Salesforce の多国籍 B2C の大規模顧客は、販売代理店管理アプリケーションである Salesforce の導入を検討しています。アプリケーションには次の機能があります。
1.販売代理店がSalesforceで販売注文を作成する
2.販売注文は、その地域に適用される製品価格に基づいています
3. 販売注文は履行されると完了します。
4. 機会オブジェクトの順序を維持することが決定される
データアーキテクトはこの要件をどのようにモデル化すべきでしょうか?
正解:B
According to the Salesforce documentation, an opportunity is a standard object that represents a potential sale or deal with an account or contact. An opportunity can have products and prices associated with it using price books. A price book is a standard object that contains a list of products and their prices for different regions, currencies, segments, etc. A price book can be shared with different users or groups based on their visibility and access settings.
To model the requirement of implementing a distributor management application in Salesforce, where distributors create sales orders based on product prices applicable to their region, and sales orders are closed once they are fulfilled, a data architect should:
Configure price books for each region and share with distributors (option B). This means creating different price books for different regions with the appropriate products and prices, and sharing them with the distributors who belong to those regions. This way, distributors can create sales orders (opportunities) using the price books that are relevant to their region.
Creating a lookup to Custom Price object and sharing with distributors (option A) is not a good solution, as it can introduce unnecessary complexity and redundancy to the data model. It is better to use standard objects and features that are designed for managing products and prices in Salesforce. Manually updating opportunities with prices applicable to distributors (option C) is also not a good solution, as it can be time-consuming, error-prone, and inefficient. It is better to use automation tools or features that can update prices based on predefined criteria or logic. Adding custom fields in opportunity and using triggers to update prices (option D) is also not a good solution, as it can be complex, costly, and difficult to maintain. It is better to use standard fields and features that can handle prices more effectively.