Learn About Discovery and Customer Success
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how to document and articulate the business needs, value, and vision of the customer to support their desired business outcomes for a B2B multi-cloud solution.
- Define the future blueprint architecture of a B2B multi-cloud Salesforce solution to define the product roadmap, business need, and vision in the customer landscape.
- Define the incremental steps necessary to reach the recommended future end state that supports business outcomes.
Key Topics
This unit prepares you for the Discovery and Customer Success section of the Salesforce B2B Solution Architect exam, which makes up 25% of the overall exam. This section of the exam tests these topics.
- Documenting and articulating a customer’s business needs, value, and vision
- Defining the product roadmap for a B2B multi-cloud solution
- Defining the incremental steps necessary to reach the recommended future end state of a B2B multi-cloud solution
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 B2B Solution Architect. Looking at these questions helps prepare you to take the Discovery and Customer Success section of the Salesforce B2B 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).
Download the Guide
Would you like a hard copy of this module’s content as a study aid? Download the B2B Solution Architect Cert Prep: Discovery and Integration guide. (Each module in this trail includes a link to a printable version of the content that you can download.)
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 question, 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.
Exam Topic Flashcards
The following flashcards cover architecture diagrams, B2B business models, and solution kits. 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 on 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 choose a wrong answer? Check out the table below for related study material.
Flashcard 1 |
Learn what a B2B business model is by completing the Trailhead module The B2B and B2B2C Commerce Data Model. |
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Flashcard 2 |
Explore the different types of architecture diagrams by completing the Trailhead module Salesforce Architecture Diagrams: Quick Look. |
Flashcard 3 |
Review the Trailhead module Salesforce Solution Kits: Quick Look to learn about Solution Kits. |
Related Badges
Looking for more information? Explore these related badges.
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Congratulations! You’ve studied up on Discovery and Customer Success. Next, let’s take a look at the Data Governance and Integration section of the exam.