Salesforce SFCDLDD: Considerations addressing urgent requirement for Order Status picklist in Salesforce

Question

Universal Containers is using Salesforce for Order Management and has integrated with an in-house Enterprise Resource Planning (ERP) system for order fulfillment. There is an urgent requirement to include a new order status value from the ERP system into the Order Status picklist in Salesforce. Which two considerations should be made when addressing the above requirement? (Choose two.)

A. Existing Apex test classes may start failing in Production.
B. Integration with the ERP system may NOT function as expected.
C. Implement the change in the sandbox, validate, and release to Production.
D. The change can be performed in Production, as it is a configuration change.

Answer

B. Integration with the ERP system may NOT function as expected.
C. Implement the change in the sandbox, validate, and release to Production.

Explanation

Salesforce Order Management is a system that helps merchants manage orders from various channels and fulfill them efficiently and accurately. It also enables merchants to provide seamless post-purchase service to their customers, such as tracking, modifying, canceling, or returning orders.

When integrating a new order status value from an external system, such as an ERP system, into the Order Status picklist in Salesforce, there are some considerations that should be made to ensure a smooth and successful implementation. Here are two of them:

B. Integration with the ERP system may NOT function as expected. This is a potential risk that should be assessed and mitigated before making the change. Depending on how the integration is designed and implemented, adding a new order status value might cause some conflicts or inconsistencies between the two systems. For example, if the ERP system does not recognize or support the new value, it might reject or ignore it, resulting in data loss or discrepancy. Therefore, it is important to review and update the integration logic and mappings accordingly, and test them thoroughly before deploying the change.

C. Implement the change in the sandbox, validate, and release to Production. This is a best practice for any configuration change in Salesforce, as it allows testing the change in a safe environment before deploying it to Production. It also helps avoid any unexpected errors or issues that might affect the live system or the users.

Reference

• Oracle Netsuite > 7 Key ERP Implementation Challenges and Risks | NetSuite
• Salesforce Architects > Data Integration | Salesforce Architects
• SALESFORCE HELP > DOCS > Salesforce Order Management
• Salesforce Order Management > Get Started with Salesforce Order Management Unit | Salesforce

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