Address properties

You can track address information for both your Contacts and your Accounts with SalesforceIQ's Address properties. Using Address properties, you can add full addresses or components of an address (for example, city or state) to the Grid as fields. When you enter information in an Address property field, SalesforceIQ searches our database to auto-fill the entry with a valid address.

When you update the address of a Contact or Account in the Grid, the update is automatically reflected in the corresponding Contact or Account Profile. With Address properties, you can filter in the Grid and pivot in reports (for Growth and Business plans) to segment your data by location.

Information you can track as an Address property includes the following:

  • Full Address
  • City
  • State/Province
  • Postal Code
  • Country

Users can perform the following tasks for an Address property:

Add an Address Property as a Field in the Grid

  1. With the List open, click to display the Grid view.
  2. Scroll to the far right of the Grid, or hover over the downward-pointing arrow in any field header, and click Add a Field.
  3. On the screen that appears, select Account (on an Account-based List) or Contact (on a Contact-based List) as the field type.
  4. Select Address, City, State/Province, Postal Code, or Country.
  5. Click Save.

Edit or Delete a Contact Property Value

Address property values can be updated in two places:

  • The Account or Contact Profile
  • The Grid

Note:

  • You can't edit City, State/Province, Postal Code, and Country fields directly. Instead, you make all edits to the full Address field. Any changes you make are automatically broken out and reflected in the components.
  • You can enter more than one address for a Contact. Accounts have one address only.

To update an Address property from the Account or Contact Profile:

  1. Navigate to the page either via search, from the Address or Contact gallery, or by clicking the Account or Contact name from the Stream.
  2. Scroll down to the Account Details or Contact Details or section.
  3. Click into the Address field and make your changes as follows:
    • To add a new address to a Contact—Click Add new and enter the information.
    • To edit the address—Click in the field and enter the new information.
    • To delete the information—Click .
    • To designate a Contact address as primary if you have more than one—Click .
  4. Click Save.

To update an Address property from the Grid:

If the Address property has been added to a List as a field, you can update it from the Grid like any other field type. Remember that you can only edit the full Address field. Your changes automatically appear in the corresponding component.

  1. Open the List.
  2. Confirm that the relevant Address property has been added as a field to the List.
  3. Find the Address field you want to update by filtering or searching in the List.
  4. Double-click in the cell.
  5. Edit the Address by doing one of the following:
    • To add a new address to a Contact—Click Add New and enter the information.
    • To edit the address—Click in the field and enter the new information.
    • To delete the information—Click .
    • To designate a Contact address as primary if you have more than one—Click .

Using Address Properties

  • Filter and sort—You can filter and sort individual Address properties (City, State/Province, Postal Code, Country) in the Grid, so users can create unique filters and saved filters.
  • Reporting—You can report on individual Address properties (City, State/Province, Postal Code, Country).

Questions About Address Properties?

If you have any issues using Address properties, see our troubleshooting article.

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