A company represents their customers as Accounts in Salesforce. All customers have a unique Customer_Number__c that is unique across all of the company’s systems. They also have a custom Invoice__c object, with a Lookup to Account, to represent invoices that are sent out from their external system. This company wants to integrate invoice data back into Salesforce so Sales Reps can see when a customer is paying their bills on time. What is the optimal way to implement this?

Question

Examsnet · Accepted Answer

Correct Answer is : Ensure Customer_Number__c is an External ID and that a custom field Invoice_Number__c is an External ID and Upsert invoice data nightly.

Salesforce Platform Developer II Exam