Implementing Customer Billing Integration for Salesforce Orgs | Salesforce Consultant

Customer Billing Integration for Salesforce Orgs

Question

Universal Containers wants to allow its Salesforce users to view and update customer billing information from the company s invoicing system within a separate Salesforce org.

What should a consultant implement to meet this requirement?

Answers

Explanations

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A. B. C. D.

C

To meet the requirement of allowing Salesforce users to view and update customer billing information from the company's invoicing system within a separate Salesforce org, the consultant should implement Salesforce Connect and External Objects. Option C is the correct answer.

Salesforce Connect is a feature that enables Salesforce orgs to integrate and access data from external systems in real-time, without having to store the data within Salesforce. It provides a seamless way to connect and display data from external sources within the Salesforce user interface.

External Objects are custom-defined representations of external data, such as the customer billing information in this case. They allow Salesforce users to access and interact with the data stored in an external system as if it were a regular Salesforce object.

By implementing Salesforce Connect and External Objects, the consultant can establish a real-time connection between the Salesforce org and the company's invoicing system. This enables Salesforce users to view and update customer billing information directly within their Salesforce interface, without the need for manual data synchronization or importing/exporting processes.

Here's a breakdown of why the other options are not the correct choices:

A. Flow with Outbound Messaging: Outbound Messaging is a feature that allows Salesforce to send a message to a designated endpoint when a specific event occurs. While it can be used for integration purposes, it is typically used for one-way communication and may not provide real-time access to the customer billing information needed for viewing and updating.

B. Nightly scheduled Batch Data jobs: Batch data jobs are typically used for data synchronization processes that occur at specified intervals. However, this approach may not meet the requirement of real-time access to customer billing information. Additionally, it involves scheduled processes rather than direct access within the Salesforce org.

D. My Domain and Single Sign-On: My Domain is a feature that allows you to brand your Salesforce org with a unique domain name. Single Sign-On (SSO) enables users to authenticate once and access multiple applications without having to log in again. While these features can improve the user experience and security, they do not directly address the requirement of viewing and updating customer billing information from the company's invoicing system within a separate Salesforce org.

In summary, to achieve real-time access and interaction with customer billing information from an external system within a separate Salesforce org, Salesforce Connect and External Objects should be implemented.