Marketing-Cloud-Consultant Salesforce Certified Marketing Cloud Consultant Exam (SU24) Questions and Answers

To inject contacts into journey B based on email engagement in journey A, Northern Trail Outfitters should use an engagement split followed by an update contact activity to a Boolean field on an engagement data extension in journey A, and query the engagement data extension for journey B injection. An engagement split is an activity that allows marketers to route contacts based on their engagement with email messages, such as opens or clicks. An update contact activity is an activity that allows marketers to update contact attributes or data extension fields based on journey data. A query activity is an activity that allows marketers to retrieve data from data extensions using SQL queries. References: https://help.salesforce.com/s/articleView?id=sf.mc_jb_engagement_split.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_jb_update_contact_activity.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_as_query_activity.htm &type=5

Querying contacts from the Einstein Engagement Frequency data extension when creating the send can be used to limit the number of emails a subscriber receives to a maximum of one email every 14 days. The Einstein Engagement Frequency data extension contains information about how often each subscriber engages with emails and what is their optimal send frequency. By filtering the data extension based on the optimal send frequency, the send can exclude subscribers who have already received an email within the last 14 days. References: https://help.salesforce.com/s/articleView?id=sf.mc_as_data_view_einstein_engagement_frequency.htm &type=5

An auto-suppression list populated with the known email addresses can be used to ensure none of these competitors receive their emails. An auto-suppression list is a type of exclusion list that prevents subscribers from receiving certain types of messages based on criteria such as email address, subscriber key, or domain. References: https://help.salesforce.com/articleView?id=sf.mc_es_auto_suppression_lists.htm &type=5

To provide near real-time data in a 30-day welcome journey, Northern Trail Outfitters should use contact data using synchronized data sources. This will allow them to access the most up-to-date data from their CRM system in decision splits and other journey activities. Journey data is static and based on the entry source data extension, which may not reflect recent changes in CRM. Contact data mapped through profile attributes or imported from CRM reports may not be as timely or accurate as synchronized data sources. References: https://help.salesforce.com/s/articleView?id=sf.mc_co_synchronized_data_sources.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_jb_decision_split.htm &type=5

To track clicks on Contact records in Salesforce, two requirements must be met:

• The subscriber key must match the ContactID field in Salesforce.
• The individual level tracking option must be selected in Marketing Cloud configuration.

If either of these requirements is not met, clicks will not show up on Contact records. References: https://help.salesforce.com/s/articleView?id=sf.mc_co_marketing_cloud_connect_configuration.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_co_subscriber_key_guidelines_for_marketing_cloud_connect.htm &type=5

The Deployment Manager extension product can be used to speed up the migration of data extensions and Journey Builder configurations between each environment. The Deployment Manager allows users to create packages of Marketing Cloud assets and deploy them across different business units or accounts. The Deployment Manager supports data extensions and journeys as well as other assets such as emails, templates, automations, and content blocks. References: https://help.salesforce.com/s/articleView?id=sf.mc_de_deployment_manager.htm &type=5

The number of business units that NTO needs to purchase depends on several factors, such as the number of brands or geographies they operate, the need for data or content segregation between them, and the number of Marketing Cloud users they have or plan to have. These factors affect the complexity, scalability, and cost of their account hierarchy and governance. The number of Sales Cloud sandboxes or testing/development business units are not directly related to the number of business units they need to purchase, but rather to their testing and deployment strategy. References: https://help.salesforce.com/articleView?id=sf.mc_overview_business_units.htm &type=5 https://help.salesforce.com/articleView?id=sf.mc_co_best_practices_for_creating_a_business_unit_structure.htm &type=5

To import new contacts gathered from an external web form at high frequency into Marketing Cloud, Northern Trail Outfitters should perform a daily bulk export to SFTP for import via automation. This will allow them to batch the contacts into one file per day and import them into Marketing Cloud using an automation that runs at a scheduled time. References: https://help.salesforce.com/s/articleView?id=sf.mc_as_import_activity.htm &type=5

A filtered keyword list is a list of words or phrases that trigger an automated response when a subscriber replies with them to an email. For example, if “take me off your list” or “opt out” are added to a filtered keyword list with an unsubscribe action, any subscriber who replies with those phrases will be automatically unsubscribed from future emails. This can help NTO handle manual unsubscribe requests more efficiently and avoid sending unwanted emails to their customers. References: https://help.salesforce.com/articleView?id=sf.mc_es_reply_mail_management.htm &type=5 https://help.salesforce.com/articleView?id=sf.mc_es_create_a_filtered_keyword_list.htm &type=5

To inform NTO’s marketing manager if more than 1,000 records are ever imported through this automation, and prevent the sendable data extension from being updated that day, the consultant should place a Verification Activity between the import and SQL Query activity. A Verification Activity is an activity that allows marketers to verify if certain conditions are met before proceeding with the next activity in an automation. For example, a Verification Activity can check if the number of records in a data extension is above or below a specified threshold, and send an email notification or stop the automation based on the result. References: https://help.salesforce.com/s/articleView?id=sf.mc_as_verification_activity.htm &type=5

Publication List and Auto-Suppression List can be used to control what content is available to certain users and business units based on their preferences and send volume. A Publication List allows subscribers to opt in or out of different types of communications, while an Auto-Suppression List automatically excludes subscribers from receiving certain messages based on criteria such as frequency or content category. References: https://help.salesforce.com/articleView?id=sf.mc_es_publication_lists.htm &type=5 https://help.salesforce.com/articleView?id=sf.mc_es_auto_suppression_lists.htm &type=5

A limitation that the consultant should consider when recommending Field-Level Encryption is that Field-Level Encryption doesn’t support segmenting, filtering, or querying encrypted fields. Field-Level Encryption is a feature that allows marketers to encrypt sensitive data in Marketing Cloud using encryption keys and algorithms. However, encrypted fields cannot be used for segmenting subscribers using filters or queries, as they cannot be evaluated or compared with other values. References: https://help.salesforce.com/s/articleView?id=sf.mc_overview_field_level_encryption.htm &type=5

Keyword opt in and SMS Messaging can be used to allow attendees to request event-specific notifications by texting a keyword to a short or long code. The keyword can trigger an SMS message with the requested information or a link to a CloudPage with more details. References: https://help.salesforce.com/articleView?id=sf.mc_moc_keyword_opt_in.htm &type=5 https://help.salesforce.com/articleView?id=sf.mc_moc_sms_messaging.htm &type=5

SSH key authentication is a method of authenticating FTP users using SSH keys instead of passwords. SSH keys are more secure than passwords because they are encrypted and do not expire or need to be changed periodically. By requesting SSH key authentication to be enabled for their FTP user and creating an SSH key in key management, NTO can upload data files to Marketing Cloud using SFTP without having to update their file transfer script on the data warehouse each time a password changes and without compromising security. References: https://help.salesforce.com/articleView?id=sf.mc_overview_enable_ssh_key_authentication_for_ftp_users.htm &type=5 https://help.salesforce.com/articleView?id=sf.mc_overview_create_an_ssh_key_in_key_management.htm &type=5

A SQL query is an automation studio activity that allows querying data from data extensions or data views using SQL statements. A data view is a system-generated table that stores information about subscriber actions, such as clicks, opens, bounces, etc. The _Click data view contains information about each click event for each subscriber in the last six months. By creating and executing a SQL query against the _Click data view, the customer can identify all subscribers who clicked on a link within any email sent within the last six months. References: https://help.salesforce.com/articleView?id=sf.mc_as_sql_query_activity.htm &type=5 https://help.salesforce.com/articleView? id=sf.mc_as_data_view_click.htm&type=5

Creating a new business unit for the new brand can be used to have different styles and identities for the emails and landing pages. A business unit is a logical grouping of Marketing Cloud features, settings, users, and data that allows for brand separation within an account. A business unit can have its own sender profile, delivery profile, content, domains, and SAP. References: https://help.salesforce.com/s/articleView?id=sf.mc_co_business_units.htm &type=5

The _ListSubscribers data view contains information about subscribers who belong to a specific list, including publication lists. It can be used to query subscribers based on their list ID, status, and date joined or unsubscribed. References: https://help.salesforce.com/s/articleView?id=sf.mc_as_data_view_listsubscribers.htm &type=5

Journey Builder can be used to send a weekly coupon campaign with a reminder three days later at the subscribers’ optimized send time. Journey Builder allows users to create cross-channel customer journeys that deliver personalized messages at the right time and on the right channel. Journey Builder can use Einstein Send Time Optimization to determine the optimal time to send an email based on each subscriber’s past engagement behavior. References: https://help.salesforce.com/s/articleView?id=sf.mc_jb_journey_builder.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_jb_einstein_send_time_optimization.htm &type=5

To troubleshoot why tracking details from Email Studio initiated sends are not being sent back to Sales Cloud, Northern Trail Outfitters should verify that required profile attributes are properly mapped. Required profile attributes are attributes that are needed for Marketing Cloud Connect to function properly and sync data between Marketing Cloud and Sales Cloud. These attributes include Email Address, Subscriber Key, First Name, Last Name, and Full Name. References: https://help.salesforce.com/s/articleView?id=sf.mc_co_troubleshoot_marketing_cloud_connect_configuration_issues.htm &type=5

To set up a real-time, API-driven way to be alerted when transactional messages fail to send out of Marketing Cloud, Northern Trail Outfitters should have an external system to receive and confirm callback and subscriptions. Callbacks are notifications that Marketing Cloud sends to an external system when certain events occur, such as message failures or bounces. Subscriptions are requests that specify which events and messages an external system wants to receive callbacks for. References: https://developer.salesforce.com/docs/atlas.en-us.noversion.mc-apis.meta/mc-apis/transactional-messaging-api.htm

To use a custom sending domain and maintain deliverability for Cloud Kicks, Northern Trail Outfitters should use a Sender Authentication Package (SAP) for Cloud Kicks. A SAP is a tool that allows marketers to authenticate their emails with their own domain name and branding elements, such as links and images. A SAP also helps improve deliverability by increasing sender reputation and avoiding spam filters.

A new SAP for NTO is not needed, as they already have one for their existing brand. A private domain is not recommended for Cloud Kicks, as it does not provide full authentication or branding benefits as a SAP does. References: https://help.salesforce.com/s/articleView?id=sf.mc_es_sender_authentication_package.htm &type=5

To send an SMS message and capture the responses in a data extension using AMPscript, Northern Trail Outfitters should use two MobileConnect templates: Text Response and Data Capture. Text Response is a template that allows marketers to send a text message to a mobile number and receive a reply. Data Capture is a template that allows marketers to use AMPscript to insert the reply into a data extension. References: https://help.salesforce.com/s/articleView?id=sf.mc_moc_text_response.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_moc_data_capture.htm &type=5

Using RMM personalization strings to render the email reply body can be used to include the body of marketing email replies captured by Reply Mail Management (RMM) within auto-forwarded messages to their Customer Success team. RMM personalization strings are variables that can be inserted into auto-forwarded messages to display information from the original reply message, such as subject line, sender address, or reply body. References: https://help.salesforce.com/s/articleView?id=sf.mc_es_reply_mail_management_personalization_strings.htm &type=5

To import the data, segment the data, and execute the daily sends as soon as the file is generated by the data lake instance, Northern Trail Outfitters should use a triggered automation that contains an import activity, a series of query activities, and a series of sends. A triggered automation can start when a file is dropped in a specified location, such as an FTP folder. An import activity can import the file into a data extension. A series of query activities can segment the data based on the criteria for different campaigns. A series of sends can send the emails to the segmented data extensions. References: https://help.salesforce.com/s/articleView?id=sf.mc_as_automation_studio_triggers.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_as_import_activity.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_as_query_activity.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_es_create_a_user_initiated_email_interaction.htm &type=5

Datorama is a product that enables marketers to connect and unify their data sources, visualize and analyze their data, and optimize their marketing performance. Datorama can help NTO centralize their analytics data from Marketing Cloud, Sales Cloud, and other sources, and provide insights and recommendations to drive return on investment and growth via their marketing sends. References: https://www.salesforce.com/products/marketing-cloud/platform/datorama-marketing-intelligence/ https://help.salesforce.com/articleView?id=sf.mc_dtm_datorama.htm &type=5

To send out a biweekly newsletter with personalized property listings for new contacts added to a newsletter campaign in Salesforce CRM, a real estate agency should use Automation Studio to prepare personalization data and initiate journey. Automation Studio can run a scheduled automation that imports new contacts from Salesforce CRM into a data extension, runs query activities to join and filter property data based on contact criteria, and injects contacts into a journey that sends the newsletter with personalized content. References: https://help.salesforce.com/s/articleView?id=sf.mc_as_import_activity.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_as_query_activity.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_jb_journey_builder_audience.htm &type=5

A contact is a person who interacts with a brand across one or more channels, such as email, mobile, web, etc. A contact is identified by a contact key, which is usually the same as the subscriber key in Marketing Cloud or the contact or lead ID in Sales Cloud. When users register with the mobile app, they will create new contacts in Marketing Cloud with their device IDs as contact keys. However, these contacts will not be associated with their contact keys in Sales Cloud until they are synchronized through Marketing Cloud Connect, which can take up to 24 hours. Therefore, newly registered users will create additional contacts in Marketing Cloud until they are matched with their existing contacts in Sales Cloud. References: https://help.salesforce.com/articleView?id=sf.mc_co_what_is_a_contact.htm &type=5 https://help.salesforce.com/articleView?id=sf.mc_co_implementing_contacts_in_the_marketing_cloud.htm &type=5

To limit subscriber records by BU based on the ‘Region’ profile attribute, Northern Trail Outfitters should select ‘Define Subscriber Filter’ for each BU on the BU Setup page and configure a condition to match the corresponding profile attribute. This will allow users who are assigned to a BU to only view and send to subscribers who have the same region value as their BU. References: https://help.salesforce.com/s/articleView?id=sf.mc_co_business_unit_setup.htm &type=5

To refresh the sandbox in their integrated account, Northern Trail Outfitters should perform the steps in the following order:

• Disconnect. This step will disconnect Marketing Cloud Connect from Sales Cloud and prevent data loss or errors during the refresh process.
• Refresh. This step will refresh the sandbox in Sales Cloud with new data and configuration.
• Reconnect. This step will reconnect Marketing Cloud Connect to Sales Cloud using the new sandbox credentials and settings.
• Synchronize. This step will synchronize data between Marketing Cloud and Sales Cloud using Synchronized Data Sources or Salesforce Data Entry Sources.
• Authenticate. This step will authenticate Marketing Cloud Connect users in both systems and enable full functionality of Marketing Cloud Connect.

References: https://help.salesforce.com/s/articleView?id=sf.mc_co_refresh_a_sandbox.htm &type=5

To send an email with 10 personalized fields from multiple data extensions to an audience of over one million subscribers, Northern Trail Outfitters should create and send to a sendable data extension containing those needed fields using a query activity. A query activity can join and filter data from multiple data extensions and populate a sendable data extension with the required fields for personalization. This will improve the email send performance and avoid timeouts or errors. References: https://help.salesforce.com/s/articleView?id=sf.mc_as_query_activity.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_es_send_email_using_a_data_extension.htm &type=5

One of the considerations for upgrading Marketing Cloud Connect to Multi-Org is that once an account is upgraded to Multi-Org, it cannot be turned off. This means that the account will permanently have separate integrations for each business unit and Salesforce org, and some features may not work as expected in Multi-Org mode. References: https://help.salesforce.com/articleView?id=sf.mc_co_multi_org_account_considerations.htm &type=5

Two best practices that should be utilized for configuring customer data for long-term cleanliness and maintainability are:

• When using an external database of record, utilize that system’s identifier as the contact key. This will ensure that contacts can be identified and tracked across different channels and platforms using a consistent and persistent value.
• Define the subscriber key as a unique value that does not relate to a specific channel. This will allow contacts to change their email or mobile device without affecting their subscriber key or losing their tracking history.

Configuring Contact Builder to automatically generate a unique subscriber key is not recommended, as it may create duplicate or inconsistent records if contacts already have an identifier in another system. Regularly merging duplicate contacts is not a best practice, but rather a remedial action that should be avoided by using proper data hygiene techniques. References: https://help.salesforce.com/s/articleView?id=sf.mc_co_subscriber_key.htm &type=5

Three questions that are relevant to determining a solution for automating a process of importing data from a data warehouse into Marketing Cloud are:

• Is the data file a delta or a historical file? This question will help determine how to handle existing records and avoid duplication or overwrite. A delta file contains only new or updated records, while a historical file contains all records regardless of changes.
• Will the data file be placed on the SFTP at the same time daily? This question will help determine how to schedule an automation or trigger an event based on file drop. If the data file is placed on the SFTP at different times, then a File Drop Automation may be more suitable than a Scheduled Automation.
• Does someone need to be notified if an error happens on import? This question will help determine how to handle errors and exceptions during import. If someone needs to be notified, then an email notification activity or a verification activity may be added to the automation.

Whether the data extension has a data relationship or not is not relevant to determining a solution for importing data, as it is only used for creating relationships between data extensions in Email Studio. Whether the file has more than 5,000 rows or not is not relevant to determining a solution for importing data, as it does not affect how data is imported or processed. References: https://help.salesforce.com/s/articleView?id=sf.mc_as_file_drop_automation_studio_triggers.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_as_import_file_activity.htm &type=5

To move subscribers who have a status of ‘Held’ back to ‘Active’, NTO should extract those subscribers using a tracking extract or a data extract activity in automation studio, then import those subscribers as ‘Active’ using an import activity or file transfer activity in automation studio or an import wizard in email studio. This process will overwrite their status in all subscribers list and allow them to receive emails again. Contact Builder cannot mass update subscriber status in all subscribers list. Subscribers with a status of ‘Held’ cannot be re-enabled by contacting support unless there is a technical issue on Marketing Cloud’s side that caused them to be held incorrectly. A SQL query cannot change subscriber status in all subscribers list directly. References: https://help.salesforce.com/articleView?id=sf.mc_es_held_status.htm &type=5 https://help.salesforce.com/articleView?id=sf.mc_es_import_subscribers.htm &type=5

To capture customer feedback via email and create a new case in Service Cloud if a customer indicates they are unhappy with the service they have received, Northern Trail Outfitters should use an Engagement Split to capture positive or negative responses, and a Case Activity to create a new case in Service Cloud. An Engagement Split is an activity that allows marketers to route contacts based on their engagement with email messages, such as opens or clicks. A Case Activity is an activity that allows marketers to create cases in Service Cloud based on contact attributes or journey data. References: https://help.salesforce.com/s/articleView?id=sf.mc_jb_engagement_split.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_jb_case_activity.htm &type=5

A query activity is an automation studio activity that allows querying data from data extensions or data views using SQL statements. A data extension entry source is a journey builder entry source that allows injecting contacts into a journey based on a data extension. Journey activities are actions that occur within a journey, such as sending an email or updating a contact attribute. By using a query activity to filter contacts who have not made a purchase in the last six months from their order data extension, NTO can create a sendable data extension with those contacts and use it as a data extension entry source for their journey. Then, by using journey activities, they can communicate the same message across all channels to those contacts. References: https://help.salesforce.com/articleView?id=sf.mc_as_sql_query_activity.htm &type=5 https://help.salesforce.com/articleView?id=sf.mc_jb_data_extension_entry_source.htm &type=5 https://help.salesforce.com/articleView?id=sf.mc_jb_journey_activities.htm &type=5

MobileConnect Demographics is a data source that is supported to personalize SMS messages. MobileConnect Demographics is a system-generated attribute group that contains information about mobile subscribers, such as phone number, locale, status, keyword, and source. This information can be used to insert personalization strings or AMPscript variables into SMS messages. References: https://help.salesforce.com/s/articleView?id=sf.mc_moc_mobileconnect_demographics.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_moc_personalize_an_sms_message.htm &type=5

By using Tracking Extract, File Transfer, and Import activities from Automation Studio, you can extract the data from the subscribers who have had emails fail due to held status within the last 60 days [1][2], and then transfer the data into a data extension that can be used as an Entry Source for Journey Builder. This will allow you to create an SMS message that can be sent to the subscribers to ask them to update their email address. Additionally, Automation Studio provides the ability to schedule and automate the process so that the data is regularly updated and the SMS message is sent on a regular basis. For further information, please refer to the following Salesforce documentation:

• Automation Studio Overview: https://help.salesforce.com/articleView?id=mc_as_overview.htm &type=5 • Automation Studio Activities: https://help.salesforce.com/articleView?id=mc_as_activities.htm &type=5 • Data Extensions Overview: https://help.salesforce.com/articleView?id=mc_es_data_extensions.htm &type=5 • Journey Builder Overview: https://help.salesforce.com/articleView?id=mc_jb_overview.htm &type=5

The subscriber key is a unique identifier for each subscriber in Marketing Cloud. It is used to track subscriber preferences, behaviors, and attributes across channels and business units. If the previous send used email address as a subscriber key, it would not match the subscriber key in Sales Cloud, which is usually the contact or lead ID. Therefore, the email opt out status would not be synchronized between Marketing Cloud and Sales Cloud, and the customer could receive an email through MCC even after unsubscribing from the previous send. References: https://help.salesforce.com/articleView?id=sf.mc_co_subscriber_key.htm &type=5

To send an email to customers who need to reset their password on their website, Northern Trail Outfitters should use Transactional Messaging API. Transactional Messaging API is a tool that allows marketers to send transactional emails with high priority and reliability. The emails are sent as quickly as possible and can be personalized with dynamic content. The web server can receive a notification when the email is sent by using callbacks or tracking events. References: https://help.salesforce.com/s/articleView?id=sf.mc_rn_transactional_messaging_api.htm &type=5

To send a welcome email to contacts when a contact record is added as a campaign member to a ‘Loyalty Member’ campaign in Sales Cloud, Northern Trail Outfitters should create a journey with a Salesforce Data entry source and an email activity. A Salesforce Data entry source allows marketers to inject contacts into a journey based on changes or events in Sales Cloud objects, such as campaign members. An email activity allows marketers to send an email message to contacts in a journey. References: https://help.salesforce.com/s/articleView?id=sf.mc_jb_salesforce_data_event.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_jb_email.htm &type=5

To pull data from the SendLog for troubleshooting based on email address without coding experience, Northern Trail Outfitters should filter data using a Filter Activity on SendLog Data Extension. A Filter Activity is an activity that allows marketers to create filtered data extensions based on criteria and conditions without coding. A SendLog Data Extension is a custom data extension that captures send-time values for each subscriber in an email send. References: https://help.salesforce.com/s/articleView?id=sf.mc_as_filter_activity.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.mc_es_create_a_sendlog_data_extension.htm &type=5