Salesforce B2B Solution Architect Exam Guide | Multi-Cloud B2B Architectures

Salesforce Architect • Solution Credential

Salesforce B2B Solution Architect Exam Guide

Design secure, scalable multi-cloud B2B architectures that span Sales Cloud, Service, Revenue/CPQ, Experience Cloud, Integration and Data. This guide covers exam format, domains, study strategy and scenario-style questions for the Salesforce Certified B2B Solution Architect credential.

Who is the B2B Solution Architect Certification For?

The B2B Solution Architect credential targets professionals who own the end-to-end Salesforce solution in complex business-to-business (B2B) environments. You’re a good fit if you:

• Lead multi-cloud programs involving Sales, Service, Revenue/CPQ, Experience and Integration.
• Align business strategy, process design and technical architecture across teams.
• Make decisions about data model, integration patterns, security and governance.
• Collaborate with domain architects, product owners and executives on program roadmaps.

This exam assumes strong hands-on experience and usually comes after multiple consultant and architect certifications (e.g. Sales Cloud, Service Cloud, CPQ, Integration, Data, Sharing & Visibility).

Exam Overview

📊 Exam at a Glance

Exam Name	Salesforce Certified B2B Solution Architect
Format	Proctored, multiple-choice / multiple-select, heavily scenario-based
Duration	120 minutes
Number of Questions	~60 scored questions (+ a few unscored items)
Passing Score	Typically high-50s to low-60s% (check the current exam guide for the exact value)
Registration Fee	$400 USD (Retake: $200 USD)
Recommended Background	Multiple consultant & architect certs, plus real-world experience designing multi-cloud B2B solutions and integrations.

🧭 What this Exam Focuses On

Expect questions where you must design:

• End-to-end B2B customer lifecycles from marketing and lead to revenue and support.
• Cloud-to-cloud architectures across Sales, Service, Revenue/CPQ and Experience.
• Integration strategy for ERP, billing, data warehouses and external systems.
• Data, security & governance for complex account hierarchies and buying groups.
• Program-level roadmaps, release strategy and adoption for B2B programs.

Sales Cloud Service Cloud Revenue / CPQ Experience Cloud Integration & Data

B2B Solution Architect Domains

Salesforce may adjust domain names and weightage over time. Use this as a practical view and always verify against the latest official exam outline before scheduling.

🔍 View High-Level Domains & Concepts

• Discovery & Customer Success – Stakeholder alignment, vision, current-state assessment, risks, and success metrics for B2B programs.
• Multi-Cloud B2B Architecture – Mapping business capabilities to the right clouds and features (Sales, Service, Revenue/CPQ, Experience, etc.).
• Data & Integration Strategy – Master data, account hierarchy, buying groups, ERP and billing integrations, data residency and Data Cloud usage.
• Security, Governance & Operations – Org strategy, security model, governance, DevOps and operational readiness.
• Change Management & Adoption – Enablement, rollout planning, value realization and continuous improvement for B2B solutions.

The real exam is scenario-heavy. You’ll rarely be asked for simple definitions; instead you’ll choose the best architecture or approach given constraints, risks and trade-offs.

🆕 Recent Trends (High-Level)

• More cross-cloud scenarios including Revenue/CPQ, Slack and Data Cloud for B2B programs.
• Increased emphasis on buying groups, complex account structures and partner collaboration.
• Scenarios involving modern integration patterns with ERPs and billing systems.
• Questions on governance, KPIs and value realization for large B2B transformations.

Key Design Areas for B2B Solution Architects

🏢 Core B2B Sales & Revenue Architecture

• Design account and contact models for global enterprises and subsidiaries.
• Model opportunities, quotes, orders and revenue across Sales Cloud and Revenue/CPQ.
• Decide when to use standard vs custom objects for pricing, discounts and approvals.
• Align Salesforce with ERP and billing for order, invoice and fulfillment processes.

🤝 Service, Experience & Partner Collaboration

• Design service processes for cases, entitlements and SLAs in B2B contexts.
• Use Experience Cloud for partner, distributor or customer portals.
• Decide where partners create deals, register opportunities and collaborate with sellers.
• Handle access and visibility across accounts, opportunities and cases for partners.

📊 Data, Integration & Data Cloud

• Define system of record for accounts, contacts, products, prices and orders.
• Choose integration patterns for ERP, CPQ engines, billing, data warehouses and more.
• Use Data Cloud or MDM to unify B2B data across regions and systems.
• Plan for data residency, retention and compliance requirements.

🔐 Security, Org Strategy & Governance

• Recommend single-org vs multi-org strategies for global B2B customers.
• Design sharing models for sales teams, channels, partners and support.
• Align DevOps, environment strategy and release management with program goals.
• Establish governance structures like CoE, CAB and architecture review boards.

📈 Change Management, Roadmap & Value Realization

• Build a phased roadmap that aligns quick wins with long-term transformation.
• Define KPIs and success metrics for pipeline, win rates, customer experience and revenue.
• Plan training, enablement and adoption across sales, service and partner teams.
• Use feedback loops and analytics to evolve the solution over time.

Where B2B Solution Architect Fits in Your Journey

There’s no single “required” path, but many candidates follow a progression similar to:

• 1️⃣ Foundation: Administrator, App Builder, core Sales Cloud / Service Cloud.
• 2️⃣ B2B Focus: Sales Cloud Consultant, Service Cloud Consultant, Revenue/CPQ Consultant.
• 3️⃣ Architecture: Domain certs like Data Architect, Sharing & Visibility, Integration, Identity, Dev Lifecycle.
• 4️⃣ Composite: Earn Application Architect and/or System Architect.
• 5️⃣ Solution Level: Attempt B2B Solution Architect once you have multi-cloud delivery experience.

B2B Solution Architect is less about “feature trivia” and more about demonstrating how you connect clouds, teams and systems to achieve business outcomes.

4-Week Study Plan (Adjust to Your Experience)

This plan assumes you already have hands-on experience with at least Sales Cloud and one additional B2B product (Service or Revenue/CPQ). Adapt the pace if you are newer to any cloud.

Week 1 – Understand the Exam & Current Landscape

• Read the official B2B Solution Architect exam guide end-to-end.
• Map your recent B2B projects: which clouds, systems and integrations were involved?
• Identify gaps across Sales, Service, Revenue/CPQ, Experience and Integration.
• Review high-level B2B reference architectures from Salesforce resources and docs.

Week 2 – Multi-Cloud Architecture & Data Strategy

• Deep-dive on Sales + Revenue/CPQ opportunity-to-cash patterns.
• Study Service Cloud models for B2B support, entitlements and SLAs.
• Review account, contact, buying group and partner patterns for complex B2B orgs.
• Sketch at least two sample data & integration architectures for ERP + Salesforce.

Week 3 – Governance, Security, Integration & Operations

• Review org strategy, sharing & visibility for multi-region, multi-team B2B setups.
• Map when to use APIs, middleware, events, Data Cloud or external objects.
• Study how DevOps and release management work in multi-cloud programs.
• Document governance structures: CoE, CAB, architecture review board and decision rights.

Week 4 – Scenario Practice & Mock Exams

• Practice reading long scenarios and summarizing business goals, constraints and risks.
• Take at least one or two mock exams or large sets of practice questions.
• Review all incorrect answers and ask: “What architecture principle did I miss?”
• Prepare 1–2 “reference architectures” you could reuse in real-world B2B projects.

Sample Scenario-Style Questions

Question 1

A manufacturing company sells through both a direct sales team and a global network of distributors. They use Sales Cloud for the internal team and want distributors to register deals, collaborate on quotes and view order status. Distributors have their own internal CRMs. Which approach should the architect recommend?

1. Give all distributors Salesforce internal licenses and ask them to abandon their own CRMs.
2. Implement an Experience Cloud partner portal integrated with their existing CRMs, where distributors can register deals, collaborate on opportunities and view key data exposed from Salesforce.
3. Send weekly spreadsheets with opportunity data to all distributors.
4. Create a read-only public site with opportunity lists that distributors can bookmark.

Correct Answer: B

Experience Cloud partner portals are designed for B2B channel collaboration. Integrating with distributors’ internal CRMs allows them to keep local processes while using Salesforce as the system of engagement for shared deals and order visibility.

Question 2

A B2B customer wants Salesforce to be the system where sellers manage opportunities, quotes and order intent, but their ERP must remain the system of record for orders, invoices and inventory. They ask how to design the integration between Salesforce and ERP for the quote-to-cash process. What is the best recommendation?

1. Store all order, invoice and inventory data directly in Salesforce and periodically export it to ERP in bulk.
2. Use Sales Cloud + Revenue/CPQ for quoting and order intent, then integrate to ERP using APIs or middleware to create and update orders, invoices and inventory, exposing key ERP data back into Salesforce for seller and service visibility.
3. Keep all quote and order data only in ERP and ask sellers to work directly in the ERP UI.
4. Use email notifications between Salesforce and ERP teams instead of system integration.

Correct Answer: B

Salesforce should be the engagement and selling platform, while ERP remains the financial and inventory system of record. An API/middleware-based integration allows each to focus on its strengths and maintains a consistent quote-to-cash process.

Question 3

A global B2B organization is considering using multiple Salesforce orgs due to regional data residency and business autonomy requirements. What should the B2B Solution Architect do first before recommending single-org or multi-org strategy?

1. Decide based only on the number of users in each region.
2. Immediately recommend a multi-org approach because it’s more flexible.
3. Conduct a structured org strategy assessment looking at data residency, integration complexity, shared customers, governance, and the need for global reporting vs regional autonomy.
4. Recommend a single global org because it’s always the preferred approach for Salesforce customers.

Correct Answer: C

Org strategy is a multi-dimensional decision. The architect must assess data, regulatory, process, integration and governance factors before recommending single-org, multi-org or hybrid patterns.

Tip: Treat every practice scenario as a real customer. Write down the architecture you’d propose and why it’s better than alternatives.