Search
Twitter
« Custom Objects in Salesforce | Main | Salesforce Lead Queues »
Tuesday
Dec102013

Standardize Countries and States in Salesforce

Often times importing new data into your Salesforce org will result in having inconsistent data. This inconsistency is particularly found in Countries and States/Provinces, such as the values (US, Usa, us, usa) where they should be updated to United States, instead. Today, I'm going to give a tutorial on how to use Salesforce's Mass Update Addresses; to standardize your countries and states.

Standardizing Countries:

Initially, you want to update the countries first then the states. To get started:

  • Go to your name> Setup> and search for "Mass Update Addresses" or go to Administration Setup> Data Management> Mass Update Addresses
  • Select "Country", then click Next.

  • From the "Available Values" column, select the countries you want standardized (this view can display a maximum of 100 countries, if you can't find the countries you want updated, search for them in the above search box) and add them to the "Selected Values". Then, enter in the new name you want applied to the selected countries and click Next.

  • After that, you'll be shown a list of where records of those countries are found. Click "Replace" to replace all those countries with the new one.

Standardizing States:

Now that you've updated the countries in your org, standardize the states in those countries:

  • In Step 1, select "State/Province" and enter in the country in which the states belong to and click Next. 

  • Pick the states you want updated and enter in the new name and click Next. Then, review where those states are found in your data and click Replace to replace them with the new name.

Tips on Mass Updating Addresses in Salesforce:

  • Always standardize the countries before the states.
  • Keep in mind that once you've updated the values of countries and states, all associated filter conditions will be affected and that includes: assignment rules and web-to-lead, which then should be updated with the new values.

PrintView Printer Friendly Version

EmailEmail Article to Friend

Reader Comments

There are no comments for this journal entry. To create a new comment, use the form below.

PostPost a New Comment

Enter your information below to add a new comment.

My response is on my own website »
Author Email (optional):
Author URL (optional):
Post:
 
All HTML will be escaped. Hyperlinks will be created for URLs automatically.