Northern Trail Outfitters uses a third-party application for credit ratings. An external web-based credit application has to be launched from a customer's account record in Salesforce. The application uses a credit ID on the account object.
What should be created to meet this requirement?
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A. B. C. D.D
To meet the requirement of launching an external web-based credit application from a customer's account record in Salesforce, you would need to create a custom button that calls an Apex trigger to launch the credit application and pass the credit ID. The correct answer is option B.
Here's a detailed explanation for each answer choice:
A. A workflow rule to launch the product fulfillment application and pass the credit ID: Workflow rules are used to automate standard internal procedures and processes to save time across your org. They are not designed to launch external applications or perform actions outside of Salesforce. Therefore, this option is not suitable for the requirement.
B. A custom button that calls an Apex trigger to launch the credit application and pass the credit ID: A custom button can be created in Salesforce that calls an Apex trigger when clicked. The Apex trigger can then be used to launch the external credit application and pass the credit ID from the account record to the application. This option allows for custom development using Apex, Salesforce's programming language, to achieve the desired functionality.
C. A custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID: Creating a custom field as an external ID on the account object does not directly address the requirement of launching an external web-based credit application. While having a custom credit ID field may be useful for storing the credit ID information, it does not provide a means to launch the credit application and pass the credit ID.
D. A formula field that uses the hyperlink function to launch the credit application and pass the credit ID: A formula field with a hyperlink function can generate a hyperlink based on specified criteria or values in Salesforce. However, it cannot directly launch an external web-based credit application. Formula fields are limited to generating URLs within Salesforce or performing calculations using data in Salesforce.
In summary, the most suitable option to meet the requirement is option B. By creating a custom button that calls an Apex trigger, you can launch the external credit application and pass the credit ID from the account record to the application. This approach allows for custom development and integration with external systems.