CRM On Demand - Administration (MOSC)

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Data Integrity Address information on Opportunity

edited Aug 12, 2015 10:06AM in CRM On Demand - Administration (MOSC) 3 commentsAnswered

How are global customers using address information on the opportunity keeping in mind the need for data integrity.

We track the location of each opportunity by Address/City/State.

Here is the use case:

1. Job in the U.S. looks like this.     

     a. Address 1 - 4445 Oracle drive     

     b. Address 2 - Suite 123     

     c. City           - New York     

     d. State         - NY

2. Here are the issues we are seeing.     

     a. How to control the data being entered in City.     

     b. How to control data being entered in State. - on the account object it is controlled by Country and then is a pick list. This works for account, not opportunity.

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