Discover B2B Core Features and Concepts

Explore key concepts for B2B digital transformation with Salesforce.

• Learn what a solution architect does and how it differs for B2B and B2C businesses.
• Understand the relationship between licenses, permissions, editions, and add-ons.
• Plan for and work with large data volumes within Salesforce.
• Understand scalability, management, and performance of data on the Salesforce Platform.
• Control access to data using point-and-click security tools.
• Analyze your marketing data with B2B Marketing Analytics for Lightning App.
• Prepare your contact center for the multi-channel world.
• Optimize Salesforce with the right combination of products for your sales teams.

• B2C & B2B Solution Architect Job Comparison: Quick Look
• Compare the B2B and B2C Solution Architect Roles
• Salesforce Licensing
• Understand How Licenses Work
• Give Users the Functionality They Need
• Keep Up with Upgrades and Add-ons
• Large Data Volumes
• Design Your Data Model
• Conduct Data Queries and Searches
• Load Your Data
• Perform Data Deletes and Extracts
• Scalability with Salesforce
• Understand Scalability at Salesforce
• Manage Data at Scale with Salesforce
• Test Platform Performance at Scale
• Data Security
• Overview of Data Security
• Control Access to the Org
• Control Access to Objects
• Control Access to Fields
• Control Access to Records
• Create a Role Hierarchy
• Define Sharing Rules
• B2B Marketing Analytics for Lightning App
• Get Started with B2B Marketing Analytics for Lightning App
• Set Up B2B Marketing Analytics
• Omni-Channel Readiness and Digital Engagement
• Define Omnichannel
• Make the Move from Analog to Digital
• Lead to Cash Sales Features
• Move Customers from Lead to Cash on One Platform
• Boost Adoption with Inbox
• Close Deals Faster with Salesforce CPQ
• Use Sales Analytics to Make Smart Moves