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7.2.7 Simplify Phone related Picklist field values
- Binila Russel
- jessica.wood
Table of Contents |
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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. |
Picklist values for Type
Phone
Proposed values for Phone Type Picklist (Contact)
Mobile
Landline
Business
Other
Proposed values for Phone Type(Alternate Channel)
Mobile
Landline
Business
Other
Recommendation for existing Picklist Values(Alternate Channel)
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 |
Picklist values for Status
Phone
Proposed values for new Phone Status Picklist (Alternate Channel)
The below values needs to be created/activated as picklist values for Alternate Phone/Email Status
Status | Action |
|---|---|
Active | Activate |
Former | Activate |
Invalid | Create |
Mapping for existing Phone Status (Alternate Channel)
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. |
Address
Proposed values for Address Status Picklist (Contact)
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 |
|
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. |
Address
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. |