QuestionQ22

VerifiedOmniStudio Data Tools

When a customer calls to report a product problem, agents must review all open cases associated with that product to determine whether any solutions can resolve the customer’s issue. Purchased products are stored as assets, and a lookup relationship from case to asset enables cases to be linked to products that customers have purchased.

Which type of DataRaptor can retrieve a list of cases filtered by the customer’s asset and the asset’s last service date?

Explanation

DataRaptor Extract retrieves Salesforce records using configurable filters and supports relationship queries across related objects. It can therefore return Case records filtered by the linked Asset and a field on that Asset, such as Last Service Date. DataRaptor Transform does not query Salesforce, DataRaptor Load writes records, and Turbo Extract is for simpler single-object retrieval.

Learn more

Community Discussion

No comments yet. Be the first to start the discussion!