Universal Container (US) is replacing a home-grown CRM solution with Salesforce, UC has decided to migrate operational (Open and active) records to Salesforce, while keeping historical records in legacy system, UC would like historical records to be available in Salesforce on an as needed basis.
Which solution should a data architect recommend to meet business requirement?
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.
Billi
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