Marketing Cloud Consultant Certification Preparation – Part 1 (Introduction)

I have cleared the Marketing Cloud Consultant Certification! Woohoo!! I have been working on Marketing Cloud for a year when I took this.  The hands-on experience and the experience of working with different clients definitely helped in clearing the certification.


Here’s a video course on Marketing Cloud Consultant Certification that I made – Marketing Cloud Consultant Certification Video Course


What’s more special is Salesforce itself claims that among all the consultant exams, (Service, Sales, Pardot), this one undeniably comes across as being the toughest one.


As you all know, I’d love to share my knowledge especially in the certification preparation process, I’d do the same here for this certification as well.  Earlier, I had shared how to prepare for the Marketing Cloud Email Specialist certification which is a pre-requisite for this consultant exam.   And also Preparation Notes for Platform App Builder Certification which will be useful if you are just getting into Salesforce.  You must pass the Email specialist exam if you are planning for the consultant exam.

In this blog series, I will be explaining the concepts of Marketing cloud in the order of focus areas mentioned in the certification guide.  I’d split them into multiple posts for easier references.

In this post, I’d like to highlight the different topics involved in this certification.  There are 10 of them as shown below, with the % of Weightage in the certification.  If you observe there is no such topic with a huge % of Weihtage, that means you’d need to focus on all the topics equally and the number of questions ranges from 4 to 8 for each topic.

Marketing Cloud Consultant Topics % of Weightage Expected No. of Questions My Exam Result in % No. of Correct Answers
Discovery 13% 8 66% 5
Conceptual Design 12% 7 100% 7
Marketing Cloud Design 6% 4 50% 2
Account Configuration 10% 6 50% 3
Reporting 7% 4 100% 4
Data Design 13% 8 71% 6
Automation 8% 5 100% 5
Email Build 6% 4 75% 3
Contact Builder 14% 8 77% 6
Journey Builder 11% 6 50% 3
60 44
My Scoring % 73.33% Pass

Pass % is 68% i.e., about 41 questions out of 60 questions in 105 minutes (includes 5 non-scoring questions)

The posts will be out soon.  Meanwhile, please do go through the new trailhead modules released for Marketing Cloud (choose the Product filter as Marketing Cloud).


Here’s a video course on Marketing Cloud Consultant Certification that I made – Marketing Cloud Consultant Certification Video Course


  • Part 2 – Discovery
  • Part 3 – Conceptual Design
  • Part 4 – Marketing Cloud Design
  • Part 5 – Account Configuration
  • Part 6 – Reporting
  • Part 7 – Data Design
  • Part 8 – Automation
  • Part 9 – Email Build
  • Part 10 – Contact Builder
  • Part 11 – Journey Builder

179 Replies to “Marketing Cloud Consultant Certification Preparation – Part 1 (Introduction)”

  1. A customer has several values that need to be used in the body of an email send:   The data would be stored in a reference data extension, related on SubscriberKey There may be one or more records for each subscriber The audience is generally over 1 million subscribers The content is time sensitive and should be sent as quickly as possible The customer is not using “catch and release” sending The reference data extension contains 25 columns   Which method should be used?  ​​​​​​

    a. AMPscript a single Lookup Function
    b. Serve Side Javascript a single LookupOrderedRows Function
    c. AMPscript a single Lookup OrderedRows Function
    d. Dynamic content via the Dynamic Content Wizard

    I think the answer is C. Not sure :/

    Liked by 1 person

  2. An existing triggered send needs to be updated with new content. Select the correct sequence.
    a. Archive Current Message iteration – Edit message content — Restart triggered Email interaction
    b. Open Send Definition — Edit Message Content — Publish Changes
    c. Copy Send Definition — Select updated Content — Archive Original Definition — Start New Definition
    d. Pause Message Interaction — Edit Message Content — Publish Changes — Restart Triggered Email interaction.

    This is a diagram question.
    I think the answer is D. But not sure :/

    Liked by 1 person

  3. A customer needs to import data from an SFTP site. The customer wants to:
    * Segment the contents of the file and then send emails.
    * Transfer the file to the SFTP site at various times daily.
    * Send to data extensions.
    Which workflow should meet these requirements?
    Triggered Automation: Import File > SQL Query(s) > Send Email(s)
    Scheduled Automation: Transfer File > Import File > SQL Query(s) > Send Email(s)
    Scheduled Automation: Import File > SQL Query(s) > Send Email(s)
    Triggered Automation: Import File > Group Refresh > Send Email(s)

    I think the answer is c since it’s various times daily.

    Like

  4. Which statement IS correct regarding the automation tools in the Marketing Cloud?
    Choose 3 answers
    Automation Studio and Journey Builder allow users to define a wait state based on duration or duration + time.
    Automation Studio allows users to inject Contacts from a data extension into an interaction in Journey Builder.
    Like Journey Builder, Automation Studio allows users to define the parameters for a send within the tool.
    Journey Builder allows users to update a contact record in an interaction or import data into a data extension.
    Like Automation Studio, Journey Builder allows users to repeat an interaction indefinitely

    Like

  5. A user in the MC wants to use salesforce custom object data for segmenting and personalization.
    How should the consultant approach this requirement?
    Export report data from the sales cloud and import into a marketing cloud synchronized data extension.Use a filter activity to produce a sendable data extension. Create an email send activity in Automation Studio.
    Sync contact and custom objects with Data Stream and send from Synchronized Data Extension with Salesforce email send. Ensure there is a lookup relationship to a contact or lead record.
    Create a custom report type that contains the contact or lead ID, email address, and custom object data then from the marketing cloud, import into a Salesforce Data extension. Use AMPScript in the email to call data
    Map the custom objects to the profile center and use the email editor to insert the custom data. Create a user-initiated send to associate the email to the largest audience and return tracking data.

    Like

  6. A customer wants to automate a series of three emails as part of a Membership renewal drip campaign.
    * Email #1 will be sent one month prior to the member’s renewal date
    * Email #2 will be sent one week prior to the member’s renewal date
    * Email #3 will be sent on the member’s renewal date
    * A master audience is updated in real time via the API
    Which steps should be included in the customer’s automation?
    Import activity -> Three filter activities -> Three send definitions to the filtered audiences
    Three send definitions to the master data extension
    Import activity -> Three send definitions to the master data extension
    Three filter activities -> Three send definitions to the filtered audiences

    Like

  7. Hi Manish, could you help me out on this,

    What functionality is contained in Journey Builder that does not exist in Automation Studio?
    A. The ability to send an email to a Salesforce audience.
    B. The option to convert a qualified Lead to a Contact.
    C. Native execution of a Server-side JavaScript activity.
    D. Flexibility to wait based on duration or a specific time.

    I think Answer for this would be B, as lead convert option is not there in automation studio.
    Even confused can we send email to salesforce audience after doing SQL query/ filter activity and create data extension to produce sendable output data extension which we can use in automation studio and send email?

    Please reply.

    Liked by 1 person

      1. I would go with B, cause we can segment the Salesforce Data extensions or retrieve data out of it and can make the send happen but we dont have the option to convert the lead to a contact.

        Like

  8. Hi Manish, could you please help me out with this,

    Which three statements are correct regarding the automation tools in Marketing Cloud? (Choose three.)
    A. Journey Builder and Automation Studio allow users to define the parameters for a send within the tool.
    B. Automation Studio and Journey Builder allow users to repeat an interaction indefinitely.
    C. Automation Studio and Journey Builder allow users to define a wait activity based on duration.
    D. Journey Builder allows users to inject Contacts from a data extension which is updated by Automation Studio.
    E. Journey Builder allows users to update a contact record in a journey or import data into a data extension.

    I think Answer would be A,C,D
    because through the journey builder we cannot update the contacts record, so not E
    also, in journey builder there is activities used not interaction so not B

    Liked by 1 person

  9. Hi Manish, could you please help me out on this,

    A retail company does business in both the United States and Canada. They have a loyalty program in which a customer can enroll. The company will provide a pre-segmented customer file, per campaign, which has a “Version” data field indicating the type of email the customer is to receive.
    Which two questions should be asked to determine a data/segmentation strategy? (Choose two.)
    A. Will “Version” values/meanings change, precluding reusable AMPscript?
    B. Will a lookup table be needed for a dynamic From Name?
    C. Will customers be able to sign up for the loyalty program at the store?
    D. Is the purpose of these emails for acquisition or retention or transactional?

    I think Answer for this would be A&B

    Liked by 1 person

  10. Hi Manish, could you please help me out with this,

    Customer Event gathers data through a tablet-based webform as part of a raffle into a data extension. Winner is randomly selected. After the event, an email should be sent to the participants to gather opt ins for marketing emails.
    Define two things necessary. (Choose two.)
    A. Data extension with opt in status
    B. SmartCapture
    C. WebCollect
    D. Send email activity which contains a link to subscription center

    I think Answer for this would be B&D.
    But confused with A&D too, but I think while sending email we should send Subscription center link so that they could subscribe what they want to receive and personal info is being captured through SmartCapture.

    Liked by 1 person

  11. Hi Manish, could you help me out with this,

    Which two statements about a database of records are correct? (Choose two.)
    A. It is any data structure in which multiple opt-in statuses can be stored for a subscriber.
    B. It is a system in which a subscriber’s status is maintained.
    C. It is any database containing subscriber data.
    D. It is a centralized storage repository of data about objects or people.

    On the salesforce help document, I’m not able to find the definition of Database of Record, but I’m confused between B, C and B,D.
    In latest fast path webinar for MC consultant presenter specified it’s B,C

    Like

  12. Hi Manish, could you please help me out on this,

    A customer provides a file containing only new and updated subscriber records exported from its marketing database. The file will be uploaded to the customer’s Enhanced FTP automatically at 3 a.m. daily.
    The customer requires that the import completes prior to 4 a.m.
    On average, the file will contain about two million rows of data each day.
    Based on the customer’s requirements and recommended best practices, how should the daily file be imported?
    A. Import the file into a list, using the ‘update only’ method.
    B. Import the file into a list, using the ‘add and update’ method.
    C. Import the file into a data extension, using the ‘add and update’ method.
    D. Import the file into a data extension, using the ‘overwrite’ method.

    I think for this Answer should be C, because new and updated subscribers is mentioned in the first line of question.
    But still confused with option D, as many people says Overwrite is fast compare to Add and update as it needs to be complete in 1hr i.e. starts from 3 am and ends at 4 am.

    Like

  13. A user in Marketing Cloud needs to send an email to a Salesforce Report via a Send Flow process.
    How should the consultant meet this requirement?
    A. Assign the integrated user the Marketing Cloud for AppExchange User permission in Sales Cloud.
    B. Create data validation rules for the integrated user in Sales Cloud.
    C. Create a Salesforce Data Extension for the user to select during a Send Flow.
    D. Add custom VisualForce Page to the page layouts in Marketing Cloud.

    I think the answer for this would be C as after creating Data extension user could be able to send emails through the marketing cloud for Salesforce Synchronized data extension.

    Liked by 1 person

  14. A customer wants to integrate their website with Marketing Cloud so that users can update their marketing communication preferences. The customer has in-house web development resources available and is interested in leveraging tools such as Journey Builder in the future.
    What solution should the consultant propose, given the customer’s requirements and available resources?
     Configure a data structure using Lists and leverage the out-of-the-box Preference Center.
     Configure a relational data structure using Data Extensions and leverage a SmartCapture form that is hosted in Landing Pages.
     Configure a data structure using Lists and leverage a SmartCapture form that the client can iFrame into their website.
     Configure a relational data structure using Data Extensions and consult with the customer on API integration with their website.

    I think the best choice for this wud be D

    Liked by 1 person

  15. Which three statements about Send Log Data is correct? (Choose three.)
     Can be stored for periods of time.
     Uses Measures, filters and programs.
     Added to a standard view.
     Accessed using query.
     Can be viewed in standard report.

    I think the answer will be A, D and E

    Like

  16. A customer needs to import data from an SFTP site. The customer wants to:
    – Segment the contents of the file and then send emails.
    – Transfer the file to the SFTP site at various times daily.
    – Send to data extensions.
    Which workflow should meet these requirements?
     Triggered Automation: Import File > Group Refresh > Send Email(s)
     Scheduled Automation: Import File > SQL Query(s) > Send Email(s)
     Triggered Automation: Import File > SQL Query(s) > Send Email(s)
     Scheduled Automation: Transfer File > Import File > SQL Query(s) > Send Email(s)

    I think the answer is C .

    Liked by 1 person

  17. A user receives a message stating that there is an error binding data bound member when testing an Entry Event in Journey Builder.

    What can a user do to ensure that contacts enter this interaction successfully based on the error message? (Choose two.)
    A . Import new subscribers to the All Subscribers table.
    B . Fire the event in both Automation Studio and the Entry Event.
    C . Make sure the contact is above the High Water Mark on the source data.
    D . Select a source DE with a root relationship to the contact.

    Like

  18. When joining a data extension in Contact Builder, in which scenario should a consultant mark the Use as Root checkbox?
     Supplemental data for an interaction in Journey Builder.
     One-to-Many Relationship to the Contact Record.
     Data for both Email and MobileConnect sends.
     Database of record other than All Subscribers.

    I think the answer is D

    Like

  19. A daily deal website is concerned with their sender reputation and needs consistent visibility into subscribers who report their email as spam.
    How can they determine which subscribers reported their email as spam so they can flag those records in their customer service database?
     An automation that queries the Complaint data view.
     An automation that queries the Unsubscribe data view.
     An automation that generates the Complaint Tracking Extract.
     An automation that generates the Unsubscribe Event Extract.

    The answer for this A

    Liked by 1 person

  20. A customer is collecting data from a Smart Capture form that stores submissions in a data extension. The customer wants an email was sent to the marketing manager each morning that contains the previous days submissions as a CSV attachment. Assuming that the customer has the attachments feature enabled.
    Which automation workflow will accomplish this?
     Scheduled Automation: Data Extract > SQL Query > Transfer File > Send Email
     Triggered Automation: SQL Query > Data Extract > Transfer File > Send Email
     Scheduled Automation: SQL Query > Data Extract > Transfer File > Send Email
     Triggered Automation: Data Extract > SQL Query > Transfer File > Send Email

    This is B as the time is not specified and it’s getting stored in the DE and by querying and the Data Extract and transfer the file and do the send .

    Like

  21. A retail company needs to create journeys that will target subscribers based on website behavior. They have identified 3 separate groups:
    • Customers who searched for an item on their website.
    • Customers who abandoned a cart on their website.
    • Customers who made a purchase on their website.
    24.What should the consultant ask in order to design the data structure for this solution? Choose 3 answers
    A. Should customers exit the journey when the goal is met?
    B. How are subscribers identified in your web analytics?
    C. How many messages should be included in each journey?
    D. How long after the behavior occurs will a subscriber need to enter a journey?[In-doubt]
    E. Should a single customer exist in multiple journeys at the same time?

    I think the answer is A,C and E.

    Like

  22. 2. A customer will provide a single daily file on the Marketing Cloud SFTP at 3AM and needs an alert if the file is not present on time.
    The file needs to be: Imported into a staging data extension. Separated into two different data extensions. Which workflow should meet these requirements?
    a. Scheduled Automation: File Transfer Activity > Import File Activity > SQL Query Activity 1 > SQL Query Activity A’ 2
    b. Scheduled Automation: Import File Activity > SQL Query Activity 1 > SQL Query Activity 2
    c. File Drop Automation: Import File Activity > SQL Query Activity 1 > SQL Query Activity 2
    d. File Drop Automation: File Transfer Activity > Import File Activity > Filter Activity > SQL Query Activity 1

    As there is a time has been specified it’s a scheduled automation and it’s on the SFTP , so it’s a Import file activity .

    Like

    1. though we have the scheduled and import activities but the file need to be transfered from STFP to Safehouse ryt, so I think the answer would be A, plz anyone suggest.

      Like

  23. What are two possible outcomes when “Send as Multiple MIME” is selected during the send process?
    Choose 2:
    1. Open and click activity are tracked in either version
    2. The email will avoid detection by various SPAM filters
    3. An auto-generated text version will be sent with your HTML email
    4. A custom text version will be sent with your HTML email

    In email we can track measure’s either it’s a HTML or Text version , so 1 and 4

    Like

    1. Right

      The system sends both the HTML and Text version of the email, including the text version you have created, and whichever version is accepted by the subscriber’s email client is delivered.

      Like

  24. I do fell a little confusing for some answers, for example, ABC company has a scenario of a journey for “post-purchasing communication”, which re-entry setting is correct? Most answers are “re-entry only after existing”. However, if you look into Salesforce official website: https://help.salesforce.com/articleView?id=mc_bp_journey_entry_control_best_practices.htm&type=5, the answer is “Re-entry anytime allows a contact to enter the journey multiple times and be in the journey at the same time. If you use a journey for a post-purchase engagement, for example, allow contacts to enter the journey whenever they purchase.” So I’m confused… Can anyone help? Many thanks!

    Like

  25. Thanks Manish and to everyone whoever is sharing practice question … I cleared Email Specialist and going to write MC Consultant test in first week of Aug ’20…

    Liked by 1 person

  26. A customer will provide a single daily file on the Marketing Cloud SFTP at 3 AM and needs an alert if the file is not present on time. The file needs to be: Imported into a staging data extension. Separated into two different data extensions.

    Which workflow should meet these requirements?

    A. Scheduled Automation: File Transfer Activity > Import File Activity > SQL Query Activity 1 > SQL Query Activity 2

    B. Scheduled Automation: Import File Activity > SQL Query Activity 1 > SQL Query Activity 2

    C. File Drop Automation: Import File Activity > SQL Query Activity 1 > SQL Query Activity 2

    D. File Drop Automation: File Transfer Activity > Import File Activity > Filter Activity > SQL Query Activity 1

    Liked by 1 person

  27. Another question i am not sure. Thanks
    ____________________________________________________________

    What is a capability of the Import within Contact Builder? Choose 2

    A. The data source can be a local file, data filter, or file on any FTP
    B. The target destination can be a DE, list, or All Contacts for Mobile Push or Connect (Missed)
    C. Like the Import Wizard, the Contact Builder import definition can be executed without saving (Missed)
    D. In order to use Map by Header Row, the fields in the DE and file must match exactly

    Like

    1. The answer is D.

      A is not correct as it is false with data filter
      B is not correct as it is just DE & list
      C is obviously incorrect

      Like

  28. Subscribers are collected on a customer’s website whose subscription database of record is Salesforce Marketing Cloud. The customer sends up to five emails per week based on subscriber activity.

    The list is:
    • Compiled in a database in the website Content Management System (CMS)
    • Imported into Marketing Cloud nightly at 11 p.m.

    What action should be taken if a third party is sending a message for the customer outside of the Marketing Cloud?

    A. Engagement metrics will be passed into Marketing Cloud
    B. They will need to integrate with the Marketing Cloud SOAP API
    C. Unsubscribes should be synchronized between senders
    D. The third-party send list should be pulled from the CMS
    ___________________________________________________________

    Hello, i am not sure is it option B or C?

    Thanks for your help and congrats for your website and forum.

    Regards,
    Silvia

    Liked by 1 person

  29. Your Email Specialist training material on Udemy helped me pass that exam, thank you!

    I’ll start studying for the Consultant exam soon.

    Do you have an ETA when you may have the study guide posts mentioned for the Consultant exam? If no time soon, that’s cool, just would be helpful to be able to plan.

    I’d be happy to go through new material as a reviewer, if that would be helpful to you.

    Thanks!

    Liked by 1 person

      1. Hello sfdcFanBoy! I am also prepping to take my Consultant certification exam after just receiving my certification for Email Specialist yesterday!! I would also be interested in reviewing the new material as well, or was just wondering when we can expect the other parts of this blog! I really enjoyed and found your email specialist prep very helpful!
        Thank you!

        Liked by 1 person

  30. A user in Marketing Cloud needs to send an email to a Salesforce Report via a Guided send process. How should the consultant meet this requirement?
    A. Create a Salesforce Data Extension for the user to select during a Guided Send.
    B. Create data validation rules for the integrated user in Sales Cloud.
    C. Add custom VisualForce page to the age layouts in Marketing Cloud.
    D. Assign the integrated user the Marketing Cloud AppExchange User permission set in Sales Cloud.

    I think the answer is D. Can someone confirm?

    Liked by 1 person

      1. The answer should be A, why D?
        Send a Marketing Cloud email from within Sales or Service Cloud to a campaign or report through Marketing Cloud Connect. Reports must contain Contact ID, ContactID, Lead ID, or LeadID fields. Store reports in a custom Salesforce folder for sending and ensure that the user who executes the send can access the folder. Marketing Cloud Connect doesn’t support sending to joined reports or reports stored in standard Salesforce folders.

        Like

  31. What are two possible outcomes when “Send as Multiple MIME” is selected during the send process?
    Choose 2: ​​​​​

    1. Open and click activity are tracked in either version

    2. The email will avoid detection by various SPAM filters

    3. An auto-generated text version will be sent with your HTML email

    4. A custom text version will be sent with your HTML email

    Like

      1. How can a text version track opens? Because email opens have a 1×1 pixel which fires when an email is opened. Can that pixel fire in a text version?

        Like

  32. What is a capability of the Import within Contact Builder? Choose 2
    1. The data source can be a local file, data filter, or file on any FTP
    2. The target destination can be a DE, list, or All Contacts for Mobile Push or Connect
    3. Like the Import Wizard, the Contact Builder import definition can be executed without saving
    4. In order to use Map by Header Row, the fields in the DE and file must match exactly

    Like

    1. 1 – Available option are – DE, list and all contacts- this is correct
      2 – Data source can be local file, existing data extension, or FTP- data filters is not an
      option
      3 – Map by Header Row – Correct
      4 – In order to execute the import definition, we need to save it first- not correct

      Like

      1. Hi Manish, I have clicked on the Trail Head URL provided by you and filtered by Marketing cloud. But I could not see the topics listed here except a couple of them(eg. Journey Builder). Could you please advise on this with the specific URL for each topic?

        Like

  33. Hey sfdcFanBoy,

    thank you for this Blog! It´s really helpful for studying and a great addition for help in daily work. I´m now preparing myself for the Marketing Cloud Consultant

    Thanks in advance.

    Liked by 2 people

        1. I think A) because there is ambiguity in the time “sometime after 4pm” so the automation should be triggered.

          Which leaves us the other option C) which does not have a ‘wait’ in place therefore it would send the survey email immidiately which isnt what we want. And if it implies that there are 2 seperate automations in C) it is still incorrect because there are 2 email activities in ‘Automation 2’.

          In conclusion A is the correct answer for me.

          Like

    1. I think it can be also Data Extention + overwrite –> 2 millions rows of Data for only 1 hour!
      Add+Update method takes a lot of time.
      I think it can’t be possible 2 million rows with add+update for only one hour.

      Like

  34. Hi!
    I’ve just passed Email Certification thanks in part to your tutorial. Are you going to do the similar post to Marketing Cloud Certification? For me it would be very usefull.

    thanks

    Liked by 1 person

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