Discover B2B Core Features and Concepts

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Free Online Course: Discover B2B Core Features and Concepts provided by Trailhead is a comprehensive online course, which lasts for 5-6 hours worth of material. The course is taught in English and is free of charge.

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