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

Authentication and customer identity scenarios

Authentication and customer identity are the heart of a B2C solution. The goal of the Salesforce Customer 360 concept is to structure your products, services, and organization around the central idea of a customer. However, that doesn't happen automatically, as it requires careful planning and execution. Most of the information you'll need for these scenarios, aside from the raw product knowledge, is covered in Chapter 8, Creating a 360° View of the Customer.

When reviewing these scenarios, consider the following:

  • How will the customer enter the ecosystem (for example, via registration, email signup, customer service touchpoint, in-store purchase, or loyalty program)?
  • Which system will be the core golden representation of the customer (generally the Salesforce Platform as the CRM)?
  • How are customers represented in each component system, and how will we keep these records synchronized?

In the following...