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I have a use case where each Person Account record has multiple state issued license numbers that need to be recorded (State - License Number - Expiration Date).  I really don't want to have 150 fields (3 for each state) on each record, but the data needs to be available for reporting.  I looked on AppExchange to find a solution with no luck (these are not NIRP numbers).  Anybody have a solution?

2 answers
  1. Michael Brown (SETGO Partners) Forum Ambassador
    Dec 27, 2021, 8:53 PM

    Hey Carl, 

     

    I think a custom object would work best in this situation. You could create an Account Licensing object with 3 custom field fields:

    • State
    • Account
    • License Number
    • Expiration Date

    Then, for every license, a record would be created. For example, let's say I'm licensed in Minnesota, Wisconsin, and Iowa. I would have the following 3 records:

    1. State = Minnesota, Account = Mike Brown, License Number = 111, Expiration Date = 12/31/2025
    2. State = Wisconsin, Account = Mike Brown, License Number = 222, Expiration Date = 12/31/2025
    3. State = Iowa, Account = Mike Brown, License Number = 333, Expiration Date = 12/31/2025

    These would appear in a custom Account Licensing related list on the Person Account page layout. 

     

    Thanks,

    Mikey

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