Here’s a quick Salesforce challenge for you. This scenario was the current state of a recent client project. I’ll share my solution tomorrow, but in the meantime, I’m curious to know what your approach would have been.
Simplified data model:
- Contact: the standard object
- Exam: a custom object with a master-detail relationship to Contact, i.e. Exam.[Contact]
Exam has the following fields:
- Exam Date: date
- Exam Result: picklist
- Most Recent Exam: checkbox indicating the current record is the most recent exam
All these fields were being set manually. Yes, even the “Most Recent Exam”. You can easily guess this was very error prone.
Contact has the following custom fields:
- First Exam Date: date
- First Exam Result: picklist
- Last Exam Date: date
- Last Exam Result: picklist
All of these fields were being set through automation. Workflows were used.
The challenge
How would you change the data model and/or fields in order to maximize automation and minimize data entry errors? What other design principles should you consider?
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Salesforce