Question

The director of sales at Prestige Worldwide has recently become frustrated that all order data is stored in a 3rd party system and is not accessible in Salesforce. How can an app builder make sure that data from the 3rd party system can be viewed in Salesforce? (Choose 1)

(a) Export the data from the 3rd party system and import it into Salesforce
(b) Create an external object in Salesforce to access the data
(c) Create a custom integration for the 3rd party system
(d) Purchase an application from the AppExchange to integrate both system

Answer 1

An app builder should create an external object in Salesforce through Salesforce Connect to enable live access to data stored in a 3rd party system without importing it into Salesforce.

Step-by-step explanation:

To make sure that data from the 3rd party system can be viewed in Salesforce, an app builder should choose option (b): Create an external object in Salesforce to access the data. This approach utilizes Salesforce Connect, which links external data sources to Salesforce, allowing for live queries to the external system without the need to store the data within Salesforce's database. Doing so will enable the users at Prestige Worldwide to view and interact with the data in a way that feels native to Salesforce and avoids redundancy.

To ensure that data from the 3rd party system can be viewed in Salesforce, an app builder can choose to create an external object in Salesforce. External objects allow Salesforce to access and display data that is stored outside of Salesforce, such as in a 3rd party system. By creating an external object and mapping its fields to the corresponding fields in the 3rd party system, the data can be easily viewed and used within Salesforce.