Salesforce Certified Data Architecture Practice Test

What is the optimal real-time approach for copying Opportunity records from Salesforce to an ERP system once they reach Closed/Won?

1. Implement a Master Data Management system to determine system of record.

2. Implement a workflow rule that sends Opportunity data through Outbound Messaging.

3. Have the ERP poll Salesforce nightly and bring in the desired Opportunities.

4. Implement an hourly integration to send Salesforce Opportunities to the ERP system.

The correct answer is: Implement a workflow rule that sends Opportunity data through Outbound Messaging.

The choice to implement a workflow rule that sends Opportunity data through Outbound Messaging is optimal for several reasons, particularly in the context of needing a real-time solution. Outbound Messaging allows Salesforce to communicate with external systems whenever specific events occur—in this case, when Opportunity records reach a Closed/Won status. This event-driven approach ensures that the ERP system is updated immediately when a relevant Opportunity is finalized, thus maintaining data accuracy and timeliness in the integration. By using Outbound Messaging, you benefit from a robust mechanism that eliminates the need for constant polling of the Salesforce database. Instead of regularly checking for updates, which can lead to delays and increased complexity, this method allows the ERP system to react instantly to changes in Salesforce. This is particularly beneficial for businesses where timing is critical post-sale. Additionally, the approach is relatively straightforward to implement within Salesforce’s existing framework, relying on standard features rather than custom code or external applications, which decreases the potential for maintenance issues and development overhead. In contrast, the other strategies would not provide the same level of immediacy or efficiency. For instance, Master Data Management systems are valuable but focus more on governing the quality and consistency of data across systems rather than real-time event handling. Polling the Salesforce nightly means that