Formatting Guide
In an effort to ensure accuracy and consistency of Salesforce data, the following guidelines have been established as best practice across the leadership division.
Navigating this guide: Each section is focused on a different Salesforce object and lists the fields where specific formatting is expected.
Contact
| Field | Format | Example | Notes |
|---|---|---|---|
| Mailing State/Province | 2 Letter Abbreviation | VT | For US states, do not spell out the state name, instead use the two letter state abbreviation |
| Mailing Country | Full Country Name | United States |
Always use the full name of a country rather than an abbreviation - United States instead of US or USA and United Kingdom instead of UK |
| Undergraduate Education | School, Degree Title, Degree, Graduation Year | Scripps College, Humanities, BA, 2004 |
Account
| Field | Format | Example | Notes |
|---|---|---|---|
| Billing State/Province | 2 Letter Abbreviation | VT | For US states, do not spell out the state name, instead use the two letter state abbreviation |
| Billing Country | Full Country Name | United States |
Always use the full name of a country rather than an abbreviation - United States instead of US or USA and United Kingdom instead of UK |
| Shipping State/Province | 2 Letter Abbreviation | MD | For US states, do not spell out the state name, instead use the two letter state abbreviation |
| Shipping Country | Full Country Name | United Kingdom | Always use the full name of a country rather than an abbreviation - United States instead of US or USA and United Kingdom instead of UK |
Special Event
| Field | Format | Example | Notes |
|---|---|---|---|
| Special Event Name | Year Fellowship Class #-Seminar # | 2022 Health Innovators Fellowship 4-4 | This is the standard format for the core AGLN seminars, other event names are more flexible |
| Special Event Name | Year Program Name | 2022 Resnick Aspen Action Forum | This is the standard format for action forum, other event names are more flexible |
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