Free Salesforce B2B-Solution-Architect Practice Exam with Questions & Answers | Set: 3

When considering data flows for the integration of CPQ, B2B Commerce, and Sales Cloud with an external ERP for order fulfillment, the Solution Architect should keep in mind:

• A. Product and Pricing are set up with CPQ as the source of record.This ensures that the CPQ system manages all product and pricing data, which is essential for maintaining accurate and consistent information across platforms.
• B. The source for the data feed to ERP is the CPQ Order object.Once the quote is finalized in CPQ and an order is created, that data should flow into the ERP for fulfillment, maintaining data integrity and process continuity.

These considerations are in line with Salesforce best practices for managing data across multiple systems, ensuring that each system utilizes its strengths and maintains data consistency.

According to SOGAF Operating Models1, an operating model has two dimensions: business process standardization and business process integration. Business process standardization refers to how similar or different are the processes across different units of an organization, such as direct and indirect sales teams. Business process integration refers to how much data is shared across different units of an organization, such as direct and indirect sales teams.

By asking these two questions, a Solution Architect can determine which of the four types of operating models (coordination, diversification, replication, or unification) best suits Universal Containers’ needs for cross-departmental process and data utilization1.

To select the right operating model, the Solution Architect should ask:

• C. Are the processes the same for the direct Sales team and indirect Sales team?Understanding if the sales processes differ significantly between teams will influence the design of the operating model.
• D. Is the data shared between the direct Sales team and indirect Sales team?Knowing how data is shared helps to determine the extent to which systems need to be integrated and whether data duplication can be avoided.

For Universal Containers (UC), maintaining the system of record (SOR) for all orders in the ERP Order Object is the most strategic approach, especially given the ERP's role in fulfillment and invoicing. This ensures that the ERP remains the authoritative source for order data, providing a single point of truth for financial transactions and order management. Integrating Salesforce clouds with the ERP allows for seamless data flow and operational efficiency, supporting UC's digital transformation goals while leveraging the ERP's robust capabilities for order processing and financial management.

A Salesforce Center of Excellence (COE) is a centralized division within your company that oversees and manages all aspects of the Salesforce instance, including projects, maintenance, and support12. A COE acts as a central governing body for the entire organization and funnels all decision making and product ownership through a single group2. By creating a COE, you can ensure that all development decisions will be made by internal resourceswho have direct relationships with stakeholders throughout the company12.

Another benefit of creating a COE is that knowledge of the solution will stay within the organization3. A COE provides leadership, best practices, research, support and training for Salesforce3. By having an internal team that is responsible for implementing and maintaining the solution, you can avoid relying on external vendors or consultants who may not have your best interests at heart or who may leave after the project is done4.

To align the partner strategies of the acquired companies with UC's new vision for a single indirect channel, the Solution Architect should recommend:

• A. Completely unify all the channel strategies under the acquiring company's brand and strategy.This ensures a cohesive approach and aligns with the goal of a unified partner strategy.
• C. Create an adoption plan for the Direct Sales team to engage with the Indirect Sales team in a sell-with model within the new Partner Communities.This facilitates collaboration between direct and indirect sales channels, leveraging the strengths of both to drive sales in the unified environment.

References to these strategies can be found in Salesforce's best practices for managing partner relationships and communities, as detailed in Salesforce Partner Community documentation.

A Scaled Agile Center of Excellence (LACE) is a smallteam of people dedicated to implementing the SAFe® Lean-Agile way of working1. A LACE can be used to gather information, lead change, share best practices, and keep people on the same page as theorganization moves forward2. A LACE is a cornerstone of successful transformations because it encourages continuity and manages expectations3.

By establishing a LACE, NTO can leverage the benefits of agile at scale, such as faster delivery, higher quality, lower costs, and happier customers31. A LACE can also help NTO overcome the challenges of silo-thinking and lack of alignment by fostering collaboration and communication across different teams and systems21.

To address the challenges of increasing leads from abandoned carts and the workload on sales representatives, the following recommendations are made:

• C. Set up lead nurturing with Marketing Cloud and automate emails through journeys.Automating lead nurturing with targeted journeys allows UC to engage potential customers effectively, providing personalized follow-ups and offers based on their interactions, which can increase conversion rates without adding to the sales team's workload.
• D. Stop creating leads in Sales Cloud for abandoned carts.By not automatically creating leads for every abandoned cart, UC can reduce the volume of leads that salesrepresentatives need to follow up on, allowing them to focus on more qualified opportunities.
• E. Put all leads from the abandoned carts in a queue.Organizing leads from abandoned carts into a queue allows for better management and prioritization. Sales representatives can then focus on leads with higher potential, based on predefined criteria such as cart value or customer behavior.

These strategies leverage Salesforce's capabilities in Marketing Cloud and Sales Cloud to optimize lead management and sales processes, as supported by Salesforce's documentation on lead management best practices and Marketing Cloud journey automation.

Utilizing B2B Commerce for product selection allows customers to tailor their equipment with available options. When customization requires sales intervention, CPQ facilitates accurate pricing and quoting. For post-sale service, Salesforce Field Service's Maintenance Plans automate scheduling of regular maintenance visits, ensuring consistent service delivery and optimizing resource planning.

• Enable External Sharing Model to create external organization-wide defaults. This allows you to set different sharing settings for internal and external users based on profiles or roles. You can also use criteria-based sharing rules to grant access to records based on field values1.

https://architect.salesforce.com/diagrams/template-gallery/automotive-dealer-solution-architecture

External objects are similar to custom objects but they map to data that’s stored outside Salesforce. Salesforce Connect uses external data sources to access data that’s stored outside your Salesforce organization1. This way, UC can comply with data residency requirements and avoid datastorage issues.

Salesforce Connect allows Salesforce to seamlessly integrate with data that is external to the Salesforce platform, which in this case is the legacy CRM and ERP applications. External objects provide a real-time view of this external data,allowing UC to view and report on it as if it were stored natively in Salesforce, without actually storing it in Salesforce.