Salesforce Design Strategy - Tools and Artifacts

What should every portal have as part of its promotion strategy?

3-5 minute introduction video

How many days does Salesforce recommend waiting for the recommendation engine to build robust shopper profiles?

30

What is a constant in a flow?

A constant is like a variable, except that its value can't change. That's why it's called a constant! When you create a constant, you set its value and the flow can't change it.

What is a flow variable?

A placeholder that is used when a variable can change based on certain conditions

What, besides data, should you include in a reporting plan?

Acedotes/ stories from the portal

Flow definition:

An automation configuration saved in Salesforce with the structure of a flowchart. The flow automates a business process by collecting data and using that data to make things happen. It can affect things in your Salesforce org and in an external system.

Appexchange is a market place for the following:

Apps Components Bolt solutions Lightning Data Flow solutions Consultants

Best Practices for Mitigating Network Issues

Ask your company's network admin or IT professionals to assess your network latency when connecting to your Salesforce environment. They can run utilities such as "ping" or "traceroute" to gather data and then determine ways to optimize network connection speed. Measure latency, as well as download and upload speeds, using the Salesforce Speedtest. For the fastest and most stable experience, a latency of 150ms or lower is recommended as well as a download speed of 3Mbps or higher. Use Akamai's Content Delivery Network (CDN) to improve the first load time of static content by storing cached versions of resources in multiple geographic locations.

Best Practices for Mitigating Browser Issues

Assess your browser processing capability using Octane. Upgrade to devices with more processing power and memory. Disable unneeded browser plug-ins and extensions. Make sure you are using the latest browser version and have installed any required patches. Switch browsers. As we mentioned above, Chrome is usually the fastest browser for Lightning Experience, while Internet Explorer is usually the slowest. Restart your browser or device. Restarting browsers and client devices once a week can help. If you are an Internet Explorer user, look into using another browser.

Send and Track Coupon Redemption example: sabelle Givens, digital marketer for Northern Trails Outfitters (NTO), is Pia and Charlotte's biggest fan. She loves being able to send emails to shoppers about the items they purchased—and the items they left behind in their cart. But has she realized all her dreams? No. She's sure that NTO can do even more to engage customers, now that Salesforce B2C Commerce and Marketing Cloud are integrated. Isabelle is ready to talk to Pia about the next item on her wish list: coupons. NTO runs a number of coupon campaigns throughout the year, but Isabelle isn't happy with the response rate they've been seeing. NTO's latest campaign, for example—Coupons for Crampons—was a dud, even though everyone knows that a crampon is a traction device you attach to your footwear to make hiking or mountain climbing on snow and ice more secure. Maybe NTO should have run the crampon coupon campaign in winter instead of summer? Maybe the picture of the product looks too much like a scary spider? Maybe NTO shoppers don't like saving money? What Products Does This Solution Require?

B2C Commerce (SFRA) Marketing Cloud Enterprise 2.0 ---Journey Builder

Factors That Impact Lightning Experience Performance

Because the Lightning Experience pages load progressively on the client, it's sensitive to the performance of your user's browser and device. Lightning Experience requires many web exchanges to render a page, as data moves between server and client, so it's sensitive to network latency. More complex pages with many custom fields or components are slower to render.

What's the Difference Between CRM and PRM?

CRM applications, like Sales Cloud, are built for direct sales (think: your sales reps). They help your internal teams manage interactions with potential and current customers. They compile data from every department, store it on a centralized customer record, and drive customer retention and future sales. PRM applications are built for indirect sales (think: partners). They extend your CRM to help you manage partners and make sure the customer has the same great experience whether they talk to your sales team or your partner. Plus, they help properly train partners and have the customer data and tools partners require to drive retention and future sales. PRM extends CRM functionality to your partners, then adds lots of partner-specific functions on top.

Deal registration best practices:

Communicate clear and fair rules of engagement. Strive for transparency and provide visibility into the process (criteria, eligibility, reward structure). Collaborate with partners and keep them updated on the deal status. Create an efficient process with workflows and fast approvals. Make it easy to register deals with minimal fields. Automate the approval workflow and use system notifications for fast turnaround Establish service level agreements (SLAs). Set expectations for how you will support your partners throughout the process and communicate what is expected of them.

what are some powerful suite of reporting tools that salesforce offers

Community Management Dashboard Package. Track community engagement and monitor health. Google Analytics for Salesforce Communities Package. Contains preconfigured reports that track partner activity within a community.

CPQ stands for:

Configure: What products or services does the customer want to buy? Price: How much do they cost? Quote: How can we give the customer details about the sale

Sales Cloud PRM you can enable reports and dashboards for your partners to:

Connect every partner to any data—gain channel insights from any source. Enable partners to understand their business—provide performance summaries and historical benchmarking. Focus partners on the best opportunities—via self-service data exploration. Share personalized dashboards—use security permissions to control visibility.

A variable in a flow can be the following:

Contact ID

What Makes Salesforce Field Service Special?

Core Field Service features including Service and Dispatcher Consoles Scheduling and optimization from a managed package A mobile app for your mobile workforce

Lead Distribution best practices

Create a strategy and plan. The first thing to know is that you do need a strategy and a plan! This process of helping partners close business and generate revenue needs to be well thought out. Be sure to define criteria to assign leads to the right partners. Have they been successful in the past? Do they have a better chance to convert due to experience or product niche? Then decide on the lead stages you want to track and measure and be sure to use assignment rules (native to Sales Cloud PRM) to automate the process. 2) Support your partners throughout the process. There's no better way to provide support than by sending your partners quality leads. Beyond that, you can think about creating preconfigured marketing campaigns for partners to use themselves to help convert leads. Provide the resources, tools, and support along the way, and be sure to follow up. Channel managers should report regularly on pipeline and lead activity. 3) Create a service level agreement (SLA) to encourage activity. SLAs help you structure objectives, responsibilities, and performance measures for this program. As explained by Tenfold, marketing agrees to deliver a fixed number of qualified leads and partners agree to respond to each lead based on the SLA, which should include the timing, persistence, messaging, and measured progress applied to distributed leads.

The Experience Cloud Advantages:

Create multiple experiences for specific needs. Extend business processes to partners and customers. Integrate data (such as orders or financial information) from third-party providers. Use themes and templates to create beautiful branded experiences. Use Salesforce CMS to create content and deliver to any channel

Internal Reporting Plan steps:

Develop a plan to deliver regular reports to key internal stakeholders. Don't overdo it with data. Share anecdotal information (stories and even excerpts of content from the portal), as well. Organize metrics in a manner that makes it easy to understand (align to KPIs/business goals). Set up your own partner scorecard. Tie data to use cases where possible (deal registration, lead distribution, MDF, training, onboarding).

How to Enhance Your Sales Team's Ability to Close Deal

Digital HQ for sales: Make it easier for reps to strengthen customer relationships, come together as a team to win, and sell more quickly using Slack. Inbox: Speed up all the selling that happens in reps' inboxes by adding customer data where they need it most, and automatically logging information from emails. CPQ: Race through the last mile of every deal with automation. It's a simple way to configure, price, and quote your way to new deals. Sales analytics: Take your analytics to a new level with this app, preloaded with dashboards to help you follow team performance and uncover opportunities to grow your business.

important productivity features on salesforce inbox:

Einstein Activity Capture: Sync emails and calendar events to Salesforce and associate them with the right records automatically. Quick-create: Add deals to your pipeline and contacts to Salesforce without leaving your email inbox. Insert availability: Secure customer meetings faster by eliminating scheduling friction. Read receipts: Track when emails are opened or engaged with. Mobile and Desktop apps: Sell smarter anywhere with the full power of Salesforce in Outlook, Gmail, and your mobile email inbox.

how to use Monitor Performance with Event Monitoring

Event Monitoring is part of Salesforce Shield, and provides access to detailed performance, security, and usage data on all your Salesforce app use the Lightning Page View event type. The Lightning Page View event type tracks information such as the page a user visited, the browser they used, how long the user spent on the page, and the load time for the page. In the example below, you can see metrics for when a user accessed the page ("pageStartTime"), how long they spent on the page ("duration"), and the Experienced Page Time ("EPT"). Types: Lightning Error Event Type. Represent errors that occurred during user interactions with Lightning Experience and the Salesforce mobile app. Lightning Interaction Event Type. Track user actions in Lightning Experience and the Salesforce mobile app, such as the user clicking, tapping, or scrolling on a page. Lightning Performance Event Type. Track trends in Lightning Experience and Salesforce mobile app performance.

three basic pillars of how companies should approach a channel strategy.

Executive sponsorship. Executives need to be involved and support this program on an ongoing basis. Invest in people. Have the right personnel to manage your channel (sales, marketing, support). Invest in technology. Have a robust portal (such as Sales Cloud PRM) to manage your partner network and bring value to all involved.

True or false: A channel strategy focuses solely on revenue generation

F

True or false: Connectors are used only for sending or receiving data from one source to the expected endpoint, as long as that endpoint has the same format.

F

True or false: Market development funds are based solely on partner sales performance.

F

True or false: Setting up Einstein Product Recommendations in B2C Commerce is required before you can send personalized product recommendations using email.

F

rue or false: The Remote Process Invocation—Request and Reply pattern is ideal for designs that send large volumes of data in a request.

F

Best Practices for Mitigating Device Issues

Find your devices' Octane scores. An Octane score is a benchmark that measures a JavaScript engine's performance by running a series of automated tests. The higher the Octane score, the better your Lightning Experience performance will be. You can find the Octane score for a specific device by appending "speedtest.jsp" to your org's domain. Make sure your device has enough RAM. For a stable experience, we recommend at least 8GB of RAM, with 3GB available for Salesforce browser tabs.

Who Are Field Service Users?

Generally four players: administrators, agents, dispatchers, and mobile workers, or people who make service call

Best practices for onboarding

Goal/vision: Be clear about the goal/vision of your partner program (remember shared purpose?). Training: Focus on hands-on training as much as traditional instruction. Self-service: Provide ample self-service options. Wouldn't a partner portal be a great place to start? Certify: Help partners differentiate themselves and reinforce knowledge and skills with certifications.

Flow automation examples:

Guide a site member through requesting a new credit card with a step-by-step walkthrough. When a support tech clicks an Escalate button on a case, reassign the case to a higher level tech. When an account is updated, update all of the contacts related to that account. When an opportunity stage is updated, send a custom message to an external system. When a platform event occurs, create a task. When an opportunity closes, create a renewal opportunity. Display all possible discounts on every open opportunity, and allow salespeople to select and apply a discount with a single click. Update a lead record in Salesforce after a certain amount of time passes, or when a specified time is reached.

best practices for any MDF (market development funds) program:

Have an internal process defined with clear stakeholders Allocate MDF funds strategically (new product launch, new market, etc.) Prioritize on the partners potential and ability to execute Identify programs and which partner segments are the most successful Incent your partners to participate Provide pre-packaged Marketing Campaigns Track and monitor the performance and impact

Compare Lightning Experience to Salesforce Classic

Help Your Users Go Faster Expect More from Business Application - opp workspace, Kanban View, Rich User Experiences, Built with Lightning Components Page Performance

Possible cloud data models:

Individual object: For compliance use cases, the Individual object helps aggregate compliance flags for data related to people in Sales Cloud and Service Cloud. Leads: Lead records include details about people who are interested in your products and services. Salesforce stores lead details in lead records. Accounts and Contacts: The original structure offered by Salesforce, Accounts and Contacts (household and organization) support B2B and B2C, make reporting simple, and support third-party integration.

What does a flow connector do?

It tells the flow which element to excuate next

Sales Cloud can be described in one sentence

It's the Salesforce customer relationship management (CRM) solution, created especially for sales teams, that helps you connect with your customers in a whole new way.

he paths you create for your sales teams can include:

Key fields that reps complete before moving to the next stage in the sales process Best practices Words of encouragement to keep your reps pumped Links to relevant Chatter posts Policy reminders Even potential gotchas

Four Dimensions for salesforce intergration

Layers: The different types of tasks in a system Volume: The amount of data synched and the transformation activity between systems Timing: Communication timing is either asynchronous or synchronous, where data flows between systems in real time (or as soon as possible) or is batched up for later delivery Direction: The source direction, which can be from Salesforce to another system, from another system to Salesforce, or bidirectional

Salesforce offers four ways to measure EPT.(Experienced Page Time)

Lightning Experience: Add an EPT counter to Lightning Experience. Lightning Usage App: View aggregated page and browser performance. Custom Reports: Build custom reports using Lightning Usage App objects. Event Monitoring: Use event types to monitor performance.

How to Build Custom Reports Using Lightning Usage App Objects

Lightning Usage App objects to create custom reports. the first step is to create a report type using the LightningUsageByBrowserMetrics object. Once the report type is created, you can then build your custom report using Report Builder. Monitor Perf

Examples of Goals for Your Channel

Market Expansion. Many companies can successfully work with established partners to help them penetrate a new market. New Product Launch. Some companies choose to sell new products exclusively through the channel. Sales Growth. One of the best ways to achieve new sales growth is through a well-planned and well-executed channel sales strategy. Strategic Advantage. Along with sales growth, a successful channel strategy can become a competitive advantage

Recommend the Right Products example: Thanks to the work of Pia, Charlotte, and their team, Northern Trail Outfitters (NTO) marketers are using B2C Commerce data in Marketing Cloud to create personalized, relevant, and data-driven customer journeys. Now Isabelle Givens, digital marketing manager, wants to deliver even more personalization to NTO shoppers. Isabelle knows that NTO customers love learning about products that work well with other products they already own. The angler who recently purchased the Warm and Wacky Waterproof Waders, for example, appreciates getting an email that recommends the Frisky Fly Fishing Vest to complete the look. And the climber who wears NTO crampons to scale snowy peaks is pleased to get an email recommending NTO's premium ice axe, for even more protection from slips and falls. Build on Existing Integrations When Isabelle brings her request to Pia, she's ready. She knows that there's a Salesforce solution kit for personalizing marketing recommendations. In fact, this kit builds on work NTO has already done, such as implementing the Marketing Cloud Connector for B2C Commerce and setting up these key integrations and data flows. Product, catalog, order, and customer data imported to Marketing Cloud from Salesforce B2C Commerce Shopper behavior and cart data collected (via Collect Tracking Code) and sent (via SFTP) to Marketing Cloud Email functions in B2C Commerce replaced with trigger-send in Marketing Cloud What Products Does This Solution Require?

Marketing Cloud Enterprise 2.0 -Journey BuilderEinstein -Email Recommendations B2C Commerce (SFRA) -Einstein Product Recommendations

Best Practices for Digital Communication Channels

Messaging Chat social video

Every variable has

Name, value

four main factors that can adversely affect EPT

Network: Conditions and "distance" between the device and the host instance. Device: Available processing power, memory, and resources of your devices. Browser: Specific browser processing capabilities and configuration. Salesforce Configuration: Lightning page customizations, Visualforce implementations, or specific org customizations.

What are examples of Lightning Experience action-oriented experiences?

Opp workspace Kanban Board

Best Practices for Mitigating Salesforce Configuration Issues

Optimize your Visualforce pages. Disable Lightning Experience debug mode. Reconfigure processing-intensive pages, such as pages with large number of fields, inefficient custom components, or complex page configurations. Use the Salesforce Lightning Inspector Chrome Extension to inspect component attributes and identify performance bottlenecks on a page.

Three potential partner types are:

Partners for Sales Reach: Can expand your presence in a particular market or help you break into a new industry. Partners for Delivery and Implementation: Working with implementation and consulting partners is a proven strategy to augment technical staffing limitations. Partners for Solutions, Support, and Maintenance: What if your product doesn't provide everything your customers are looking for? Partners can be a great way to modify or extend functionality.

Which of the following is an important success factor of a content strategy for a PRM portal?

Personalization the better

partner portal content strategy can start with the following:

Personalize the partner experience with relevant content and recommendations. Set up content libraries to organize your content. Provide knowledge articles, tools, and help at the appropriate time and related to where your partner is in their onboarding, sales, or service process.

Behind-the-Scenes Automation (workflow)

Record-Triggered Flows: Use Flow Builder to create automation that runs when a record is created, edited, or deleted. Schedule-Triggered Flows: Use Flow Builder to create automation that runs at a time and frequency you specify. Platform Event-Triggered Flows: Use Flow Builder to create automation that runs when a platform event message is received. Apex: Use Apex code to write reusable blocks of automation. You can trigger this code in a variety of ways

Lightning Platform Patterns

Remote Process Invocation—Request and Reply Remote Process Invocation—Fire and Forget Batch Data Synchronization Remote Call-In Data Virtualization High-Frequency Data Replication Publish/Subscribe

Which integration pattern creates, updates, retrieves, or deletes data stored in Lightning via a remote system?

Remote call in

Who benefits from Path?

Sales reps -Reps learn the steps necessary to keep the sales process moving along. And reps can eliminate any steps that aren't a part of the sales processes at their company. The reps at Ursa Major like Path because it helps them focus on what matters most to qualify leads and win deals. Sales managers-Managers keep their reps aligned with the sales processes unique to their company. Sales paths help managers identify star performers and the ones who need a bit more guidance.

Customer Data Across Clouds example: Too Many Data Models, Too Little Time Our merchant, Northern Trail Outfitters (NTO), is an outerwear, apparel, and gear retailer for outdoor recreation and fitness. NTO stores customer data across B2C Commerce, Marketing Cloud, and Service Cloud. Pia Larson, NTO's enterprise architect, wants to improve the way it engages customers and establish a common profile for each customer across its entire platform. Having lots of customer data to manage is a great problem to have, but a problem nonetheless. In order to have the unified experience they expect, each NTO customer needs to have a common profile across clouds. This profile includes basic info about each customer, such as name, address, birthday, phone, and email, as well as consent and compliance preferences, case and order history, and subscription preferences. So What's the Solution?

Salesforce lets you build a profile based on person accounts, accounts and contacts, or a combination of both. With multiple data modeling options available, NTO has its own specific requirements for the model it implements here. For example, some NTO customers are individuals purchasing an item for personal use, and others are business buyers purchasing items for a company. Individual purchasers and business buyers can be the same person; other buyers can be part of a household that purchases an item. Pia discovers a solution kit that can help NTO get a handle on its data. The kit outlines how to adopt a primary key that persists across the platform. By making intentional choices about their Salesforce implementation data model, Pia takes advantage of out-of-the-box cross-cloud integrations.

What's a Solution Kit?

Salesforce provides solution kits to help you solve common business problems by connecting multiple clouds or products. You can find many solution kits in our Customer 360 Guides, which present a variety of resources to help your business integrate Salesforce clouds and deliver impactful, personalized experiences for your customers and partners.

Which type of automation runs at a specific date and time?

Schedule trigged flow

Interactive Experiences features ( workflow)

Screen Flows: Use Flow Builder to create an interaction that presents info and asks your users questions. Autolaunched Flows: Use Flow Builder to create automation that runs when a button is clicked. These can also be run by other automations. Approval Processes: Build a series of steps with assigned approvers. Those steps can automate tasks such as locking and updating records. An approval process can run manually, when a button is clicked, or automatically, when it's launched by another automation. Lightning Components: Use HTML and JavaScript code to build an interactive component that you can embed in a page or an app. Visualforce Pages: Use HTML and Apex code to build an interactive page.

what is a Flownatic?

Someone who enjoys creating flows. Yes, there's a whole community of people who really do love flows!

what are two types of integration modes?

Synchronous communication means a client sends a request to the server and waits for the response before issuing another request. For example, the Remote Process Invocation—Request and Reply integration pattern is a synchronous communication. An application sends a message and waits for a reply before proceeding. Asynchronous communication means the system doesn't wait for a reply before proceeding. The application sends a message and the system returns a reply as soon as the resources are available. The system that sent the original message has the ability to continue sending messages without waiting for a reply. Processing the return message is controlled separately.

True or false: Executive sponsorship has a positive impact on your partner program.

T

True or false: In NTO's Embedded Login solution, a connected app maintains the connection between the community and storefront site after the user logs in.

T

True or false: One benefit of automation is that it can improve data quality and consistency.

T

True or false: Partners can bring you access to new markets or help you introduce new products to their existing customer base.

T

True or false: Partners rely on referrals to find new vendors.

T

True or false: You can filter search results by solution type and Salesforce edition.

T

Unified Customer Identity example: Northern Trail Outfitters (NTO) is an outerwear, apparel, and gear retailer for outdoor recreation and fitness. NTO operates an ecommerce storefront, where shoppers browse and make purchases from an extensive catalog. It also hosts a vibrant online community, where customers register their purchases and exchange information with other outdoor enthusiasts about equipment, events, and the best spots to seek adventure. Pia Larson, NTO's enterprise architect, thinks that navigating between the storefront and the community should be easier than hiking from one side of the Grand Canyon to the other. She wants to establish a single identity that NTO customers can use to log in, whether they're coming to NTO to buy gear or to ask the community a question. She also wants to be able to transfer customers from the community to the ecommerce site without making them authenticate with new credentials. Pia knows that a unified identity provides the best experience for NTO customers, who want to focus on getting outdoors, not logging in to websites. what is the solution?

The Solution: Seamless Cross-Cloud Identity Pia works with Charlotte Liu, NTO's solution architect, and Warren Mehta, NTO's IT systems specialist, to start building a solution. They plan to store core profile information and authentication credentials for each customer in Community Cloud. That way, other integrated environments can use this single source as the system of record, and NTO can stop spending so much time and money synchronizing and migrating customer profile data. Pia notes that in this solution, NTO's Salesforce B2C Commerce storefront continues to store shopping data—customer address books, payment information, wish lists, and so on—but references the customer profile data stored in Community Cloud, such as name and email address. The team also consi ders adding Salesforce External Identity Embedded Login to connect the NTO community with the storefront. They learn that a connected app handles communication between the login web page and the Salesforce back end, and they agree that Embedded Login helps them achieve their goal of a seamless experience for NTO customers. What Products Does This Solution Require? To implement this solution, NTO needs: Community Cloud Salesforce Identity B2C Commerce NTO also needs these licenses for their customers: Community Cloud

BCB Email example: Northern Trail Outfitters (NTO) is an outerwear, apparel, and gear retailer for outdoor recreation and fitness. Ralph Vasquez, vice president of marketing, and Kai Williams, VP of customer service, want to make sure that NTO shoppers are fully informed about their purchases, from initial order to final delivery. They know that NTO can build customer trust (and deflect unnecessary customer service calls) by reassuring shoppers that their online storefront purchase is going smoothly from beginning to end. Ralph's team already uses Marketing Cloud to create customer journeys and email marketing campaigns. Now he wants to send a new kind of email to customers: transactional email. These emails inform shoppers about their order status, provide shipping time and tracking information, and alert them when the shipment arrives. Ralph sets up some time to ask Pia Larson, NTO's enterprise architect, what it will take to start sending transactional emails. He's a little worried about the data: all shopper, catalog, and order data data is stored in Salesforce B2C Commerce, not Marketing Cloud. But Pia has deep knowledge of Salesforce clouds, cloud architecture, and data management. So if anyone can find a way to bring B2C Commerce data into Marketing Cloud, Pia can.

The Solution: Send Transactional Emails Pia works with Charlotte Liu, NTO's solution architect, and Isabelle Givens, NTO's digital marketing manager, to start building a solution. Their plan is to enable one-way sharing of data from B2C Commerce to Marketing Cloud, so NTO can use shopper activity in B2C Commerce to trigger transactional email sends from Marketing Cloud. Connecting the two clouds also means NTO can simplify and centralize email authoring and content management, track email performance using Marketing Cloud Analytics, and improve marketing agility, efficiency, and campaign performance. What Products Does This Solution Require? To implement this solution, NTO needs: B2C Commerce (SFRA) Marketing Cloud (Journey Builder)

what is definition of the Salesforce Flow

The blanket term for everything in Salesforce that allows you to create, manage, and run automation with clicks not code. It also includes separate products like Flow Orchestrator and Flow Integration powered by MuleSoft.

How to add an EPT Counter to Lightning Experience

The first way is to enable Lightning Component Debug Mode from Setup. The second way is to add the following string to the end of your Lightning Experience URL: ?eptVisible=1.

Define Flow Builder

The primary tool for creating flows. You learn more about this tool in the next unit

What's one advantage of using person accounts to manage cross-cloud data?

They can handle a mix of B2B and B2C work

Person accounts have the following advantages:

They work with core object functionality. They handle the mixing of B2B and B2C relationships. They connect a person account to a business contact using a contact relationship. A person account includes two key identifiers, which map to the contact record and account record, respectively: Account:PersonContactID and Account:ID. Pia's goal is to map every customer to one PersonContactID, which is a unique, case-insensitive, 18-digit CRM record ID.

Encourage Shoppers to Return to Abandoned Carts example: Thanks to Pia, Charlotte, and their team, Northern Trail Outfitters (NTO) can now send helpful emails to shoppers after they make a purchase, to keep them updated about their order. But what about shoppers who add items to their shopping cart, then leave the storefront without buying anything? Let's say an avid angler adds the Warm and Wacky Waterproof Waders to their cart, but wanders away without clicking Buy Now. "Why?" wonders Isabelle Givens, NTO's digital marketer. She worries about these indecisive shoppers. She'd like to find a way to encourage them to come back to their cart and finalize the purchase by sending them a discount or coupon. She knows that discounts can help increase sales and customer satisfaction levels. Even if the incentive doesn't persuade them, Isabelle would like to gather information about their overall shopping experience, so NTO can take their past purchases and interactions into account when personalizing emails. Pia has some good news to share with Isabelle: Salesforce created a solution kit for just this scenario. And because Charlotte set up the Marketing Cloud Connector for B2C Commerce, much of the infrastructure for this solution is already in place. Catalog, product, order, and customer data feeds are flowing from Salesforce B2C Commerce to Marketing Cloud. Now NTO just needs to add a way to capture shopper behavior data and send it to Marketing Cloud, so marketers can build personalized journeys for shoppers who abandon their cart. What Products Does This Solution Require?

To implement this solution, NTO needs: B2C Commerce (SFRA) Marketing Cloud Enterprise 2.0Einstein Email Recommendations

The most common way to divide the intergration tasks is into the following three layers

User interface layer Business process layer Data layer

Which of the following is a good explanation of shared purpose?

What a company does with their partners

What Are Integration Patterns?

a valuable resource for architects assessing solutions for an integration strategy. Integration patterns identify how systems (including their components and services) interact as part of an integration solution design. They show you how established solutions accomplish an integration goal. In addition, integration patterns communicate how the overall solution functions. They describe (or capture) a proven way to evaluate and solve integration problems without reinventing the wheel.

How is Lightning Experience different from Salesforce Classic?

ability to change display apply buisness logic to users' devices

Every adoption plan should take into what/

account having dedicated team members to onboard partners, a set of metrics to monitor success, campaigns and incentives to drive outcomes, and involvement from internal employees to answer any questions from partners.

What's one other possible data model for identifying customers across clouds?

accounts and contacts

Which flow element can send an email?

action

The Omni-Channel Presence capability enables:

agents recieve the right cases when available

Which type of integration focuses on extending features and functionality across systems?

application intergration

hich solution types are all available on AppExchange?

apps. components,flow

mni-channel in terms of the three Cs:

complete, consistent, and connected. Complete engagement with customers on any channel Consistent service across channels Connected to one CRM for a unified view of the customer

Which solution type can you use to customize a web page?

component

Which API does NTO use to keep coupon redemption data up to date

data event api

When to use a flow?

declarative tool when you create custom fields and another declarative tool when you design Lightning pages t's best to consider declarative tool options before exploring custom code options. Automation created with declarative tools is usually easier to create and to support.

What are some steps you can take to mitigate browser issues?

disable un-need plugin and extensions Use the latest versions and patching

What is one way to enable a load time (EPT) counter directly in Lightning Experience?

enabled lightening component debug setting

Omni-Channel Supervisor can help drive increased productivity by:

enabling managers to monitor activity for agents, queues, and work

first step in a successful channel strategy is what?

ensuring that the strategic goals support your overall corporate goals

What is used to access detailed performance, security, usage data, and monitor EPT on Salesforce apps?

event monitoring

How does Flow Builder relate to Salesforce Flow?

flow builder is part of salesforce flow

Which solution type can you use to automate business processes?

flow template

What happens at the price stage in CPQ?

gives your accurate up to date price information

What is true about all AppExchange solutions?

help solve problems faster

Partner relationship management (PRM) is a business strategy for what?

improving communication between you and your channel partners. It helps you create an empowered partner ecosystem with the information, tools, and resources your partners need.

What are three benefits of deal registration?

increased lead conversion, higher rate close,improve forcasting

Omni-Channel Presence allows your agents to

indicate when they're available for work, and for which service channels.

automate generally fall into two categories:

interactive experiences and behind-the-scenes automation

Salesforce believe adoption is what?

is the path to higher ROI.

What does channel sales means in salesforce?

means distributing and selling a product or service through a value-added reseller (VAR), distributor, or dealer/broker. The selling organization is outside your company, and typically these companies can (and often do) sell and distribute for several companies

What are leading metrics?

metrics that reflect behaviors that can impact future sales

A customer hopes to build connections to multiple legacy on-prem apps that aren't natively connected to Salesforce. Before data is sent to Salesforce, the customer must add logic to modify the data. Which integration is best suited for this scenario?

mulesoft salesforce connector

What is used to measure the global capability of a device and a JavaScript engine's performance?

octune score

An adoption plan involves taking the following:

onboarding strategy, content strategy, and business model and setting your partners up for success by making it easy to do business with you

how to Use the Lightning Usage App to Measure EPT

open the Lightning Usage App, click the App Launcher and search for Lightning Usage. Once it's open, you can use the Activity and Usage sections to dig into your data. ou can also use the Lightning Usage App to see how browser performance affects EPT.

Which of the following is important to have as part of your service strategy for partners?

options for partner to self serve when they need help or have questions

once a citizen integrator builds an automated process that involves an integration of two or more separate systems, the process is started when:

pre-defined event trigged it

Which of the following is a good example of a use case for a partner portal?

providing deal registeration for partners

Omni-Channel routes Salesforce objects using:

pull work from multi-channels

Which Salesforce Inbox feature allows you to add opportunities and contacts to Salesforce without leaving your email inbox?

quick create

Which Lightning Platform integration pattern follows the System → Salesforce direction?

remote call in

What is channel sales as defined in this module?

selling a product/service through a reseller

How do the digital marketers at NTO benefit from being able to track abandoned shopping carts?

send customers discounts encourging them to go back gather user behavior data for more personalization

Use Omni-Channel Routing to set the following:

set the size and priority of different objects. Salesforce stores the objects in queues until an agent is ready to receive them

Service Cloud empowers your support staff by providing them with:

simple interface to work in

What influences personalized recommendations?

solutions currently installed

Which MuleSoft API-led connectivity layer exposes part of a database without business logic?

system

What Can I Store in a Variable

text,Number, Currency,Boolean,Date, Date/Time,record

Connectors are generally classified by what?

the system they are connected to or the protocols they support. These connectors range from HTTP and FTP connectors to JMS, or specific third-party APIs. Each type reflects on how the connector is configured and not on its functionality.

The Salesforce Connector can be used by a Mule App to connect what?

to and from Salesforce or other data sources, connecting, for example, Salesforce and Workday.

Oppuntities in lighting experience allow the follow:

track deals visualize progress Close business

What does Collect Tracking Code do?

user data on shopping behavior and cart behavior

What is a Flow formulas?

very similar to custom formula fields; the structure, format, and the way they use data is nearly identical. You can use most of the formula functions that you use in formula fields, and you can use variables and screen components as merge fields. The formatting for merge fields is different, however, so use the resource picker to make sure they're added correctly

Which is the best solution to use when implementing the Remote Process Invocation—Request and Reply pattern?

visual and Apex controllers

When using Service Cloud Chat agents should:

when to change channels in order to address complicated issues

When should you build a flow?

when you want to automate without writing code

Within a Mule Flow, where does the processing logic happen?

within the mule app

A true omni-channel customer service center allows what?

your customers to connect seamlessly with your support staff using multiple channels. At the same time, your support agents have immediate access to a holistic picture of the person they're about to help.