Deliver your Business Objectives

Learning Objectives 

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

• Describe what a Salesforce business scenario is.
  
• Explain the benefits of using a Salesforce business scenario.
  
• Identify what’s included in a Salesforce business scenario.
  

What Are Business Scenarios?

We are in the middle of the Fourth Industrial Revolution. Companies must adapt to this hyperconnected world and delight customers who are demanding more personalized experiences. But how do you get started? While Salesforce has incredible technology that can power these customer-centric experiences, it’s not always easy to figure out how to tie all of our solutions into your particular business needs.

To help you get started on your digital transformation journey, we have bundled our best content into common use cases. Business scenarios describe tangible, real-world use cases and offer flexible options to help you bridge the gap between your organization’s current business capabilities and the solutions needed to achieve your goals. For each scenario, you discover a variety of Salesforce solutions to help you meet your business objectives, reduce time to value, and even let you plan out longer-term implementation roadmaps. Business scenarios also highlight the platform-agnostic business capabilities that an organization, business, department, or team needs to successfully execute these objectives. Understanding what business capabilities are needed to implement a scenario can help align cross-functional teams around areas for investment, better strategize around technology solutions, and even help expose growth opportunities for team members.

What’s Included in a Business Scenario?

We’ve created a set of solutions, spanning any number of products, that map to various business scenarios. These are presented at increasing levels of complexity and come from a variety of trusted sources including Trailhead, Help, and Solution Kits. Included are solutions that most closely relate to your organization’s objectives. Each solution considers maturity requirements in terms of people and process, as well as business capability recommendations and best practices

For example, the Data-Driven Advertising Business Scenario outlines a business scenario that exceeds customer expectations by delivering personalized advertising across all of a customer’s devices in a secure, privacy-compliant manner. In order to understand your customer you need to start with data. Delve into your data to develop a deeper understanding of your target shoppers, reach new levels of personalization, and increase audience reach with secure, targeted campaigns.

Each business scenario includes the following.

• Recommended products: Products that can help you deliver data-driven advertising.
  
• Curated solutionsfrom trusted sources, such as Trailhead and Help & Training documents.
  

• Beginner solutions are typically out-of-box capabilities that enable quick time to value.
  
• Intermediate solutions require integration and custom work.
  
• Advanced solutions are typically complex use cases that require a lot of work.
  

• Business capabilities: Best practices to grow your maturity and develop considerations for the solution implementation.
  
• Resources: Additional resources or business scenarios that support implementing the solution.
  

How to Use a Business Scenario 

The business scenario answers the “what” and helps an architect or line of business manager understand which business capabilities are recommended, which products they need to consider as part of the solutions, and a curated set of solutions designed to meet these needs.

These business scenarios provide you with the best practices and guidance on selecting the right solutions and products for your organization. Follow these steps to get started using business scenarios.

1. Review business capabilities required to achieve the business scenario.
   
2. Assess the maturity levels of your organization’s business capabilities.
   
3. Review the best practices with minimum maturity level to understand how your business can improve in each area of capability.
   
4. Review products and solutions to achieve faster time to value and build a roadmap as you increase your maturity.
   

Resources 

• Trailhead: Salesforce Solution Kits: Quick Look
• Salesforce Help: Use Business Scenarios to Identify Solutions