Shortcut to add State/Province and Country Picklist Fields


One of the first configurations that many of our customers and partners employ when starting out with CRM is to add State/Province and Country picklist fields on the Lead, Account and Contact form to replace the out-of-the-box text fields for State/Province and Country.

To save you the time of adding each value, I’ve published the xml for these fields in Skydrive.  There are three files, one for Country-full which includes every country, one for State/Province-full which includes every state and province, and one for State/Province-US which is only US state abbreviations.  Here’s what to do after you download the files:

1. Export customizations for the Lead, Account and Contact.  You could do these one at a time or all at once if you are comfortable with navigating through the xml. (Settings->Customizations->Export Customizations).  Save one copy of the xml somewhere and label it as the original xml.  Save another copy of the xml and label it new.  The purpose is to have a backup in case you make a mistake.

2. Copy the xml from the documents you downloaded.  Open your exported customization file (or files) and paste the xml where the attributes are listed.  They’re sorted alphabetically so it’s helpful to insert them in that context.  Example:

image

3.  Save the xml file and import it.  (Settings –> Customizations –> Import Customizations)


Comments (4)

  1. NeilBenson says:

    Hi Laura, thanks for this. I was thinking of doing the same thing, as I often find myself making this customisation to many customers’ CRM systems.

    You also need to add the picklist to the Address entity and update the mappings between leads, contacts, accounts and addresses.

    Also, where did you get your list of countries from? Some of them aren’t recognised by the United Nations or International Standards Organisation (ISO 3166-1).

  2. bubba says:

    Hey – this customization is great but has implications far reaching. Outlook client synchs are locked to the out of the box stateProvince and country input fields as well as the mail merge functionality.

  3. Andrew says:

    We've run into the challenge bubba cites too. Our solution is to keep the original state or country fields but remove them from the form. Add your picklist field to the form, but hide it in advanced find. Then have a workflow to map the picklist value to the original field. That way there's only one field to look for in the advanced find, but you restrict user input to your defined values.  

  4. Mark says:

    Thank you. Save me the pain of typing the country in.