Salesforce Marketing Cloud Account Engagement Consultant
The Salesforce Certified Marketing Cloud Account Engagement Consultant certification is aimed at professionals who have hands-on experience with implementing the Account Engagement application and can articulate related Salesforce administration concepts. These consultants are skilled in administering and configuring Account Engagement and can design and deploy solutions that align with customer business needs, ensuring they are sustainable and scalable. This certification covers the full range of the Account Engagement application and its integration within the Salesforce platform.
Who should take the exam?
The exam is for those consultants who have over a year of practical experience with the Account Engagement Lightning App and the Salesforce Platform. While they should be familiar with best practices for B2BMA and its standard features, they don’t need extensive expertise in the subject. These consultants have the skills to facilitate and consult, allowing them to gather business requirements, design various solution options, and implement them effectively to meet business objectives.
Knowledge and Skills Area:
The Salesforce Certified Marketing Cloud Account Engagement Consultant candidate should have the following experience, skills, and knowledge:
- Identify and comprehend a customer’s current marketing-to-sales strategy.
- Align customer goals with Account Engagement features.
- Develop a strategy to meet business needs based on key performance indicators analysis.
- Suggest automation processes to fulfill business objectives.
- Recommend tools and features such as Sales Emails, Alerts, and Einstein Account Engagement to implement the marketing-to-sales strategy.
- Create and advise on a data and content migration strategy.
- Explain the implications and importance of technical setup.
- Review and recommend improvements to existing lead qualification strategies for integration into Account Engagement.
- Review and recommend improvements to existing lead nurturing strategies for integration into Account Engagement.
- Review and recommend improvements to existing lead generation strategies for integration into Account Engagement.
- Develop and recommend scalable methods for organizing data and assets within Account Engagement.
- Analyze data from Account Engagement reporting tools to optimize the system.
- Set up and interpret B2B Marketing Analytics reports and dashboards.
- Manage diverse goals and objectives across company divisions using Account Engagement Business Units.
- Understand data governance, including record syncing and user management.
- Maintain data hygiene, authorization, and organization.
- Develop and manage the integration between Account Engagement and Salesforce.
Exam Details
- The Salesforce Marketing Cloud Account Engagement Consultant Exam consists of 60 multiple-choice/multiple-select questions and five unscored questions*, with a time allotment of 105 minutes to complete the exam.
- The passing score is 68%.
- The registration fee is US$200, plus applicable taxes as required per local law, and the retake fee is $100, plus applicable taxes as required per local law.
- The exam can be delivered as a proctored exam either onsite at a testing center or in an online proctored environment.
Course Outline
Exam topics are the foundation for your study plan that can significantly enhance your preparation and increase your chances of success. Start by thoroughly reviewing the objectives to understand the scope of the exam and identify key areas where you need to focus your efforts. The topics include:
Domain 1: Evaluation 17%
- Given a scenario that includes an assessment of a customer’s current Salesforce and Account Engagement landscape as well as business objectives, analyze and make recommendations on a path forward.
- Design a strategy to identify customer business needs based on marketing trends using currently available tools and methods.
Domain 2: Account Configuration 20%
- Articulate the implications and importance of technical setup.
- Develop a plan to maintain data integrity during data migration.
- Given a usage governance plan, develop and recommend a strategy that addresses organization and authorization (or access).
Domain 3: Automating Business Processes 17%
- Given a scenario, recommend the best automation tool(s) (automation rule, segmentation rule, dynamic list, completion action).
- Given a scenario, design a sequence of events in Account Engagement to complete a marketing initiative (assets, automation, notifications, etc.).
- Given a scenario, develop and implement a lead nurturing strategy.
Domain 4: Email Marketing 10%
- Apply email marketing standards and best practices to customer business needs.
Domain 5: Lead Management 14%
- Given a customer scenario, develop and recommend a lead generation strategy including Account Engagement assets.
- Given a lead qualification threshold, classify prospects appropriately.
- Given a scenario, recommend a model to route qualified and unqualified leads across the business.
Domain 6: Personalizing the Prospect Experience 8%
- Recommend ways to personalize the prospect experience.
- Design a strategy to meet a company’s consent management requirements.
Domain 7: Reporting, Metrics and Analytics 11%
- Recommend the technical setup requirements for reporting and analytics.
- Identify reporting methods to solve a given scenario.
Domain 8: Sales Emails and Alerts 3%
- Configure Sales Emails and Alerts for sales use.
- Summarize the benefits of Sales Emails and Alerts.
FAQs: Salesforce Marketing Cloud Account Engagement Consultant
Salesforce Marketing Cloud Account Engagement Consultant Study Guide
1. Explore the Exam Guide
The exam guide is intended to help you assess your readiness for the Salesforce Certified Marketing Cloud Account Engagement Consultant Exam. It includes details about the target audience, suggested training and documentation, and a comprehensive list of exam objectives, all aimed at helping you achieve a passing score. Salesforce strongly advises combining practical experience with self-study to improve your chances of success.
2. Use Salesforce Recommended Training
To prepare for the exam, Salesforce suggests a mix of practical experience with the platform, completing relevant training courses, and self-studying the topics listed in the Exam Outline section of the guide. Additionally, Salesforce recommends self-study by reviewing online documentation, white papers, and user guides. Look up the topics in the Exam Outline and study the related information thoroughly.
3. Salesforce Trailhead
This free online learning platform from Salesforce offers a dedicated learning path for the Marketing Cloud Account Engagement Consultant certification. It includes modules, quizzes, and hands-on exercises to solidify your understanding.
4. Join Online Study Groups/Communities
Joining study groups is a valuable part of your exam preparation. Being part of an online community, such as the Salesforce Trailhead Community, allows you to connect with peers and stay current with industry updates. Engaging in discussions, asking questions, and exploring real-world scenarios shared in these groups can provide diverse perspectives that deepen your understanding. Additionally, staying active in these communities helps you stay informed about any exam changes.
5. Use Practice Tests
Using practice tests is crucial after finishing your preparation. This self-assessment phase helps you identify your strengths and weaknesses, boosts your confidence, and improves your time management skills. Practice exams simulate real exam conditions, giving you a realistic testing experience. They help you evaluate your readiness, make necessary adjustments, and build confidence for the actual exam day. Regular self-assessment is essential for achieving optimal performance and ensuring a smooth exam experience.
