CG Cloud: Configuring Addresses

There are several options to configure addresses for retail stores, which allows you to flexibly set up the CG Cloud integration with CT Orders.

To set up addresses:

  1. Define the standard or custom object to use as the Address object. It is possible to use the Retail Store, Account, or custom Address object as the Address object.

  2. Create an OM Settings record with the Object Setting record type and specify the API name of the Address object. Follow the steps in the Specify the Address Object guide.

  3. Create an OM Settings record with the Address Setting record type and specify the corresponding Address field:

  4. Make sure that there is a lookup from the Delivery object to the corresponding Address object.

  5. Make sure that there is a lookup from the Address object to the corresponding Account object.

For your convenience, there is a table with all available combinations to set up addresses.

Address Object Address Object API Name Address Field Comments

Account

Account

  • If an address is specified on the Account object, create a custom field with the Text data type, for example, ShippingAddress__c.

  • If the Retail Store object is used to specify the address for the Account object, create a custom field with the Text data type on the Retail Store object, for example, RetailStoreAddress__c.
Please note that any Address field with the Address data type will not be processed. Currently, the processing of the composite fields (formulas), such as BillingAddress or ShippingAddress, is not supported.

Retail Store

RetailStore

Create a custom field with the Text data type, for example, RetailStoreAddress__c

Custom Address

For example, Address__c

Create a custom Address object and a custom Address field with the Text data type, for example, CustomAddress__c.

  1. Create a custom lookup to the corresponding object:

    • Lookup(Account)

    • Lookup(Retail Store)

  2. If necessary, specify the SOQL query to sort delivery addresses given the selected Account or Retail Store object. For example:

    WHERE ParentId = '{!RetailStore.Id}'

    Or the SOQL filter will be written as:

    SELECT id FROM RetailStore WHERE (id = '{!RetailStore.Id}') OR (ParentId = '{!Account.Id}')

    The result will be the ID list of the custom Address records and values specified in the appropriate field of this object, for example, Address__с.
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