile If +61 2NN NNN NNN +61 3NN NNN NNN +61 7NN NNN NNN +61 8NN NNN NNN then Landline else Other
Residential Telephone 1	Residential Telephone	If pattern matches +61 4NN NNN NNN then Mobile If +61 2NN NNN NNN +61 3NN NNN NNN +61 7NN NNN NNN +61 8NN NNN NNN then Landline else Other
Residential Telephone 2	Residential Telephone	If pattern matches +61 4NN NNN NNN then Mobile If +61 2NN NNN NNN +61 3NN NNN NNN +61 7NN NNN NNN +61 8NN NNN NNN then Landline else Other
Residential Telephone 3	Residential Telephone	If pattern matches +61 4NN NNN NNN then Mobile If +61 2NN NNN NNN +61 3NN NNN NNN +61 7NN NNN NNN +61 8NN NNN NNN then Landline else Other
Optional Telephone 1	Optional Telephone	If pattern matches +61 4NN NNN NNN then Mobile If +61 2NN NNN NNN +61 3NN NNN NNN +61 7NN NNN NNN +61 8NN NNN NNN then Landline else Other
Optional Telephone 2	Optional Telephone	If pattern matches +61 4NN NNN NNN then Mobile If +61 2NN NNN NNN +61 3NN NNN NNN +61 7NN NNN NNN +61 8NN NNN NNN then Landline else Other
Optional Telephone 3	Optional Telephone	If pattern matches +61 4NN NNN NNN then Mobile If +61 2NN NNN NNN +61 3NN NNN NNN +61 7NN NNN NNN +61 8NN NNN NNN then Landline else Other

Proposed values for Alternate Phone Status Picklist

The below values needs to be created as picklist values for Alternate Phone Status

Active
Former
Invalid

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	No Change	No Change	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.