Salesforce Certified B2B Solution Architect (Arch-301) Exam Questions

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Question 1

Universal Containers (UC) recently completed a successful implementation of B2B Commerce classic andsaw an immediate increase in both its customer experience ratings and overall bottom line due to the influx of sales through its commerce application. After this initial experience, UC decided to target its internal Sales team for the same successful outcome with Salesforce CPQ and Sales Cloud.

UC's requirements include that its internal Sales team be able to sell its current commerce catalog and expand this catalog to include even more products. In addition, UC wants to give its internal Sales team the ability to utilize CPQ's discounting functionality, along with approval rules for its

Sales leadership team. Today, product and pricing is mastered in B2B Commerce and orders are fulfilled in the ERP.

What should a Solution Architect recommend when architecting a solution to meet UC's requirements?

AThe Product and Pricing Data should be mastered in the ERP and then integrated into both B2B Commerce and CPQ via REST API.

BThe Product and Pricing data should be mastered in B2B Commerce and integrated intoCPQ via REST API, and finally integrated to the ERP via SOAP API.

CThe Product data should be mastered inside B2B Commerce, while Pricing should be mastered inside CPQ. Both solutions should be integrated via Apex and then integrated to the ERP via SOAPAPI.

DThe Product and Pricing data should be mastered in CPQ and integrated to B2B Commerce via Apex, and then finally integrated into the ERP via a middleware solution.

Answer : D

For UC's requirements, mastering Product and Pricing data in CPQ is optimal due to CPQ's robust pricing and discounting capabilities, which align with UC's goal to expand its catalog and utilize advanced discounting. Integrating this data into B2B Commerce via Apex ensures seamless data flow and real-time updates, essential for maintaining consistent product information across platforms. Middleware integration with the ERP facilitates complex data synchronization and process orchestration, handling diverse data formats and protocols, thus supporting the end-to-end order fulfillment process efficiently.

Question 2

Universal Containers (UC) u selling containers globally via distributorsand is experiencing significant double-digit growth year-over-year. UC uses a centralized ERP system that holds the financial information of the distributors. The ERP system is siloed but offers connectivity via APIs. The account managers need to referencethe financial information stored in the ERP while approving an order of a distributor inside Salesforce. The financial information of a distributor may change ad-hoc during the day in the ERP system and account managers need the latest data in front of them.

What should a Solution Architect recommend while designing an integrated, scalable solution to meet UC's needs?

AUse Change Data Capture to update the changes on the financial information inside Salesforce m near-real time.

BUse the scheduled dataloader to extract the financial information every night from the ERP and save it inside Salesforce.

CRetrieve the financial information on-demand from the ERP via API and display the information as read-only using a lightning component.

DSchedule a MuleSoft batch job to retrieve financial information from the ERP every night and store it inside Salesforce for quick access.

Answer : C

Salesforce integration patterns are strategies for common integration scenarios between Salesforce and other systems1.

The five most common Salesforce integration patterns are: Migration, Broadcast, Aggregation, Bi-directional synchronization, Correlation23.

The financial information of a distributor is an example of data virtualization, which is a type of correlation pattern4.

Data virtualization involvesretrieving data on-demand from a remote system via API and displaying it as read-only using a lightning component4.

Question 3

Universal Containers (UC) is concerned about potential data storage issues in Salesforce due to the Invoice, Order, and Inventory data that would be flowing infrom various on-premise legacy CRM and ERP applications. UC would like to view and occasionally report on this data on-demand for day-to-day operational processes and would prefer not to store the data in Salesforce due to data residency requirements.

Which recommendation should the Solution Architect make to meet this requirement?

AUse Salesforce Orchestrator with MuleSoft to retrieve the data when it is needed.

BPush the data into Salesforce and implement an archival strategy.

CWrite custom Apex code to retrieve the data in real time from external systems.

DRe-architect the implementation using Salesforce Connect and external objects.

Answer : D

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.

Salesforce Connect allows for the integration of external data in real-time without storing it in Salesforce, using external objects which function like standard Salesforce objects. This would meet UC's need to view and report on Invoice, Order, and Inventory data on-demand, adhering to data residency requirements. Salesforce Connect is designed for such scenarios, offering a solution that avoids data storage within Salesforce while providing access to external data as if it were native. This is in line with Salesforce's best practices for external data integration.

Question 4

After a Solution Architect presents the Salesforce User Attribute Chart, the project owner has someconcerns and questions regarding the Role Hierarchy choices for the executive assistant who reports to all of the VPs. There are also questions about the ideal license given to the CEO who provides executive oversight and reviews the Executive Dashboard atthe end of each accounting period. There are some restrictions on budget spend for overall licenses, and the user base is forecasted to continue to grow.

Which two explanations should the Solution Architect use to address the concerns and gain final acceptance?

Choose 2 answers

AThe CEO should have a Platform Plus license given that the role is a consumer of information and should be at the top of the Role Hierarchy.

BThe CEO should have a Sales Cloud license given that the role is a processor of information and should be at the top of the Role Hierarchy.

CThe Role Hierarchy should mirror the organization chart. Therefore, sharing settings need to be put in place for the executive assistant given the need to have access to the data of all of the VPs being supported.

DGiven that the executive assistant will need access to the data for all of the VPs being supported, the assistant should be placed higher up in the Role Hierarchy than the VPs.

Answer : B, C

In addressing the concerns about role hierarchy and licensing for the executive assistant and CEO, the following explanations are provided:

B) The CEO should have a Sales Cloud license given that the role is a processor of information and should be at the top of the Role Hierarchy. A Sales Cloud license provides the CEO with full access to the necessary data and functionalities to oversee and make informed decisions. Being at the top of the Role Hierarchy ensures access to all relevant data across the organization.

C) The Role Hierarchy should mirror the organization chart. Therefore, sharing settings need to be put in place for the executive assistant given the need to have access to the data of all of the VPs being supported. This approach maintains the organizational structure within Salesforce and uses sharing settings to grant the executive assistant appropriate access levels, ensuring data visibility across the VPs without disrupting the hierarchy.

Salesforce's documentation on licensing options and role hierarchy provides guidance on configuring access and visibility in a way that aligns with organizational structures and roles, ensuring efficient and secure data management.

Question 5

A client is running a project with a 626 multi-cloud setup involving Marketing Cloud, Sales Cloud, ServiceCloud, Experience Cloud, and MuleSoft. Currently, MuleSoft is primarily used to integrate with third-party systems. Marketing Cloud is connected to Sales/Service using the standard connector. A recent requirement-gathering session, involving all functional streams, brought up the question of where consolidated reporting mil happen. So far, reporting has only been looked at individually per stream.

There is a steering committee meeting 1 week from now. The Solution Architect was asked to provide different solutions to fix the problem. The expectation is that a high-level evaluation will be done prior the steering committee meeting so that an indication of options can be given and additional funding can be requested.

Which three critical steps should the Solution Architect take first?

Choose 3 answers

AEnsure all data objects across the different clouds have a unique external identifier

BReview the established and planned dataflows to understand where the systems of record sit and where data is transportedto already.

CReview the system landscape to identify other existing solutions for reporting and start to investigate high-level cost impacts (inel. licenses aspects) for the most viable.

DIdentify key drivers and high-level data scope behind the needfor a consolidated reporting.

EDraft a solution to show how consolidated reporting can be done using CRM Analytics.

Answer : B, D, E

For a multi-cloud setup involving various Salesforce clouds and MuleSoft, understanding the current data architecture and the need behind consolidated reporting is crucial. Reviewing established and planned data flows provides insight into the existing data landscape, identifying systems of record and current data integrations. Identifying the key drivers and high-level data scope for consolidated reporting helps in aligning reporting solutions with business needs. Drafting a high-level solution using CRM Analytics (formerly known as Einstein Analytics) showcases the potential for unified reporting across multiple Salesforce clouds, leveraging its powerful data integration, transformation, and visualization capabilities. This approach aligns with Salesforce's best practices for data management and analytics, providing a foundation for informed decision-making in the steering committee meeting.

Question 6

Universal Containers serves customers globally across two businesses. Each business has its own org for managing itssales and support operations. Each line of business also maintains its own reporting systems using both CRM Analytics and Salesforce reports, but the CEO is asking for a unique dashboard that includes the global opportunity pipeline with data from both orgs.

What should a Solution Architect propose?

AUse CRM Analytics in the primary org and create a Salesforce External Connection. Then, create a dataflow to combine data from both orgs.

BUse one org as primary and create external objects for the accounts and opportunities of the other one. Then, use standard reports.

CUse one org as primary and an ETL tool to synchronize the accounts and opportunities of the other org. Then, use standard reports.

DUse CRM Analytics in the primary org and then, in thedashboards, use Salesforce Connect to query the data from the other org.

Answer : A

CRM Analytics (formerly known as Tableau CRM) allows for the creation of powerful dashboards that can incorporate data from multiple Salesforce orgs. By using CRM Analytics with an external connection and creating a dataflow, data from both orgs can be combined into a unified dashboard, providing the global visibility the CEO is requesting. This aligns with Salesforce's guidance on multi-org reporting using CRM Analytics, which enables cross-org data integration and visualization.

Question 7

Universal Containers (UC) uses Salesforce Sales Cloud to track Opportunities, Quotes, and Orders and is interested in offering self-service capability to its customers via an Experience Cloud site. Most products that UC offers are relatively simple, but some are complex and need to be configured and reviewed by asales representative before an order can be officially placed. The CIO is concerned about the time to market and would like to see two options to address UC's need.

Which two options should a Solution Architect recommend and present to UC?

Choose 2answers

AImplement B2B Commerce on Experience Cloud to allow customers to purchase simple products withAdd complex product configurations in a follow-up phase.

BImplement Salesforce CPQ internally first, then build 'product configurator' functionalityin a custom Experience Cloud site in a follow-up phase.

CImplement a templated self-service Experience Cloud site to show product information, add a 'Request a Quote' component, and recommend B2B Commerce implementation in a follow-up phase.

DImplement a custom Experience Cloud site with 'product configurator' functionality first, then add headless commerce functionality in a follow-up phase.

Answer : A, C

For UC's requirement to offer self-service capabilities while managing complex product configurations, the recommended options are:

A) Implement B2B Commerce on Experience Cloud to allow customers to purchase simple products with the addition of complex product configurations in a follow-up phase. This approach enables UC to quickly provide a self-service portal for straightforward products, with the flexibility to enhance the platform with more complex configuration capabilities later. It addresses the CIO's concern about time to market.

C) Implement a templated self-service Experience Cloud site to show product information, add a 'Request a Quote' component, and recommend B2B Commerce implementation in a follow-up phase. This solution allows UC to leverage Experience Cloud for immediate needs while planning for a more comprehensive B2B Commerce implementation. It provides a scalable way to enhance customer engagement and streamline the sales process.

These recommendations are based on Salesforce's best practices for implementing B2B Commerce and Experience Cloud, as detailed in Salesforce's B2B Commerce implementation guides and Experience Cloud documentation.