B2B-Solution-Architect
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B2B Solution Architect (B2B-Solution-Architect)
The certification teaches architects to design end‑to‑end B2B solutions across Sales, Service, and partner ecosystems, covering discovery, planning, sales processes, service architecture, channel strategy, and integration. It equips them to deliver scalable, compliant, and revenue‑driving implementations.
120
Minutes
60
Questions
57/100
Passing Score
$400
Exam Cost
Who Should Take This
Mid‑level to senior solution architects, technical leads, and B2B consultants who already manage Salesforce implementations and seek to master holistic design for complex enterprise ecosystems. They aim to validate their expertise, accelerate project delivery, and align sales, service, and partner strategies with business objectives.
What's Covered
1
Domain 1: Discovery and Planning
2
Domain 2: Sales Process
3
Domain 3: Service Architecture
4
Domain 4: Partner and Channel
5
Domain 5: Integration
6
Domain 6: Analytics
7
Domain 7: Account Architecture
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
65 learning goals
1
Domain 1: Discovery and Planning
2 topics
Requirements Analysis
- Implement requirements gathering workshops using stakeholder interviews, process mapping, and gap analysis for B2B solution scoping
- Analyze business capability maps to identify automation opportunities across lead-to-cash, CPQ, and order management processes
- Design solution roadmaps prioritizing quick wins, foundational capabilities, and long-term strategic integrations for phased implementations
- Recommend requirements analysis configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Analyze requirements analysis configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Solution Evaluation
- Analyze platform licensing models evaluating Sales Cloud, Service Cloud, Revenue Cloud, and Experience Cloud editions for B2B requirements
- Design build-versus-buy decision frameworks comparing AppExchange solutions, custom development, and hybrid approaches for capabilities
- Implement solution prototypes using sandbox environments, proof-of-concept configurations, and stakeholder feedback loops for validation
- Create solution evaluation configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Apply solution evaluation configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
2
Domain 2: Sales Process
2 topics
Lead Management
- Implement lead scoring models, assignment rules, and conversion workflows for automated lead qualification and routing in B2B contexts
- Design territory management architectures with account hierarchies, assignment rules, and forecast categories for enterprise sales operations
- Analyze pipeline architectures evaluating stage progression, win probability models, and multi-currency forecasting configurations for accuracy
- Examine lead management configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Optimize lead management configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Quoting and Contracts
- Implement quote-to-contract workflows using Salesforce CPQ, quote templates, and electronic signature integrations for deal closure
- Design contract lifecycle management architectures with renewal automation, amendment workflows, and compliance tracking mechanisms
- Analyze pricing strategy implementations evaluating volume discounts, tiered pricing, subscription models, and multi-currency configurations
- Design quoting contracts configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Compare quoting contracts configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
3
Domain 3: Service Architecture
2 topics
Case Management
- Implement case management configurations with auto-routing, escalation rules, and SLA milestone tracking for B2B support operations
- Design omni-channel service architectures combining email-to-case, web-to-case, and telephony integration for unified customer support
- Analyze case deflection strategies evaluating knowledge base effectiveness, chatbot resolution rates, and self-service portal adoption metrics
- Configure case management configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Configure case management configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Field Service
- Implement Field Service Lightning configurations with service territories, scheduling policies, and mobile workforce management for on-site support
- Design preventive maintenance architectures using IoT-triggered work orders, asset lifecycle tracking, and predictive service scheduling
- Analyze field service optimization evaluating technician utilization, travel time reduction, and first-visit resolution rate improvement strategies
- Compare field service configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Design field service configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
4
Domain 4: Partner and Channel
2 topics
Partner Management
- Implement partner community portals using Experience Cloud with deal registration, lead distribution, and partner performance dashboards
- Design channel program architectures with partner tiers, certification tracking, MDF allocation, and co-selling workflow automation frameworks
- Analyze partner engagement metrics evaluating deal registration conversion, partner-sourced pipeline, and channel conflict resolution effectiveness
- Optimize partner management configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Examine partner management configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
B2B Commerce
- Implement B2B Commerce storefronts with product catalogs, negotiated pricing, account-specific promotions, and reorder functionality
- Design B2B Commerce architectures integrating ERP inventory systems, complex pricing engines, and multi-site brand management capabilities
- Analyze commerce performance evaluating conversion funnels, average order values, and digital self-service adoption against traditional channels
- Apply b2b commerce configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Create b2b commerce configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
5
Domain 5: Integration
2 topics
ERP Integration
- Implement ERP integration patterns using middleware for account, product, order, and invoice synchronization between Salesforce and ERP systems
- Design bi-directional sync architectures with conflict resolution, master data hierarchy, and error handling for Salesforce-ERP consistency
- Analyze integration failure patterns evaluating retry mechanisms, dead letter management, and data reconciliation procedures for reliability
- Analyze erp integration configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Recommend erp integration configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Marketing Integration
- Implement marketing automation integrations connecting Marketing Cloud, Account Engagement, and Sales Cloud for unified lead lifecycle management
- Design account-based marketing architectures with persona targeting, campaign attribution models, and multi-touch engagement scoring frameworks
- Analyze marketing-sales alignment evaluating lead handoff processes, SLA compliance, and pipeline contribution metrics across integrated systems
- Architect marketing integration configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Evaluate marketing integration configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
6
Domain 6: Analytics
2 topics
Revenue Analytics
- Implement revenue analytics dashboards combining pipeline metrics, forecast accuracy tracking, and sales velocity measurements across units
- Design Einstein Analytics implementations with predictive lead scoring, opportunity insights, and automated recommendation engines for sales
- Analyze forecast accuracy improvement strategies evaluating conversion rates, pipeline stage duration, and AI prediction confidence scores
- Deploy revenue analytics configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Implement revenue analytics configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Operational Reporting
- Implement cross-object reporting architectures with joined reports, custom report types, and embedded analytics for operational decision support
- Design KPI frameworks combining sales, service, and partner performance indicators for executive-level B2B operational visibility dashboards
- Implement operational reporting configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Evaluate operational reporting configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Architect operational reporting configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
7
Domain 7: Account Architecture
1 topic
Account Management
- Implement person account and business account data models with hierarchies, relationships, and contact roles for B2B organizations
- Design account engagement architectures using activity timelines, Einstein Activity Capture, and relationship intelligence for tracking
- Analyze account segmentation strategies evaluating industry vertical models, tier classifications, and ABM alignment approaches for targeting
- Assess account management configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Plan account management configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Scope
Included Topics
- B2B solution discovery, requirements analysis, and solution roadmap planning.
- Sales process architecture with lead management, territory planning, and contract lifecycle.
- Service architecture including case management, field service, and omni-channel support.
- Partner relationship management and B2B Commerce configuration.
Not Covered
- B2C consumer commerce and marketing.
- Apex development.
- Data architecture.
Official Exam Page
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