1. Configuring Sales for B2C
  2. Set the Default Contact Type

Set the Default Contact Type

When you sell directly to people, sometimes you might want to make a distinction between contacts who are prospects vs. contacts who are actual customers.

If you use the concept of prospects, then you should unhide the Type field on the Contact set of pages so that your users can indicate if a contact is either a prospect or a customer. This topic explains how to do this.

In a simple B2C configuration, you should set the default value of the Type field to Prospect and disable the Contact value. (A contact of type Contact is a B2B concept, and it's not used in B2C.) Also, confirm that the Type field is displayed to users. At runtime, your B2C users can optionally change the type of contacts from prospects to customers.

To configure the Type field on the Contact object so that it's compatible with B2C, you should:

  1. Disable the Contact value for the Type field.

  2. Set the default of the Type field on the Contact object to Prospect.

  3. Unhide the Type field on the Contact set of pages.

Disable the Contact Value on the Type Field

  1. In the Setup and Maintenance work area, select the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Standard Lookups

  2. Enter ZCA_CONTACT_TYPE in the Lookup Type field and click Search.

  3. Deselect the Enabled check box for Contact.

  4. Click Save and Close.

Set the Default Contact Type to Prospect

  1. In the Setup and Maintenance work area, select the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. Click the Manage Administrator Profile Values item.

  3. In the Profile Option Code field, enter ZCA_DEFAULT_CONTACT_TYPE and click Search.

  4. In the Profile Value drop-down list, select Prospect.

  5. Click Save and Close.

Confirm that the Contact Type Field is Displayed

After you set the default value for the Type field, confirm that this field displays at runtime.

  1. Navigate to Application Composer and expand Standard Objects.

  2. Expand the Contact object and click the Pages node.

  3. On the Simplified Pages tab, review each active page layout to confirm that the Type field is displayed. The Type field should be in the Selected Fields list, not in the Available Fields list.