Salesforce B2C Solution architect's handbook: leverage salesforce to create scalable and cohesive business-to-consumer experiences
Gespeichert in:
| Beteiligte Personen: | , |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | Englisch |
| Veröffentlicht: |
Birmingham
Packt Publishing, Limited
2023
|
| Ausgabe: | Second edition |
| Schlagwörter: | |
| Links: | https://ebookcentral.proquest.com/lib/hwr/detail.action?docID=31355085 https://portal.igpublish.com/iglibrary/search/PACKT0007199.html https://portal.igpublish.com/iglibrary/search/PACKT0007199.html https://portal.igpublish.com/iglibrary/search/PACKT0007199.html https://portal.igpublish.com/iglibrary/search/PACKT0007199.html |
| Umfang: | 1 Online-Ressource (464 Seiten) |
| ISBN: | 9781801078757 |
Internformat
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| author | King, Mike Murphy, Melissa |
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| contents | Cover -- Title page -- Copyright and credits -- Dedication -- Contributors -- Table of Contents -- Preface -- Part 1: Customer 360 Component Products -- Chapter 1: De-Mystifying Salesforce -- Learning the language: Salesforce and Customer 360 -- The Lightning Platform -- The Salesforce ecosystem -- Customer 360 evolution -- B2C solution architecture focus areas -- Introducing the Lightning Platform -- Salesforce Orgs -- Data model -- Security -- User experience customization -- Flow -- Approval Processes -- AppExchange -- Reports and dashboards -- Additional technology stacks -- The Lightning Platform and beyond -- Integrating external technology into the solution -- Acquisitions and legacy terminology -- Summary -- Questions -- Further reading -- Chapter 2: Supporting Your Customers with Service Cloud -- Service Cloud capabilities -- Service Cloud editions -- Service Console -- Customer support -- Knowledge -- Service Contracts and Entitlements -- Computer-Telephony Integration (CTI) -- Omni-Channel -- Service Cloud data model -- Lightning Platform data model review -- Additional Objects -- Service Cloud APIs and integrations -- Available APIs -- Which API do I use? -- File-based integrations -- Data import and export capabilities -- Outgoing requests -- Service Cloud request limits and allocations -- Salesforce licenses and editions -- Capability capacity limitations -- Total API allocations -- API usage monitoring and enforcement -- API access and connected apps -- Feature allocation limits -- Data and file storage allocations -- Summary -- Questions -- Further reading -- Chapter 3: Direct-to-Consumer Selling with B2C Commerce -- B2C Commerce capabilities -- Customer experience options -- Roles and access -- Merchant tools -- Admin tools -- B2C Commerce data model -- Realms, instances, and sites -- Designing data sharing solutions System Objects -- Custom Objects -- Packt Gear B2C Commerce data model -- B2C Commerce APIs and integrations -- Feed-based integration support -- Job framework -- Account Manager -- Open Commerce API (OCAPI) -- Salesforce Commerce API (SCAPI) -- Integration points -- B2C Commerce quotas and governance -- API and Object quotas overview -- Key solution design quotas -- B2C Commerce Partner Marketplace -- Commerce Cloud product family -- Order Management -- Omnichannel Inventory -- Salesforce Commerce -- Commerce Marketplace -- Loyalty Management -- Summary -- Questions -- Chapter 4: Engaging Customers with Marketing Cloud -- Marketing Cloud components -- Marketing Cloud Engagement components -- Marketing Cloud Intelligence -- Marketing Cloud Personalization -- Marketing Cloud Account Engagement -- Marketing Cloud Engagement capabilities -- Email management -- Journey orchestration -- CloudPages -- Programmatic customization -- Marketing Cloud Engagement data model -- Lists -- Data extensions -- Data Designer -- Business units (BUs) -- Suppression -- Segmentation -- Marketing Cloud Engagement APIs and integrations -- Feed file-based integrations -- API integrations -- Productized integration -- Importing data into a data extension -- Marketing Cloud Engagement design considerations -- Marketing Cloud Engagement edition constraints -- Data import volumes -- Putting it all together -- Summary -- Further Reading -- Questions -- Chapter 5: Know Your Customer with Data Cloud (DC) -- Data Cloud key terms and definitions -- Data Cloud data model -- Data object and field types -- Data modeling and data mapping -- Key data model object mappings for B2C solutions -- Data Cloud capabilities -- Data Cloud editions -- Data ingestion -- Data transformation and harmonization -- Identity resolution -- Segmentation and activation -- Data insights and reporting Data Cloud APIs and integrations -- Salesforce connectors -- External connectors -- Data Cloud design considerations -- Platform usage constraints by cost model -- Testing in production -- Unified individual ID is a mutable internal identifier -- Shared home org versus dedicated remote org -- Summary -- Questions -- Further reading -- Chapter 6: Salesforce Ecosystem - Building a Complete Solution -- Completing the customer experience with Experience Cloud and Content Management -- Experience Cloud -- CMS -- End-to-end commerce with OM, Payments, Loyalty, and B2B -- OM -- Salesforce Payments -- Loyalty Management -- Salesforce B2B Commerce Lightning -- The quote-to-cash life cycle with Sales Cloud and Revenue Cloud -- Sales Cloud -- Revenue Cloud -- Enterprise analytics with Tableau -- Tableau integration -- CRM Analytics -- Integration and computing with MuleSoft and Heroku -- MuleSoft in Customer 360 -- Heroku in Customer 360 -- The Packt Gear solution -- Summary -- Questions -- Part 2: Architecture of Customer 360 Solutions -- Chapter 7: Role of a Solution Architect -- Role of a B2C solution architect -- The full team -- Architect team responsibilities -- Alignment on goals -- Stakeholders -- Stakeholder interviews -- Mapping business needs to technology solutions -- Project sequencing -- Building a firm foundation -- Evaluating next steps -- Business case breakdown -- Architecture deliverables -- System overview diagram -- Data mapping -- Sequence diagram -- Technical specification documents -- The Packt Gear team -- Summary -- Questions -- Chapter 8: Integration Architecture Options -- Point-to-point integrations -- A prescriptive approach -- Productized point-to-point integrations -- B2C CRM Sync -- MC Connect -- Commerce and Marketing Connector -- Integration middleware -- When to explore integration middleware Integration middleware and the point-to-point connectors -- Advantages of MuleSoft -- Leveraging MuleSoft in a B2C solution -- Single source of truth -- Incorporating a single source of truth -- Leveraging Heroku -- The cross-cloud application development life cycle -- The Service Cloud application development life cycle -- The B2C Commerce application development life cycle -- The Marketing Cloud Engagement application development life cycle -- The integrated B2C solution application development life cycle -- The Packt Gear approach -- Summary -- Questions -- Further reading -- Chapter 9: Creating a 360° View of the Customer -- Identifying the customer -- Service Cloud customer identifiers -- B2C Commerce customer identifiers -- Marketing Cloud Engagement customer identifiers -- Cross-cloud customer identification -- Mastering customer data -- Evaluating business needs -- Cross-cloud customer data mapping -- Data privacy and consent management -- Handling legacy data -- 360° view of the customer -- Experience delivery maturity -- Recognizing customers as humans -- Seamless identity -- The Packt Gear approach -- Summary -- Questions -- Further reading -- Chapter 10: Customizing for Common Business Needs -- Scenarios for multi-cloud solution kits -- Customer 360 Guide for Retail -- Solution kits -- Integrating chatbots and agent-supported chat -- Supported use cases -- Extending the chat solution architecture -- Extending the chat workflow -- Additional chat design considerations -- Chat configuration extensions -- Chat modifications for B2C CRM Sync -- Capturing revenue with abandonment journeys -- Abandoned cart workflow -- Abandoned cart data model -- collect.js for abandonment scenarios -- Guided hike abandonment tracking -- Rebuilding the customer's cart -- Summary -- Questions -- Chapter 11: Enterprise Integration Strategies Multi-org, realm, and BU scenarios -- Component product scopes and structures -- Solution design considerations -- Enterprise data management -- Point-to-point integration impacts -- Multi-org with Marketing Cloud Engagement -- Implications for B2C CRM Sync -- B2C Commerce and Marketing Cloud Engagement -- Enterprise integration using middleware -- Virtualizing data access at scale -- Aggregating data through services -- Integrations beyond Salesforce -- External customer data sources -- External system integration points -- External integrations through middleware -- Monitoring the solution -- Log file aggregation -- Integration middleware -- Manual approaches -- Custom solutions -- Summary -- Questions -- Further reading -- Part 3: Salesforce Certified B2C Solution Architect -- Chapter 12: Exam Preparation Tools and Techniques -- Exam structure -- Credentials and target audience -- Topic outline and weighting -- Study materials -- Solution architecture guidebooks -- Trailhead resources -- PLC -- Hands-on experience -- Broadening your perspective -- Gaining product-specific knowledge -- Getting started with Salesforce -- Summary -- Questions -- Chapter 13: Prerequisite Certifications -- Platform App Builder exam overview -- Platform App Builder topic overview -- Platform App Builder study materials -- Data Architect exam overview -- Data Architect topic overview -- Data Architect study materials -- Integration Architect exam overview -- Integration Architect topic overview -- Integration Architect study materials -- Summary -- Questions -- Chapter 14: Commerce and Integration -- B2C Commerce Architect exam prep topics -- B2C Commerce Architect certification -- B2C Commerce Developer certification -- B2C Commerce Architect topic overview -- B2C Commerce supplemental topics -- Complementary component topics -- Overall solution design topics Summary |
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| dewey-full | 658.812 |
| dewey-hundreds | 600 - Technology (Applied sciences) |
| dewey-ones | 658 - General management |
| dewey-raw | 658.812 |
| dewey-search | 658.812 |
| dewey-sort | 3658.812 |
| dewey-tens | 650 - Management and auxiliary services |
| discipline | Wirtschaftswissenschaften |
| edition | Second edition |
| format | Electronic eBook |
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| id | DE-604.BV049876643 |
| illustrated | Not Illustrated |
| indexdate | 2025-01-31T11:03:18Z |
| institution | BVB |
| isbn | 9781801078757 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-035216093 |
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| psigel | ZDB-30-PQE ZDB-221-PPR ZDB-30-PQE HWR_PDA_PQE ZDB-221-PPR TUM_Paketkauf_2025 |
| publishDate | 2023 |
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| publisher | Packt Publishing, Limited |
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| spellingShingle | King, Mike Murphy, Melissa Salesforce B2C Solution architect's handbook leverage salesforce to create scalable and cohesive business-to-consumer experiences Cover -- Title page -- Copyright and credits -- Dedication -- Contributors -- Table of Contents -- Preface -- Part 1: Customer 360 Component Products -- Chapter 1: De-Mystifying Salesforce -- Learning the language: Salesforce and Customer 360 -- The Lightning Platform -- The Salesforce ecosystem -- Customer 360 evolution -- B2C solution architecture focus areas -- Introducing the Lightning Platform -- Salesforce Orgs -- Data model -- Security -- User experience customization -- Flow -- Approval Processes -- AppExchange -- Reports and dashboards -- Additional technology stacks -- The Lightning Platform and beyond -- Integrating external technology into the solution -- Acquisitions and legacy terminology -- Summary -- Questions -- Further reading -- Chapter 2: Supporting Your Customers with Service Cloud -- Service Cloud capabilities -- Service Cloud editions -- Service Console -- Customer support -- Knowledge -- Service Contracts and Entitlements -- Computer-Telephony Integration (CTI) -- Omni-Channel -- Service Cloud data model -- Lightning Platform data model review -- Additional Objects -- Service Cloud APIs and integrations -- Available APIs -- Which API do I use? -- File-based integrations -- Data import and export capabilities -- Outgoing requests -- Service Cloud request limits and allocations -- Salesforce licenses and editions -- Capability capacity limitations -- Total API allocations -- API usage monitoring and enforcement -- API access and connected apps -- Feature allocation limits -- Data and file storage allocations -- Summary -- Questions -- Further reading -- Chapter 3: Direct-to-Consumer Selling with B2C Commerce -- B2C Commerce capabilities -- Customer experience options -- Roles and access -- Merchant tools -- Admin tools -- B2C Commerce data model -- Realms, instances, and sites -- Designing data sharing solutions System Objects -- Custom Objects -- Packt Gear B2C Commerce data model -- B2C Commerce APIs and integrations -- Feed-based integration support -- Job framework -- Account Manager -- Open Commerce API (OCAPI) -- Salesforce Commerce API (SCAPI) -- Integration points -- B2C Commerce quotas and governance -- API and Object quotas overview -- Key solution design quotas -- B2C Commerce Partner Marketplace -- Commerce Cloud product family -- Order Management -- Omnichannel Inventory -- Salesforce Commerce -- Commerce Marketplace -- Loyalty Management -- Summary -- Questions -- Chapter 4: Engaging Customers with Marketing Cloud -- Marketing Cloud components -- Marketing Cloud Engagement components -- Marketing Cloud Intelligence -- Marketing Cloud Personalization -- Marketing Cloud Account Engagement -- Marketing Cloud Engagement capabilities -- Email management -- Journey orchestration -- CloudPages -- Programmatic customization -- Marketing Cloud Engagement data model -- Lists -- Data extensions -- Data Designer -- Business units (BUs) -- Suppression -- Segmentation -- Marketing Cloud Engagement APIs and integrations -- Feed file-based integrations -- API integrations -- Productized integration -- Importing data into a data extension -- Marketing Cloud Engagement design considerations -- Marketing Cloud Engagement edition constraints -- Data import volumes -- Putting it all together -- Summary -- Further Reading -- Questions -- Chapter 5: Know Your Customer with Data Cloud (DC) -- Data Cloud key terms and definitions -- Data Cloud data model -- Data object and field types -- Data modeling and data mapping -- Key data model object mappings for B2C solutions -- Data Cloud capabilities -- Data Cloud editions -- Data ingestion -- Data transformation and harmonization -- Identity resolution -- Segmentation and activation -- Data insights and reporting Data Cloud APIs and integrations -- Salesforce connectors -- External connectors -- Data Cloud design considerations -- Platform usage constraints by cost model -- Testing in production -- Unified individual ID is a mutable internal identifier -- Shared home org versus dedicated remote org -- Summary -- Questions -- Further reading -- Chapter 6: Salesforce Ecosystem - Building a Complete Solution -- Completing the customer experience with Experience Cloud and Content Management -- Experience Cloud -- CMS -- End-to-end commerce with OM, Payments, Loyalty, and B2B -- OM -- Salesforce Payments -- Loyalty Management -- Salesforce B2B Commerce Lightning -- The quote-to-cash life cycle with Sales Cloud and Revenue Cloud -- Sales Cloud -- Revenue Cloud -- Enterprise analytics with Tableau -- Tableau integration -- CRM Analytics -- Integration and computing with MuleSoft and Heroku -- MuleSoft in Customer 360 -- Heroku in Customer 360 -- The Packt Gear solution -- Summary -- Questions -- Part 2: Architecture of Customer 360 Solutions -- Chapter 7: Role of a Solution Architect -- Role of a B2C solution architect -- The full team -- Architect team responsibilities -- Alignment on goals -- Stakeholders -- Stakeholder interviews -- Mapping business needs to technology solutions -- Project sequencing -- Building a firm foundation -- Evaluating next steps -- Business case breakdown -- Architecture deliverables -- System overview diagram -- Data mapping -- Sequence diagram -- Technical specification documents -- The Packt Gear team -- Summary -- Questions -- Chapter 8: Integration Architecture Options -- Point-to-point integrations -- A prescriptive approach -- Productized point-to-point integrations -- B2C CRM Sync -- MC Connect -- Commerce and Marketing Connector -- Integration middleware -- When to explore integration middleware Integration middleware and the point-to-point connectors -- Advantages of MuleSoft -- Leveraging MuleSoft in a B2C solution -- Single source of truth -- Incorporating a single source of truth -- Leveraging Heroku -- The cross-cloud application development life cycle -- The Service Cloud application development life cycle -- The B2C Commerce application development life cycle -- The Marketing Cloud Engagement application development life cycle -- The integrated B2C solution application development life cycle -- The Packt Gear approach -- Summary -- Questions -- Further reading -- Chapter 9: Creating a 360° View of the Customer -- Identifying the customer -- Service Cloud customer identifiers -- B2C Commerce customer identifiers -- Marketing Cloud Engagement customer identifiers -- Cross-cloud customer identification -- Mastering customer data -- Evaluating business needs -- Cross-cloud customer data mapping -- Data privacy and consent management -- Handling legacy data -- 360° view of the customer -- Experience delivery maturity -- Recognizing customers as humans -- Seamless identity -- The Packt Gear approach -- Summary -- Questions -- Further reading -- Chapter 10: Customizing for Common Business Needs -- Scenarios for multi-cloud solution kits -- Customer 360 Guide for Retail -- Solution kits -- Integrating chatbots and agent-supported chat -- Supported use cases -- Extending the chat solution architecture -- Extending the chat workflow -- Additional chat design considerations -- Chat configuration extensions -- Chat modifications for B2C CRM Sync -- Capturing revenue with abandonment journeys -- Abandoned cart workflow -- Abandoned cart data model -- collect.js for abandonment scenarios -- Guided hike abandonment tracking -- Rebuilding the customer's cart -- Summary -- Questions -- Chapter 11: Enterprise Integration Strategies Multi-org, realm, and BU scenarios -- Component product scopes and structures -- Solution design considerations -- Enterprise data management -- Point-to-point integration impacts -- Multi-org with Marketing Cloud Engagement -- Implications for B2C CRM Sync -- B2C Commerce and Marketing Cloud Engagement -- Enterprise integration using middleware -- Virtualizing data access at scale -- Aggregating data through services -- Integrations beyond Salesforce -- External customer data sources -- External system integration points -- External integrations through middleware -- Monitoring the solution -- Log file aggregation -- Integration middleware -- Manual approaches -- Custom solutions -- Summary -- Questions -- Further reading -- Part 3: Salesforce Certified B2C Solution Architect -- Chapter 12: Exam Preparation Tools and Techniques -- Exam structure -- Credentials and target audience -- Topic outline and weighting -- Study materials -- Solution architecture guidebooks -- Trailhead resources -- PLC -- Hands-on experience -- Broadening your perspective -- Gaining product-specific knowledge -- Getting started with Salesforce -- Summary -- Questions -- Chapter 13: Prerequisite Certifications -- Platform App Builder exam overview -- Platform App Builder topic overview -- Platform App Builder study materials -- Data Architect exam overview -- Data Architect topic overview -- Data Architect study materials -- Integration Architect exam overview -- Integration Architect topic overview -- Integration Architect study materials -- Summary -- Questions -- Chapter 14: Commerce and Integration -- B2C Commerce Architect exam prep topics -- B2C Commerce Architect certification -- B2C Commerce Developer certification -- B2C Commerce Architect topic overview -- B2C Commerce supplemental topics -- Complementary component topics -- Overall solution design topics Summary Customer relations-Management-Data processing Salesforce (Online service) |
| title | Salesforce B2C Solution architect's handbook leverage salesforce to create scalable and cohesive business-to-consumer experiences |
| title_auth | Salesforce B2C Solution architect's handbook leverage salesforce to create scalable and cohesive business-to-consumer experiences |
| title_exact_search | Salesforce B2C Solution architect's handbook leverage salesforce to create scalable and cohesive business-to-consumer experiences |
| title_full | Salesforce B2C Solution architect's handbook leverage salesforce to create scalable and cohesive business-to-consumer experiences |
| title_fullStr | Salesforce B2C Solution architect's handbook leverage salesforce to create scalable and cohesive business-to-consumer experiences |
| title_full_unstemmed | Salesforce B2C Solution architect's handbook leverage salesforce to create scalable and cohesive business-to-consumer experiences |
| title_short | Salesforce B2C Solution architect's handbook |
| title_sort | salesforce b2c solution architect s handbook leverage salesforce to create scalable and cohesive business to consumer experiences |
| title_sub | leverage salesforce to create scalable and cohesive business-to-consumer experiences |
| topic | Customer relations-Management-Data processing Salesforce (Online service) |
| topic_facet | Customer relations-Management-Data processing Salesforce (Online service) |
| url | https://portal.igpublish.com/iglibrary/search/PACKT0007199.html |
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