Salesforce Certified Marketing Cloud Account Engagement Specialist
The Salesforce Certified Marketing Cloud Account Engagement Specialist credential is created for individuals who want to showcase their abilities in creating and managing marketing campaigns in Account Engagement. The candidate has the expertise to develop targeted marketing processes, integrating strategies for email marketing, lead generation, and lead qualification. Additionally, the candidate should proficiently use reports to make decisions based on data insights.
Knowledge Area:
The Salesforce Certified Marketing Cloud Account Engagement Specialist credential is meant for someone with hands-on experience in using the features of the Account Engagement platform. This includes applying the skills and concepts outlined in the exam objectives. Typically, a Salesforce Certified Marketing Cloud Account Engagement Specialist has 6-12 months of experience in creating and implementing complete marketing workflows using the Account Engagement platform.
The Salesforce Certified Marketing Cloud Account Engagement Specialist candidate should have the following experience, skills, and knowledge:
- Familiarity with the capabilities of the Account Engagement platform
- Understanding the lifecycle from visitors to prospects
- Knowledge of creating and managing marketing assets, automation, and workflows within the Account Engagement Lightning App
- Ability to interpret metrics from Engagement History and standard dashboards in B2B Marketing Analytics
- Understanding of administrative settings, including configuring scoring and grading models, configuring custom fields in Account Engagement, and using the Recycle Bin
- Knowledge of troubleshooting and resolving basic platform issues such as sync errors, field mapping, and supported objects
- Understanding of available Einstein features for use in Account Engagement
It’s important to note that candidates are not expected to know the following:
- Package installation, layout configuration
- Salesforce configuration of Account Engagement
- Process Builder, Custom APEX, custom triggers, custom HTML, JavaScript, and CSS
- B2B Marketing Analytics customizations, 3rd party integrations, and API
Exam Details
- The exam consists of 60 multiple-choice/multiple-select questions and 5 unscored questions*, with a total time allowance of 90 minutes.
- To pass, a score of 72% or higher is required.
- The exam can be taken either onsite at a testing center or in an online proctored environment.
- References to hard-copy or online materials during the exam are not allowed.
Registering for the Exam
Here’s how to register for the Salesforce Accredited B2B Commerce Administrator:
- Log in to Webassessor at www.webassessor.com/salesforce. If you don’t have a test taker profile, create one.
- Click on “Register for an Exam.”
- Find the exam you want and choose the delivery method: onsite proctored or online proctored. Click “Register.”
- For onsite proctored exam:
- Pick a testing center.
- Choose the date and time, read the policies, and acknowledge.
- For online proctored exams:
- Choose the date and time, read the policies, and acknowledge.
- Online exams adjust to your time zone from your Webassessor profile.
- Click “Select.”
- Review details, then click “Checkout.”
- Enter your payment info, including any voucher/coupon codes and/or credit card details. Taxes apply per local laws.
- Click “Submit.”
- You’ll get a purchase confirmation. Click “Done.”
- An email confirming your registration and purchase will be sent to you.
Course Outline
The exam for Salesforce Certified Marketing Cloud Account Engagement Specialist evaluates a candidate’s understanding and abilities in specific areas. Candidates are expected to have practical experience in incorporating the Account Engagement platform into marketing workflows and demonstrate the application of each of the features/functions outlined below.
Visitors and Prospects: 8%
- Describe the relationship between visitors and prospects.
- Given a scenario, apply the appropriate plan of action using Prospect Audits.
Administration: 11%
- Illustrate how to create, edit, and map fields.
- Explain the relationship between Account Engagement and Salesforce.
- Describe the capabilities of the Account Engagement Recycle Bin.
Account Engagement Forms, Form Handlers and Landing Pages: 20%
- Given a scenario, identify the capabilities, use cases and interpret metrics of Account Engagement forms.
- Identify the capabilities, use cases and interpret reporting metrics for landing pages.
Lead Management: 24%
- Explain the components and use cases of an automation rule.
- Distinguish between the capabilities of, use cases for, and how to create different types of lists.
- Define the capabilities of a completion action.
- Define the capabilities of a segmentation rule.
- Define the capabilities of page actions.
- Explain what a Score measures and how scoring is managed.
- Explain what a Grade measures and how grading is managed.
- Identify the capabilities and use cases of custom redirects.
Email Marketing: 20%
- Distinguish between an Email and an Email Template.
- Given a scenario, identify the capabilities and use cases for email.
- Distinguish between the metrics collected in Account Engagement email reporting.
Engagement Studio: 17%
- Distinguish between the components of an engagement program.
- Explain the process of updating an engagement program including its assets.
Marketing Cloud Account Engagement Specialist Exam FAQs
Marketing Cloud Account Engagement Specialist Exam Study Guide
1. Understand Exam Guide
This guide aims to assist you in determining your readiness to pass the Salesforce Certified Marketing Cloud Account Engagement Specialist exam successfully. It includes details about the exam’s intended audience, recommended training, documentation, and a comprehensive list of exam objectives—all aimed at supporting you in attaining a passing score. Salesforce strongly suggests a combination of practical on-the-job experience and self-study to increase your chances of success in the exam.
2. Exam Objectives
Reviewing the exam objectives is a critical step to ensure you haven’t overlooked any essential points. As mentioned earlier, thoroughly going through the course outline is crucial in exam preparation to make sure you cover all the necessary topics. Furthermore, becoming acquainted with the exam objectives repeatedly not only facilitates a quicker understanding of concepts but also enhances your confidence level.
Therefore, revising is a key and often underestimated step in your exam preparation, playing a pivotal role in reinforcing your knowledge and readiness for the exam. Regular revision ensures that the information stays fresh in your mind, increasing your chances of success on exam day. It serves as a valuable practice to solidify your understanding and identify any areas that may need additional focus.
- Visitors and Prospects: 8%
- Administration: 11%
- Account Engagement Forms, Form Handlers and Landing Pages: 20%
- Lead Management: 24%
- Email Marketing: 20%
- Engagement Studio: 17%
3. Recommended Training and References
To get ready for this exam, Salesforce suggests a mix of practical experience on the platform, completing training courses, and self-study focusing on the areas listed in the Exam Outline section of this guide.
For additional guidance in your preparation, consider these online resources:
To further enhance your Salesforce skills, explore Trailhead Academy and enroll in expert-led courses.
Recommended courses for this exam include:
Drive Sales with Account Engagement (PDX101):
This course is for Account Engagement Marketers and Salesforce Administrators who handle the creation, development, and execution of marketing workflows and reports using Account Engagement. It’s also beneficial for Business Users seeking to expand their knowledge of Account Engagement. This course serves as a solid foundation for individuals preparing to take the Salesforce Pardot Specialist Certification Exam.
4. Join Groups
Joining an Online Community like the Salesforce Trailhead Community is an excellent way to assess your position in the field. It enables you to interact with your peers and stay focused. You can gather insights from various posts, questions, answers, and comments discussing real-world Wi-Fi scenarios. The diverse perspectives make the content more dynamic, enriching your knowledge. Moreover, these groups keep you updated on exam changes, boosting your confidence in your preparation.
5. Practice Tests
Once you finish preparing, it’s time for the performance phase, also referred to as self-evaluation. This step is crucial for recognizing your strengths and weaknesses, boosting confidence, and enhancing time management skills. Practice exams are designed to mimic the actual exam environment, giving candidates a realistic experience. They allow you to gauge your readiness, identify areas for improvement, and adjust your approach accordingly. Regular self-assessment is a key component in achieving optimal performance and ensuring a smooth exam experience. It provides valuable insights into your preparedness and helps build confidence for the challenges you might encounter during the real exam.
