How should Universal Containers display the five most recent customer orders on the Account page in Salesforce while maintaining security?

Using Salesforce Lightning Connect to display order information directly on the Account page is a strategically advantageous approach for several reasons. Lightning Connect allows for real-time access to external data, which means that as orders are created or updated in the ERP system, this data can be reflected in Salesforce instantly. This is particularly beneficial for ensuring that the five most recent customer orders are always up-to-date without requiring manual syncing or significant delays.

Security is also a critical factor. Lightning Connect operates using external objects that can enforce Salesforce's security and sharing rules. By configuring the access levels appropriately, sensitive data can be displayed while ensuring that it adheres to the organization’s security protocols. This allows users to interact with the order information effectively without compromising data integrity or exposure.

Leveraging Lightning Connect provides not only real-time integration but also maintains a secure environment that aligns with Salesforce’s architecture and best practices. It offers a seamless way to view essential data relevant to the Account without duplicating data or risking compliance issues that may arise from other integration methods.