Cloud Kicks - ERP Integration Solutions

ERP Integration Solutions

Question

Cloud Kicks uses an external enterprise resource planning (ERP) application to process its orders. This ERF application reads to receive data about opportunities when the opportunity closes.

Which two solutions should the consultant recommend? (Choose two.)

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

BD

To determine the two recommended solutions for Cloud Kicks to integrate its external enterprise resource planning (ERP) application with Salesforce Sales Cloud, let's analyze each option:

A. Connected app: A connected app is a way to integrate external applications with Salesforce. It provides a secure and configurable connection between Salesforce and an external system. However, in this scenario, the connected app alone is not sufficient to achieve the desired integration as it focuses on authentication and authorization aspects rather than data synchronization.

B. Outbound Message with Trigger Flow: Outbound messages are a feature in Salesforce that allows you to send notifications to external systems when specific events occur in Salesforce. In this case, when an opportunity closes in Salesforce, an outbound message can be triggered to send relevant data to the ERP application. By leveraging a trigger flow, you can perform additional processing or manipulation of the data before sending it out. This solution enables real-time data integration between Salesforce and the ERP system.

C. Single sign-on: Single sign-on (SSO) is a mechanism that allows users to access multiple applications with a single set of credentials. While SSO can streamline the authentication process and provide a seamless user experience, it does not directly address the integration requirement of transmitting data about opportunities to the ERP application.

D. REST callout: REST callouts allow Salesforce to make HTTP requests to external systems, enabling data retrieval or transmission. In this scenario, a REST callout can be used to send the opportunity data from Salesforce to the ERP application when the opportunity closes. By invoking the appropriate API endpoint in the ERP system, the necessary data can be transmitted securely and efficiently.

Based on the requirements outlined in the question, the recommended solutions are:

  1. Outbound Message with Trigger Flow: This solution enables real-time data integration by using an outbound message to notify the ERP application when an opportunity closes in Salesforce. A trigger flow can be implemented to perform additional data manipulation or processing before sending the outbound message.

  2. REST callout: This solution allows Salesforce to make a secure HTTP request to the ERP application and transmit the opportunity data when it closes. By utilizing REST callouts, you can establish a direct data transfer mechanism between Salesforce and the ERP system.

Therefore, the correct answers are B. Outbound Message with Trigger Flow and D. REST callout.