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Account Address
Account Address helps manage addresses for diverse accounts like healthcare professionals (HCPs) and organizations (HCOs). Accurate address tracking and grouping are important for effective engagement, compliance, logistics, and data integrity. Accounts often have multiple addresses for different purposes (for example billing, shipping). Sales reps use this to tailor outreach, ensuring targeted deliveries and optimized efficiency.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Primary Address
The Primary Address is the single, main contact point for an account, which is used for all official correspondence and regulatory filings. An HCP's main practice location or an HCO's headquarters is their primary address.
An account can have only one primary address at a time to provide a clear and consistent point of contact. The Primary address is stored on the Contact Point Address object, where users can select the Is Primary checkbox to designate a record as primary. Understanding the Primary Address helps you know the established main point of contact for an account.
Preferred Address
A preferred address is a specific location that an account designates for particular interactions or communications within a territory. For instance, a healthcare professional (HCP) might prefer product samples sent to their home. Or, a healthcare organization (HCO) might specify a delivery address for certain supplies. With this distinction, life sciences companies can tailor their outreach. It ensures targeted information, product samples, or deliveries reach the most desired location. It also optimizes engagement and operational efficiency. The preferred address is a field on the Provider Account Territory Information object. It stores territory-based account addresses. Only the user within the territory can access the data. This helps keep the data personal to the user in that territory and the healthcare professional (HCP). Sales reps can access an account’s preferred address in the Account Territory Field component on an account dashboard.
- Custom Formula Fields for Account Address
Configure how addresses are shown across the Life Sciences Commercial app by creating custom formula fields. Use the custom fields for both Contact Point Addresses and Sample Management Addresses. For example, Sample Management Addresses appear when you create a sample order or sample transfer. You can apply this custom field usage across the entire organization or for individual profiles. - Field-Level Security Configuration for Account Address
For your users to create and manage account addresses, grant them access to the Parent field on the Contact Point Address object for all relevant profiles. - Configure Addresses for an Account
Configure how account addresses appear in the accounts list view by using Admin Console. This configuration defines the display format for Contact Point Addresses and Sample Management Addresses, enhancing their visibility for users in critical areas such as the Ship To field on a Sample Order. Optimized address views aid sales representatives in quickly identifying important account locations for better engagement and streamlined workflows. - Set Up Best Time for Account Address
Customize the Best Time feature to help sales reps identify the optimal times for contacting healthcare providers (HCPs) at their addresses. - Configure Provider Territory Fields Information on Account Pages
Help sales reps access and manage their assigned provider accounts in the context of the territories that the providers operate in. Customize the provider's account page to show territory-specific information in the account’s dashboard. - Configure Search Before Creating for Contact Point Addresses
Configure the account page layout to enable users to check for duplicate contact point addresses before they create a record. Users can search for duplicate addresses for business and person accounts. - Batch Jobs for Account Address
Account Address batch jobs are designed to process large volumes of records and help you overcome the governor limits faced by trigger handlers.
