A Salesforce Certified B2B Solution Architect exam typically covers topics like: Discovery and Customer Success, Data Governance and Integration, Design, Delivery, and Operationalizing the Solution, with key areas including Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, CPQ, data architecture, sharing and visibility, integration with external systems, and overall solution design for complex B2B scenarios; with a heavy emphasis on understanding business requirements and translating them into a robust Salesforce solution for B2B customers.
Key areas covered in the B2B Solution Architect exam:
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Discovery and Customer Success:
- Gathering business requirements from stakeholders
- Understanding B2B sales processes and pain points
- Identifying key performance indicators (KPIs)
- Defining solution scope and objectives
- Gathering business requirements from stakeholders
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Data Governance and Integration:
- Data architecture design
- Data cleansing and validation strategies
- Integration with external systems (ERP, CRM, etc.)
- Data security and privacy considerations
- Data architecture design
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Design:
- Salesforce object model design
- Custom fields and relationships
- Workflow automation (Flows, Processes)
- Approval processes
- Custom applications and components
- Salesforce object model design
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Delivery:
- Implementation planning and execution
- Data migration strategies
- Testing and quality assurance
- User training and adoption
- Implementation planning and execution
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Operationalize the Solution:
- Monitoring and reporting
- Performance tuning and optimization
- Change management practices
- Monitoring and reporting
Specific Salesforce features relevant to the B2B Solution Architect exam:
- Sales Cloud: Lead management, opportunity management, forecasting, account hierarchy, sales process automation
- Service Cloud: Case management, knowledge base, customer support escalation
- Experience Cloud: Customer portals, self-service options, community management
- Marketing Cloud: Lead generation campaigns, nurture sequences, marketing automation
- CPQ (Configure, Price, Quote): Complex product configuration, pricing calculations, quoting process
- Salesforce Einstein: Predictive analytics, AI-powered insights
- Data Cloud: Master data management, data cleansing and unification
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