Universal Containers (UC) provides shipment tracking for its customers on a custom Shipment object. The .. yearly by the customers should be available on the Account record to the Marketing team, but the Marketing Shipment records.
What recommend should an Architect provide to accomplish this?

Question

Universal Containers (UC) provides shipment tracking for its customers on a custom Shipment object. The .. yearly by the customers should be available on the Account record to the Marketing team, but the Marketing Shipment records.

What recommend should an Architect provide to accomplish this?

Casie Clements · Accepted Answer

Private organization-wide default on Shipment, trigger, and Lookup relationship to Account,

Casie Clements · Answer

Public organization-wide default on Shipment, process builder, and lookup relationship to Account.

Casie Clements · Answer

Private organization-Wide default on Shipment, rollup summary, and Master-Detail relationship to Account.

Casie Clements · Answer

Controlled by Parent (Account) on Shipment, trigger, and trigger, and Master-Detail relationship to Account.

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