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Question 96 - Certified Data Architect discussion
Universal Containers (UC) is implementing Salesforce Sales Cloud and Service Cloud. As part of their implementation, they are planning to create a new custom object (Shipments), which will have a lookup relationship to Opportunities. When creating shipment records, Salesforce users need to manually input a customer reference, which is provided by customers, and will be stored in the Customer_Reference__c text custom field. Support agents will likely use this customer reference to search for Shipment records when resolving shipping issues. UC is expecting to have around 5 million shipment records created per year. What is the recommended solution to ensure that support agents using global search and reports can quickly find shipment records?
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