Account Address management for multi-purpose HCP and HCO addresses
Key Takeaway
Official correspondence and regulatory filings use the primary address on Contact Point Address. A territory-specific delivery or outreach location goes in the preferred address on Provider Account Territory Information, so the primary address stays unchanged.
Account Address in Life Sciences Cloud lets an HCP or HCO account hold several addresses for different purposes, such as billing, shipping or sample delivery, instead of only one. Account Address also separates the primary address from the preferred address. The primary address is the single official address for correspondence and regulatory filings. The preferred address is a territory-specific address that reps use for targeted outreach. The goal is that mail, samples and supplies reach the right location.
Account addresses on Contact Point Address
An account's addresses are stored as Contact Point Address records related to the account, so one HCP or HCO can have many addresses. Users add one from the account's "Related" tab under "Contact Point Addresses".
To create and manage account addresses, users need the "Parent" field on the Contact Point Address object set to "Visible" for all relevant profiles. Creating a Contact Point Address record also requires both the "Life Sciences Core" and the "Life Sciences Field Sales Representative" permissions.
To stop duplicate Contact Point Address records, configure "Search-Before-Create" on the Account and Person Account page layouts. Users then check for existing Contact Point Address records before they create new business or person accounts.