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Salesforce Certified Data Architect · Salesforce
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While mashups can be useful in some cases, they are not ideal for large volumes of data due to performance, external dependency and scalability limitations. In your case, it is better to use tools such as Apex Callouts, External Objects or more robust data integrations to ensure better performance, reliability and scalability in managing invoices and other customer-related data. So, I think that Writing an Apex callout and using it to pull data from the on-premise billing system is the most effective solution for ensuring that the sales team has access to real-time, up-to-date customer and invoice data within Salesforce. This approach minimizes the need for manual data updates and ensures that users have a seamless experience directly within Salesforce.
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