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Salesforce B2C Solution Architect's Handbook
Salesforce B2C Solution Architect's Handbook

Salesforce B2C Solution Architect's Handbook: Design scalable and cohesive business-to-consumer experiences with Salesforce Customer 360

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Salesforce B2C Solution Architect's Handbook

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!

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Key benefits

  • Give your customers a frictionless experience by creating a unified view of all their interactions
  • Get your architectural design right the first time and avoid costly reworks
  • Prepare for the B2C Solution Architect exam and Salesforce certification with practical scenarios following Salesforce best practices

Description

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.

Who is this book for?

This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It’s primarily written for B2C commerce architects, application architects, integration architects, as well as system architects, enterprise architects, Salesforce architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you’ll need a solid understanding of data integration, APIs, and connected systems, along with knowledge of the fundamentals of business-to-consumer (B2C) customer experiences.

What you will learn

  • Explore key Customer 360 products and their integration options
  • Choose the optimum integration architecture to unify data and experiences
  • Architect a single view of the customer to support service, marketing, and commerce
  • Plan for critical requirements, design decisions, and implementation sequences to avoid sub-optimal solutions
  • Integrate Customer 360 solutions into a single-source-of-truth solution such as a master data model
  • Support business needs that require functionality from more than one component by orchestrating data and user flows

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Nov 19, 2021
Length: 458 pages
Edition : 1st
Language : English
ISBN-13 : 9781801811309
Vendor :
Salesforce
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Product Details

Publication date : Nov 19, 2021
Length: 458 pages
Edition : 1st
Language : English
ISBN-13 : 9781801811309
Vendor :
Salesforce
Category :
Concepts :

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Table of Contents

19 Chapters
Section 1 Customer 360 Component Products Chevron down icon Chevron up icon
Chapter 1: Demystifying Salesforce, Customer 360, and Digital 360 Chevron down icon Chevron up icon
Chapter2: Supporting Your Customers with Service Cloud Chevron down icon Chevron up icon
Chapter 3: Direct-to-Consumer Selling with Commerce Cloud B2C Chevron down icon Chevron up icon
Chapter 4: Engaging Customers with Marketing Cloud Chevron down icon Chevron up icon
Chapter 5: Salesforce Ecosystem – Building a Complete Solution Chevron down icon Chevron up icon
Section 2 Architecture of Customer 360 Solutions Chevron down icon Chevron up icon
Chapter 6: Role of a Solution Architect Chevron down icon Chevron up icon
Chapter 7: Integration Architecture Options Chevron down icon Chevron up icon
Chapter 8: Creating a 360° View of the Customer Chevron down icon Chevron up icon
Chapter 9: Supporting Key Business Scenarios Chevron down icon Chevron up icon
Chapter 10: Enterprise Integration Strategies Chevron down icon Chevron up icon
Section 3 Salesforce-Certified B2C Solution Architect Chevron down icon Chevron up icon
Chapter 11: Exam Preparation Tools and Techniques Chevron down icon Chevron up icon
Chapter 12: Prerequisite Certifications Chevron down icon Chevron up icon
Chapter 13: Commerce and Integration Chevron down icon Chevron up icon
Chapter 14: Certification Scenarios Chevron down icon Chevron up icon
Assessments Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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(13 Ratings)
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4 star 30.8%
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JR Detroit Nov 19, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
The Salesforce B2C Solution Architect’s Handbook is more of a “compendium” than a handbook, in my opinion. Checking in at over 400 pages and including a comprehensive overview of many topics. The Introductory section regarding Component Products that make up the platform purports to not “...go to deep into any of these technologies…”, but I found the section quite complete and comprehensive, with many great examples and screenshots of the actual solution.A similar level of detail and completeness for the second section regarding Service Cloud and how to leverage its specific features. Like the previous section, includes a “Story” of an example company, their use case and how they leveraged the solution. Also, as a teaching aid, the major sections come complete with Questions and Additional Resources, both of which I think are extremely valuable for learning and retaining the knowledge.B2C Commerce Cloud (formerly DemandWare) is the next section and is as packed with information as the previous ones are. One thing I really liked about this section is that it tells the reader what the solution is as well as what it isn’t.So that the review doesn’t get too long, suffice it to say, this is NOT a handbook, but instead a very through and comprehensive book that covers many aspects of the Salesforce ecosystem, mostly focused on the B2C solutions. In addition to the Platform overview, Service Cloud B2C Commerce Cloud already mentioned, similar detail is available for Marketing Cloud, and Experience Cloud. It includes theory on Enterprise level Solution and Integration Architecture, practical examples, and reference materials necessary for learning about Salesforce B2C as well as implementing it in your environment or in your clients. Last but not least, prep materials for several Salesforce related Exams and Certifications. All in all, a great addition to any Salesforce Architects library of must have books.Thank you Mike King for an awesome set of reference materials.
Amazon Verified review Amazon
Javier Flores Mar 02, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
As a Salesforce architect, I'm very interested on achieve the B2C solution architect certification. In this book I found a great guide to understand the high-level overview of the clouds (service, commerce, and marketing cloud). This book explains every tool you need to know and beyond that, it contains scenarios, flow diagrams, and even information about the responsibilities a B2C architect has.Definitely, I recommend this book if you are looking to get B2C solution architect certification (as a start point) and even if you are only interested in knowing the functionalities for the clouds involved in this kind of architecture, you won't regret if you give it a chance.
Amazon Verified review Amazon
ManKe Feb 02, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I am Salesforce Technical lead, I worked with the platform for 10 years (Sales cloud, Pardot, Community, Service Cloud, ChatBot, Platform...) in different industries.This book is a good summary of the different parts of the Salesforce B2C ecosystem (Service cloud, Marketing cloud and B2C Commerce Cloud), It can be used as a glossary or user guide for the salesforce architect or technical manager looking to implement a B2C solution. It focuses on best practices to follow, questions to ask and sales force elements to explore when implementing the B2C solutionIn Addition and in my opinion, using a 'Packt Gear' B2C business example gives a better understanding, , of how the retail industries can use Salesforce Ecommerce.For the next version: it would be rather interesting to use a screenshot of the Salesforce application.Definitely, I recommand this book :)
Amazon Verified review Amazon
Kelvin D. Meeks Nov 19, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
HIGHLY RECOMMENDED. An excellent book for anyone interested in becoming proficient as a Solution Architect in Salesforce B2C.As the Preface mentions: “This book is primarily aimed at Salesforce technical audiences familiar with one or more of the products in the Customer 360 suite (especially B2C Commerce, Marketing Cloud, and Service Cloud).”What I particularly liked:The concise and crisp writing style.The copious number of links to supplemental information and documentation.The logical progression of the material, the sequencing of the chapters, and the organization of the material within the chapters.The inclusion of the Further Reading section at the end of several chapters.The use of a common thread to help tie things together in the mind of the reader (page-4, “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.”)Chapter-1 is an excellent level-setting chapter.Chapter-2’s coverage of Limits and AllocationsChapter-3’s coverage of Order Management, Omni-Channel Inventory, Loyalty Management, and Commerce Payments.Chapter-4 – all of it.Chapter-5’s holistic approach – teaching how to build a complete solution – with the “Packt Gear” scenario.Chapter-6’s coverage of architecture deliverables.Chapter-7’s coverage of different development life cycles – and integration architecture options. The discussion on middleware – and MuleSoft.Chapter-9’s discussion on integrating chat bots.What could be improved in the next edition:Performance is a vital consideration when designing a solution – and it would be helpful if there was a chapter that could illustrate how different design/integration/implementation choices could result in (possibly significant?) different performance profiles. This chapter could also cover Diagnosing and Debugging Performance Problems.
Amazon Verified review Amazon
Jason Nov 24, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Mike King is a brilliant mind in the Salesforce community who has been engrossed in this world for many years.I recommend his book to the Director(s) of E-Commerce, Customer Service & Marketing as a scaffolding for the system capabilities and to help brainstorm connected solutions during implementation. Use the lessons and outlines from this book to create on-boarding for your internal teams, and to empower your managers with the knowledge necessary to thrive. If for nothing else, use it to better understand your relationship with your vendors who support your business.I'm a developer who has worked with the platform for years, and found this book to shed a new light on the connectivity and synergy of the systems. If you're in my seat and looking to take the next step into the Architect path, this is a must-have in your collection. Kudos Mike! Well done!
Amazon Verified review Amazon
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