Control selectable Shipping Addresses

This guide explains how to let buyers select from predefined shipping addresses during checkout and how to control what they can see or enter when creating a new address. It is intended for Salesforce admins and consultants configuring checkout behavior in OrderCentral.

Overview

Selectable shipping addresses help reduce incorrect shipping details during checkout by allowing buyers to choose from approved address records linked to their account. You can control:

• Which address records are available for selection.

• Which shipping address is treated as the default choice.

• Which fields appear on the shipping address tile.

• Whether buyers can create new shipping addresses.

• Whether fields in the new shipping address form are editable, required, or read-only.

Once an account has at least one active shipping address, checkout displays the address selector so the buyer can choose from those records.

How to configure the addresses

OrderCentral uses the Address object to store selectable shipping addresses. The standard fields used by this feature are:

You can create these address records by:

1. Loading them with a data import.

2. Adding them manually from the Account related list.

3. Creating them directly from the Address tab.

To make an address selectable during checkout:

1. Link it to the correct account.

2. Set the address type to Shipping.

3. Mark the address as active.

4. Optionally mark Is Default if this should be the preferred shipping address.

5. Ensure buyers have permission to read the Address object.

Display or add additional information on the shipping address tiles

If buyers need to see more than the standard address details, you can add custom fields to the Address object and include them on the page layout used for the buyer.

Examples include:

• Delivery instructions.

• Site or branch reference codes.

• Internal labels used to identify a location.

To expose extra information on the shipping address tile:

1. Create the custom field on the Address object.

2. Grant the buyer profile or permission set access to that field.

3. Add the field to the Address page layout assigned to the buyer.

If the field is on the layout and the buyer has access to it, the value can be shown during checkout.

Note: Is Default is a behavioral field rather than a display field. It controls which address is prioritized in checkout, but it is not rendered as a value on the shipping address tile.

Control how fields are displayed on the address tiles during checkout

The shipping address tile uses the Address page layout to determine which fields to display and in which order they appear.

This means:

• Fields placed on the layout can appear on the tile.

• The order of fields on the layout controls the order shown on the tile.

• Fields removed from the layout are not shown on the tile.

If you want to change the order of the information on the address tile, update the order of the fields on the Address page layout used for the buyer.

Control who can create shipping addresses

Profiles and permission sets control whether buyers can only select existing addresses or can also create new ones.

When buyers have read access to the Address object and there is at least one available address, they can select from the existing addresses.

When buyers do not have create access to the Address object:

• They can select existing addresses.

• They cannot create a new shipping address during checkout.

When buyers do have create access to the Address object:

• They can open the new shipping address form during checkout.

• They also need access to the fields they must complete, such as Street, City, Country, and Postal Code.

If a field is hidden by field-level security, it will not be available to the buyer even if it is on the layout.

Control the default shipping address

Use Is Default to identify the preferred shipping address for an account.

Checkout behavior:

• Active shipping addresses are ordered with default addresses first.

• When the checkout page loads and no shipping address has already been selected, OrderCentral selects the first available active address.

• In practice, this means the active default shipping address is selected first when one exists.

• If a shipping address is marked as default but is inactive, it is not selectable during checkout.

Data behavior:

• Only one shipping address per account can remain marked as default.

• If another shipping address for the same account is saved with Is Default selected, the previous default shipping address is automatically cleared.

• If multiple new shipping addresses are saved at the same time with Is Default selected, only the first one remains default.

Recommended admin use:

1. Use Is Default for the address buyers should use most often.

2. Keep that address active so it can be selected during checkout.

3. Review the setting whenever a replacement warehouse, branch, or delivery location becomes the new preferred destination.

Adding Custom Fields to the Shipping Addresses

In addition to the predefined address fields, you can create custom fields on the Address object to capture business-specific shipping information.

When to Use a Custom Field

Use a custom field when the standard address fields are not enough for your process.

Typical examples include:

• Capturing a delivery door code.

• Storing an internal location reference.

• Adding instructions or labels specific to that address.

How to Create a Custom Field on the Address Object

1. Open Salesforce Setup.

2. Go to Object Manager.

3. Search for and open Address.

4. Open Fields & Relationships.

5. Click New.

6. Select the data type you need.

7. Enter the field label and review the generated API name.

8. Set field-level security for the buyer profiles or permission sets.

9. Add the field to the relevant Address page layouts.

10. Save the field.

Exposing the Custom Field at Checkout

To make a custom field available during checkout:

1. Ensure the buyer profile or permission set has access to the field.

2. Add the field to the Address page layout assigned to the buyer.

Once permissions and layout assignment are in place, the field can be used in the following ways during checkout:

• It can appear on the shipping address tile.

• It can appear in the new shipping address form.

• It can be editable, required, or read-only depending on the Address page layout configuration.

Exception: Is Default can influence which address is prioritized during checkout, but it is not shown as a displayed value on the shipping address tile.

The entered or stored value is saved on the Address record and can also be displayed on the shipping address tile when the field is included on the layout.

Control required and read-only fields in the new shipping address form

When buyers are allowed to create a shipping address during checkout, the new shipping address form follows the Address page layout configuration assigned to that buyer. This lets admins control not only which fields appear, but also whether a field must be completed or should be displayed as read-only.

What this means in practice:

• Fields marked as required on the Address page layout must be completed before the buyer can save the new shipping address.

• Fields marked as read-only on the Address page layout are displayed in the form but cannot be changed by the buyer.

• This behavior also applies to Country and State when those fields are included on the layout.

• Fields that are not added to the layout are not shown in the new shipping address form.

How to configure it:

1. Open Salesforce Setup.

2. Go to Object Manager and open Address.

3. Open Page Layouts.

4. Edit the layout assigned to the buyer profile or record type used in checkout.

5. Add the fields you want buyers to see in the new shipping address form.

6. Mark fields as required where buyers must provide a value.

7. Mark fields as read-only where buyers should see the value but should not be allowed to change it.

8. Save the layout.

Important behavior:

• Field-level security still controls whether the buyer can access the field at all.

• Page layout settings control whether the field is shown as editable, required, or read-only in the new shipping address form.

• The same layout also controls field order on the address tile, so one layout change can affect both the display and data-entry experience.

• If Is Default is included on the new shipping address form, admins can allow buyers to set it, show it as read-only, or hide it by removing it from the layout.

Example use cases:

• Require a delivery contact name or site code before buyers can save a new shipping address.

• Show an internal routing field as read-only so buyers can see it without changing it.

• Require Country while allowing State to follow the selected country configuration.

Best practices

• Keep the number of displayed fields focused on information the buyer actually needs.

• Use the Address page layout to control both tile presentation and form behavior consistently.

• Decide deliberately whether Is Default should be buyer-managed or admin-managed before adding it to the new shipping address form.

• Review field-level security and page layout assignment together when troubleshooting missing or non-editable fields.

• Use read-only fields for reference information, not for information buyers are expected to correct themselves.