Track Shipments of Products to Customers | Salesforce Exam ADX-201

Track Shipments of Products to Customers

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Question

The system administrator has been asked to create a way to track Shipments of products to customers.

Shipments should be closely tied to the Opportunity record and there may be more than one shipment record per Opportunity and the Opportunity should be required (i.e.

Users cannot save a Shipment record without associating it to an Opportunity)

The system administrator should create.

Answers

Explanations

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A. B. C. D.

B.

To track shipments of products to customers closely tied to the Opportunity record, the best option is to create a relationship between the two objects. Salesforce provides different types of relationships, including Master-Detail relationship, Lookup relationship, and Cross-object formula.

The Master-Detail relationship creates a parent-child relationship between two objects, where the child object is dependent on the parent object. In this case, the Opportunity would be the parent object, and the Shipment would be the child object. A Master-Detail relationship ensures that the child object cannot exist without the parent object, and deleting the parent object would also delete all related child records. Therefore, it meets the requirement that the Opportunity should be required, and users cannot save a Shipment record without associating it with an Opportunity.

A lookup relationship is another type of relationship that links two objects together, but it does not enforce the parent-child dependency. In this case, a lookup relationship on the Opportunity object to the Shipment object would allow multiple shipments per opportunity, but it would not meet the requirement that the Opportunity should be required. Users could create Shipment records without linking them to an Opportunity.

A lookup relationship with a lookup filter from Opportunity to Shipment is a type of lookup relationship that can enforce the parent-child dependency and allow multiple shipments per opportunity. However, it is not necessary to use a lookup filter in this scenario, as the Master-Detail relationship can enforce this requirement.

A cross-object formula displaying Opportunity ID on the Shipment record is not a relationship between the two objects. Instead, it displays a field value from the Opportunity object on the Shipment object, but it does not ensure that the Shipment record is associated with an Opportunity record.

Therefore, the correct answer is B. A Master - Detail relationship on the Shipment object to the Opportunity object.