PDI · Question #215
Universal Containers has an order system that uses an Order Number to identify an order for customers and service agents. Order records will be imported into Salesforce. How should the Order Number…
The correct answer is B. External ID and Unique. To maintain the unique identifier from an external system for imported records in Salesforce, the Order Number field should be defined as an External ID and also marked as Unique.
Question
Universal Containers has an order system that uses an Order Number to identify an order for customers and service agents. Order records will be imported into Salesforce. How should the Order Number field be defined in Salesforce?
Options
- ADirect Lookup
- BExternal ID and Unique
- CLookup
- DIndirect Lookup
How the community answered
(26 responses)- B92% (24)
- C4% (1)
- D4% (1)
Why each option
To maintain the unique identifier from an external system for imported records in Salesforce, the Order Number field should be defined as an External ID and also marked as Unique.
Direct Lookup is not a field type or attribute for defining an identifier field; it refers to a type of relationship field in Salesforce.
Defining a field as an External ID allows Salesforce to recognize this field as containing unique identifiers from an external system, which is crucial for data integration and matching during imports or updates. Marking it as Unique further ensures that no duplicate Order Numbers will exist within Salesforce, preserving data integrity from the source system.
Lookup is a type of relationship field used to link two records together, not for defining a unique identifier from an external system for the primary record itself.
Indirect Lookup is a relationship field type specifically used for external objects, which is not applicable here as the order records are being imported *into* Salesforce, not linked to an external object.
Concept tested: External ID and Unique field attributes for data integration
Source: https://help.salesforce.com/s/articleView?id=sf.fields_about_external_id.htm&type=5
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