Overview
Who should take this course?
This course is designed for experienced administrators and developers, in addition to solution architects, enterprise architects, and technical architects, who are responsible for implementing multi-cloud solutions for B2B buyers. It is also designed for analysts, product owners, and project managers who are interested in learning more about B2B Commerce in order to better manage their projects and programs.
Students will ideally hold the Platform Developer I, Platform App Builder, Data Architect, and Sharing and Visibility Architect credentials, although this is not required. This is also a great course for anyone interested in earning their 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.
- Implement B2B Commerce solutions, such as Cart to Quote and Quote to Install, 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.
Lessons and Topics
B2B Solution Architect Overview
- Define B2B from a Salesforce Perspective
- Describe Multi-Cloud Solutions
- Explain Solution Design
- Explore Solution Architecture for Multi-Cloud Implementations
- Understand the Relationship Between Connected Business Relationships and Meaningful Customer Experiences
- Examine Various Product Clouds
- Learn Data Strategies
- Communicate the Role of a B2B Solution Architect
- Review B2B Solution Architect Certification Exam Objectives
Discovery and Customer Success
- Conduct Discovery
- Understand the Business Problem
- Define the Use Case
- Identify Stakeholders
- Communicate with Stakeholders and Multiple Departments
- Answer Discovery Questions
- Examine Artifacts
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 Configure, Price, Quote (CPQ)
- Understand the CPQ Data Model
- Review Artifact Solution Design for Cart-to-Quote Use Cases
Integration and Data Governance
- Define ERP
- Compare CRM and ERP
- Explore ERP in a System Engagement Framework
- Learn About Salesforce Application Programming Interfaces (API)
- Describe MuleSoft
- Understand Salesforce Billing
- Review Data Governance
- Learn About the Benefits of Data Governance
Post-Sales Customer Engagement (Service Cloud)
- Examine a Configuration-to-Installation Use Case
- Understand Quote-to-Installation Solutions
- Learn About Field Service
- 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, and Marketing Cloud Account Engagement
- Review Artifact Solution Design for a 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
- Examine a Multi-Org and Multi-Cloud Case Study