CRT-261 · Question #85
Cloud Kicks' service agents frequently receive requests for order updates. All order information is managed by a separate cloud-based enterprise resource planning (ERP) system. Agents currently jump…
The correct answer is C. Use Salesforce Connect and External Objects to represent this information in Salesforce. To streamline the process for service agents seeking order updates from a separate ERP system, using Salesforce Connect to integrate External Objects is recommended. This approach allows real- time access to order information directly within Salesforce, eliminating the need to…
Question
Cloud Kicks' service agents frequently receive requests for order updates. All order information is managed by a separate cloud-based enterprise resource planning (ERP) system. Agents currently jump between applications to search for these details and have asked if this process can be improved. Which approach should the consultant recommend to streamline the process?
Options
- ACreate a batch integration process that runs hourly to pull all order updates into Salesforce
- BCreate a dynamic action that launches the ERP system with a deep link to the order locator.
- CUse Salesforce Connect and External Objects to represent this information in Salesforce.
How the community answered
(19 responses)- A11% (2)
- B5% (1)
- C84% (16)
Explanation
To streamline the process for service agents seeking order updates from a separate ERP system, using Salesforce Connect to integrate External Objects is recommended. This approach allows real- time access to order information directly within Salesforce, eliminating the need to switch between applications and improving efficiency in handling customer requests.
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