Maintain Your B2C Solution Architect Certification for Winter ’26

Learning Objectives

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

Keep your app integrations secure.
Prepare your single sign-on setup for upcoming changes.
Improve search experiences with Einstein.
Connect customer data across multiple orgs.
Grow your knowledge base with generative AI.

As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.

Stay Current with Your Certification

Salesforce certifications hold the most value when you keep them relevant. To keep your B2C Solution Architect certification current, complete this module by the due date.

Interested in learning more about getting certified? Check out the B2C Solution Architect certification.

While anyone can earn this badge, this module is designed for those who hold the B2C Solution Architect certification.

As part of the Salesforce Certification Program, you agree to the terms of the Salesforce Certification Program Agreement. Review the exam policies in the agreement and the Salesforce Certification Program Agreement and Code of Conduct article before you continue.

B2C Solution Architect Overview

As a B2C Solution Architect, you design and guide multi-cloud solutions that deliver business value. You connect business and technology to build customer-first experiences across the Salesforce Customer 360.

You deliver value when you:

Align Salesforce technology with business goals.
Connect clouds, apps, and data into a single customer view.
Apply Salesforce features to create differentiated customer experiences.
Guide teams through complex, multi-cloud implementations.

Your certification proves you can lead in three key ways.

Business leadership: Help companies define and achieve a multi-cloud vision.
Delivery leadership: Drive successful outcomes with best practices and use-case expertise.
Technical leadership: Select the right product features to meet business goals.

Every year, Salesforce releases new features that help you deliver even stronger solutions. In this module, you explore the most important updates for Winter ’26.

Keep Your App Integrations Secure

Salesforce now requires you to use the Connect REST API—not the Metadata API—to access OAuth credentials for external apps.

When you register an app, Salesforce creates two values: a consumer key (public ID) and a consumer secret (private key). In the past, some teams accessed these through the Metadata API, which could expose secrets in source control. The Connect REST API gives you a safer way to manage them.

Turn on the Connect REST API for your apps and update any integrations that still use Metadata API. After enforcement, Metadata API calls for these credentials stop working.

Store OAuth secrets securely—never in version control—and confirm that any automation uses the Connect REST API. You can check your org’s release schedule from Setup | Company Information or by searching for your instance on the Salesforce Trust site.

Prepare Your Single Sign-On Setup

Salesforce now supports only the multiple-configuration SAML framework. If your org used the single-configuration framework, you need to migrate to keep your single sign-on (SSO) working.

When you update your setup:

Expect your Salesforce login URL to change as part of the migration.
Make sure your identity provider includes the audience attribute in SAML responses.
Test the migration in a sandbox before enabling it in production.

In Setup, search Release Updates and open Migrate to a Multiple-Configuration SAML Framework to review your status, test the changes, and document updates for identity provider teams so your single sign-on keeps working.

Improve Search Experiences with Einstein

Search is often the first step in a customer’s journey. When it fails, customers leave. With Einstein semantic search, you improve product discovery by going beyond exact keyword matches. Semantic search accounts for synonyms, typos, misspellings, abbreviations, and themes.

To use semantic search, turn it on, test it, and connect it to the commerce flow so it supports your business goals. This helps customers find products more easily and improves overall site performance.

You can combine semantic search with product recommendations or personalization to deliver a stronger shopping experience.

Connect Customer Data Across Multiple Orgs

Running multiple Salesforce orgs often creates silos. With Data Cloud One, you can connect all your orgs to a single Data 360.

This setup lets you:

Share one central Data 360 across orgs.
Access unified customer profiles in each connected org.
Share insights, flows, and AI features without custom code.

Set up a Data 360 home org, then add companion orgs through Data 360 Connections in Setup. This gives every org access to the same customer data, insights, and features.

Use Data Cloud One to align data models across orgs, simplify integration, and deliver a single source of truth.

Grow Your Knowledge Base with Generative AI

With Einstein Knowledge Creation, you use generative AI to draft articles from customer conversations in Messaging, Live Chat, or email to deliver better customer support. Agents review, edit, and publish these drafts, which saves time and creates more consistent information.

Knowledge Creation now supports six languages: English, French, German, Italian, Japanese, and Spanish.

Activate multiple languages in Knowledge Settings, and pair AI-generated drafts with a review process to scale globally while maintaining accuracy.

Wrap Up

This year’s updates strengthen security with new API and SSO requirements, improve commerce with semantic search, simplify multi-org strategy with Data Cloud One, and expand service with AI-powered knowledge creation.

Together, these changes help you deliver solutions that are more secure, more connected, and more customer-focused.

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