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

Marketing Cloud data model

Marketing Cloud supports two methods for storing customer-specific data: lists and Data Extensions. Within a given Marketing Cloud instance, data access and permissions can also be sub-divided into BUs to reflect separate brands, geographies, or corporate entities that should not have access to shared data. BUs are only included in Marketing Cloud Enterprise edition, though they can be purchased for an extra cost in other editions.

In this section, we will cover the Marketing Cloud concepts of lists, Data Extensions, data relationships, BUs, suppression, and segmentation. These concepts together form the basis of the Marketing Cloud data model.

Lists

A list is the simpler of the two and is used exclusively to store collections of subscribers to target communications. Within Marketing Cloud, you can create as many lists as you need within a Marketing Cloud instance and can include subscriber attributes such as postal code, favorite color, and last...