Salesforce Certified Marketing Cloud Account Engagement Consultant
The program for Salesforce Certified Marketing Cloud Account Engagement Consultant is created for people who have hands-on experience using the Account Engagement application. These individuals should be able to explain Salesforce administration concepts that specifically connect to the features of Account Engagement.
The certified consultant in Salesforce Marketing Cloud for Account Engagement is skilled in handling the administration and setup of Account Engagement. They can effectively create and put into action solutions for Account Engagement that fulfill customer business needs. These solutions are not only sustainable and scalable but also play a role in ensuring long-term customer success. This certification covers the entire Account Engagement application and how it integrates into the Salesforce platform.
Prerequisite:
A prerequisite for taking the exam is holding the Salesforce Marketing Cloud Account Engagement Specialist credential.
Knowledge Areas:
Typically, a Salesforce Certified Marketing Cloud Account Engagement Consultant has a year or more of practical experience in using and managing the Account Engagement Lightning App and Salesforce platform. An ideal candidate should know the best ways to use B2BMA, and its default features, although in-depth knowledge is not mandatory. The certified consultant also has the skills to gather business requirements, design solution options, and implement them to meet business needs through effective facilitation and consultation.
The potential Salesforce Certified Marketing Cloud Account Engagement Consultant should have the following experience, skills, and knowledge:
- Recognize and comprehend a customer’s existing marketing-to-sales strategy.
- Connect customer objectives with features in Account Engagement.
- Devise a strategy to meet customer business needs by analyzing key performance indicators.
- Suggest automation processes to attain business goals.
- Recommend specific Account Engagement tools and features (like Sales Emails and Alerts, Einstein Account Engagement) to implement the marketing to sales strategy.
- Create and suggest a strategy for migrating data and content.
- Clearly explain the implications and importance of technical setup.
- Evaluate the existing lead qualification strategy and provide recommendations for translating it into Account Engagement.
- Assess the existing lead nurturing strategy and provide recommendations for transitioning it into Account Engagement.
- Scrutinize the existing lead generation strategy and provide recommendations for translating it into Account Engagement.
- Develop and suggest a scalable method for organizing data and assets in Account Engagement.
- Analyze data from Account Engagement reporting tools to make recommendations for system optimization.
- Configure and interpret reports/dashboards in B2B Marketing Analytics.
- Manage different goals/objectives in different divisions of a company using Account Engagement Business Units.
- Understand data governance, including syncing records and user management.
- Understand data hygiene, authorization, and organization.
- Develop and manage integration between Account Engagement and Salesforce.
- Dedicate time to studying the resources listed in the Exam Guide and any additional study materials provided by Account Engagement.
It’s important to note that the candidate is not expected to make recommendations on Salesforce workflow, Process Builder, triggers, or troubleshoot issues related to a customer’s DNS, Web Hosting Provider, or CMS.
Exam Details
- The exam comprises 60 multiple-choice/multiple-select questions and 5 unscored questions*, with a total time allowance of 105 minutes.
- To pass, a score of 68% or higher is required.
- The registration fee is USD 200, plus applicable taxes as required by local law, and a retake incurs a fee of USD 100, along with applicable taxes.
- 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 Salesforce Certified Marketing Cloud Account Engagement Consultant exam evaluates a candidate’s understanding and abilities in specific areas. Candidates are expected to have practical experience with the Account Engagement application and showcase their proficiency in applying each of the features/functions listed 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, automations, 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 & Analytics: 11%
- Recommend the technical set-up 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.
Marketing Cloud Account Engagement Consultant Exam FAQs
Marketing Cloud Account Engagement Consultant Exam Study Guide
1. Understand the Exam Guide
This guide is created to assist you in determining your readiness to pass the Salesforce Certified Marketing Cloud Account Engagement Consultant exam. It includes details about the exam’s intended audience, suggested training, documentation, and a comprehensive list of exam objectives—all aimed at supporting you in attaining a passing score. Salesforce strongly suggests a mix of practical experience and self-study to enhance your chances of success in the exam.
2. Get Familiar with Exam Objectives
Reviewing the exam objectives is an essential step to ensure you haven’t overlooked any important points. As mentioned before, thoroughly going through the course outline is crucial in preparing for the exam to make sure you’ve covered everything. Additionally, regularly acquainting yourself with the exam objectives not only helps in grasping concepts quickly but also enhances your confidence. Therefore, revising is a crucial step in your exam preparation and should not be underestimated.
- Evaluation: 17%
- Account Configuration: 20%
- Automating Business Processes: 17%
- Email Marketing: 10%
- Lead Management: 14%
- Personalizing the Prospect Experience: 8%
- Reporting, Metrics & Analytics: 11%
- Sales Emails and Alerts: 3%
3. Recommended Training and References
To get ready for this exam, Salesforce suggests a mix of practical experience on the platform, finishing training courses, and self-study based on the areas outlined in the Exam Outline section of this guide. Additionally, Salesforce recommends independent study by reviewing online Documentation, White Papers, and User Guides. Look for the topics mentioned in the Exam Outline section of this guide and delve into the information related to those subjects. You can access Documentation through the Market to Your Customers with Account Engagement Help Docs.
4. Online Groups Communities
Participating in an Online Community like the Salesforce Trailhead Community is an excellent way to assess your position in the competition. 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 situations. The variety of perspectives makes the content more dynamic and expands your knowledge. Moreover, these groups will keep you updated on exam changes and boost your confidence.
5. Practice Tests
Once you finish your preparation, 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 and make any necessary adjustments to ensure success on the actual exam day. It’s a valuable opportunity to refine your skills and build confidence in tackling the challenges that may arise during the real exam. Regular self-assessment is a key component in achieving optimal performance and ensuring a smooth exam experience.
