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Question 218 - Certified Data Architect discussion

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Northern Trail Outfitters (NTO) has implemented Salesforce for its sales users. The opportunity management in Saiesforce Is implemented as follows:

1. Sales users enter their opportunities in Salesforce for forecasting and reporting purposes.

2. NTO has a product pricing system (PPS) that is used to update the Opportunity Amount field on opportunities on a daily basis.

3. PPS is the trusted source within NTO for Opportunity Amount.

4. NTO uses Opportunity Forecast for its sales planning and management.

Sales users have noticed that their updates to the Opportunity Amount field are overwritten when PPS updates their opportunities.

How should a data architect address this overwriting issue?

A.
Create a custom field for Opportunity amount that PSS updates separating the field sales user updates.
Answers
A.
Create a custom field for Opportunity amount that PSS updates separating the field sales user updates.
B.
Change PSS integration to update only Opportunity Amount field when the value is null.
Answers
B.
Change PSS integration to update only Opportunity Amount field when the value is null.
C.
Change Opportunity Amount field access to Read Only for sales users field-level security.
Answers
C.
Change Opportunity Amount field access to Read Only for sales users field-level security.
D.
Create a custom field for Opportunity amount that sales users update separating the field that PPS updates.
Answers
D.
Create a custom field for Opportunity amount that sales users update separating the field that PPS updates.
Suggested answer: C

Explanation:

Changing Opportunity Amount field access to Read Only for sales users field-level security (option C) is the best way to address the overwriting issue, as it prevents sales users from updating the field that is controlled by PPS, and ensures data consistency and accuracy. Creating a custom field for Opportunity amount that PSS updates separating the field sales user updates (option A) or creating a custom field for Opportunity amount that sales users update separating the field that PPS updates (option D) are not good solutions, as they may create confusion and inconsistency with the Opportunity Forecast feature. Changing PSS integration to update only Opportunity Amount field when the value is null (option B) is also not a good solution, as it may cause data loss or conflicts with the sales users' inputs.

asked 23/09/2024
Edgar Santiago
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