Book Image

Salesforce B2C Solution Architect's Handbook

By : Mike King
Book Image

Salesforce B2C Solution Architect's Handbook

By: Mike King

Overview of this book

There’s a huge demand on the market for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform and leverage data into actionable insights. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. While this book will help you prepare for the B2C Solution Architect exam, its true value lies in setting you up for success afterwards. The first few chapters will help you develop a solid understanding of the capabilities of each component in the Customer 360 ecosystem, their data models, and governance. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. Once you’ve mastered the core knowledge, you'll also learn about tools, techniques, and certification scenarios in preparation for the B2C Solution Architect exam. By the end of this book, you’ll have the skills to design scalable, secure, and future-proof solutions supporting critical business demands.
Table of Contents (20 chapters)
1
Section 1 Customer 360 Component Products
7
Section 2 Architecture of Customer 360 Solutions
13
Section 3 Salesforce-Certified B2C Solution Architect

Mastering customer data

In the first four chapters of this book, we covered the capabilities, data model, and constraints of each of the major components of a Salesforce B2C solution architecture. This information is relevant when designing solutions that require additional customer data beyond the native attributes available in the component systems.

Synchronizing a customer's first name or email address is straightforward since there's an attribute for exactly that in each of the component systems. Information such as a customer's saved shipping address from B2C Commerce or their associated cases from Service Cloud is a bit more complex, though, as they may not be needed in other systems, depending on the business needs.

Finally, information that is introduced to meet the unique needs of a given customer must be stored and either exposed or systematically synchronized to other systems.

This process of mastering customer data involves three primary stages:...