Marketing-Cloud-Account-Engagement-Consultant Salesforce Certified Marketing Cloud Account Engagement Consultant (MCAE-Con-201) Questions and Answers

Use the Salesforce Mobile App " Send an Email " button.

Use the Salesforce " Send Marketing Cloud Account Engagement Email " button.

Use the Salesforce " Add to Nurture " button.

Use the Salesforce Mobile App " Add to Nurture " button.

Create a dynamic list based on job title and industry and send to the sales team to filter and prioritize.

Run an automation rule to grade based on job title and industry and have users filter Salesforce lead views by grade.

Use an automation rule to notify the assigned user when leads with certain job titles and industries submit forms.

It Adjust the default scoring rules based on job title and industry and have users filter Salesforce lead views by score.

True

False

Send an autoresponder to prospects who complete the form with a link to click to confirm opt-in status.

Allow the assigned sales rep to call prospects upon form submission to confirm their email address.

Edit the completion action on the form to only add to the list if the email address is valid.

Use the list to send a permission pass email and remove all hard bounces.

User Notifications

Social Posts

Dynamic Content

User Signatures

Email Templates

There must also be a general or specific user as a sender.

The assigned user must be connected through user sync.

The email must also contain assigned user merge fields.

All prospects on the recipient list must be assigned to a user.

IP allowlist

Tracker domain

Custom redirects

Page actions

Send daily prospect activity emails (for my prospects)

Send daily prospect activity emails (for all prospects)

Send daily prospect assignment emails

Send daily visitor activity emails

Send an email when a prospect is assigned

Send starred prospect activity alerts

Send weekly search marketing email (sent on Mondays)

A prospect can be associated to multiple profiles.

You cannot change the default profile criteria

Matching or unmatching a criteria will result in an increase or decrease of the grade by ⅓, ⅔ or 3/3 of a grade.

All prospects start with a grade of D.

The leads have been reassigned to a user who does not exist in that BU.

The field value the Marketing Data Sharing rule criteria is defined by has been updated on the lead records.

The Marketing Data Sharing rule has changed and the leads no longer match the criteria.

The prospects submitted a form that updated the field controlling the Marketing Data Sharing rule for leads.

Import .CSV file containing custom field data into Marketing Cloud Account Engagement.

Manually create and map custom fields in Marketing Cloud Account Engagement.

Import leads and contacts from Salesforce into Marketing Cloud Account Engagement.

Enable custom field creation via the Salesforce Connector.

Build an automation rule with the criteria of :: Prospect Custom Field:: contract:: is:: blank. Add an action of " Add to List " and an action of " Notify assigned user. "

Build a dynamic list with the criteria of:: Prospect Custom Field :: Contract:: is:: blank. Associate the list to the Renewal Engagement program and add an action of " Notify assigned user " at intervals.

Build a segmentation rule with the criteria of :: Prospect Custom Field :: Contract:: is :: Renewed and an action of " Add to list " and an action of " Notify assigned user. "

Build a segmentation rule with the criteria of :: Prospect Custom Field :: Contract:: is :: Renewed and an action of " Add to list " and an action of " Notify assigned user. "

Import and update users

Table action updated users

Marketing Cloud Account Engagement Admin changed each email address

User sync mapped email address

Configure users > set up a round robin > have nurture programs assign prospects to the round robin

Configure users > set up a user group > have nurture programs assign prospects to the user group

Configure users > set up a queue > have nurture programs assign prospects to the queue

Configure users > set up a custom role > have nurture programs assign prospects to users with the custom role

Kiosk/Data Entry Mode

ReCAPTCHA

" Not you? " Link

Progressive Profiling

Marketing Cloud Account Engagement cannot sync with multi picklist in Salesforce

The matching field in Salesforce must have the exactly the same name on the lead and contact object in order for Marketing Cloud Account Engagement to synch to both objects.

Marketing Cloud Account Engagement cannot sync with formula fields in Salesforce

You can only create 50 custom fields in Marketing Cloud Account Engagement.

Build a Dynamic List:: Prospect Campaign is :: Salesforce Connector and prospect score:: is less than:: 100, Action:: add to list.

Build a Segmentation rule :: Prospect Campaign is :: Salesforce Connector and Prospect Score :: is more than :: 100, Action :: add to list

Build an Automation rule :: Prospect Created Date ago is :: 100 :: and prospect score:: is less than :: 10, Action :: add to list

Build an Automation rule :: Prospect Campaign is :: Salesforce is:: Salesforce Connector and prospect score :: is less than :: 100, Action :: add to list

Start a company blog and promote a few high-quality pieces of content.

Post content from other websites on your own site.

Hire an agency to create content.

Focus on creating as much content as possible.

Twitter

Facebook

CD Linkedln

AddThis

FullContact

Build automation rules add criteria as Contact as blank add action as notify assigned user

Build dynamic list add criteria as Contact as " Renewed " add action as notify assigned user

Build dynamic list add criteria as Contact as blank add action as notify assigned user

Build automation rules add criteria as Contact as " Renewed " add action as notify assigned user

Lookup field to copy the satisfaction rating from cases to contacts and map that field to Marketing Cloud Account Engagement prospects > Dynamic list where prospects match when the prospect has a satisfaction rating over 8 > Use the dynamic list as the recipient list on an engagement program

Marketing Cloud Account Engagement custom object mapped to the Case object > Dynamic list where prospects match when the

Case prospect custom object has a satisfaction rating over 8 > Use the dynamic list as the recipient

list on an engagement program

Marketing Cloud Account Engagement custom object mapped to the Case object > Static list and add all prospects whose Case

prospect custom object has a satisfaction rating over 8 > Use the static list as the recipient list on

an engagement program

Workflow to copy the satisfaction rating from cases to contacts and map that field to Marketing Cloud Account Engagement

prospects > Static list and add prospects who have a satisfaction rating over 8 > Use the static list as the recipient list on an engagement program

You can create as many Social Posting connectors as you want

One each type

Many but only one type

You can ' t use any Social Posting connector

Create a page action for each landing page, including an action to automatically change the landing page vanity URL to the appropriate product name.

Create a custom redirect URL using the product name for each landing page and apply the custom redirect URL when building the landing page.

Create multiple tracker domains, one for each product website, and apply the appropriate domain when building the landing pages.

Create one tracking domain from the main LenoxSoft URL, then manually change the URLs when creating the landing page to contain the product name.

Marketing Cloud Account Engagement Successfully submitted the " Contact Us " landing page and form

Marketing Cloud Account Engagement Successfully submitted the " Contact Us " form

Nothing will display

Marketing Cloud Account Engagement Successfully submitted the " Contact Us " landing page.

Segmentation Rule

Completion Action

Dynamic List

Automation Rule

To always book a follow up call with prospects and record notes from the call in the Marketing Cloud Account Engagement Notes field for future review.

To access the B2B Marketing Analytics app so they can look through the campaigns that the prospects have engaged with over the last year.

To read the behavior score rationales to gain additional context around positive or negative reasons a prospect is scored the way they are.

To read the lead score rationales to gain additional context around positive or negative reasons a prospect is scored the way they are.

Identify the currently mailable and unmailable prospects in their current email provider.

How many emails a month were sent from the current email provider

The date LenoxSoft last compared data between the email provider and Salesforce.

When was the last time a prospect was emailed in their current email provider.

Prospects with invalid emails are sent an autoresponder requesting email verification.

Prospects with invalid emails are marked as ' Do Not Email ' to avoid future communication.

Using the data format drop-down, set the email validation option at the form level.

Send the content via an autoresponder email with a link to download the content.

10 minutes

2 minutes, because that ' s the frequency of Marketing Cloud Account Engagement looking for changes in Salesforce

1 hour

4 hours

Run a permission pass effort to all of the leads and contacts who have opted out.

Enable the prospect resubscribe feature in Marketing Cloud Account Engagement to allow prospects to opt back in.

Create an automation rule to clear the opt out field on the leads and contacts.

Dynamic list

Completion action

Automation rule

Segmentation rule

Marketing Cloud Account Engagement Grade field

Einstein Behavior Score

Einstein Lead Score

Marketing Cloud Account Engagement Score field

Opportunity

Case

Contract

User

Create each user in both BUs > Map the same CRM username > Guide those users to find assets by navigating across BUs using the business unit switcher in the Marketing Cloud Account Engagement Classic App

Create each user in a single BU > Create an asset with the exact same name in each BU > Ensure the users have access to one of the assets that share names across BUs

Create each user in both BUs > Map the same CRM username > Guide those users to find assets by

navigating across BUs using the business unit switcher in the Marketing Cloud Account Engagement Lightning App

Create each user in a single BU > Create a folder with the exact same name > Associate assets that are needed across regions to the folders that share names across BUs

Send an automated operational email to all prospects.

Send Engage emails to all prospect who are opted in.

Send a list email to all prospects who are opted in.

Send an operational email to all prospects.

Build a Dynamic List looking for new prospects and create an Automation rule to assign members of that list via Salesforce Assignment rules as contacts.

Build an Automation rule looking for new prospects and add new records to Salesforce as contacts and assign via Salesforce Assignment rules.

Enable the reverse sync feature through Marketing Cloud Account Engagement Support and create an Automation rule to assign prospects to a user in a group.

Enable the appropriate " optional Salesforce connector setting " and create an Automation rule to assign to a sales user.

Set up scoring categories > copy the web pages to Marketing Cloud Account Engagement landing pages > put landing pages into Marketing Cloud Account Engagement folders > create automation rule with criteria " prospect score in scoring category greater than 1 " to send an autoresponder email

Set up scoring categories > put the web pages into folders in Marketing Cloud Account Engagement > set up custom redirects for the web pages > add completion actions to the custom redirects to add to list > set the list as the recipient list of an engagement program

Set up scoring categories > create page actions associated with the scoring category > create a

dynamic list with criteria " prospect score in scoring category greater than 0 " > set the list as the recipient list of an engagement program

Set up scoring categories > create custom redirects associated with the scoring category > set

completion actions to tag prospect > create an automation rule with criteria " prospect has tag new-product " to send an autoresponder email

Filter existing prospect records to see which custom fields have the most data.

Review existing forms and landing pages to understand what data needs to be collected.

Ask their accounting team to review and select the five most helpful fields.

Pull a report of the data they intend to use for segmentation purposes.

Filtered prospects will not be registered for a webinar through a Marketing Cloud Account Engagement form since " Register for a webinar " completion action and Marketing Cloud Account Engagement prospects who are filtered do not have completion actions applied to them.

That may happen occasionally, but they shouldn ' t worry too much since most filtered prospects are usually staff members.

Filtered prospects for the webinar either by removing the filter or having the filtered prospects register through the WebEx registration form itself.

Filtered prospects will not be registered for a webinar through a Marketing Cloud Account Engagement form, but you can still register your

They will NOT continue to progress through the wait step and

once the engagement program is resumed the wait step will start where it left off.

They will continue through the wait step until they hit the end of it and once the engagement program is resumed, the prospect will immediately move on to the next step even if the engagement program pause was shorter than the wait step.

They will NOT continue to progress through the wait step and once the egagement program is resumed, they will start the wait step from the beginning.

They will continue to progress through the wait step until they hit the end of it and once the engagement program resumed, if it has been beyond the length of the wait step logic, the prospect will immediately move on to the next step.

Page action

Custom redirect

Completion action

Automation rule

Marketing Cloud Account Engagement Engagement Program

Salesforce Queue

Marketing Cloud Account Engagement Automation Rule

Marketing Cloud Account Engagement Static List

Marketing Cloud Account Engagement Marketing Campaign

Segmentation rule based on the form submission

Automation rule based on the form submission

Dynamic list based on the form submission

Completion action on the form submission

Create a Marketing Cloud Account Engagement-hosted form and host it on a separate " Contact Us " landing page.

Create a Marketing Cloud Account Engagement-hosted form and place it on the website using an iframe.

Create a form handler and enable data kiosk entry mode.

Create a form handler to link to an existing form on the website.

Disable open tracking within account settings.

Only send emails to prospects who do not use Apple Mail.

Enable visitor filters for all customers so opens are not tracked.

A Use the Open Rules Audit to remove opens as criteria in their automations.

5

3

10

15

True

False

Always 100

Marketing Cloud Account Engagement Growth Edition: 50 Marketing Cloud Account Engagement Plus Edition: 100 Marketing Cloud Account Engagement Advanced Edition: 150

Marketing Cloud Account Engagement Growth Edition: 50 Marketing Cloud Account Engagement Plus Edition: 100 Marketing Cloud Account Engagement Advanced Edition: 200

Marketing Cloud Account Engagement Growth Edition: 100 Marketing Cloud Account Engagement Plus Edition: 150 Marketing Cloud Account Engagement Advanced Edition: 200

A green check mark next to the domain key policy

A green check mark next to the FBS registration ID

A green check mark next to the Salesforce Connected user

A green check mark next to the domain SPF record

" Engage " template

" One to one emails " template

" List emails " template

" Autoresponder emails " template

Create a Dynamic List with the criteria of " prospect has been emailed at least 2 times in the last 6 weeks, and the prospect has been active in the last 45 days " .

Create a Segmentation rule with the criteria of " prospect has been emailed at least 2 times in the last 6 weeks, and the prospect has been active in the last 45 days " .

Create a Dynamic List with the criteria of " prospect has been emailed at least 2 times in the last 6 weeks, and the prospect has been inactive in the last 45 days ' .

Create an Automation rule with the criteria of " prospect has been emailed at least 2 times in the last 6 weeks, and the prospect has been inactive in the last 45 days " .

Completion actions are retroactive and will apply to activities done before and after you apply them

Completion actions only execute for prospects. They will not affect visitors.

Completion actions can be criteria based.

Completion actions will not execute for image files.

A Build a custom connector for the webinar platform and use a custom trigger in Engagement Studio to listen for the webinar registration,

Create an engagement program for the webinar and use a Prospect Webinar trigger in the program to listen for the webinar registration.

Export the registration list from the webinar platform, import it into Marketing Cloud Account Engagement and use it as a recipient list for the engagement program.

Create a marketing app extension for the webinar platform, add an activity type for webinar registrations, and use an External Activity trigger in Engagement Studio to listen for the webinar registration.

Update the “Opt Out” field on the prospect record

Remove the value in the ‘Marketing Cloud Account Engagement Hard Bounce’ field

Change the email address to a valid email address

Clear the “Do Not Email” field on the prospect record

Completion action

Dynamic list

Segmentation rule

Automation rule

The prospects were set to " true " for opted out and set to " false " for do not email.

The prospects were on a suppression list used on the operational list email send.

The prospects are opted out of the list used on the operational list email send.

The prospects were set to " false " for opted out and set to " true " for do not email.

Create an automation rule with the criteria :: Prospect custom field : engagement:: blank :: Action if:: Add to List

Create a dynamic list with the criteria :: Webinar:: Successful & Custom Prospect custom field:: engagement:: engaged :: Action of:: Remove from list

Create an automation rule with the criteria :: Prospect custom field : engagement:: blank:: Action if:: Add to List

Create a completion action with the criteria :: Webinar:: Successful & Custom Prospect custom field :: engagement:: engaged :: Action of:: Remove from list

Create an automation rule with the criteria :: Prospect custom field : engagement:: blank :: Action if:: Add to List

Create a segmentation rule with the criteria :: Webinar:: Successful & Custom Prospect custom field :: engagement:: engaged :: Action of:: Remove from list

Create an automation rule : Prospect custom field [Engagement] is blank | Add to List

Create an automation rule: Prospect webinar is attended webinar AND Prospect custom field [Engagement] is engaged | Remove from list

Automation rule and completion action

Dynamic list and automation rule

Completion action and dynamic list

Segmentation rule and completion action

Create a custom user role for Marketing Cloud Account Engagement Only users in Marketing Cloud Account Engagement.

Make sure the CRM username field on user records are empty.

Set the users as Marketing user roles in Marketing Cloud Account Engagement before enabling user sync.

Delete and recreate the specific users after enabling user sync.

Import the HTML file into Marketing Cloud Account Engagement and apply it to the layout template

Create a Marketing Cloud Account Engagement landing page and import HTML from the landing page HTML

Create layout template and import HTML from the landing page URL

Import the HTML file into Marketing Cloud Account Engagement and apply it to the landing page

You can add up to 25 variations of content

You can base variations on Scoring Categories

You can add dynamic content to web pages

You can use dynamic content in subject lines

Make a suppression list for the program.

Make a repeating engagement program.

Make a recipient list for the program.

Make a segmentation rule for the program.

Create a Marketing Cloud Account Engagement campaign for each pay per click ad and place the tracking code on the landing page

Create a custom redirect for each pay per ad click and and select a Marketing Cloud Account Engagement campaign for each custom redirect

Create a custom redirect for each pay per click ad and use a completion action to add the prospects to a list

Create a custom redirect for each pay per click ad and use an automation rule to add the prospects to a list

Create a campaign that is related to both BUs > Create a new dataset in B2B Marketing Analytics that only includes the created campaign >

Open a dashboard using this dataset to display an aggregated view of the campaign performance metrics from across both BUs

Add the Engagement History component to campaign page layouts > Create a parent campaign that is not related to any BUs and create two

child campaigns, each related to a single BU > Enable " Include child campaigns " on the parent campaign

Add the Einstein Campaign Insights component to campaign page layouts > Create a parent campaign that is not related to any BUs and

create two child campaigns, each related to a single BU > Enable ' Include child campaigns " on the parent campaign

Create a separate campaign for each BU > Create a new dataset in Salesforce reports that only includes the created campaign > Open a dashboard using this dataset to display an aggregated view of the campaign performance metrics from across both BUs

Instruct the user in the European BU to take a screenshot and email it to them to review.

Use the BU switcher in the North America BU to switch to Europe.

Create a custom user role in the European BU with access to the folder the program is in.

Log out of the North American BU and log into the European BU to review the program.

Facebook

Twitter

Linkedln

Zone

WhatsApp

Instagram

Tumblr

Completion Action

Automation rule match All

Automation rule match Any

Page Action

Sales

Marketing

Administrator

Sales Manager

5 minutes

1 hour

2 minutes

10 minutes

When connecting Marketing Cloud Account Engagement and Salesforce you only need to follow a connection wizard in Marketing Cloud Account Engagement.

You can connect Marketing Cloud Account Engagement to a Salesforce sandbox or production environment

Only lead, contacts and accounts are synchronized from Salesforce to Marketing Cloud Account Engagement

Email is the unique identifier unless " allow multiple Prospects with same email address " is enabled.