Universal Containers (UC) is implementing Salesforce Sales Cloud and Service Cloud. As part of their implementation, they are planning to create a new custom object (Shipments), which will have a lookup relationship to Opportunities. When creating shipment records, Salesforce users need to manually input a customer reference, which is provided by customers, and will be stored in the Customer_Reference__c text custom field. Supportagents will likely use this customer reference to search for Shipment records when resolving shipping issues. UC is expecting to have around 5 million shipment records created per year.
What is the recommended solution to ensure that support agents usingglobal search and reports can quickly find shipment records?
- Implement an archiving process for shipment records created after five years.
- Implement an archiving process for shipment records created after three years.
- Set Customer-Reference_c asan External ID (non-unique).
- Set Customer-Reference_c as an External ID (unique).
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