Universal Containers (UC) has a requirement to create an Account plan object that is related to the Account object. Each Account plan needs to have an Account object, but the accessibility requirement of the Account plan is different from the Account object. What should an Architect recommend?
Creating an account plan object with a lookup relationship to Account with validation rules to enforce the Account association can help UC meet their requirement. A lookup relationship allows different accessibility requirements for the account plan object and the account object, as well as different ownership and sharing settings. A validation rule can ensure that each account plan has an account associated with it.
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