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

Mike King; Melissa Murphy

Softcover

ISBN 10: 1804619906 ISBN 13: 9781804619902

Publisher: Packt Publishing, 2024

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

In today’s competitive landscape, the ability to create a unified view of the customer and turn data into actionable insights is a game-changer for businesses. 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.

The book will guide you through the tools, techniques, and scenarios needed to confidently tackle the B2C Solution Architect exam. You’ll start by building a robust understanding of each component within the Customer 360 ecosystem, diving into their capabilities, data models, and governance structures. 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.

By the end of this journey, you’ll not only be prepared to ace the exam but also to excel as a Salesforce B2C Solution Architect, ready to shape the future of customer engagement.

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

1. De-Mystifying Salesforce
2. Supporting Your Customers with Service Cloud
3. Direct-to-Consumer Selling with B2C Commerce
4. Engaging Customers with Marketing Cloud
5. Know Your Customer with Data Cloud (DC)
6. Salesforce Ecosystem – Building a Complete Solution
7. Role of a Solution Architect
8. Integration Architecture Options
9. Creating a 360° View of the Customer
10. Customizing for Common Business Needs
11. Enterprise Integration Strategies
12. Exam Preparation Tools and Techniques
13. Prerequisite Certifications
14. Commerce and Integration
15. Certification Scenarios

About this title

About the Author

Mike King has worked on the most complex B2C Commerce customer implementations, including multiple brands and geographies worldwide. Mike is also a certified Salesforce instructor, teaching the B2C Technical Architect certification preparation course. In January 2019, Mike participated in the inaugural Salesforce cross-cloud academy. He has since worked with Salesforce on the B2C Solution Architect exam development team and in real-world B2C Solution Architecture implementations. Mike has also spoken numerous times with Salesforce on the topics of B2C Solution Architecture, including at TrailblazerDX, Salesforce Connections, and Dreamforce. When not obsessing about Salesforce, commerce, and software architecture, Mike enjoys hiking, camping, and woodworking.

Melissa Murphy specializes in cross-cloud Salesforce implementations. Having supported multiple industries and brands, Melissa has experience driving digital transformations with customers. She is a certified Data Cloud, Market Cloud Engagement, and AI architect. Melissa has presented at multiple Salesforce and Marketing Technology conferences, including Connections and Dreamforce, on Data Cloud best practices. She thrives in helping clients develop overarching marketing strategies to drive real business impact through technical solutions. When not in the weeds on Salesforce cross-cloud architecture, Melissa enjoys reading, Taekwondo, and cooking great food.

Edition details

• Publisher: Packt Publishing
• Publication date: 2024
• Language: English
• ISBN 10: 1804619906
• ISBN 13: 9781804619902
• Binding: Paperback
• Number of pages: 464