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✦   LIBER   ✦

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Salesforce B2C Solution Architect's Handbook - Second Edition: Leverage Salesforce to create scalable and cohesive business-to-consumer experiences

✍ Scribed by Mike King, Melissa Murphy


Publisher
Packt Publishing
Year
2024
Tongue
English
Leaves
464
Edition
2
Category
Library

⬇  Acquire This Volume

No coin nor oath required. For personal study only.

✦ Synopsis


Design solutions across the Salesforce Customer 360 ecosystem with this definitive guide for Salesforce B2C solution architects, covering B2C Commerce, Service Cloud, Data Cloud, and Marketing Cloud

Key Features:

- Create a frictionless customer experience and a unified view of all touchpoints

- Avoid expensive rework by getting your architecture right the first time

- Use real-world scenarios and best practices to prepare for the B2C Solution Architect certification exam

- Purchase of the print or Kindle book includes a free PDF eBook

Book Description:

As businesses strive to harness the power of data, the demand for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform is surging, and this book equips you to meet that demand. Written by a certified Salesforce instructor and an expert with extensive experience in complex Salesforce implementations and cross-cloud architecture, this updated edition of Salesforce B2C Solution Architect's Handbook helps you gain a deeper understanding of the integration options and products that deliver value for organizations.

You'll develop a solid understanding of each component in the Customer 360 ecosystem, its data models, and governance. A new chapter on Data Cloud provides fresh insights into the latest Salesforce technology for evolving and maintaining your ecosystem. As you progress, you'll explore planning critical requirements and implementation sequences to avoid costly reworks and delays. You'll also learn best practices for data modeling across Salesforce products and beyond. Building upon the core knowledge, you'll get to grips with the tools, techniques, and certification scenarios to prepare for the latest version of 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.

What You Will Learn:

- Explore key Customer 360 products and their integration options

- Choose the best integration architecture to unify data and experiences

- Plan for requirements, design choices, and implementation sequences

- Architect a single view of the customer to support service, marketing, and commerce

- Integrate Customer 360 solutions into a single-source-of-truth solution

- Orchestrate data and user flows to support functionality from multiple components

- Understand the capabilities and design considerations for Data Cloud

- Prepare for the B2C Solution Architect exam

Who this book is for:

This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It's primarily written for Salesforce technical architects, application/functional architects, integration architects, enterprise architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you should understand the fundamentals of data integration, APIs, and connected systems in general, along with knowledge of the basics of business-to-consumer (B2C) customer experiences.

✦ Table of Contents


Cover
Title page
Copyright and credits
Dedication
Contributors
Table of Contents
Preface
Part 1:Customer 360 Component Products
Chapter 1: De-Mystifying Salesforce
Learning the language: Salesforce and Customer 360
The Lightning Platform
The Salesforce ecosystem
Customer 360 evolution
B2C solution architecture focus areas
Introducing the Lightning Platform
Salesforce Orgs
Data model
Security
User experience customization
Flow
Approval Processes
AppExchange
Reports and dashboards
Additional technology stacks
The Lightning Platform and beyond
Integrating external technology into the solution
Acquisitions and legacy terminology
Summary
Questions
Further reading
Chapter 2: Supporting Your Customers with Service Cloud
Service Cloud capabilities
Service Cloud editions
Service Console
Customer support
Knowledge
Service Contracts and Entitlements
Computer-Telephony Integration (CTI)
Omni-Channel
Service Cloud data model
Lightning Platform data model review
Additional Objects
Service Cloud APIs and integrations
Available APIs
Which API do I use?
File-based integrations
Data import and export capabilities
Outgoing requests
Service Cloud request limits and allocations
Salesforce licenses and editions
Capability capacity limitations
Total API allocations
API usage monitoring and enforcement
API access and connected apps
Feature allocation limits
Data and file storage allocations
Summary
Questions
Further reading
Chapter 3: Direct-to-Consumer Selling with B2C Commerce
B2C Commerce capabilities
Customer experience options
Roles and access
Merchant tools
Admin tools
B2C Commerce data model
Realms, instances, and sites
Designing data sharing solutions
System Objects
Custom Objects
Packt Gear B2C Commerce data model
B2C Commerce APIs and integrations
Feed-based integration support
Job framework
Account Manager
Open Commerce API (OCAPI)
Salesforce Commerce API (SCAPI)
Integration points
B2C Commerce quotas and governance
API and Object quotas overview
Key solution design quotas
B2C Commerce Partner Marketplace
Commerce Cloud product family
Order Management
Omnichannel Inventory
Salesforce Commerce
Commerce Marketplace
Loyalty Management
Summary
Questions
Chapter 4: Engaging Customers with Marketing Cloud
Marketing Cloud components
Marketing Cloud Engagement components
Marketing Cloud Intelligence
Marketing Cloud Personalization
Marketing Cloud Account Engagement
Marketing Cloud Engagement capabilities
Email management
Journey orchestration
CloudPages
Programmatic customization
Marketing Cloud Engagement data model
Lists
Data extensions
Data Designer
Business units (BUs)
Suppression
Segmentation
Marketing Cloud Engagement APIs and integrations
Feed file-based integrations
API integrations
Productized integration
Importing data into a data extension
Marketing Cloud Engagement design considerations
Marketing Cloud Engagement edition constraints
Data import volumes
Putting it all together
Summary
Further Reading
Questions
Chapter 5: Know Your Customer with Data Cloud (DC)
Data Cloud key terms and definitions
Data Cloud data model
Data object and field types
Data modeling and data mapping
Key data model object mappings for B2C solutions
Data Cloud capabilities
Data Cloud editions
Data ingestion
Data transformation and harmonization
Identity resolution
Segmentation and activation
Data insights and reporting
Data Cloud APIs and integrations
Salesforce connectors
External connectors
Data Cloud design considerations
Platform usage constraints by cost model
Testing in production
Unified individual ID is a mutable internal identifier
Shared home org versus dedicated remote org
Summary
Questions
Further reading
Chapter 6: Salesforce Ecosystem – Building a Complete Solution
Completing the customer experience with Experience Cloud and Content Management
Experience Cloud
CMS
End-to-end commerce with OM, Payments, Loyalty, and B2B
OM
Salesforce Payments
Loyalty Management
Salesforce B2B Commerce Lightning
The quote-to-cash life cycle with Sales Cloud and Revenue Cloud
Sales Cloud
Revenue Cloud
Enterprise analytics with Tableau
Tableau integration
CRM Analytics
Integration and computing with MuleSoft and Heroku
MuleSoft in Customer 360
Heroku in Customer 360
The Packt Gear solution
Summary
Questions
Part 2: Architecture of Customer 360 Solutions
Chapter 7: Role of a Solution Architect
Role of a B2C solution architect
The full team
Architect team responsibilities
Alignment on goals
Stakeholders
Stakeholder interviews
Mapping business needs to technology solutions
Project sequencing
Building a firm foundation
Evaluating next steps
Business case breakdown
Architecture deliverables
System overview diagram
Data mapping
Sequence diagram
Technical specification documents
The Packt Gear team
Summary
Questions
Chapter 8: Integration Architecture Options
Point-to-point integrations
A prescriptive approach
Productized point-to-point integrations
B2C CRM Sync
MC Connect
Commerce and Marketing Connector
Integration middleware
When to explore integration middleware
Integration middleware and the point-to-point connectors
Advantages of MuleSoft
Leveraging MuleSoft in a B2C solution
Single source of truth
Incorporating a single source of truth
Leveraging Heroku
The cross-cloud application development life cycle
The Service Cloud application development life cycle
The B2C Commerce application development life cycle
The Marketing Cloud Engagement application development life cycle
The integrated B2C solution application development life cycle
The Packt Gear approach
Summary
Questions
Further reading
Chapter 9: Creating a 360Β° View of the Customer
Identifying the customer
Service Cloud customer identifiers
B2C Commerce customer identifiers
Marketing Cloud Engagement customer identifiers
Cross-cloud customer identification
Mastering customer data
Evaluating business needs
Cross-cloud customer data mapping
Data privacy and consent management
Handling legacy data
360Β° view of the customer
Experience delivery maturity
Recognizing customers as humans
Seamless identity
The Packt Gear approach
Summary
Questions
Further reading
Chapter 10: Customizing for Common Business Needs
Scenarios for multi-cloud solution kits
Customer 360 Guide for Retail
Solution kits
Integrating chatbots and agent-supported chat
Supported use cases
Extending the chat solution architecture
Extending the chat workflow
Additional chat design considerations
Chat configuration extensions
Chat modifications for B2C CRM Sync
Capturing revenue with abandonment journeys
Abandoned cart workflow
Abandoned cart data model
collect.js for abandonment scenarios
Guided hike abandonment tracking
Rebuilding the customer’s cart
Summary
Questions
Chapter 11: Enterprise Integration Strategies
Multi-org, realm, and BU scenarios
Component product scopes and structures
Solution design considerations
Enterprise data management
Point-to-point integration impacts
Multi-org with Marketing Cloud Engagement
Implications for B2C CRM Sync
B2C Commerce and Marketing Cloud Engagement
Enterprise integration using middleware
Virtualizing data access at scale
Aggregating data through services
Integrations beyond Salesforce
External customer data sources
External system integration points
External integrations through middleware
Monitoring the solution
Log file aggregation
Integration middleware
Manual approaches
Custom solutions
Summary
Questions
Further reading
Part 3: Salesforce Certified B2C Solution Architect
Chapter 12: Exam Preparation Tools and Techniques
Exam structure
Credentials and target audience
Topic outline and weighting
Study materials
Solution architecture guidebooks
Trailhead resources
PLC
Hands-on experience
Broadening your perspective
Gaining product-specific knowledge
Getting started with Salesforce
Summary
Questions
Chapter 13: Prerequisite Certifications
Platform App Builder exam overview
Platform App Builder topic overview
Platform App Builder study materials
Data Architect exam overview
Data Architect topic overview
Data Architect study materials
Integration Architect exam overview
Integration Architect topic overview
Integration Architect study materials
Summary
Questions
Chapter 14: Commerce and Integration
B2C Commerce Architect exam prep topics
B2C Commerce Architect certification
B2C Commerce Developer certification
B2C Commerce Architect topic overview
B2C Commerce supplemental topics
Complementary component topics
Overall solution design topics
Summary
Questions
Chapter 15: Certification Scenarios
Authentication and customer identity scenarios
Example authentication and customer identity scenario
Scenario solution development
Evaluating system constraints
Customer service scenarios
Example customer service scenario
Scenario solution development
Evaluating system constraints
Marketing-focused scenarios
Example marketing scenario
Scenario solution development
Evaluating system constraints
Data integration scenarios
Example data integration scenario
Scenario solution development
Summary
Questions
Assessments
Index
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