Explore Discovery and Customer Success

Learning Objectives

After completing this unit, you’ll be able to:

• Determine how to facilitate a successful customer engagement (agenda, plan, gather requirements, document, and design).
• Explain the reasoning and considerations to use a certain product.
• Validate that the associated systems of record, key objects, and risks have been captured and explained.
• Recommend the implementation approach and associated relative effort.
• Determine the devops lifecycle and governance required in a multi-cloud environment to achieve change management goals.

Key Topics

This unit prepares you for the Discovery and Customer Success section of the Salesforce B2C Solution Architect exam, which makes up 27% of the overall exam. This section of the exam tests these topics. 

• Discovery agenda creation and facilitation of stakeholder workshops
• Business requirements translation into technical project specifications
• Platform capabilities and key considerations when recommending solutions
• Analytics and communication tools best for the task
• Design alternatives and appropriate cloud solution recommendations
• Environment management and recommendations on implementation approach
• Development lifecycle, including DevOps and governance

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you’ll encounter as a Salesforce B2C solution architect. Looking at these scenarios helps prepare you to take the Discovery and Customer Success section of the Salesforce B2C Solution Architect exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it's just an easy way to quiz yourself. To use it, read the scenario, then click on the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click  to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

Did you get a scenario wrong? Check out the table for related study material.

Exam Topic Flashcards

The following flashcards cover analytics tools, communication tools, and environment management. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam.

Read the question or term on each card, then click or tap the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left-facing arrow to return to the previous card.

Did you get a flashcard wrong? Check out the table for related study material.

Related Badges

Looking for more information? Explore these related badges.

You’ve reviewed the Discovery and Customer Success section of the exam. Next, let’s take a look at the Functional Capabilities and Business Value section.