The Account object doesn't have city, state, or zip standard fields. I can create those in custom fields, but feel like there should be a better way to do that?
We want to be able to pull a report of all our California accounts, or pull all the accounts on in a West Coast state.
What would be the best way to set that up?
Best Answer
There are two standard composite address fields, either of which should suit your needs.
BillingAddress
BillingCity
BillingState
BillingPostalCode
ShippingAddress
ShippingCity
ShippingState
ShippingPostalCode
Once your fields are on the
Page Layout
and you have data populated, you can get this data via a query as follows. You can apply a similar filter in anyReport
.If you want to relabel these fields:
Customize
>Tab Names and Labels
>Rename Tabs and Labels
.Accounts
, click theEdit
link.