Managing Country and State ISO Picklist Settings

Follow

Country and State picklists in Salesforce CRM are based on ISO-3166 standard values. For more information on configuring state and country picklists, read Salesforce Help Documentation.

This article describes the steps to enable Country and State ISO picklist settings for both InsideView Enrich and InsideView Refresh products.

Note: The behavior and functionality for displaying Country and State values varies when you enable or disable the Enable Country Picklist setting in InsideView Refresh. 

Step Description Details
1 Enable the Country Picklist On the Enrich page, click on the Account Settings icon as shown below:

The Accounts Settings page opens as illustrated below:

The Match Score page allows you to set up ISO picklist settings in InsideView Refresh:

Read the article How to Set Match Score in InsideView Refresh in our Knowledge Base for more information.

 

2 Select the state and country picklist setting.
  • When you select the Enable Country Picklist check box, InsideView Enrich will enrich the lead with ISO code for a country name. If “State and Country Picklists” are enabled in Salesforce after creating a new lead manually through the UI or programmatically using Data Loader or BULK API services, the lead is enriched in the first attempt.
  • When you deselect the Enable Country Picklist check box, InsideView Enrich will enrich the lead with the full name of the country. If the "State and Country Picklists" are enabled in Salesforce upon lead creation, the lead enrichment is not successful with the full name. In such cases, InsideView Enrich will enrich the lead with the ISO code of the country name in the second attempt.
  • When you select the Enable Country Picklist check box, InsideView Enrich will enrich the lead with the ISO code of the country name even if the "State and Country Picklists" are disabled in Salesforce.

Note: Enrichment of leads will happen irrespective of the setting that you have selected for Enable Country Picklist. However, when State and Country Picklists are enabled in Salesforce, InsideView Enrich might delay the enrichment of the lead because of multiple attempts to enrich a country value.

Use Case Examples

Country and state values from InsideView Refresh works same for non-US countries. However, US country and state values from InsideView Refresh may be different based on the ISO settings.

The following tables explains the different use case scenarios for enriching the Country and State ISO picklist values: 

This table shows how Country ISO picklist values are updated from InsideView Refresh.

Note: In these tables, TRUE means the ISO picklist setting is enabled and FALSE means ISO picklist setting is disabled.

InsideView Refresh Settings

Salesforce CRM Settings

Custom field mapping

Salesforce CRM Value

Field Name 

Comment

TRUE*

TRUE

FALSE**

Full name

Country code

Country code is hidden field in Salesforce CRM. It is visible only if picklist setting is enabled in Salesforce.

TRUE

TRUE

TRUE

Abbreviation

Custom field to which it is mapped

 

TRUE

FALSE

FALSE

Full name

Country

InsideView Refresh will auto-correct it to FALSE

TRUE

FALSE

TRUE

Abbreviation

Custom field to which it is mapped

 

FALSE

TRUE

FALSE

Full name

Country

 

FALSE

TRUE

TRUE

Full name

Custom field to which it is mapped

 

FALSE

FALSE

FALSE

Full name

Country

 

FALSE

FALSE

FALSE

Full name

Custom field to which it is mapped

 

 

This table shows how State picklist values are updated from InsideView Refresh for US countries.

InsideView Refresh Setting

Salesforce CRM Setting

Custom field mappings

Salesforce CRM Value

Field Name

Comment

TRUE

TRUE

FALSE

Full name

State code

State code is hidden field in Salesforce CRM. It is visible only if picklist setting is enabled in Salesforce.

TRUE

TRUE

TRUE

Two letter

Custom field to which it is mapped

 

TRUE

FALSE

FALSE

Two letter

State

InsideView Refresh will auto-correct it to FALSE

TRUE

FALSE

TRUE

Two letter

Custom field to which it is mapped

 

FALSE

TRUE

FALSE

Two letter

State

 

FALSE

TRUE

TRUE

Two letter

Custom field to which it is mapped

 

FALSE

FALSE

FALSE

Two letter

State

 

FALSE

FALSE

FALSE

Two letter

Custom field to which it is mapped

 

 

Custom Field Mapping Example

If you want to receive the full name of a state in the custom field, irrespective of the picklist settings, complete the following custom field mapping settings in Salesforce CRM: 

  1. Create two text fields. For example, custStateTwoLetter and CustStateFullform custom fields.
  2. Create a trigger in the Account object of Salesforce using the Apex trigger code below:

    In this example, CauseState__c and EffectState__c are custom fields, which will be created. You can replace field names as per your requirement.

  3. Map the custStateTwoLetter to the State field in InsideView Refresh.
  4. Once these settings are complete, InsideView Refresh will update the full name of a state in the CustStateFullform when you update an Account object.
Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk