Accounts

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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.
Address Tools - Previous
Objects
Addresses
Last modified 1yr ago