Question

Consider the following requirements for integration with Salesforce:

Quote information needs to be pushed back to Salesforce and synchronized. You must be able to synchronize a Quote with up to 1000 lines back to Opportunity Product object in Salesforce.

Based on these requirements, which three XSLs would you use to provide the integration?

A. SFDC Opportunity - Import
B. SFDC Quote - Upsert
C. SFDC Products - Upsert All (200, 400, 600, 800, 1000)
D. SFDC Quote - Process Updates
E. SFDC Opportunity - Upload

Answer 1

To integrate with Salesforce and synchronize quote data, the best XSLs to use would be SFDC Quote - Upsert, SFDC Products - Upsert All (to handle the volume of lines), and either SFDC Opportunity - Upload or Import, depending on the specific process needs.

Step-by-step explanation:

To achieve the integration with Salesforce based on the specified requirements, the XSLs (Extensible Stylesheet Language files) to be used should enable the synchronization of quote information and support the inclusion of numerous line items. Given the requirements, the best options would be:

• SFDC Quote - Upsert: This would be used to insert new quotes or update existing ones within Salesforce and is essential for syncing quote information.
• SFDC Products - Upsert All (200, 400, 600, 800, 1000): These XSLs would cater to the volume of line items, ensuring that up to 1000 lines can be synchronized as part of the opportunity products.
• SFDC Opportunity - Upload or SFDC Opportunity - Import: Either of these could be employed to manage the opportunity records associated with the quotes. It depends on whether the process is an initial import or ongoing upload.

Considering the need to synchronize a large number of items, the 'SFDC Quote - Process Updates' might not be sufficient due to the volume of lines. Ultimately, you would choose the XSL files that best match your process requirements, whether it's the initial import ('SFDC Opportunity - Import') or regular uploads ('SFDC Opportunity - Upload').