Universal Containers (UC) has 50 million customers and stores customer order history on an ERP system. UC also uses Salesforce to manage opportunities and customer support.
In order to provide seamless customer support, UC would like to see the customer's order history when viewing the customer record during a sales or support call.
What should a data architect do in order to provide this functionality, while preserving the user experience?
A customer needs a sales model that allows the following:
Opportunities need to be assigned to sales people based on the zip code.
Each sales person can be assigned to multiple zip codes.
Each zip code is assigned to a sales area definition. Sales is aggregated by sales area for reporting.
What should a data architect recommend?
Universal Containers (UC) is concerned about the accuracy of their Customer information in Salesforce. They have recently created an enterprise-wide trusted source MDM for Customer data which they have certified to be accurate. UC has over 20 million unique customer records in the trusted source and Salesforce. What should an Architect recommend to ensure the data in Salesforce is identical to the MDM?
UC is preparing to implement sales cloud and would like to its users to have read only access to an account record if they have access to its child opportunity record. How would a data architect implement this sharing requirement between objects?
NTO has multiple systems across its enterprise landscape including salesforce, with disparate version the customer records.
In salesforce, the customer is represented by the contact object.
NTO utilizes an MDM solution with these attributes:
1. The MDM solution keeps track of customer master with a master key.
2. The master key is a map to the record ID's from each external system that customer data is stored within.
3. The MDM solution provides de-duplication features, so it acts as the single source of truth.
How should a data architect implement the storage of master key within salesforce?
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