Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first closed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.
Which option should the consultant recommend to meet the requirement?
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A. B. C. D.B
To meet the requirement of updating the ERP system with information from the Account, Contact, and Opportunity records in Salesforce when a new Account has its first closed/won opportunity, the recommended option is to implement Platform Events and configure them to publish opportunity wins to the ERP system. This can be achieved by selecting option C: Implement Platform Events to publish opportunity wins to the ERP, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.
Here's a detailed explanation of why this option is the most suitable:
Platform Events: Platform Events in Salesforce provide a publish-subscribe model for event-driven architecture. By implementing Platform Events, you can define an event object that represents the opportunity win and publish that event when a new Account has its first closed/won opportunity. The event can contain relevant information from the Account, Contact, and Opportunity records.
Publish Opportunity Wins: When a closed/won opportunity occurs, a Platform Event will be published automatically. This ensures that the ERP system is notified in real-time about the opportunity win, enabling immediate action.
Call back for Account, Contact, and Opportunity Information: The Platform Event published by Salesforce can include essential details such as the Account ID, Contact ID, and Opportunity ID. The ERP system can subscribe to these events and use the provided information to make a call back to Salesforce to retrieve the necessary details of the Account, Contact, and Opportunity records.
Automatic ERP Update: Once the ERP system has retrieved the relevant information from Salesforce, it can use this data to update its records accordingly. This ensures that the ERP system maintains up-to-date and accurate information about new customers.
The other options (A, B, and D) are not as suitable for this requirement:
Option A suggests identifying AppExchange products to update the ERP system. While there might be third-party applications available, it's not the most efficient solution and may introduce unnecessary complexity.
Option B suggests configuring outbound messages to update the ERP system. Outbound messages are limited in terms of flexibility and require manual configuration for each update. This approach may not be as efficient as using Platform Events.
Option D suggests using enterprise ETL (Extract, Transform, Load) tools to extract closed/won opportunities from Salesforce and update the ERP system. While ETL tools can be powerful for data integration, they typically operate on a scheduled basis and may not provide real-time updates, which is crucial in this case.
Therefore, option C, implementing Platform Events to publish opportunity wins and facilitate automatic ERP updates, is the most appropriate solution for meeting the specified requirement.