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Preferred Address Reports

VIDEO TRANSCRIPT | Recorded: 2024-09-08 | Verify against current system state

Abstract

Requirements clarification for Salesforce mailing report development. Explains that mailing house vendors require address fields in separate columns for formatting and envelope line placement. The key requirement is that preferred address (home or work) must appear in unified columns regardless of whether it's stored in shipping or billing address fields. Notes previous performance issues in Aptify when determining preferred address dynamically.

Key Procedures

  • Separate address columns required for mailing house formatting
  • Preferred address type determines which address appears in report
  • If home is preferred, home address populates the columns
  • If work is preferred, work address populates the columns
  • Handle edge cases where both home and work exist but one is preferred
  • Ensure formula doesn't cause report performance issues

Notable Statements

  • 0:00:08 "With these mailing reports, we really do have to have the column separated out."
  • 0:00:28 "They need them separate and then they also need them to be separate so they can put them on different lines on the actual envelopes."
  • 0:01:28 "So mine may be shipping address line one... Sally's would be billing address one billing address line two."
  • 0:02:38 "These columns should show the preferred address, whether it be home or work, shipping or billing."
  • 0:02:52 "We had a performance issue with that in Aptify where it was trying to determine that piece and it would really slow down all of our reports."

Systems & Configurations

Systems Mentioned

  • Salesforce (report development)
  • Aptify (legacy system reference)

Specific Configurations

Item Value/Setting Timestamp Notes
Home Address Storage Shipping address fields 0:01:28 Salesforce mapping
Work Address Storage Billing address fields 0:01:34 Salesforce mapping
Preferred Address Field Determines output 0:02:04 Must override storage location

Credentials/Access Mentioned

  • Mailing house vendor (external recipient)

Errors & Troubleshooting

  • Issue: Report performance degradation
  • Cause: Dynamic preferred address calculation at runtime
  • Resolution: Simplify to single preferred address to avoid calculation
  • Timestamp: 0:02:52

Transcript Gaps & Quality Notes

  • Short clarification video (~3 minutes)
  • Addresses specific misunderstanding about report requirements
  • Example scenarios with home, work, and both addresses
  • Performance concern from Aptify experience to avoid in Salesforce