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Flow Builder:

Flow Builder can evaluate record criteria using a Decision element and then send an outbound message using the "Action" element.

Allows automation without Apex.

Approval Process:

Approval Processes can evaluate criteria and trigger outbound messages as one of the associated actions.

Why Not Other Options?

C. Entitlement Process: Focuses on managing entitlements, not triggering outbound messages.

D. Next Best Action: Used for recommendations and guided actions, not for triggering outbound messages.

Flow Builder Documentation: https://help.salesforce.com/s/articleView?id=flow_overview.htm

Approval Process Documentation: https://help.salesforce.com/s/articleView?id=approval_defining.htm

References:

C. Update the PrimaryId__c field definition to mark it as an External Id:

Marking PrimaryId__c as an External Id allows Salesforce to use this field to match records during the data import process, streamlining the process of mapping CSV rows to existing Candidate__c records.

External Id fields are indexed and can be used in tools like Data Loader, Data Import Wizard, or API-based upserts to ensure that records are matched correctly based on the value of the external ID field.

In this case, since PrimaryId__c is unique, marking it as an external ID eliminates the need for custom triggers or flows.

Why this is the best solution?

This technique leverages built-in Salesforce capabilities (no need for custom code or automation).

It ensures accurate record matching and is the standard approach for data enrichment tasks involving unique identifiers.

Why not the other options?

A. Upload the CSV into a custom object related to Candidate__c:

This approach unnecessarily introduces another object, adding complexity. The goal is to update existing Candidate__c records, not store the data in a separate object.

B. Create a before insert trigger to correctly map the records:

Using triggers for this purpose is overengineering. Salesforce already provides tools like upsert for this exact use case. Writing a trigger would require additional effort and could introduce unintended errors or performance issues.

D. Create a before save flow to correctly map the records:

While flows are powerful, they are not the optimal solution for this use case. Data mapping is better handled using an external ID during import to ensure proper matching and updates.

References:

External IDs in Salesforce

Upsert with Data Loader

Unique and External ID Fields

Developer Sandboxes are ideal for individual developers. They provide the same configuration as production and allow developers to work independently.

Full Sandbox: Used for staging or testing environments, not suitable for individual developer work.

Developer Edition: Not connected to the production org and lacks sandbox functionality.

Partner Developer Edition: Used by ISVs for AppExchange development, not suitable for internal teams.

References:

Salesforce Sandbox Overview

Why External ID?

The Order Number is used to identify records uniquely, both in Salesforce and in external systems.

Marking it as an External ID ensures it can be matched or referenced during data imports and integrations.

Why Unique?

Setting the field as Unique ensures that duplicate values are not allowed for the Order Number.

Why Not Other Options?

A. Indirect Lookup: Used for external object relationships, which is not applicable here.

B. Direct Lookup: Not relevant for unique field identification.

D. Lookup: Used for creating relationships, not for identifying unique fields.

External ID Field: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/field_types.htm

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