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. Support agents 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 using global search and reports can quickly find shipment records?
Using Bulk API to export 1 million records from Salesforce is the best option. Bulk API is a RESTful API that allows you to perform asynchronous operations on large sets of data. You can use Bulk API to create, update, delete, or query millions of records in batches. Bulk API is optimized for performance and scalability, and it can handle complex data loading scenarios.
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