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

Chapter 1: Demystifying Salesforce, Customer 360, and Digital 360

Salesforce, Customer 360, Digital 360, Customer 360 Audiences, Commerce Cloud, Service Cloud, Marketing, CRM, CMS, OMS…starting to feel a bit lost? Getting the terminology right is the first step in designing effective solutions that leverage the Salesforce ecosystem. That means knowing the difference between products built on the Salesforce Customer Relationship Management (CRM) platform, such as Sales Cloud and Service Cloud, and products built on separate technology platforms, such as B2C Commerce and most of Marketing Cloud.

In this chapter, we'll be untangling the key terms you'll encounter in marketing materials, sales cycles, and throughout the Salesforce product documentation so you can have meaningful conversations with clients or internal stakeholders. We'll then cover some things you need to know about the Salesforce Platform, before moving on to a few other critical technologies that have been added to the Salesforce family of products. The goal here isn't to go too deep into any of these technologies – we'll be covering several in more depth in the following chapters – but to refine our language and establish a firm foundational understanding that the rest of the book will build upon.

In this chapter, we're going to cover the following main topics:

  • Learning the language – Salesforce, Customer 360, and Digital 360
  • Salesforce Platform (Force.com)
  • Additional technology stacks
  • Acquisitions and legacy terminology

Throughout this journey, we'll be following along with Packt Gear, a fictional company that manufactures, markets, and sells outdoor supplies directly to the consumer. Packt Gear has been successful in recent years, but their home-grown technology stack is starting to hurt their ability to grow their business quickly. They've decided to transform their business by moving to Salesforce…they just need to figure out what that means. Fortunately, they have you to help!