Salesforce B2C Solution Architect's Handbook

Book description

The ultimate handbook for new and seasoned Salesforce B2C Solution Architects who want to design seamless B2C solutions across the Salesforce Customer 360 ecosystem – including B2C Commerce, Service Cloud, and Marketing Cloud

Key Features

  • 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

Book 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.

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

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 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.

Table of contents

  1. Salesforce B2C Solution Architect's Handbook
  2. Contributors
  3. About the author
  4. About the reviewer
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the color images
    5. Conventions used
    6. Get in touch
    7. Share Your Thoughts
    8. Learn more on Discord
  6. Section 1 Customer 360 Component Products
  7. Chapter 1: Demystifying Salesforce, Customer 360, and Digital 360
    1. Learning the language – Salesforce, Customer 360, and Digital 360
      1. Lightning Platform
      2. Salesforce ecosystem
      3. Customer 360 evolution
      4. Digital 360
      5. B2C solution architecture focus areas
    2. Salesforce Platform (Force.com)
      1. Salesforce orgs
      2. Data model
      3. Security
      4. User experience customization
      5. Automation
      6. AppExchange
      7. Reports and dashboards
    3. Additional technology stacks
      1. Salesforce Platform and beyond
      2. Solution architecture methodology
    4. Acquisitions and legacy terminology
    5. Summary
    6. Questions
    7. Further reading
  8. Chapter2: Supporting Your Customers with Service Cloud
    1. Service Cloud capabilities
      1. Service Cloud editions
      2. Service Console
      3. Customer support
      4. Knowledge
      5. Service contracts and entitlements
      6. Computer Telephony Integration (CTI)
      7. Omni-Channel
    2. Service Cloud data model
      1. Salesforce Platform data model review
      2. Additional objects
    3. Service Cloud APIs and integrations
      1. Available APIs
      2. Which API should I use?
      3. File-based integrations
      4. Data import and export capabilities
      5. Outgoing requests
    4. Service Cloud request limits and allocations
      1. Salesforce licenses and editions
      2. Capability capacity limitations
      3. Total API allocations
      4. API usage monitoring and enforcement
      5. API access and connected apps
      6. Feature allocation limits
      7. Data and file storage allocations
    5. Summary
    6. Questions
    7. Further reading
  9. Chapter 3: Direct-to-Consumer Selling with Commerce Cloud B2C
    1. B2C Commerce capabilities
      1. Customer experience options
      2. Roles and access
      3. Merchant tools
      4. Admin tools
    2. B2C Commerce data model
      1. Realms, instances, and sites
      2. Designing data sharing solutions
      3. System objects
      4. Custom objects
      5. Packt Gear B2C Commerce data model
    3. B2C Commerce APIs and integrations
      1. Feed-based integration support
      2. Job framework
      3. Account Manager
      4. Open Commerce API (OCAPI)
      5. Commerce APIs
      6. Integration points
    4. B2C Commerce quotas and governance
      1. API and object quotas overview
      2. Key solution design quotas
    5. B2C Commerce Marketplace
    6. Commerce Cloud product family
      1. Order Management
      2. Omni-Channel Inventory
      3. B2B Commerce
      4. Loyalty Management
      5. Commerce Payments
    7. Summary
    8. Questions
  10. Chapter 4: Engaging Customers with Marketing Cloud
    1. The Marketing Cloud component
      1. Content Builder
      2. Datorama
      3. Google Analytics 360 connector
      4. Journey Builder
      5. Automation Studio
      6. Interaction Studio
      7. Email Studio
      8. Mobile Studio
      9. Advertising Studio
      10. Social Studio
      11. Salesforce CDP
      12. Pardot
    2. Marketing Cloud capabilities
      1. Email management
      2. Journey orchestration
      3. Cloud Pages
      4. Programmatic customization
    3. Marketing Cloud data model
      1. Lists
      2. Data Extensions
      3. Data Designer
      4. Business Units
      5. Suppression
      6. Segmentation
    4. Marketing Cloud APIs and integrations
      1. Feed file-based integrations
      2. API integrations
      3. Productized integration
      4. Importing data into a Data Extension
      5. Marketing Cloud SDKs
    5. Marketing Cloud design considerations
      1. Marketing Cloud edition constraints
      2. Data import volumes
    6. Putting it all together
    7. Summary
    8. Questions
    9. Answers
  11. Chapter 5: Salesforce Ecosystem – Building a Complete Solution
    1. Experience Cloud and content management
      1. Experience Cloud
      2. Content Management System
    2. OM, Payments, Loyalty Management, and B2B
      1. Order Management
      2. Salesforce Payments
      3. Loyalty Management
      4. Salesforce B2B Commerce Lightning
    3. Enterprise CRM with Sales and CPQ and Billing
      1. Sales Cloud
      2. CPQ and Billing
    4. Enterprise analytics with Tableau
      1. Tableau integration
      2. Tableau CRM
    5. MuleSoft and Heroku in Customer 360
      1. MuleSoft in Customer 360
      2. Heroku in Customer 360
    6. Packt Gear solution
    7. Summary
    8. Questions
  12. Section 2 Architecture of Customer 360 Solutions
  13. Chapter 6: Role of a Solution Architect
    1. Role of a B2C solution architect
      1. Architect team responsibilities
    2. Stakeholders
      1. The full team
      2. Alignment on goals
      3. Stakeholder interviews
    3. Project sequencing
      1. Building a firm foundation
      2. Evaluating next steps
      3. Business case breakdown
    4. Architecture deliverables
      1. System overview diagram
      2. Data mapping
      3. Sequence diagram
      4. Technical specification documents
    5. The Packt Gear team
    6. Summary
    7. Questions
  14. Chapter 7: Integration Architecture Options
    1. Cross-cloud application development life cycle
      1. Service Cloud application development life cycle
      2. B2C Commerce application development life cycle
      3. Marketing Cloud application development life cycle
      4. Integrated B2C solution application development life cycle
    2. Point-to-point integrations
      1. Prescriptive approach
      2. Productized point-to-point integrations
      3. B2C CRM Sync
      4. Marketing Cloud Connect
      5. Commerce and Marketing Connector
    3. Integration middleware
      1. When to explore integration middleware
      2. Integration middleware and the point-to-point connectors
      3. Advantages of MuleSoft
      4. Leveraging MuleSoft in a B2C solution
    4. Single source of truth
      1. Incorporating a single source of truth
      2. Leveraging Heroku
    5. The Packt Gear approach
    6. Summary
    7. Questions
    8. Further reading
  15. Chapter 8: Creating a 360° View of the Customer
    1. Identifying the customer
      1. Service Cloud customer identifiers
      2. B2C Commerce customer identifiers
      3. Marketing Cloud customer identifiers
      4. Cross-cloud customer identification
    2. Mastering customer data
      1. Evaluating business needs
      2. Cross-cloud customer data mapping
      3. Data privacy and consent management
      4. Handling legacy data
    3. 360° view of the customer
      1. Experience delivery maturity
      2. Recognizing customers as humans
    4. Seamless identity
    5. The Packt Gear approach
    6. Summary
    7. Questions
    8. Further reading
  16. Chapter 9: Supporting Key Business Scenarios
    1. Multi-cloud use case solution kits
      1. Customer 360 Guide for Retail
      2. Solution kits
    2. Integrating chat bots and agent-supported chats
      1. Supported use cases
      2. Extending the chat solution architecture
      3. Extending the chat workflow
      4. Additional chat design considerations
      5. Chat configuration extensions
      6. Chat modifications for B2C CRM Sync
    3. Capturing revenue with abandonment journeys
      1. Abandoned cart workflow
      2. Abandoned cart data model
      3. Collect.js for abandonment scenarios
      4. Guided hike abandonment tracking
      5. Rebuilding the customer's cart
    4. Summary
    5. Questions
  17. Chapter 10: Enterprise Integration Strategies
    1. Multi-org, realm, and BU scenarios
      1. Component product scopes and structures
      2. Solution design considerations
      3. Enterprise data management
    2. Point-to-point integration impacts
      1. Multi-org with Marketing Cloud Connect
      2. Implications for B2C CRM sync
      3. B2C Commerce and Marketing Cloud connector
    3. Enterprise integration using middleware
      1. Virtualizing data access at scale
      2. Aggregating data through services
    4. Integrations beyond Salesforce
      1. External customer data sources
      2. External system integration points
      3. External integrations through middleware
    5. Monitoring the solution
      1. Log file aggregation
      2. Integration middleware
      3. Manual approaches
      4. Custom solution
    6. Summary
    7. Questions
    8. Further reading
  18. Section 3 Salesforce-Certified B2C Solution Architect
  19. Chapter 11: Exam Preparation Tools and Techniques
    1. Exam structure
      1. Credential and target audience
      2. Topic outline and weighting
    2. Study materials
      1. Solution architecture guidebooks
      2. Trailhead resources
      3. Partner Learning Camp
    3. Hands-on experience
      1. Broadening your perspective
      2. Gaining product-specific knowledge
      3. Getting started with Salesforce
    4. Summary
    5. Questions
  20. Chapter 12: Prerequisite Certifications
    1. Marketing Cloud Email Specialist exam overview
      1. Marketing Cloud Email Specialist topic overview
      2. Marketing Cloud Email Specialist study materials
    2. Platform App Builder exam overview
      1. Platform App Builder topic overview
      2. Platform App Builder study materials
    3. Integration Architecture Designer exam overview
      1. Integration Architecture Designer topic overview
      2. Integration Architecture Designer study materials
    4. Summary
    5. Questions
  21. Chapter 13: Commerce and Integration
    1. B2C Commerce Architect exam preparation topics
      1. The B2C Commerce Architect certification
      2. B2C Commerce supplemental topics
    2. Complementary component topics
    3. Overall solution design topics
    4. Summary
    5. Questions
  22. Chapter 14: Certification Scenarios
    1. Authentication and customer identity scenarios
      1. An example authentication and customer identity scenario
      2. Scenario solution development
      3. Evaluating system constraints
    2. Customer service scenarios
      1. Example customer service scenario
      2. Scenario solution development
      3. Evaluating system constraints
    3. Marketing-focused scenarios
      1. An example marketing scenario
      2. Scenario solution development
      3. Evaluating system constraints
    4. Data integration scenarios
      1. An example data integration scenario
      2. Scenario solution development
    5. Summary
    6. Questions
  23. Assessments
    1. Chapter 1
    2. Chapter 2
    3. Chapter 3
    4. Chapter 4
    5. Chapter 5
    6. Chapter 6
    7. Chapter 7
    8. Chapter 8
    9. Chapter 9
    10. Chapter 10
    11. Chapter 11
    12. Chapter 12
    13. Chapter 13
    14. Chapter 14
    15. Why subscribe?
  24. Other Books You May Enjoy
    1. Packt is searching for authors like you
    2. Share Your Thoughts

Product information

  • Title: Salesforce B2C Solution Architect's Handbook
  • Author(s): Mike King
  • Release date: November 2021
  • Publisher(s): Packt Publishing
  • ISBN: 9781801817035