Given the following information regarding Universal Containers (UC):* UC represents their customers as Accounts in...

Salesforce PDII Question Answer

Given the following information regarding Universal Containers (UC):

* UC represents their customers as Accounts in Salesforce.

* All customers have a unique Customer__Number_c that is unique across all of UC's systems.

* UC also has a custom Invoice c object, with a Lookup to Account, to represent invoices that are sent out from their external system.

UC wants to integrate invoice data back into Salesforce so Sales Reps can see when a customer pays their bills on time.

What is the optimal way to implement this?

Ensure Customer Number cis an External ID and that a custom field Invoice Number cis an External ID and Upsert invoice data nightly.

Use Salesforce Connect and external data objects to seamlessly import the invoice data into Salesforce without custom code.

Create a cross-reference table in the custom invoicing system with the Salesforce Account ID of each Customer and insert invoice data nightly,

Query the Account Object upon each call to insert invoice data to fetch the Salesforce ID corresponding to the Customer Number on the invoice.

Salesforce PDII Summary

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