Salesforce Certified B2B Solution Architect Exam Guide.

Salesforce B2B Solution Architect certification is intended for individuals who have knowledge, skills, and experience architecting and driving multi-cloud B2B solutions that deliver business value for the customer. 

Salesforce Certified B2B Solution Architect exam covers multiple products/features such as Sales Cloud, Service Cloud, Revenue Cloud (Salesforce CPQ & Billing), Field Service, Knowledge, B2B Commerce, Pardot, Financial Services Cloud, Experience Cloud, Manufacturing Cloud, Tableau CRM, Partner Relationship Management & MuleSoft.

1. About the Salesforce Certified B2B Solution Architect Exam

  • Content: 60 multiple-choice/multiple-select questions and 4 non-scored items
  • Time allotted to complete the exam: 120 minutes (one of the highest for Salesforce exam)
  • Passing score: 58% (35 out of 60 questions one of the lowest for Salesforce exam)
  • Registration fee: USD 400, plus applicable taxes as required per local law
  • Retake fee: USD 200, plus applicable taxes as required per local law
  • 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

2. Exam Outline

Discovery and Customer Success: 25%

  • Given a scenario in which a customer wants a B2B multi-cloud solution, document and articulate the business needs, value, and vision of the customer to support their desired business outcomes
  • Given the identified business needs, vision, and current customer landscape, define the future blueprint architecture of a B2B multi-cloud Salesforce solution in order to define the product roadmap
  • Given that a future blueprint architecture has been agreed upon, define the incremental steps necessary to reach the recommended future end state that supports business outcomes

Data Governance and Integration: 26%

  • Given a complex data architecture, define the data flows across systems, the methods and techniques to connect systems and the relationship each system has to the data it contains
  • Given the current architecture, define the strategy to migrate data, synchronize data across systems to support a multi-cloud B2B solution.
  • Given existing customer personas and the defined business requirements, design and map a sharing and visibility model for a B2B multi-cloud Salesforce solution.
  • Given customer expectations around data volumes, provide governance to satisfy business requirements

Design: 29%

  • Given information gathered during discovery, define the functional and technical solution, in line with Salesforce standards, keeping the business value and objectives in mind.
  • Given a set of business requirements, recommend an appropriate Salesforce multi-cloud or AppExchange solution.
  • Given a scenario, identify design options and their associated risks, assess their level of criticality, and recommend the solution that most accurately meets the specified functional and non-functional requirements
  • Given a scenario in which the design document is being shared, facilitate final acceptance from stakeholders by ensuring any concerns raised are adequately addressed
  • Given a defined future state B2B multi-cloud solution architecture alongside business requirements, choose the preferred method for integrating data across different clouds.

Delivery: 12%

  • When planning a B2B multi-cloud set of orgs and environments, define appropriate strategies that balance resources and effort to deliver an effective and efficient delivery method
  • When planning the steps involved in delivering a customer’s business outcomes, ensure that there is a clear understanding from business requirements through to the delivered configuration
  • Given a scenario in which the designed solution is being implemented, provide the appropriate display of the capabilities of that solution to stakeholders (demos) that demonstrate continued alignment with the desired business outcomes and priorities

Operationalize the Solution: 8%

  • Given that a solution has been implemented, ensure that stakeholders are appropriately enabled to manage the solution moving forward (e.g., updating documentation, center of excellence, training)
  • Given a scenario in which a B2B multi-cloud solution has been implemented, determine how to further improve the solution to ensure business benefits are continuously realized
  • Determine how to facilitate adoption in order for the business to benefit from a B2B multi-cloud solution

3. Exam Guide

4. B2B Solution Architect Certification Trail

5. B2B Solution Architect Certification Trailmix

6. Important Topics for the B2B Solution Architect Exam

6.1 Discovery and Customer Success: 25% (15 Questions)

  • Customer Centric Discovery Steps
    • Know your customer – get to know your customer’s industry and business
    • Be your customer – take a walk in your customer’s shoes
    • Connect with your customer – share your insights with your customer
    • Create with your customer – develop a strategy with your customer
  • Three ways to conduct discovery
    • Embodying – live the experience
    • Shadowing – observe along the customer and ask questions
    • Interviewing – direct interviews to hear customer experiences
  • Four stages for using the guides to deliver cross-cloud B2B solutions
    1. Get Started – define business goal
    2. Assess your Needs – leveraging industry blueprints and reference architectures
    3. Map your Goals – with B2B domain business scenarios
    4. Deliver Solutions – leveraging Salesforce’s Solution Kits 
  • Business Scenarios – provide best practices for successfully implementing Salesforce products and their respective solutions. They contain:
    • Recommended Products
    • Solutions
    • Business Capabilities
    • Sub-Capabilities
  • B2B Customer Relationships
  • B2B Business Models
    • B2B
    • B2B2C
    • B2C2B
    • B2B and B2C Combines
  • Role of a Solution Architect
    • Business leadership: They guide companies on a multi-cloud solution journey for meaningful customer experiences. 
    • Delivery leadership: They drive successful multi-cloud implementations on the Customer 360 platform using best practices based on use-case delivery knowledge and experience. 
    • Technical leadership: They provide technical expertise by selecting the multi-cloud product features that best align with a company’s vision and business value goals. 
  • Steps to Successful Digital Transformation
    • Evolve
    • Adapt
    • Transform
  • Capability Readiness Model
    1. Unstructured
    2. Disciplined
    3. Repeatable
    4. Buyer Centric
    5. Customer Driven
  • Capabilities to plan for transformation
    1. Journey Mapping
    2. Business Process Mapping
    3. Business Analyst
    4. Architecture Diagram
  • Core tenets of digital transformation
    • People
    • Process
    • Technology
  • Salesforce recommends using the LEVERS model to drive change management
    • Leadership
    • Ecosystem
    • Values
    • Enablement
    • Rewards
    • Structure

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