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Making the Most Out of Our Partnership Access to Key Resources

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Page 1: Access to Key Resources

Making the Most Out of Our PartnershipAccess to Key Resources

Page 2: Access to Key Resources

Standard Success

Customer Success Events CalendarGet access to live events across the world and Online Events 24/7

Trailblazer CommunityEngage with millions of members in the Trailblazer Community to get answers fast

Trailhead and Help PortalLearn On-Demand and Skill Up on Salesforce

Skill up on Salesforce and get answers fast

Trailblazer Community Members

Events Per Month

2.7M 2500+

Page 3: Access to Key Resources

What is Trailhead?The fun and free way to learn Salesforce!

Trailhead is an online library of Salesforce learning content available for free. You don’t even have to be a Salesforce customer! The self-paced learning tools cover a variety of focus areas including:

● Salesforce Product Overviews● Salesforce Product Features● B2C Commerce Roles and Permissions● Einstein for B2C Commerce● and more!

Trailhead >>

B2C Commerce Trailmix >>

Page 4: Access to Key Resources

The Salesforce Trailblazer community is a place for our customers, partners, and Salesforce teams to interact and learn from each other.

The Trailblazer Community includes:● Product Releases Notes● Ask the Community Forums● B2C Commerce Documentation

Simply, it’s a website - but it’s much moreWhat is the Salesforce Trailblazer Community

Access Trailblazer Community >> Pro Tip

Watch the Trailblazer

Community for B2C

Commerce

Page 5: Access to Key Resources

Find Help

Besides access to documentation, the Help section gives access to Trailhead, the Trailblazer Community, Troubleshooting tips, Best Practices, and much more.

View Documentation and filter by Commerce to see all the Commerce materials.

Access Trailblazer Community >>

Page 6: Access to Key Resources

B2C Documentation

B2C Roadmap, etc

Infocenter

Release Notes and Release Webinars

Salesforce Order Management - NEW

Access Trailblazer Community >>

Page 7: Access to Key Resources

B2C Commerce Cloud’s Main CommunityB2C Commerce

Notification Setup

Resource Quick links

Ask the Community:

Post in the B2C Commerce Group when you have a question or are looking to engage the community on tips & best practices.

Search the Community

Page 8: Access to Key Resources

Commerce Cloud Developer CenterImproved developer efficiency

Central hub for all developer toolsOne-stop-shop for new Commerce APIs, new sample apps, and toolkits

Home for learning and education Developer resources and clear instructions on how to build with APIs and Reference Architectures via Solution Kits and Trailhead

Developer community supportEngage with other developers and Commerce Cloud experts to get feedback and your questions answered

Commerce Cloud Developer Center >>

Page 9: Access to Key Resources

Farewell Xchange! Hello Trailblazer Community & Developer Center!

Business related content: Mostly in the Trailblazer Community which can be found here.

Developer content and forums: Now in the Commerce Cloud Developer Center here.

Page Designer information: Those resources can now be found here.

Einstein documentation: That is now in the Infocenter here.

Would a tour be helpful? This webinar originally show in February gives a great tour of the Developer Center and Trailblazer Community.

Tips & Tricks: We hosted a webinar on July 22nd on the XChange Decommission for our customers, partners and developer community. Here are the materials:

● Presentation here● Webinar recording here● Post on the B2C Community here

What do I do now? Where do I go for what?

Having trouble logging in? Check out this article!

Page 10: Access to Key Resources

All things Events, Accelerators, & Training

COME VISIT OUR ACCELERATOR LIBRARYAre you looking for information around the available accelerators, learn about specifically what is covered in each session, and access the on-demand webinars that we now have for all of our accelerators? Simply click on “Commerce” from the link above and click on the accelerator of your choosing to learn all of the important details.

TRAINING NEWS AND NOTESHave you reviewed the training plan for your Storefront team lately? Now is a good time to consider the skills needed for Merchants, Marketers and Developers to ensure you are ready for the holiday season. Trailhead Academy offering instructor-led workshops, giving participants hands-on experience, best practices and an expert on hand to ask questions. You can register one or two seats, or request a private workshop just for your organization. Here are some links with more details on our course selection:

● B2C Commerce Merchant (CCM101): ● B2C Commerce Developer with SFRA (CCD-102): ● B2C Commerce Developer with SiteGenesis (CCD101):● B2C Commerce Developer Certification

REIMAGINED SALESFORCE EVENTS PAGEJoin us for our all new virtual events reimagined just for you. We are excited this year to bring you virtual events this year focused on product, roles, industry, and thought leadership. Check out this page for all of the available events with more being added all the time. Let’s keep learning!

Page 12: Access to Key Resources

Map 1: Getting StartedIt’s important for new Salesforce customers to have a plan when they’re getting started. In the same way that you wouldn’t build a house without a blueprint, our customers should not implement Salesforce without a plan.

Salesforce Confidential – Not for External Distribution

1. Learn the Basics

Get an overview of Commerce Cloud Digital.

2. Learn the Platform

Learn how to use Business Managerto run your site.

Salesforce B2C Commerce

Explore how Commerce Cloud helps transform the online shopping experience.

Trailhead

Commerce Cloud Basics

Get to know commerce trends and platform features.

Trailhead

Commerce Cloud Features

Understand the core capabilities of Commerce Cloud.

Trailhead

Marketing & Service for Commerce Cloud

Unify your service and marketing experience with Salesforce.

Trailhead

3. Understand the Landscape

Find out what customers today expect from their online shopping experience.

Commerce Cloud Digital for Merchandisers

Configure product listings and make them easy to find.

Trailhead

Platform Adoption Playbooks

Understand how to use the merchandising and marketing building blocks in Business Manager.

Playbooks

Getting Started: Onsite Marketing & Promotions

Work with a Specialist to learn the ins and outs of campaigns, qualifiers, and promotions.

Accelerator

Getting Started: Search Engine Optimization

Work with a Specialist to leverage Commerce Cloud SEO features.

Accelerator

Getting Started: Sorting Rules

Get guidance from a Specialist on sorting rule set-up and best practices.

Accelerator

Commerce Cloud Blog

Get the latest on unified commerce, retail intelligence, shopper experience, and client stories.

Blog

Mobile ShoppingFocus Report

Discover actionable insights from over 300 million global shoppers.

WhitepaperPersonalization in Shopping Report

Understand how AI impacts revenue and the shopper journey.

Whitepaper

Quarterly Shopping Index

Keep up with shopping trends via this interactive quarterly report.

Website

Unified Commerce & Shopper-First Retailing Report

Learn how changing consumer expectations are impacting retail and brand strategy.

Whitepaper

Getting Started: Einstein Recommendations

Join live to learn recommendations best practices from B2C Commerce Specialists.

Salesforce Holiday Headquarters

Visit the home base for all Salesforce holiday readiness resources.

Website

Accelerator

Getting Started: Products & Catalogs

Join live to learn best practices for catalogs, categories, and products.

Accelerator

Getting Started: Onsite Search

Attend a live webinar to learn how to set-up and manage your site search experience.

Accelerator

Page 13: Access to Key Resources

Map 2: Using Commerce Cloud FeaturesGrow your customer base and increase customer engagement with your Salesforce Commerce Cloud storefront.

Salesforce Confidential – Not for External Distribution

4. Use A/B Testing to Maximize Results

Develop a testing strategy to support continuous improvement.

3. Drive Conversion with Site Search

Serve relevant site search results to increase product findability.

2. Manage SEOto Drive Trafficto Your Site

Leverage SEO capabilities so search engines will find and index your products.

SEO Playbook

Dig into search engine optimization best practices.

1. Leverage Data to Drive Decision Making

Use Analytics to understand key performance metrics.

Reports & Dashboards

Drill into insights and trends in your Commerce Cloud data.

Documentation

Set Up Access to Reports & Dashboards

Get instructions for granting access to Reports & Dashboards.

Video

Site Search Optimization Playbook

Get an overview of how to tune site search.

Commerce Insights User Guide

Learn how to elevate your merchandising with shopper basket analysis.

Meta Tag Overview

Use page meta tags to provide structured data for search engines.

Documentation

Search Engine Optimization

Find more on SEO in product documentation.

Documentation

Quality of Search Template

Make it a practice to regularly test your top search terms. How-to video 1 / video 2.

Documentation

A/B Testing Strategy Guide

Learn best practices for establishing your AB testing strategy and ideas for what to test.

A/B Testing Playbook

Learn how to set up AB tests and read the results.

Guide

Guide

Guide

Guide

Guide

Getting Started: B2C Commerce Metrics & Analytics

Get an overview of Commerce Cloud analytics tools.

Accelerator

Using Data to Identify Conversion Pain Points

Use this guide to analyze conversion data and trends.

Guide

Page 14: Access to Key Resources

Map 3: Optimizing Your ImplementationMaximize the value of Commerce Cloud by optimizing features and functionality to drive revenue and conversion

Salesforce Confidential – Not for External Distribution

4. Increase Site Traffic

Drive qualified site traffic and optimize site speed.

3. Optimize Checkout

Lower barriers to checkout with UX best practices.

2. Improve Merchandising & Product Discovery

Help customers find what they are looking for.

1. Deliver 1:1 Customer Experiences

Learn best practices for Commerce Cloud Einstein features.

Einstein Commerce Insights

Add shopping basket analysis to your merchandising and promotional strategy.

Increase Site Traffic

Learn key plays to drive qualified site traffic and optimize site speed.

Guide

Improve the Checkout Experience

Review strategies and tools to optimize the checkout flow.

Guide

Einstein Product Recommendations

Learn how to implement and optimize 1:1 product recommendations.

Guide

Einstein Predictive Sort

Discover Predictive Sort use cases and AB testing strategies.

SEO Site Design Checklist

Access Commerce Cloud SEO tools and resources.

Website

Optimizations for the Checkout Flow

Test proven checkout optimizations and UX best practices.

Whitepaper

Cart & Checkout

Listen to UX experts share best practices to optimize the checkout flow.

Video

Einstein Search Dictionaries

Understand how Einstein Search Dictionaries work and how to use this feature.

Instagram Shopping

Learn how Commerce Cloud powers Instagram Shopping.

Guide

Web Page Speed

Dig into tools and tips to analyze and improve your site speed.

Website

Elements of a High Performing Shopping Cart

Test the placement of elements in your shopping cart.

Whitepaper

Guide Guide Guide

Desktop & Mobile Navigation

Learn UX best practices for desktop and mobile navigation.

Whitepaper

Designing an Effective Homepage

Learn UX best practices for the homepage.

Whitepaper

Designing a Winning Product Detail Page

Learn UX best practices for the product detail page.

Whitepaper

Improve Product Discovery

Discover best practice strategies to increase product discovery.

Guide

SEO Site Design Checklist

Access a Commerce Cloud SEO Site Design Checklist

Documentation

Page 15: Access to Key Resources

Map 3: Optimizing Your ImplementationMaximize the value of Commerce Cloud by optimizing features and functionality to drive revenue and conversion

Salesforce Confidential – Not for External Distribution

5. Increase Average Order Value

Enhance merchandising, promotion, and personalization strategies to increase order value.

6. Focus on Conversion

Analyze conversion and identify opportunities to increase revenue.

Commerce Cloud Einstein Hub

Go to the one-stop shop for all Commerce Cloud Einstein information and best practices.

Increase Average Order Value

Review a playbook of key strategies to maximize AOV and increase GMV.

Guide

Create Discounts to Incentivize a Higher Spend

Learn how to set up and test new promotions.

Guide

Improve Conversion Rate

Understand how to analyze trends in conversation rate and learn strategies for increasing this KPI.

Guide

Using Data to Identify Conversion Pain Points

Get guidance on how to evaluate the interconnected metrics that make up conversion rate.

Guide

Guide

Page 16: Access to Key Resources

Map 4: Going Further with Advanced FeaturesBolster your Commerce Cloud storefront with other advanced capabilities

Salesforce Confidential – Not for External Distribution

4. Prepare Your Roadmap

Get guidance on planning your future roadmap.

3. Connect Social & Commerce with Instagram Shopping

Get an overview of how Instagram Shopping works.

2. Implement Apple Pay

Reduce checkout friction for yourmobile shoppers.

1. Take Advantage of the Commerce Cloud Storefront Reference Architecture

Learn the benefits of SFRA.

Storefront Reference Architecture Resource CenterAccess documentation, wireframes, and more.

Website

Apple Pay Developer Guide

Access Developer resources for implementing Apple Pay.

Website

PUMA Mobile-First Approach to Ecommerce

Read a case study on how PUMA approaches mobile-first.

Whitepaper

Certified Partners

List of certified LINK partners for SFRA development.

How to Set Up Instagram Shopping

Review Instagram’s guide and set up checklist.

Website

Shopping on Instagram Demo

Watch a video highlighting Instagram Shopping as a consumer.

Video

Mobile Content Journey

Take an interactive online learning path on how to evolve mobile shoppers.

Guide

Storefront Reference Architecture FAQ

Find answers to common SFRA questions.

FAQ

Instagram Shopping with Commerce Cloud

Overview of Commerce Cloud powers Instagram Shopping.

Commerce Cloud Roadmap & Releases

Review upcoming platform functionality.

Website

Insights: Feature Adoption Checklist

Audit to ensure you’re effectively utilizing all available Commerce Cloud features.

Accelerator

Mobile ShoppingFocus Report

Discover actionable insights from over 300 million global shoppers.

Whitepaper

Quarterly Shopping Index

Keep up with shopping trends via this interactive quarterly report.

Whitepaper

Guide

Apple Pay Best Practices

Get implementation and UX best practices published by Apple.

Guide

Website

Apple Pay on The Web

Understand the enablement process and project timeline.

Guide

Page 17: Access to Key Resources

Map 4: Going Further with Advanced FeaturesBolster your Commerce Cloud storefront with other advanced capabilities

Salesforce Confidential – Not for External Distribution

5. Expand to New Markets

Understand international expansion opportunities and position yourselffor success.

Discover Your Global Commerce Opportunity

Get an overview on what it takes to go global.

Whitepaper

Visit the Salesforce GDPR Resource Center for tools and features to help you comply.

GDPR - General Data Protection Regulation

Website