Marketing-Cloud-Account-Engagement-Consultant Sample Questions Answers

Develop dynamic content based on lead fields.

Convert all existing leads into contacts to tie to accounts.

Identify attributes of the key accounts they want to target.

Create all contacts as campaign members in one campaign.

The Country field has validation enabled and the updated field values did not match existing values.

The user who performed the import is not the assigned user listed on the remaining prospects.

The remaining prospects are in the Recycle Bin and the user did not select to undelete them.

The remaining prospects’ email addresses contained domains from free ISPs such as Yahoo and Google.

The sum of total conversions from the form and landing page reports.

The Engagement Dashboard in B2B Marketing Analytics.

The total submissions reflected on the landing page report in Marketing Cloud Account Engagement.

The total submissions reflected on the form report in Marketing Cloud Account Engagement.

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.

Administrator

Sales User

Marketing Manager

CD Marketing

Sales

Sales Manager

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.

Having a text only version of email content

Sending email through dedicated IP

Setting up email authentication

Using personalization in email content

Create an automation rule to assign to a lead queue when the qualification criteria is met.

Create a completion action to assign to a group when the prospect reaches a score of 100.

Create an automation rule to assign to a group when the qualification criteria is met.

Create a completion action to assign to a lead queue when a high-value form is submitted.

Completion action

Dynamic list

Segmentation rule

Automation rule

Associate visitor activity to a prospect on form submission.

Track the prospect's click path through the website's content.

Capture complete demographic information about an anonymous visitor.

Trigger page actions to occur when a prospect visits a certain URL.

Campaign send limits

A link to Salesforce Engage training resources

A link to assign licenses and permission sets

A link to download Engage Alerts for Mac

Set the intern up in the Default 'Marketing' User Role

Set the intern up in the Default 'Marketing Intern' User Role

Create a Custom User Role with only the options to 'view' lists and 'view' emails selected

Create a Custom User Role with only the options to 'view' & 'edit' lists and 'view' emails selected

True

False

Create the form in one BU, then logout. Next, login to the second BU, recreate the form and logout.

Create the form in the first BU, then ask marketing users to copy the form into their separate BUs.

Create the form in the first BU, then export the form and import it into each of the other two BUs.

Create the form in one BU, then use the BU switcher and manually recreate the form in the second BU.

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

Add form completion actions to first assign to the user and then to create a Salesforce task.

Add form completion actions to first assign to the assigned user and then to notify the user.

Add form completion actions to add to the engagement studio program and notify the assigned user.

Add form completion actions to send customized email with a call reminder to the sales user.

Create the Marketing Cloud Account Engagement custom object on the prospect level before the prospect Account level

Configure the Salesforce custom object to relate to th< account, lead, or contact

Adjust the sync behavior on the Marketing Cloud Account Engagement custom object to use the Salesforce value

Perform a full Marketing Cloud Account Engagement database sync, prior to creating the Salesforce custom object

Move all users to Salesforce Lightning

Purchase separate Marketing Cloud Account Engagement accounts

Enable "Business Unit'connector setting

Use the Marketing Cloud Account Engagement Lightning App

Page action

Custom redirect

Completion action

Automation rule

Email

Company

CD Campaign

Profile

Score

Grade

Assign To

Assign to queue

Notify account owner

Set profile

Increment prospect field value

Opportunity

Case

Contract

User

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.

Maintain the current form

Use another third-party form

Set up a form handler

Replace with a Marketing Cloud Account Engagement form

Account-based marketing completely replaces broad-based marketing.

Account-based marketing is only a good fit for certain industries.

Account-based marketing can be implemented in stages.

Account-based marketing personalizes experiences for prospects.

Prospect was deleted by a user

Prospect unsubscribed from an email

Prospect replied to an email

Prospect viewed a landing page

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

True

False

Salesforce B2B Integration user must be created.

User sync must be enabled in Marketing Cloud Account Engagement.

The Salesforce connector must be unpaused.

Salesforce fields must be synced to Marketing Cloud Account Engagement fields.

Job title - C-level 3/3 Job title - Manager 3/3 Size 3/3 Dept 3/3

Job title - C-level 3/3 Job title - Manager 3/3 Size 2/3 Dept 3/3

Job title - C-level 3/3 Job title - Manager 3/3 Size 3/3 Dept 2/3

Job title - C-level 3/3 Job title - Manager 2/3 Size 3/3 Dept 3/3

Ensure the Do Not Email field on the prospects is selected.

Add the prospects to a "Bounced Prospects" list for suppression.

Send the prospects an email to see if their email addresses are valid.

Delete the prospects so they can't be emailed through Marketing Cloud Account Engagement.

Create a form with a Completion Action to send a pricing sheet.

Create a Dynamic List based on page view to segment automatically

Create a special campaign to track pricing page views.

Create a Page Action set to Tag prospects as having viewed it and add them to a list.

Enable two-click unsubscribe in Marketing Cloud Account Engagement.

Move the unsubscribe link to the header of the email instead of the footer.

Immediately send prospects the resubscribe email template.

Apply a

tag to the unsubscribe link so scanners ignore it.

True

False

True

False

Automation rule and completion action

Dynamic list and automation rule

Completion action and dynamic list

Segmentation rule and completion action

Automatically assign all prospects in Marketing Cloud Account Engagement and review the Salesforce Connector user's permissions.

Create an Engagement Program in Marketing Cloud Account Engagement and verify the Salesforce connector.

Manually assign all prospects in Marketing Cloud Account Engagement and verify the Salesforce connector

Regularly export data from Marketing Cloud Account Engagement and data load file into Salesforce

Automation rule and user queue

Automation rule and user group

Form completion action and user queue

Form completion action and user group

True

False

Before you can set up Salesforce Engage, you must have a verified Salesforce-Marketing Cloud Account Engagement connector

Salesforce Engage is not supported for Salesforce sandbox accounts

Salesforce Engage is an app mainly for Sales to stay up to date with Prospect actions

You can download Salesforce Engage App on your desktop or phone (Mac,Windows)

You can use Salesforce Engage with Gmail by downloading an extension

Sales Managers can analyze lead information like prospect activity, scores, and grades.

Users can analyze form submission performance for the prospects they have emailed.

Users can analyze the performance of their templated and non-templated emails.

Sales Managers can receive desktop notifications for their teams' email activities.

Create a completion action based on the Lead Status field value.

Create a dynamic list based on the Lead Status field value

Create an automation rule based on the Lead Status field value

Create a segmentation rule based on the Lead Status field value

Add engagement history lightning component to lead & contact page layouts.

Add emails to campaign start displaying engagement history metrics on campaigns.

Add engagement history activity related lists to lead & contact page layouts.

Add engagement history metrics related lists to campaign page layouts.

Webinar Attended

Webinar Invited

Webinar Refusal

Webinar Registered

Add a completion action to the Product Interest form to assign prospects, then have sales users delete those not in the United States.

Create an automation rule set to match all with the criteria of Product Interest form completed and

Country field equal to United States with an action to assign prospects.

Add a completion action to the Product Interest form to assign prospects only if their Country field is

United States.

Create an automation rule set to match any with the criteria of Product Interest form completed and Country field equal to United States with an action to assign prospects.

Use Salesforce's value

Use Marketing Cloud Account Engagement's value

Use the most recently updated record

All of the above

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.

Build dynamic lists respectively based off of those form submissions.

Add a form completion action to add prospects to the right Salesforce campaign.

Track downloads in the form reports and build different lists for all submissions.

Add a form completion action to apply a tag with the name of the piece of content.

Improve prospect data by adding fields to existing forms and making them required.

Increase their scoring threshold to give the Sales team the most qualified leads.

Improve lead qualification efficiency by using automation rules for prospect assignment.

Increase gated content on the website to provide more scoring opportunities.

IP allowlist

Tracker domain

Custom redirects

Page actions

You can create and sync a custom object from anything that is linked to a contact, lead, or account in your CRM

You can create and sync a custom object from any object in Salesforce

You can create and sync a custom object from anything that is linked lead and contact, but can't be linked to account due to high risk of errors

You can create and sync a custom object from anything that is linked to a contact, lead and account in your CRM at the same time

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.

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.

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.

Create a form and enable progressive profiling

Create a form handler and enable progressive profiling

Create a form handler for each white paper

Create a form per white paper and enable progressive profiling

True

False

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.

Marketing data sharing rules on contact roles

Marketing data sharing rules on accounts

Marketing data sharing rules on opportunities

Marketing data sharing rules on prospects

Days before eligible to repeat rule

Limit rule matches

Certain Prospects

Repetition Order

YouTube

Wistia

Vimeo

Dailymotion

True

False

Marketing Cloud Account Engagement comes with a scoring model that cannot be adjusted or changed.

Marketing Cloud Account Engagement will automatically assign prospects a score from F- to A+.

Salesforce opportunities can influence a prospect's score.

It is not possible to reset a prospect's score to 0.

Send the least targeted content first, followed by more targeted content

Send five emails exactly seven days apart, without any following steps

Send emails using dynamic content based on prospect account fields

Send highly targeted content first, followed by less targeted content

Change each user's profile in Salesforce to the System Administrator role, which will create them as Administrator users in Marketing Cloud Account Engagement.

Provide each user with a unique activation link to create their own Administrator user records in Marketing Cloud Account Engagement.

Import the users into Marketing Cloud Account Engagement and select the Administrator role on their Marketing Cloud Account Engagement user records.

Add users to the Marketing Users group from Marketing Setup in Salesforce and map their user profiles to the Administrator roles.

B2BMA Integration is an automatically provisioned user that sends data to Einstein Analytics for B2B Marketing.

B2BMA Integration is an automatically provisioned user that enables user sync from Salesforce to Marketing Cloud Account Engagement.

B2BMA Integration is an automatically provisioned user that connects to Salesforce to sync data.

B2BMA Integration is an automatically provisioned user that creates Engagement History objects in Salesforce.

Facebook

Twitter

Linkedln

Zone

WhatsApp

Instagram

Tumblr

Repeat Rule

Automation Criteria

Repeat Settings

Loop Settings

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 dynamic list to sync prospects from Salesforce. Build an Automation rule with criteria :: Job Title:: CEO :: Industry:: Software, action :: add to the Salesforce campaign.

Import a .csv file of prospects. Build an Automation rule with criteria :: Job Title :: CEO :: Industry :: Software, action :: add to Salesforce Campaign

Create a dynamic list to sync prospects from Salesforce. Build a segmentation rule with the criteria :: Job Title :: CEO :: Industry :: Software, action :: add to the Salesforce campaign.

Import a .csv file of prospects. Build an Segmentation rule with criteria :: Job Title:: CEO :: Industry :: Software, action :: add to Salesforce Campaign

Connected Campaigns and Campaign Influence

Salesforce User Sync and Campaign Influence

Connected Campaigns and Engagement Studio

Campaign Influence and Marketing Data Sharing

Install the Marketing Cloud Account Engagement AppExchange package for Production Environments

Rename the Salesforce connector for the Sandbox org

Delete all data from the Sandbox org

Create a new Salesforce Connector for the Production org

Unverified and delete the Salesforce connector for the Sandbox org

Sender Policy Framework (SPF)

Domain Keys

Sender ID

Whitelist

CAN-SPAM

Email Authentication > Salesforce Connector > Email templates > Users > Engagement program

CNAME > Salesforce connector > Email Templates > Lists > Engagement program

CNAME > Email Authentication > Email templates > Lists > Engagement program

Tracking Code > CNAME > Email Templates > Dynamic Lists > Engagement program

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.

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.