Cloud Kicks (CK) has an external ERP system which stores product order information. CK wants to view those orders as a related list on the account record in real time.
Which solution should the consultant recommend?
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A. B. C. D.B
To enable Cloud Kicks (CK) to view product order information from their external ERP system as a related list on the account record in real-time, the consultant should recommend the following solution:
Option D: Implement Salesforce Connect and an external object to get real-time product order information and add the custom object as a related list on the account.
Here's a detailed explanation of why this option is the recommended solution:
Salesforce Connect: Salesforce Connect is a feature that allows you to integrate and access data from external systems directly within Salesforce. It provides real-time access to external data sources without the need for data replication.
External Object: An external object represents data from an external system within Salesforce. It allows you to treat external data as if it were native Salesforce data, making it easily accessible and usable within the platform.
Real-Time Data: Salesforce Connect provides real-time access to the external ERP system's product order information. This means that any updates or changes made in the ERP system will be immediately reflected in Salesforce, allowing CK to view the most up-to-date information without any delays.
Custom Object: In this solution, a custom object will be created in Salesforce to store the product order information retrieved from the external ERP system. The custom object serves as a container for the external data and enables it to be displayed as a related list on the account record.
By implementing Salesforce Connect and utilizing an external object to retrieve real-time product order information, CK can seamlessly view and manage the data from their ERP system within Salesforce. This solution eliminates the need for manual data synchronization or scheduled updates, ensuring that the information is always up-to-date.
Option A: Creating a custom object and running a nightly scheduler to fetch details from the ERP system is not the optimal solution because it introduces delays in data synchronization. CK would have to wait for the nightly scheduler to run before seeing the updated product order information, which does not fulfill the requirement of real-time access.
Option B: Creating a Lightning Component and using REST integration to retrieve real-time product order information directly from the ERP system might be feasible, but it involves more development effort and maintenance. Salesforce Connect provides a more streamlined and scalable approach for integrating external data sources.
Option C: Implementing Salesforce-to-Salesforce Connect allows for real-time data synchronization between two Salesforce orgs, but it is not the recommended solution in this case since CK's requirement is to view product order information from an external ERP system, not another Salesforce org.
In summary, Option D, which involves implementing Salesforce Connect and an external object, is the most suitable solution for CK to view real-time product order information as a related list on the account record in Salesforce.