If additional information is required besides the standard (address) fields there is the option to add fields from the account object to the form. You can do this by:
- Go to Salesforce Setup
- Search for Custom Metadata Types
- Click 'Managed Records' for custom metadata type 'Checkout Shipping Field'
- Add a new record by clicking the 'New' button
- Click 'Save' when values for the use case are entered
Field descriptions
Field | Type | Description |
---|---|---|
Label | Text | User friendly name of the record |
Checkout Shipping Field Name | Text | Unique technical name of the record |
Web Order Field | Text | The field name of a web order field, not required if 'Prepopulated Account Field' contains a value |
Prepopulated Account Field | Text | The field name of an account field, not required if 'Web Order Field' contains a value |
Order | Number | Used to display the shipping fields in order. The lower the number, the higher in the form it will be displayed |
Hide | Checkbox | Will hide the value in the ui |
Required | Checkbox | Adds validation that a value should be entered |
Read Only | Checkbox | Will prevent the value from being changed |