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Accounts
Accounts can be used as part of Enhanced Address Management meaning that all address management features are available for use without the use of our packaged Address object. Upon installation of the package, it’s set up to work with the standard Account and Contact objects.
Originally, Salesforce's standard Account object has two compound address fields, Billing Address and Shipping Address. In order to fully enjoy our package's features, we provide additional fields to form two Address Blocks on the Account.
In case you want to use the Account object for address management you have the option to add address block fields to your existing page layout or assign our packaged page layout called Veezla Account (Address).

Add Address Block fields

By default, Billing and Shipping address block fields are available for Accounts in Object Manager and mapping is provided to them for usage.
  • From Setup, Click Object Manager and select Account
  • Select Page Layouts
  • Select page layout that you want to edit
  • Add Account Address Block fields
Make sure that fields, which are required for address process and address verification, are displayed on the layout. For best practice, have a look on our address block documentation.
  • Click Save

Assign " Veezla Account (Address)" layout

Our page layout includes two address blocks with fields described in our Object Definition documentation.

Create an account with US billing and/or shipping address

  • Create new Account record.

Billing Address:

Required fields for saving to address book: Account Name, Billing Street, Billing City & Billing State/Province OR Billing Zip/Postal Code
Required fields for verification: Billing Street, Billing City & Billing State/Province OR Billing Zip/Postal Code

Shipping Address:

Required fields for saving to address book: Account Name, Shipping Street, Shipping City & Shipping State/Province OR Shipping Zip/Postal Code
Required fields for verification: Shipping Street, Shipping City & Shipping State/Province OR Shipping Zip/Postal Code
  • Save the record

Create an account with international billing and/or shipping address

  • Create new Account record.

Billing Address:

Required fields for saving to address book: Account Name & Billing Street
Required fields for verification: Billing Street & Billing country

Shipping Address

Required fields for saving to address book: Account Name & Shipping Street
Required fields for verification: Shipping Street & Shipping Country
  • Save the record

Edit billing and/or shipping address

  • Use in-line editing on the Account record OR
  • Click Edit button and edit fields on the Account record OR
  • Edit in Address Central
When you edit an address that has already been verified or saved to address book, then all original service provider related field values will be cleared.

Save to address book

To add an address to your service provider's address book, address has to be saved. Billing and Shipping addresses can be saved individually or simultaneously

Billing Address:

Required fields for US billing address: Account Name, Billing Street, Billing City & Billing State/Province OR Billing Zip/Postal Code
Required fields for international billing address: Account Name and Billing Street

Shipping Address

Required fields for US shipping address: Account Name, Shipping Street, Shipping City & Shipping State/Province OR Shipping Zip/Postal Code
Required fields for international shipping address: Account Name & Shipping Street

Process

Save one address block

  • Edit the Account record
  • If all required and desired fields are filled in, select the Save to Address Book (Billing Address) OR Save to Address Book (Shipping Address) checkbox
  • Save the record
OR
  • Edit the Account record
  • If all required and desired fields are filled in, save the record
  • Push Save to Address Book (Billing Address)button ORSave to Address Book (Shipping Address)button

Outcomes

Expected
Failed
  • If billing address is saved, In Address Book (Billing Address) Verified (Billing Address), and Address ID (Billing Address) fields should get populated. OR
  • If shipping address is saved, In Address Book (Shipping Address), Verified (Shipping Address), and Address ID (Shipping Address) fields should get populated.
  • If billing address is not saved, In Address Book (Billing Address) and Verified (Billing Address) checkboxes are false and Address ID (Billing Address) field is empty.
  • Address Error (Billing Address) field shows error details.
OR
  • If shipping address is not saved, In Address Book (Shipping Address) and Verified (Shipping Address) checkboxes are false and Address ID (Shipping Address) field is empty.
  • Address Error (Shipping Address) field shows error details.

Save both address blocks

  • Edit the Account record
  • If all required and desired fields are filled in, select the Save to Address Book (Billing Address) and Save to Address Book (Shipping Address) checkboxes
  • Save the record
OR
  • Edit the Account record
  • If all required and desired fields are filled in, save the record
  • Push Save to Address Book (All Addresses)button

Outcomes

Expected
Failed
  • If both billing address and shipping address are saved, In Address Book (Billing Address), In Address Book (Shipping Address), Verified (Billing Address), Verified (Shipping Address), Address ID (Billing Address), and Address ID (Shipping Address) fields should get populated.
  • If both billing address and shipping address are not saved, In Address Book (Billing Address), In Address Book (Shipping Address), Verified (Billing Address) and Verified (Shipping Address) checkboxes are false and Address ID (Billing Address) and Address ID (Shipping Address) fields are empty.
  • Address Error (Billing Address) and Address Error (Shipping Address) fields show error details.

Verify

Billing Address:

Required fields for US verification: Billing Street, Billing City & Billing State/Province OR Billing Zip/Postal Code
Required fields for international verification: Billing Street & Billing Country

Shipping Address

Required fields for US verification: Shipping Street, Shipping City & Shipping State/Province OR Shipping Zip/Postal Code
Required fields for international verification: Shipping Street & Shipping Country

Process

Verify one address block

  • Open the Account record
  • If all required and desired fields are filled in, select the Verify (Billing Address) OR Verify (Shipping Address) checkbox
  • Save the record
OR
  • Open the Account record
  • Fill in required and desired fields
  • Save the record and use Address Central for verification
  • Click Verify on Address Central either for Billing Address or Shipping Address
OR
  • Open the Account record
  • Fill in required and desired fields
  • Save the record
  • Push Verify (Billing Address)button OR Verify (Shipping Address)button

Outcomes

Expected
Failed
  • If billing address is verified and recognized as a legitimate address, Verified (Billing Address),Verification ID (Billing Address), and Deliverability (Billing Address) fields should get populated.
  • Billing address format changes to a standardized version (read more about standardization).
    OR
  • If shipping address is verified and recognized as a legitimate address, Verified (Shipping Address), Verification ID (Shipping Address), and Deliverability (Shipping Address) fields should get populated.
  • Shipping address format changes to a standardized version (read more about standardization).
  • If billing address is not recognized, Verified (Billing Address) checkbox is false, Verification ID (Billing Address), and Deliverability (Billing Address) fields remain empty.
  • Address Error (Billing Address) field shows details.
    OR
  • If shipping address is not recognized, Verified (Shipping Address) checkbox is false, Verification ID (Shipping Address), and Deliverability (Shipping Address) fields remain empty.
  • Address Error (Shipping Address) field shows details.

Verify both address blocks

  • Open the Account record
  • If all required and desired fields are filled in, select the Verify (Billing Address) and Verify (Shipping Address) checkboxes
  • Save the record
OR
  • Open the Account record
  • Fill in required and desired fields
  • Save the record and use Address Central for verification
  • Click Verify on Address Central for Billing Address
  • Then click Verify on Address Central for Shipping Address
OR
  • Open the Account record
  • Fill in required and desired fields
  • Save the record
  • Push Verify (All Addresses)button

Outcomes

Expected
Failed
  • If both billing address and shipping are verified and recognized as a legitimate address, Verified (Billing Address),Verified (Shipping Address),
    Verification ID (Billing Address), Verification ID (Shipping Address), Deliverability (Billing Address) and Deliverability (Shipping Address) fields should get populated.
  • Billing address and shipping address formats change to standardized versions (read more about standardization).
  • If both billing address and shipping address are not recognized, Verified (Billing Address) and Verified (Shipping Address) checkboxes are false, Verification ID (Billing Address), Verification ID (Shipping Address), Deliverability (Billing Address) and Deliverability (Billing Address) fields remain empty.
  • Address Error (Billing Address) and Address Error (Shipping Address) fields show details.

Clone an account

  • Click Clone button
If you clone an account that has a billing and/or shipping address that is already saved in address book and/or verified then address management related field values get deleted on the new record.