Universal Containers (UC) wants to enhance the online purchase experience for its customers. The product and pricing information is managed in a separate ERP, while customer purchases are primarily triggered online through self-service. UC often offers promotions and discounts through various online seasonal events. UC wants the ability to provide customized quotes based on its relationship with the customer, as well as proactively process and monitor renewal and upgrade opportunities. A Solution Architect has identified Sales Cloud, CPQ, Billing, and B2B Commerce as part of a potential multi-cloud solution. Based on the above considerations, which option identifies the optimal data flow for this solution?
A. Pricing and Product data should be pushed from ERP to B2B Commerce via the CPQ B2B Commerce Connector to CPQ. Promotions should be handled in B2B Commerce. Invoice and Billing should be maintained in Billing and surfaced on B2B Commerce via a Lightning component.
B. Pricing and Product data should be pushed from ERP to CPQ and from there to B2B Commerce via the CPQ B2B Commerce Connector. Promotions should be managed in CPQ as CPQ is the pricing master. Invoice and Billing should be managed in B2B Commerce and pushed to Billing.
C. Pricing and Product data should be pushed from ERP to both CPQ and B2B Commerce, keeping single source of truth. Promotions should be handled in B2B Commerce. Invoice and Billing should be maintained in Billing and pushed to B2B Commerce.
D. Pricing and Product data should be pushed from ERP to CPQ and from there to B2B Commerce via the CPQ B2B Commerce Connector. Promotions should be handled in B2B Commerce. Invoice and Billing should be maintained in Billing and presented on B2B Commerce via a Lightning component.
Explanation:
Why D is optimal
Single pricing/catalog pipeline: The Salesforce CPQ ↔️ B2B Commerce connector is designed to sync product/pricing objects from CPQ into B2B Commerce—a one-way push that keeps the storefront aligned with CPQ quoting and contract pricing logic. You feed CPQ from the ERP (the upstream master), then publish to Commerce via the connector.
Promotions belong in Commerce: Seasonal events, coupons, qualifiers/segments, and storefront discounts are managed natively in B2B Commerce Promotions, which target specific customer groups and campaigns on the site.
Billing is the SoR for invoices: Salesforce Billing handles invoice generation, payments, and revenue processes. You then present invoices to portal buyers on your B2B Commerce/Experience site via Lightning/Experience components or Transaction Management exposure—don’t author invoices in Commerce.
Why the other options fall short
A: Says ERP ➜ B2B Commerce via the CPQ Connector to CPQ — the direction is wrong. The connector syncs from CPQ to B2B Commerce, not ERP to B2B Commerce or B2B to CPQ. Promotions and surfacing Billing data are fine, but the core product/pricing flow is incorrect.
B: Puts promotions in CPQ and invoicing in B2B Commerce pushed to Billing. Promotions should be storefront-driven (Commerce), and Billing, not Commerce, must own invoices.
C: Proposes pushing ERP to both CPQ and B2B Commerce in parallel. That duplicates pricing/catalog governance and bypasses the standard CPQ ➜ B2B Commerce sync path, risking drift between channels.
References
CPQ ↔️ B2B Commerce Connector (sync CPQ product/pricing to Commerce) — Trailhead & Help.
B2B Commerce Promotions (seasonal discounts, coupons, segments).
Salesforce Developers
Salesforce Billing (invoicing/payments as SoR) and surfacing in Experience/B2B sites.
Final pick: D — aligns with standard patterns: ERP (master) ➜ CPQ (Salesforce pricing/quote brain) ➜ B2B Commerce (storefront), with promotions in Commerce and invoicing in Billing, displayed in the portal.
AC Computers is launching a new subscription bundle service and plans to primarily sell through direct sales and a website storefront for existing customers. Direct Sales needs the ability to configure complex deals and manage subscription. Existing customers need the ability to initialize a request for additional products and services from the storefront and seamlessly send the request directly to Sales to finalize the quote. Which three recommendations should a Solution Architect make to meet these business requirements?
(Choose 3 answers)
A. Salesforce CPQ
B. Salesforce Order Management
C. Salesforce Billing
D. B2B Commerce
E. CPQ B2B Commerce Connector
Explanation:
AC Computers is launching a subscription bundle service to be sold through direct sales and a website storefront, requiring complex deal configuration, subscription management, and seamless integration between customer-initiated requests from the storefront and sales finalization. Below is a concise analysis of why these three recommendations meet the requirements and why the other options are less relevant:
A. Salesforce CPQ:
Salesforce CPQ (Configure, Price, Quote) is essential for direct sales to configure complex deals and manage subscriptions. It automates product configuration, pricing, discounting, and quote generation, ensuring accuracy and efficiency for subscription-based offerings. CPQ supports subscription billing, recurring revenue, and contract renewals, aligning with AC Computers’ need for subscription management.
Reference: Salesforce CPQ
B. Salesforce Order Management:
While Salesforce Order Management is valuable for managing order fulfillment, inventory, and post-sale processes, it is not directly required for configuring complex deals or enabling customers to initiate requests from the storefront and send them to sales for quote finalization. It focuses on downstream processes like order orchestration, which are secondary to the stated requirements.
Reference: Salesforce Order Management
C. Salesforce Billing:
Salesforce Billing automates invoicing, payment collection, and revenue recognition, which are important for subscription services. However, it is not critical for configuring complex deals or enabling the storefront-to-sales workflow for quote finalization. CPQ and B2B Commerce with the connector address the core requirements more directly.
Reference: Salesforce Billing
D. B2B Commerce:
Salesforce B2B Commerce is necessary to provide a website storefront for existing customers to initiate requests for additional products and services. It supports self-service purchasing, product configuration, and digital carts, allowing customers to start the process online and seamlessly transition to sales for finalization.
Reference: Salesforce B2B Commerce
E. CPQ B2B Commerce Connector:
The CPQ B2B Commerce Connector enables seamless integration between the B2B Commerce storefront and Salesforce CPQ. It allows customers to configure products in the storefront, add them to a digital cart, and send the request to direct sales for quote finalization, ensuring a unified experience across channels. This directly addresses the requirement for a seamless handoff from the storefront to sales.
Reference: CPQ B2B Commerce Connector
Recommended Approach:
Salesforce CPQ: Use for direct sales to configure complex deals and manage subscriptions, ensuring accurate pricing and quote generation.
B2B Commerce: Implement a storefront for existing customers to initiate requests for additional products and services.
CPQ B2B Commerce Connector: Integrate CPQ and B2B Commerce to enable customers to start requests in the storefront and seamlessly send them to sales for quote finalization.
Why Not B or C?
B (Order Management): Focuses on order fulfillment, not deal configuration or storefront-to-sales workflows.
C (Billing): Relevant for post-sale billing but not critical for the core requirements of deal configuration or storefront integration.
Universal Containers (UC) has its product and primary pricing in an ERP. For data consumption to other systems, the ERP is integrated to a separate third-party data warehouse. The cart-to-quote process is supported by Salesforce's multi-cloud solution spanning Sales Cloud, CPQ, and B2B Commerce.
The sales process is structured so that the customers add products to the cart through the Storefront and request a quote from UC's sales representatives. The representatives can work on the quote in CPQ and push back the updated pricing to the Storefront. The overall
pipeline is tied back to opportunities and opportunity products for forecasting.
Where does UC house the system of record for its sales process?
A. Salesforce B2B Commerce
B. Salesforce CPQ
C. Salesforce Sales Cloud
D. Third-party data warehouse
Explanation:
The question asks for the "system of record for its sales process." A system of record is the authoritative data source for a specific business function. The key to identifying it is to find where the core business object that defines the sales process is mastered and managed.
Why C is Correct:
The sales process at Universal Containers is fundamentally tied to the Opportunity object, as stated: "The overall pipeline is tied back to opportunities and opportunity products for forecasting." The Opportunity is the central object in the Salesforce Sales Cloud that represents a sales deal, tracks its stage, and is used for pipeline reporting and forecasting. While CPQ creates Quotes and B2B Commerce creates Carts, these are all related to the Opportunity. The Opportunity is the primary record that defines and drives the sales process. Therefore, Sales Cloud is the system of record for the sales process.
Why A is Incorrect:
Salesforce B2B Commerce is the system for the storefront and the shopping cart. The cart is the starting point for a request, but it is not the system of record for the sales process. The cart is converted into or related to an opportunity for the sales team to work on.
Why B is Incorrect:
Salesforce CPQ is the system for configuring, pricing, and quoting. It generates Quotes based on the products and rules. However, a Quote is a child object that is always associated with an Opportunity in Salesforce. The Quote supports the sales process but does not define it; the Opportunity does.
Why D is Incorrect:
The third-party data warehouse is a system of analytics and consumption. It might contain a copy of the data for reporting, but it is not the operational system of record where the sales process is executed and updated in real-time. The question explicitly states the warehouse is for "data consumption to other systems," not for running the sales process.
Reference:
This answer is based on the core data model of the Salesforce platform. The Opportunity object is the undisputed system of record for the sales pipeline and forecasting process within the Salesforce ecosystem.
The Salesforce Architect's Guide to Data Management emphasizes that the system of record is where data is originally created and is the most trusted source for that business function. In this scenario, the sales process is created and managed within the Opportunity object in Sales Cloud.
Universal Containers (UC) is concerned about potential data storage issues in Salesforce due to the Invoice, Order, and Inventory data that would be flowing inform various on-premise legacy CRM and ERP applications. UC would like to view and occasionally report on this data on-demand for day-to-day operational processes and would prefer not to store the data in Salesforce due to data residency requirements. Which recommendation should the Solution Architect make to meet this requirement?
A. Use Salesforce Orchestrator with MuleSoft to retrieve the data when it is needed.
B. Push the data into Salesforce and implement an archival strategy.
C. Write custom Apex code to retrieve the data in real time from external systems.
D. Re-architect the implementation using Salesforce Connect and external objects.
Explanation:
Salesforce Connect and External Objects are the ideal solution for this scenario. They allow Salesforce to display, search, and report on data stored in an external system without copying it into the Salesforce database. This directly addresses the customer's concerns about:
Data Storage Issues: The data remains in the on-premise legacy systems, preventing it from consuming Salesforce data storage limits.
Data Residency Requirements: Since the data isn't physically stored in Salesforce, it stays in its original location, satisfying data residency rules.
On-Demand Viewing and Reporting: External Objects and Salesforce Connect allow users to access and work with the data in real-time within the Salesforce UI, making it available for day-to-day operational processes and reporting.
Why the other options are incorrect:
A. Use Salesforce Orchestrator with MuleSoft to retrieve the data when it is needed:
While MuleSoft is great for integration, and Orchestrator is a powerful workflow tool, this approach is more suited for complex process automation that spans multiple systems, not for a simple, on-demand view of external data. This solution would be overly complex and not the most direct method for the stated requirement.
B. Push the data into Salesforce and implement an archival strategy:
This recommendation directly contradicts the requirement to "prefer not to store the data in Salesforce." Even with an archival strategy, the data would still temporarily reside in Salesforce, violating the data residency requirement.
C. Write custom Apex code to retrieve the data in real time from external systems:
While technically possible, writing custom Apex code for every data view is not a scalable or maintainable solution. Salesforce Connect provides a declarative, low-code/no-code way to achieve the same result, which is the recommended best practice for this type of integration.
AW Heat &. Cooling is a mid-sized manufacturing company that sells special purpose heating and cooling solutions. Sales have declined significantly, and analysis shows that customers are leaving due to long turnaround times for quotes, lack of flexibility, and confused salespeople that do not understand their customers and do not collaborate with each other. The company wants to streamline and improve the customer experience from end to end, including new communication channels and digital self-service offerings. How should the Solution Architect arrange the roadmap to implement the company's stated priorities?
A. Start with Service Cloud and Revenue Cloud,followed by Experience Cloud and, later, Sales Cloud.
B. Develop a comprehensive solution that includes Sales Cloud, Revenue Cloud, Service Cloud, and Experience Cloud as a basic version from the start.
C. Fast-track Service Cloud followed by Sales Cloud,Revenue Cloud, and, later, Experience Cloud.
D. Start with Sales Cloud and Revenue Cloud, followed by Service Cloud and, later, Experience Cloud.
Explanation:
To address AW Heat & Cooling’s business pain points and strategic goals, the roadmap should be sequenced based on urgency, dependencies, and value delivery. Here's why Sales Cloud + Revenue Cloud first is the right move:
🧩 Phase 1: Sales Cloud + Revenue Cloud
Problem addressed: Long turnaround times, lack of flexibility, and confused salespeople.
Sales Cloud enables:
Better lead and opportunity management
Collaboration tools (e.g., Chatter, Account Teams)
Customer intelligence via activity tracking and CRM data
Revenue Cloud (which includes CPQ and Billing) enables:
Faster and more accurate quote generation
Subscription and pricing flexibility
Streamlined quote-to-cash processes
This phase directly tackles the core sales inefficiencies and sets the foundation for customer-facing improvements.
🧩 Phase 2: Service Cloud
Once sales is stabilized, Service Cloud improves:
Case management
Omni-channel support (chat, email, phone)
Knowledge base and self-service
Addresses the need for new communication channels and customer support improvements
🧩 Phase 3: Experience Cloud
Enables digital self-service portals for customers
Can expose:
Product catalogs
Case tracking
Knowledge articles
Quote requests (if integrated with CPQ)
This phase enhances the customer experience end-to-end, but depends on the foundational CRM and service setup.
❌ Why the Other Options Fall Short
A. Service Cloud first
Doesn’t address the sales process bottlenecks, which are the root cause of customer churn.
B. All clouds at once
Risky for a mid-sized company. High complexity, cost, and change management burden.
C. Fast-track Service Cloud
Again, prioritizes support before fixing the broken sales and quoting process.
📚 References
Salesforce Revenue Cloud Overview
Salesforce Well-Architected Framework
Salesforce Implementation Roadmap Best Practices
3D Scanners needs to apply a discount automatically on the Quote Line for Distributors while in the Quote Line Editor. The percentage discount applied depends on attributes of the Distributor Account and that of the specific Product. Sales users can add additional discounts; however, those will need to go through an approval process that allows for resubmitting to only those that previously rejected the additional discount.
Which two options should a Solution Architect recommend to meet the requirements while keeping the user experience in mind?
(Choose 2 answers)
A. CPQ license
B. Flow
C. Price Rules
D. CPQ Plus license
Explanation:
3D Scanners requires automatic discounts on Quote Lines for Distributors in the Quote Line Editor based on Distributor Account and Product attributes, with additional discounts requiring an approval process that allows resubmission only to previous rejectors. The solution must prioritize user experience. Below is a concise analysis of the options:
A. CPQ license:
The Salesforce CPQ license is essential to enable the Quote Line Editor, which allows sales users to manage quotes and apply discounts efficiently. CPQ supports automated discount schedules based on attributes (e.g., Distributor Account and Product fields) and includes a robust approval process for additional discounts. CPQ’s approval rules can be configured to route resubmissions only to previous rejectors, streamlining the process while maintaining a user-friendly interface for sales reps.
Reference: Salesforce CPQ
B. Flow:
While Salesforce Flow could theoretically automate discount calculations and approvals, it would require significant custom development to replicate CPQ’s Quote Line Editor functionality and approval routing logic (e.g., resubmission to rejectors). This approach would be less user-friendly, as Flow is not natively integrated with the Quote Line Editor, potentially disrupting the sales user experience.
Reference: Salesforce Flow
C. Price Rules:
CPQ Price Rules are the ideal mechanism to automatically apply discounts based on Distributor Account and Product attributes. Price Rules evaluate conditions (e.g., Account Type = Distributor, Product Category) and apply percentage discounts directly in the Quote Line Editor, ensuring a seamless user experience. They integrate natively with CPQ, allowing sales reps to focus on selling while discounts are calculated automatically.
Reference: CPQ Price Rules
D. CPQ Plus license:
The CPQ Plus license includes advanced features like multi-dimensional quoting and billing integrations, which are not required for the stated requirements of automatic discounts and approval processes. The standard CPQ license (Option A) is sufficient, making CPQ Plus an unnecessary cost for 3D Scanners.
Reference: Salesforce CPQ Pricing
Recommended Approach:
CPQ License: Implement Salesforce CPQ to provide the Quote Line Editor, enabling sales users to manage quotes and apply discounts with a user-friendly interface. Configure CPQ approval processes to handle additional discounts, with logic to resubmit only to previous rejectors.
Price Rules: Use CPQ Price Rules to automate discount calculations based on Distributor Account and Product attributes, ensuring discounts are applied seamlessly in the Quote Line Editor.
Why Not B or D?
B (Flow): Requires custom development, lacks native integration with the Quote Line Editor, and disrupts user experience compared to CPQ’s out-of-the-box functionality.
D (CPQ Plus): Includes unnecessary advanced features, increasing costs without addressing the core requirements.
Universal Containers (UC) is adding to its existing Salesforce implementation and currently uses Saks Cloud and Service Cloud. UC is looking to add Salesforce Field Service and Experience Cloud to allow its third-party contractors easier access to the data they need and to provide its customers a way to self-service.
UC has expressed interest m allowing its customers to be able to self-schedule maintenance work on their Assets. UC wants a solution to display scheduling options for the next month to its customers.
What should a Solution Architect consider m a potential solution?
A. Lightning Web Components Calendar Module
B. Appointment-Assistant Self Service Scheduling
C. Salesforce Scheduler
D. Standard Salesforce Asset Calendar
Explanation:
Appointment Assistant Self-Service Scheduling is a feature within Salesforce Field Service that is specifically designed to allow customers to book, reschedule, or cancel appointments based on real-time availability. It supports:
📅 Forward-looking scheduling (e.g., next month’s availability)
🔧 Asset-based service appointments
🌐 Integration with Experience Cloud for customer-facing portals
🔁 Dynamic slot visibility based on technician availability and service territories
This aligns perfectly with UC’s goals of:
Enabling customer self-service
Supporting maintenance scheduling on Assets
Providing a modern, digital experience via Experience Cloud
❌ Why the Other Options Fall Short
A. Lightning Web Components Calendar Module
Generic UI component. Doesn’t connect to Field Service availability or scheduling logic.
C. Salesforce Scheduler
Designed for internal appointment booking (e.g., financial advisors, retail staff). Not optimized for Field Service scenarios or asset maintenance.
D. Standard Salesforce Asset Calendar
No native calendar view for assets. Doesn’t support customer-facing scheduling or appointment logic.
🧠 Pro Tip for Architects
When implementing Appointment Assistant, consider:
Enabling Guest User access via Experience Cloud
Configuring Service Territories, Operating Hours, and Work Types
Ensuring Asset relationships are properly modeled
Using Flow or LWC to customize the portal experience if needed
Universal Containers (UC) sells automotive spare parts through a large network of partner retail outlets. UC's business model relies on partners (retail outlets) reaching out to UC to get access to its product catalog, selecting the product(s) they require, and then making bulk purchases. The partners occasionally reach out to UC sales representatives for advice or clarifications regarding particular SKUs on an opportunity on which they are co-sellers.
UC wants to offer discounts to partners who make large purchases. Further, UC wants to provide its partners with reports detailing their sales, including reports that summarize sales by partner, to help UC classify its partners accordingly.
Which solution should a Solution Architect recommend to meet UC's requirements?
A. Sales Cloud, B2B Commerce, and Partner Relationship Management
B. Sales Cloud, B2B Commerce, and Customer Community
C. Sales Cloud,Service Cloud, and Partner Relationship Management
D. Sales Cloud, Partner Relationship Management, and Einstein
Explanation:
Why this best fits the scenario
B2B Commerce gives partner outlets a self-service storefront to browse the product catalog and place bulk orders, with buyer groups, account-specific price books, and tiered/volume discounts for large purchases.
Partner Relationship Management (PRM) (via an Experience Cloud Partner site) enables co-selling with UC reps (opportunity sharing, deal registration) and provides partner reporting/analytics and partner scorecards to summarize sales by partner and classify partners.
Sales Cloud remains the system for opportunity management and collaboration between UC reps and partners, so questions on SKUs within opportunities are handled in one place. (PRM is built to extend Sales Cloud data securely to partners.)
Why the others fall short
B. Sales Cloud, B2B Commerce, and Customer Community
“Customer Community” licensing doesn’t support partner co-selling with Opportunities like Partner licenses do.
C. Sales Cloud, Service Cloud, and PRM
Lacks B2B Commerce for catalog browsing and bulk purchasing—a core requirement.
D. Sales Cloud, PRM, and Einstein
Missing B2B Commerce for the ordering experience; Einstein isn’t required to meet the stated needs.
Bottom line:
Use Sales Cloud + PRM for partner co-sell and reporting, and B2B Commerce to power the partner storefront with bulk ordering and discounting.
A Solution Architect has gathered requirements from discovery with Northern Trail Hot Tubs below:
• Northern Trail Hot Tubs sells through a B2B2C model with Dealers.
• Northern Trail Hot Tubs tracks Dealer Opportunities in Salesforce, but wishes to have more insight into the sales process from its Dealers.
• Dealers would like to be able to get custom Hot Tub pricing quickly from Northern Trail Hot Tubs without having to wait for configuration estimates to come back from Northern Trail Hot Tubs.
• Northern Trail Hot Tubs supports its Dealers and Customers directly, and Dealers would like better insight into support that their Customers receive.
Which capabilities should a Solution Architect suggest to provide to Northern Trail Hot Tub Dealers?
A. Experience Cloud and Revenue Cloud forDealers to get Quotes and view Cases
B. B2B Commerce for Dealers to get pricing and Service Cloud for Cases
C. Experience Cloud and Sales Cloud for Dealers to be able to create Opportunities and add Opportunity Products
D. Experience Cloud and Service Cloud for Dealers to be able to request pricing through Cases and track Customer Cases
Explanation:
B2B Commerce is a solution that enables B2B buyers to purchase products online from a branded storefront. It can help Northern Trail Hot Tubs provide custom pricing and configuration options for their Hot Tubs without having to wait for estimates. It can also help them track and manage their orders and inventory.
Service Cloud is a solution that enables customer service agents to manage and resolve customer issues across multiple channels. It can help Northern Trail Hot Tubs support their Dealers and Customers directly and provide them with visibility into their case history and status. It can also help them leverage AI and automation to improve service efficiency and quality.
By integrating B2B Commerce and Service Cloud, Northern Trail Hot Tubs can create a seamless B2B2C experience that enhances customer satisfaction and loyalty.
Universal Containers (UC) is a global organization that wants to establish a 628 Commerce site to meet changing customer expectations and expand into new markets. These expectations include being able to self-serve 24x7 and get automated updates on orders.
There are existing sales channels used at UC. Including a standard Sales team as well as a partner sales channel.
The sales leader met with a Solution Architect and shared that they want to grow their digital capabilities over the next 2 years. Time is of the essence and the sales leader needs to have the ecommerce solution in place as soon as possible to capture market share in new geographies before other competitors move in. The executive team has promised prompt access to key stakeholders as needed.
What is the appropriate next step 'or the Solution Architect?
A. Propose the introduction of B2B Commerce and CPQ to address the key areas of need such as global commerce, complex pricing, quoting and discounting needs; highlight the key features 6r>a the alignment of the features to the needs outlined.
B. Propose a set of high-level design options with architecture diagrams depicting thepotential elements of a solution that would meet the needs of the enterprise, including pros and cons to help the stakeholdersmake final decisions.
C. Recommend in iterative rollout strategy for one of the new geographies where B2B Commerce is first rolled out to secure first mover status, while theSolution Architect gathers more requirements around other capabilities and requirements, and then roll those out over subsequent phases.
D. Recommend discovery meetings with additional stakeholders to gather information on the functional and technical requirement across the sales and other functional areas, then provide a recommendation based on information gathered to deliver an MVP.
Explanation:
The B2B Solution Architect views more on the overall solution architecture in pure B2B scenarios. The certificate covers different aspects of the duties of an enterprise solution architect, such as understanding business requirements in the whole customer journey and understanding best practices to implement multi-cloud solutions. Therefore, it is important to conduct discovery meetings with key stakeholders to understand their needs and pain points before proposing a solution.
Universal Containers (UC) is about to implement Sales Cloud, Service Cloud, and Revenue Cloud within its newly created Salesforce environment. But before UC begins, the CIO would like to understand the options for creating and migrating changes within Salesforce. UC is about to use a sandbox for the initial build and will deploy customization up to the production environment. UC has decided to build packages of metadata to silo the functionality between the three clouds it is implementing for.
What are two key considerations a Solution Architect should keep in mind when recommending packaging?
(Choose 2 answers)
A. Design the package as modular, loosely coupled units of metadata rather than large chunks of an org.
B. Only utilize one functional automation tool (Flow, Workflow Rules, Process Builder) per object.
C. It is impossible to track source controlwith package development; either the org owns the source or a source control does, but never both.
D. Clouds like Revenue Cloud have their own packages so it is easy to work with them because their automation is limited.
Explanation:
Packaging is a way of organizing and distributing your customizations and applications on the Salesforce platform1. Packaging can help you manage changes across different environments, such as sandboxes and production2.
Designing the package as modular, loosely coupled units of metadata rather than large chunks of an org is a best practice forpackaging3. This can help you avoid dependencies and conflicts between different packages and clouds3. It can also make your package easier to maintain and upgrade3.
Only utilizing one functional automation tool (Flow, Workflow Rules, Process Builder) per object is another best practice for packaging4. This can help you avoid performance issues and unexpected behaviors caused by multiple tools triggering on the same object4. It can also make your package easier to debug and test4.
UC Foods, a manufacturing company, has multiple sales channels including a front-line Sales team and channel partners who are currently enabled on Sales Cloud as well as a Partner Community. The company wants to establish a new B2B Commerce portal to lower the cost of sales by enabling self-service capabilities to automate sales wherever possible. The executive sponsor is concerned that sales representatives might see the B2B channel as a threat to their ability to sell and, therefore, earn higher commissions.
Which two use cases should the Solution Architect highlight to help the executive sponsor better understand the appropriate role for B2B Commerce as it relates to existing sales channels?
(Choose 2 answers)
A. Highlight that the B2B portal is meant to tackle more routine, low-complexity sales, allowing the Sales team to focus on the more complex sales and priority accounts.
B. Highlight that the B2B portal will be a useful tool to help improve customer communications and enhance customer engagement by providing faster updates on their orders as they are fulfilled.
C. Highlight that the B2B portal is meant to handle high-complexity sales that are ideal for automation, leaving the Sales team to handle less complex, higher-margin sales.
D. Highlight that the B2B portal will help the company grow and expand into new geographies where the company does not currently have a sales footprint, resulting in more rewards for everyone.
Explanation:
Salesforce B2B Commerce is a solution that enables organizations to create ecommerce storefronts that are specifically designed for businesses making large volume purchases from other businesses online. B2B Commerce customers need easy online access to suppliers so they can buy products to run their businesses.
According to 3, B2B Commerce makes business buying easy and individualized. It provides the ability to exceed expectations and hide business complexity for customers with features such as personal catalogs, accurate pricing, large orders, quick reorders, self- service account management, and more.
Therefore, a Solution Architect should highlight that the B2B portal is meant to tackle more routine, low-complexity sales, allowing the Sales team to focus on the more complex sales and priority accounts. This way, UC can lower the cost of sales by automating simple transactions and freeing up sales resources for higher-value opportunities.
A Solution Architect should also highlight that the B2B portal will help the company grow and expand into new geographies where the company does not currently have a sales footprint, resulting in more rewards for everyone. This way, UC can leverage its online presence to reach new markets and customers without investing in physical infrastructure or personnel.
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