Maps one PostalCode to a Branch that serves it, optionally with the owning company (partnerAccountId) and a coverageType classification. It is the lookup table behind postal-code driven routing: on lead insert the lead service resolves the lead's postal code to a PostalCode row and stamps the lead's branchId and partnerAccountId from the first matching row here, and the nearby-branch search returns the active branches these rows link to a matched code. One code can map to many branches; lead assignment simply takes the first match per code.
Fields
| Field | Label | Type | Required | What it does |
BranchId | Branch | Lookup → Branch | | |
CoverageType | Coverage Type | PickList | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
LastModifiedById | LastModifiedBy | Guid | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
PostalCodeId | Postal Code | Lookup → PostalCode | | |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Clone |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit in page. |
EditInList | Edit | Edit | Edit in List Header |
EditListHeader | Edit | EditInline | EditListHeader |
New | New | New | New |
Lookup filters
| Filter | Lookup field | Notes |
| Branch For Partner Account | BranchId | |