Let Salespeople Associate Addresses with Activities

You can enable selection of addresses from a drop-down list. From the address selector users can then select an address that's associated with an activity's account or contact.

The address for activities can be exposed on the create and edit pages of tasks, appointments or call reports.

Here's how to expose the address selector using the Application Composer:

1. Ensure you're working in an active sandbox

2. Navigate to Configuration > Application Composer.

3. In the Objects navigation tree, expand Standard Objects and then expand Activity.

4. Click the Pages node.

5. Ensure that the Application Pages tab is selected.

6. Scroll down to a section where you want to expose the address selector:

   • Creation Page Layouts: Task Create, Call Report Create, Appointment Create

   • Details Page Layouts: Task Details, Call Report Details, Appointment Details

7. Duplicate the required standard layout and edit the resulting copy.

8. Click Show next to the Address option to enable the address selector.

9. Click Done.

10. To validate whether the address selector is available on the Activities UI:

    1. Navigate back to the respective Task, Appointment, or Call Report pages.

    2. Click Create or Edit on the Task, Appointment, or Call Report page on which you enabled the address selector. Ensure that you can view the address selector on the page.

11. Publish the sandbox according to your company's business practices.