Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first closed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.
Which option should the consultant recommend to meet the requirement?
To ensure real-time and reliable integration between Salesforce and the ERP system for updating information immediately upon closing an opportunity, implementing Platform Events is the best option. Platform Events are scalable and can handle real-time data exchange, allowing the ERP system to receive events and perform necessary call-backs to retrieve account, contact, and opportunity information automatically. This ensures that the ERP system is updated instantly and accurately without relying on periodic updates or intermediary tools.
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