Salesforce Certified Data Architecture Practice Test

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Which approach is advisable for a company transitioning from a legacy CRM to Salesforce while keeping both systems operational?

  1. Integrate legacy CRM to Salesforce and keep data in synch till new functionality is in place.

  2. Do not integrate legacy CRM to Salesforce, but integrate Salesforce to SAP.

  3. Integrate SAP with Salesforce, SAP to legacy CRM but not legacy CRM to Salesforce.

  4. Suggest MDM solution and link MDM to Salesforce and SAP.

The correct answer is: Integrate SAP with Salesforce, SAP to legacy CRM but not legacy CRM to Salesforce.

Integrating SAP with Salesforce while also connecting SAP to the legacy CRM, but not directly linking the legacy CRM to Salesforce, is a prudent approach for several reasons. First, this method allows the company to leverage existing systems and data during the transition period. By integrating SAP with Salesforce, the organization ensures that both Salesforce and the legacy CRM can access essential data through SAP without direct integration between Salesforce and the legacy system. This can reduce complexity and potential issues that arise from synchronizing data between two differing platforms directly. Furthermore, by preventing a direct integration of the legacy CRM with Salesforce, it mitigates risks related to data inconsistency and operational disruptions during the transition phase. The focus remains on moving functionalities and processes incrementally to Salesforce while maintaining the legacy system and SAP, which can help manage timelines more effectively. Additionally, this option enables a smoother phased approach toward the eventual full deployment of Salesforce functionalities, as SAP often contains crucial business processes and data that can be utilized during this transitional phase. It ensures that legacy data remains accessible while users are trained on the new system, maintaining productivity and continuity across the organization. Overall, this strategy balances operational efficiency and data integrity while facilitating a structured transition to Salesforce.