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Salesforce Certified Marketing Cloud Account Engagement Consultant Exam Guide

Contents

About the Salesforce Certified Marketing Cloud Account Engagement Consultant Exam 
Audience Description: Salesforce Certified Marketing Cloud Account Engagement Consultant
Purpose of This Exam Guide
About the Exam      
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct  
Maintaining Your Salesforce Certification

   

About the Salesforce Certified Marketing Cloud Account Engagement Consultant Exam

The Salesforce Certified Marketing Cloud Account Engagement Consultant Exam is designed for individuals who have experience implementing the Account Engagement application and can explain Salesforce administration concepts that relate to Account Engagement features. The Salesforce Certified Marketing Cloud Account Engagement Consultant has experience with Account Engagement administration and configuration, and is able to successfully design and implement Account Engagement solutions that meet customer business requirements, are maintainable and scalable, and contribute to long-term customer success. This certification encompasses the breadth of the Account Engagement application and its integration on the Salesforce Platform.

 

Audience Description: Salesforce Certified Marketing Cloud Account Engagement Consultant

The Salesforce Certified Marketing Cloud Account Engagement Consultant generally has 12 months or more of hands-on experience implementing and administering the Account Engagement Lightning App and Salesforce Platform. A successful candidate should understand best practice approaches for B2BMA, and its out of the box functionality, but not necessarily deep knowledge on the topic. The Salesforce Certified Marketing Cloud Account Engagement Consultant possesses facilitation and consultative skills to gather business requirements, design solution alternatives, and implement them to meet business needs.

The Salesforce Certified Marketing Cloud Account Engagement Consultant candidate has the experience, skills, and knowledge outlined below.

  • Identify and understand a customer's current marketing-to-sales strategy.
  • Map customer goals to Account Engagement features.
  • Design a strategy to meet customer business needs based on an analysis of key performance indicators.
  • Recommend automation processes to achieve business objectives.
  • Recommend Account Engagement tools and features (Sales Emails and Alerts, Einstein Account Engagement) to implement marketing to sales strategy.
  • Develop and recommend a data and content migration strategy.
  • Articulate the implications and importance of technical setup.
  • Analyze existing lead qualification strategy and make recommendations for translating into Account Engagement.
  • Analyze existing lead nurturing strategy and make recommendations for translating into Account Engagement.
  • Analyze existing lead generation strategy and make recommendations for translating into Account Engagement.
  • Develop and recommend a scalable way of organizing data and assets in Account Engagement.
  • Analyze data generated in Account Engagement reporting tools to make recommendations for system optimization.
  • Set up and interpret reports/dashboards in B2B Marketing Analytics.
  • Manage differing goals/objectives in divisions of a company using Account Engagement Business Units.
  • Understand data governance — syncing records, user management, etc.
  • Understand data hygiene, authorization, and organization.
  • Develop and administer integration between Account Engagement and Salesforce.
  • Invest time in studying the resources listed in this Exam Guide and any additional study materials provided by Account Engagement.  

A candidate for this exam is not expected to make recommendations on Salesforce workflow, Process Builder, and triggers, or troubleshoot a customer’s DNS or Web Hosting Provider or CMS. 

 

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Marketing Cloud Account Engagement Consultant Exam. 

 

About the Exam

Here are details about the Salesforce Certified Marketing Cloud Account Engagement Consultant Exam.

  • Content: 60 multiple-choice/multiple-select questions and up to five unscored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 68%
  • Version: Exam questions align to the Summer '23 release
  • Registration fee: US$200, JPY 30,000, plus applicable taxes as required per local law
  • Retake fee: US$100, JPY 30,000, plus applicable taxes as required per local law
  • Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
  • References: No hard-copy or online materials may be referenced during the exam.
  • Prerequisite: Salesforce Certified Marketing Cloud Account Engagement Specialist Certification

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

 

Exam Outline

The Salesforce Certified Marketing Cloud Account Engagement Consultant Exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience with the Account Engagement application and can demonstrate the application of each of the features/functions below.


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.

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).

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.

Email Marketing: 10%
  • Apply email marketing standards and best practices to customer business needs.

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.

Personalizing the Prospect Experience: 8%
  • Recommend ways to personalize the prospect experience.
  • Design a strategy to meet a company's consent management requirements.

Reporting, Metrics and Analytics: 11%
  • Recommend the technical setup requirements for reporting and analytics.
  • Identify reporting methods to solve a given scenario.

Sales Emails and Alerts: 3%
  • Configure Sales Emails and Alerts for sales use.
  • Summarize the benefits of Sales Emails and Alerts.

 

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The self-study materials recommended for this exam include:

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics. 

 

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

 

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the Salesforce Certified Marketing Cloud Account Engagement Specialist certification maintenance badge on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire. 

Bookmark these useful resources for maintaining your certifications.

 
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