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Salesforce Exam Data Architect Topic 2 Question 42 Discussion
Topic #: 2
A large automobile manufacturer has decided to use Salesforce as its CRM. It needs to maintain the following dealer types in their CRM:
Local dealers
Regional distributor
State distributor
Service dealer
The attributes are different for each of the customer types. The CRM users should be allowed to enter only attributes related to the customer types. The processes and business rules for each of the customer types could be different.
How should the different dealers be maintained in Salesforce?
Creating validation rules to check if the required attributes are entered is the best option to mandate this when customers are created in Salesforce. Validation rules allow you to specify criteria that must be met before a record can be saved. You can use validation rules to ensure that customers have a first name, last name, and email when they are created in Salesforce. This way, you can prevent incomplete or invalid data from being sent to your MDM solution.
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