Salesforce B2B Solution Architect

1. Learning Path

1.1. Level One

1.2. Solution Design

1.2.1. Guiding a B2B Customer Journey

1.2.2. Journey Mapping

1.2.3. Business Process Mapping

1.2.4. Driving the Multi-Cloud Cultural Change

1.3. Foundational Data Strategy

1.3.1. Architect a B2B Customer-Centric Data Strategy

1.3.2. Customer-Centric Data Strategy with your Accounts

1.3.3. Customer-Centric Data Strategy with your Contacts

1.3.4. Customer-Centric Data Strategy with Your Transactions

1.4. Level Two

1.5. Sales & Commerce

1.5.1. Partner Experience

1.5.2. Product and Pricing Syncing

1.5.3. Cart to Quote

1.5.4. Cart to Agreement

1.5.5. Cart to Cash

1.6. Service & Field Serivce

1.6.1. Proactive Service For Your Agents

1.6.2. Proactive Service For Your Products

1.6.3. Customer Field Service Lifecycle

1.6.4. Multi-Cloud Asset Lifecycle Management

1.7. Level Three

1.8. Multi Cloud Integration

1.8.1. ERP in the B2B Customer 360

1.8.2. ERP Integrated B2B Direct Sales Strategy

1.8.3. ERP Integrated B2B Indirect Sales Strategy

1.8.4. Going Multi-Cloud And Multi-Org

1.9. B2B Architect Industry Use Cases

1.9.1. Extending Wealth Management to Independent Brokers

1.9.2. Tracking Insurance Claims from Creation to Close

1.9.3. Account-Based Selling and Marketing with Mortgage Companies

1.10. Level Four

1.11. Recommended Reading

1.11.1. Topic: Data Governance & Integration

1.11.1.1. Designing for High-Volume Reads in Salesforce

1.11.1.2. Designing for High-Volume Writes in Salesforce

1.11.2. Topic: Design Solution

1.11.2.1. Salesforce Architects | Record-Triggered Automation

1.11.2.2. Successful Architects Follow These 3 Solution Design Practices

1.11.3. Topic: Delivery

1.11.3.1. Salesforce Architects | Development Standards

2. Processes and Practices

2.1. Responsibilities

2.1.1. Connect business needs and technical implementations to boost customer success

2.1.2. Identify the role of third-party systems within a customer’s processes and data needs

2.1.3. Oversee and steer requirements gathering conversations with stakeholders

2.1.4. Translate solution architecture technical details to a business audience

2.1.5. Support the overall vision for business solution(s)

2.1.5.1. Innovation Solution

2.1.6. Inform customers and implementation teams about best practices and considerations

2.1.7. Drive customer experience solutions via prioritized use cases and confirmed customer success criteria

2.1.8. Create a common language describing multi-cloud use cases and their successful implementation

2.2. Tools

2.2.1. Diagrams

2.2.1.1. Key Data Models

2.2.1.1.1. Sales Cloud Overview Data Model

2.2.1.1.2. Product & Price Book Data Model

2.2.1.1.3. Service Cloud Data Model

2.2.2. Best Practices

3. Technology

3.1. Salesforce Platform

3.1.1. Products

3.1.1.1. Sales Cloud

3.1.1.1.1. Revenue Cloud

3.1.1.1.2. Billing & Invoicing

3.1.1.2. Commerce Cloud

3.1.1.2.1. B2B Commerce

3.1.1.3. Experience Cloud

3.1.1.3.1. Partner Relationship Management

3.1.1.3.2. Customer Service Help Center

3.1.1.4. Service Cloud

3.1.1.4.1. Digital Engagement

3.1.1.4.2. Salesforce Field Service

3.1.1.5. Marketing Cloud

3.1.1.5.1. Pardot

3.2. Structure

3.2.1. Systems of Engagement

3.2.1.1. Experience

3.2.2. Systems of Reference

3.2.2.1. Data

3.2.3. Systems of Inteligence

3.2.3.1. Analytics

4. Certification

4.1. Exam Blue Print

4.1.1. Prerequisite: Salesforce Certified Application Architect Certification Encompasses the following pre-reqs: ● Platform App Builder ● Platform Developer 1 ● Data Architecture and Management Designer ● Sharing and Visibility Designer

4.1.2. Delivery: 12%

4.1.3. Design: 29%

4.1.4. Data Governance and Integration: 26%

4.1.5. Discovery and Customer Success: 25%

4.1.6. Operationalize the Solution: 8%

4.2. Exam Resources

4.2.1. Explore Architect Career Paths

4.2.2. Visit Certification Trailhead Page

4.2.3. Exam Trailmix

4.2.4. Exam Trailhead Module

4.2.5. Register Now

4.2.5.1. Exam Logistics

4.2.5.1.1. Recommended 4-5 years experience as a Solution Architect

4.2.5.1.2. Cost $400, plus applicable taxes as required per local law Retake fee: $200, plus applicable taxes as required per local law

4.2.6. Courses from B2B Solution Architect Curriculum

4.2.6.1. Trailhead Help

4.2.6.2. Register for Complete Partner Curriculum B2B Solution Architect

4.2.7. Official Exam Guide