# Discovery workshops, solution kits and success criteria

*B2C Solution Architect Study Guide · Discovery and Customer Success · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/b2c-solution-architect/discovery-and-customer-success/discovery-workshops-solution-kits-and-success-criteria*

How a B2C solution architect runs discovery across Commerce, service and marketing: who defines requirements, which artifacts align executives, how solution kits and value maturity assessments feed a phased plan, and which requirement risks to document before design.

- Certification: Salesforce B2C Solution Architect
- Exam section: Discovery and Customer Success
- Study guide: https://www.certifyforce.com/study-guide/b2c-solution-architect

**Official exam objective:**

> Given a scenario, determine how to facilitate a successful customer engagement (agenda, plan, gather requirements, document, and design).

## What the exam expects

- Plan a requirements workshop: decide who defines the requirements for a use case that crosses B2C Commerce, Agentforce Service and Marketing Cloud Engagement, and who builds it.
- Choose the discovery artifact for the audience: a business capability map, the Retail Operations Canvas or a value maturity assessment.
- Use a Salesforce solution kit as a planning and design input, and add the checks it recommends to the plan before implementation.
- Recommend a phased plan: proof of concept, prioritized use cases with confirmed success criteria, and an end-state architecture with options.
- Document requirement risks surfaced in discovery (inventory forecasting, required fields, API and storage growth, feed timing) and set the agenda for a technical design workshop.

Key terms: **solution kit** (reference material for one cross-product use case); **business capability map** (drivers, capabilities and product positioning); **Retail Operations Canvas** (a visual of a retailer's operational steps); **value maturity assessment** (a workshop rating readiness to realize value); **success metrics** (quantifiable measures of progress).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Kit contents | Required products, workflow, connecting technology, configurations, design considerations, resources | [Solution Kits](https://trailhead.salesforce.com/content/learn/modules/salesforce-solution-kits-quick-look/c360-sk1) |
| Requirement owners | Business owners and UX from Commerce, Service and Marketing | [Back-in-Stock Kit](https://help.salesforce.com/s/articleView?id=xcloud.send_back_in_stock_notifications.htm&type=5&language=en_US) |
| Before a reference implementation | Consider an environmental audit with an Engagement account executive | [Reference Implementations](https://help.salesforce.com/s/articleView?id=xcloud.send_back_in_stock_notifications_integration_reference_implementation.htm&type=5&language=en_US) |
| Business objectives | Follow the SMART framework | [Capabilities Assessment](https://www.salesforce.com/blog/business-capabilities-assessment/) |
| Contact creation | Service Cloud requires last name | [Design Considerations](https://help.salesforce.com/s/articleView?id=xcloud.send_back_in_stock_notifications_design_considerations.htm&type=5&language=en_US) |
| Large catalogs | More than one million SKUs: import with delta files | [Design Considerations](https://help.salesforce.com/s/articleView?id=xcloud.send_back_in_stock_notifications_design_considerations.htm&type=5&language=en_US) |
| Einstein data | Activation and testing on the primary instance group; data collected on production only | [Implementing Einstein](https://trailhead.salesforce.com/content/learn/modules/cc-einstein-plan-and-implement/cc-einstein-plan-implementation) |

## Check yourself

- Why does the back-in-stock kit suggest an Einstein recommendations strategy for out-of-stock product pages?
- When should the Engagement catalog be imported using delta files?
- Why does a business value map require business objectives to be SMART?

## Sources

- [Send Back-in-Stock Notifications](https://help.salesforce.com/s/articleView?id=xcloud.send_back_in_stock_notifications.htm&type=5&language=en_US)
- [Back-in-Stock Design Considerations](https://help.salesforce.com/s/articleView?id=xcloud.send_back_in_stock_notifications_design_considerations.htm&type=5&language=en_US)
- [Back-in-Stock Notification Workflow](https://help.salesforce.com/s/articleView?id=xcloud.send_back_in_stock_notifications_workflow.htm&type=5&language=en_US)
- [Integration Reference Implementations for Back-in-Stock Notifications](https://help.salesforce.com/s/articleView?id=xcloud.send_back_in_stock_notifications_integration_reference_implementation.htm&type=5&language=en_US)
- [Deliver Connected Customer Experiences with Solution Kits](https://trailhead.salesforce.com/content/learn/modules/salesforce-solution-kits-quick-look/c360-sk1)
- [Capability Map](https://architect.salesforce.com/docs/architect/reference-diagrams/guide/section-capability-map.html)
- [Business Capability Map](https://architect.salesforce.com/docs/architect/reference-diagrams/guide/business-capability-map.html)
- [Playbooks and Additional Resources](https://help.salesforce.com/s/articleView?id=cc.b2c_playbooks_additional_resources.htm&type=5&language=en_US)
- [Exam Guide: Salesforce Certified B2C Solution Architect](https://help.salesforce.com/s/articleView?id=005298942&language=en_US&type=1)
- [Why IT Implementations Fail (Business Capabilities Assessment)](https://www.salesforce.com/blog/business-capabilities-assessment/)
- [Explore Headless Architecture and Implementation Roles](https://trailhead.salesforce.com/content/learn/modules/b2c-headless-implementation-strategies/b2c-explore-headless-roles-architect)
- [Implementing Commerce Cloud Einstein Features](https://trailhead.salesforce.com/content/learn/modules/cc-einstein-plan-and-implement/cc-einstein-plan-implementation)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 14 linked practice questions, and unlimited timed mock exams are included with the B2C Solution Architect pack (USD $19): https://www.certifyforce.com/practice-exams