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Discover B2B Core Features and Concepts

Salesforce via Trailhead

Overview

Explore key concepts for B2B digital transformation with Salesforce.
  • Learn what a solution architect does and how it differs for B2B and B2C businesses.
  • Understand the relationship between licenses, permissions, editions, and add-ons.
  • Plan for and work with large data volumes within Salesforce.
  • Understand scalability, management, and performance of data on the Salesforce Platform.
  • Control access to data using point-and-click security tools.
  • Analyze your marketing data with B2B Marketing Analytics for Lightning App.
  • Prepare your contact center for the multi-channel world.
  • Optimize Salesforce with the right combination of products for your sales teams.

Syllabus

  • B2C & B2B Solution Architect Job Comparison: Quick Look
    • Compare the B2B and B2C Solution Architect Roles
  • Salesforce Licensing
    • Understand How Licenses Work
    • Give Users the Functionality They Need
    • Keep Up with Upgrades and Add-ons
  • Large Data Volumes
    • Design Your Data Model
    • Conduct Data Queries and Searches
    • Load Your Data
    • Perform Data Deletes and Extracts
  • Scalability with Salesforce
    • Understand Scalability at Salesforce
    • Manage Data at Scale with Salesforce
    • Test Platform Performance at Scale
  • Data Security
    • Overview of Data Security
    • Control Access to the Org
    • Control Access to Objects
    • Control Access to Fields
    • Control Access to Records
    • Create a Role Hierarchy
    • Define Sharing Rules
  • B2B Marketing Analytics for Lightning App
    • Get Started with B2B Marketing Analytics for Lightning App
    • Set Up B2B Marketing Analytics
  • Omni-Channel Readiness and Digital Engagement
    • Define Omnichannel
    • Make the Move from Analog to Digital
  • Lead to Cash Sales Features
    • Move Customers from Lead to Cash on One Platform
    • Boost Adoption with Inbox
    • Close Deals Faster with Salesforce CPQ
    • Use Sales Analytics to Make Smart Moves

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