Universal Containers (UC) has adopted Salesforce as its primary sales automated tool. UC has 100,00 customers with a growth rate of 10% a year, UC uses an on-premise web-based billing and invoice system that generates over 1 million invoices a year supporting a monthly billing cycle.
The UC sales team needs to be able to pull a customer record and view their account status, Invoice history, and opportunities without navigating outside of Salesforce.
What should a data architect use to provide the sales team with the required functionality?
Universal Containers (UC) has several custom Visualforce applications have been developed in which users are able to edit Opportunity records. UC struggles with data completeness on their Opportunity records and has decided to make certain fields required that have not been in the past. The newly required fields are dependent on the Stage of the Opportunity, such that certain fields are only required once an Opportunity advances to later stages. There are two fields. What is the simplest approach to handle this new requirement?
During the implementation of Salesforce, a customer has the following requirements for Sales Orders:
1. Sales Order information needs to be shown to users in Salesforce.
2. Sales Orders are maintained in the on-premises enterprise resource planning (ERP).
3. Sales Order information has more than 150 million records.
4. Sales Orders will not be updated in Salesforce.
What should a data architect recommend for maintaining Sales Orders in salesforce?
Universal Containers has received complaints that customers are being called by multiple Sales Reps where the second Sales Rep that calls is unaware of the previous call by their coworker. What is a data quality problem that could cause this?
Universal Containers (UC) has a Salesforce instance with over 10.000 Account records. They have noticed similar, but not identical. Account names and addresses. What should UC do to ensure proper data quality?