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

Enterprise CRM with Sales and CPQ and Billing

The Salesforce Platform is host to a wide variety of products, including Service Cloud, Experience Cloud, CMS, OM, Loyalty Management, and B2B Commerce, covered earlier in this chapter. The last two Salesforce Platform-based products that we'll consider in this section are Sales Cloud and Revenue Cloud.

Sales Cloud

Sales Cloud is a sales management and automation product focused on gathering leads, converting them into Accounts, Contacts, and Opportunities, and nurturing relationships to lead to new deals. Sales Cloud includes sophisticated tools for forecasting sales and managing sales funnels with guidance for representatives at each stage of an opportunity tailored to the opportunity.

In general, this type of sales has less of a role in B2C solutions, which relies more on marketing efforts to reach a larger audience and drive business. While Sales Cloud might be used in a B2B scenario to acquire new clients and support...