Salesforce Certified Platform Developer II — Question 100

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?

Answer options

• A. 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.
• B. Query the Account Object upon each call to insert invoice data to fetch the Salesforce ID corresponding to the Customer Number on the invoice.
• C. Create a cross-reference table in the custom invoicing system with the Salesforce Account ID of each Customer and insert invoice data nightly.
• D. Use Salesforce Connect and external data objects to seamlessly import the invoice data into Salesforce without custom code.

Correct answer: A

Explanation

Option A is correct because it uses External IDs to match records efficiently and allows for nightly Upserts, which optimizes the data integration process. Option B is inefficient as it requires querying the Account object with each data insertion, which can slow down performance. Option C introduces unnecessary complexity with a cross-reference table, while option D, although useful, might not be the most effective method for this specific use case compared to the simplicity of using External IDs.