This course is designed for experienced administrators and developers, in addition to solution architects, enterprise architects, and technical architects, who are responsible for building B2B multi-cloud solutions. It also caters to analysts, product owners, and project managers who want to understand the big picture of B2B Commerce in order to better manage their projects and programs. Ideally, you’re an application architect and hold the Platform Developer I, Platform App Builder, Data Architect, and Sharing and Visibility Architect credentials; however, this is not a requirement. This class is recommended for anyone working toward their Salesforce Certified B2B Solution Architect credential.
When you complete this course, you will be able to:
Identify cross-cloud solution requirements by asking relevant B2B Commerce questions to business stakeholders.
Recommend, design, and implement B2B Commerce solutions (Cart to Quote, Quote to Install, etc.) based on a given scenario.
Design domain-specific, multi-cloud solutions using Customer 360 to create frictionless B2B customer experiences that maximize business value.
Leverage B2B Commerce Cloud, Revenue Cloud, Marketing Cloud Account Engagement, and Salesforce Field Service to build digital commerce solutions for B2B buyers.
Guide companies on multi-cloud solution journeys while emphasizing differentiating customer experiences.
Advocate for multi-cloud implementation considerations and best practices based on use case delivery knowledge.
Explain how sales, commerce, and marketing teams work together to provide a seamless customer experience.
Prepare for the course with this Trailmix.
Lessons and Topics
B2B Solution Architect Overview
Define B2B from a Salesforce Perspective
Define Multi-Cloud Solutions
Define Solution Design
Explore Solution Architecture for Multi-Cloud Implementations
Understand the Relationship Between Connected Business Relationships and Meaningful Customer Experiences
Examine Various Product Clouds (Sales, Service, B2B Commerce, CPQ, PRM, Marketing Cloud Account Engagement, and Field Service)
Learn Foundational Content (Data Strategies)
Understand the Role of a B2B Solution Architect
Review B2B Solution Architect Certification Exam Objectives (Discovery and Customer Success, Design, Data Governance and Integration, Delivery, and Operationalize the Solution)
Discovery and Customer Success
Introduction to Discovery
Understand the Business Problem
Define the Use Case
Communicate with Stakeholders and Multiple Departments
Answer Discovery Questions
Examine Artifacts (Solution Architect Diagrams, Journey Map Lifecycle, Business Process Maps)
Designing Cart to Quote Solutions
Design Solution Architecture for Multi-Cloud Implementation
Examine a Cart to Quote Use Case
Understand the Difference Between Direct and Indirect Sales
Learn About B2B Commerce and CPQ (Data Model, Data Flows, Products and Pricing, Connector)
Understand the CPQ Data Model
Review Artifact Solution Design for Cart to Quote Use Case
Integration and Data Governance
Define Enterprise Resource Planning (ERP)
Compare Customer Relationship Management (CRM) and ERP
Explore ERP in a System Engagement Framework
Learn About Salesforce APIs
Understand Salesforce Billing
Review Data Governance
Learn About the Benefits of Data Governance
Engaging with Customers Post-Sales (Service Cloud)
Examine a Configuration to Installation Use Case
Understand Quote to Installation Solutions
Learn About Field Service (Data Model, Data Flows, Products to Assets)
Review Artifact Solution Design for Configuration to Installation Use Case
Marketing Cloud Account Engagement (Pardot)
Examine a B2B Marketing Use Case
Define B2B Marketing
Learn About Account-Based Marketing
Explore Sales Cloud, B2B Commerce, Marketing Cloud Account Engagement (Navigation, Data Model, Pardot, and All Clouds)
Review Artifact Solution Design for B2B Marketing Use Case
Case Study: Multi-Org and Multi-Cloud
Draw Solution Design
Present Solution Design
Adjust Solution Design Based on Critiques
Demonstrate Business, Delivery, and Technical Leadership