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

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

  1. Hey,

    Can you please help me with the below question, I am CONFUSED b/w A and D.

    Northern Trail Outfitters (NTO) wants to use dynamic content within their emails to provide customers with more personalized communications. This includes using a Dynamic Sender Profile to customize the From Name and From Email Address to use the regional store manager’s information. If a new manager is assigned to a region, NTO only wants to update the information in one place.
    What data should a consultant ensure exists within Marketing Cloud in order to facilitate this?
    A. Each customer’s region code and the manager’s name and email address for each region code.
    B. Name and email address for each regional store manager stored on a lookup table.
    C. Regional store manager’s name and email address for each customer.
    D. Region code, regional store manager’s name, and email address for each customer.

    Like

  2. Hi,

    Could you please help me on the below question. Thanks in advance

    A customer wants to setup a test environment for marketing cloud connect. they purchased corporte marketing cloud edition with additional business units and custom roles, they need to segment in both sales cloud and marketing cloud. What 2 approaches should be considered while setting up a test environment ? A. Multi org connections are not possible with marketing cloud connect . B.Use marketing cloud sandbox environment for testing and release previews. c.Test data and production data are co mingled when using a sand box. D. its not possible to promote changes in test business unit into another prod business unit.

    Like

    1. Hi Manish can you please help me with the answer as i am really confused.
      Please let me know the answer if anyone knows, Thank you.

      Like

  3. Hi,

    Could you please help me with the answer.

    Northern Trail Outfitters has purchased a new Marketing Cloud account with two dedicated IP addresses. One IP address will be used for commercial sends, while the other will be reserved for transactional messages. Their customer base includes 1.5 million email addresses.
    What should the consultant recommend?
    A. Send to unengaged subscribers during the first two weeks of IP warning in order to give them the opportunity to interact.
    B. Focus on warning the IP address for commercial sends, because it is not necessary to warm an IP address used only for transactional sends.
    C. Suppress sends to AQL email addresses during the first two weeks of IP warning, then resume sending to them during the third week.
    D. Split marketing campaigns over a number of days while migrating over smaller triggered campaigns during the warning period.

    Like

  4. A user needs to create and edit mail content and generate reports and manage subscriber data. Using the principle of least privilege, which two pre-defined roles should be assigned?

    A. Analyst

    B. Admin

    C. Content creator

    D. Data manager

    Like

  5. NTO wants its monthly distributor newsletter email to appear to be sent on behalf fo the subscriber’s account representatives without segmenting the audience by sales representative.   How should this distributor-specific sender profile be configured in Marketing Cloud?   Choose 2

    a. Pick “Choose from list” selecting the from name and from email values from the list of account users
    b. Utilize data extension AMPscript lookups to dynamically populate the from name and from email values
    c. Match the external keys of the sender profile and data extension containing account representative details
    d. Populate substitution strings in the sender profile for the profile attributes containing from name and from email values

    I think is B and D. :/

    Liked by 1 person

  6. 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

  7. 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

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

    I think the answer is A ,D,B but not so sure

    Like

  9. 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

  10. Northern Trail Outfitters (NTO):
    * Employs Email Specialists responsible for creating content, testing, sending emails, defining the activities for Automation Studio, and creating automations.
    * Prefers not to use custom roles unless it is absolutely necessary.
    * Email Specialist resides in multiple business units.
    Using best practices, how should a consultant create and assign roles for NTO?
    Create a custom Email Specialist role with needed permissions and assign it to the Email Specialists.
    Alter the roles of Content Creator and Data Manager by denying permissions and then assign the roles to the ‘ Email Specialists.
    Check “Allow” automation permissions for the Content Creator Role and assign it to the Business Units.
    Check “Allow” automation permissions for the Content Creator Role and assign it to the Email Specialists

    I think the answer is C since the ES are residing at different BU’s.

    Like

  11. To fuel their expansion, Northern Trail Outfitters (NTO) recently acquired Eagle Outfitters (EO). There is
    currently a 30 percent overlap between the guests of each brand and they will be pursuing cross-marketing
    opportunities. It was recommended that their Marketing Cloud account now include a separate business unit
    for EO and the company secure a new sender authentication package for EO using the private domain
    e-EO.com.
    Select the statement that correctly describes the implication of this recommendation.
    Choose 2 answers
    The IP address included in the sender authentication package will have the same reputation as the ones
    being used for NTO.
    The EO business unit can also have the NTO authentication package applied simultaneously for
    cross-marketing emails.
    The private domain, e-EO.com, will be used for all link wrapping, image URLs, and landing page
    URLs.
    The e-EO.com domain will act as the from address for the emails and authenticate using SPF, SenderlD,
    and DKIM authentication.
    The email headers for EO will still reflect the private domain for NTO since that is the parent company.

    Like

  12. 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

  13. 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

  14. n online retail customer needs daily promotional email content to generate with minimal time spent on
    creation. Their service contract includes building a custom dynamic template for this purpose. The customer
    has communicated the following:
    * The email content will highlight new inventory each day.
    A small team will run both their digital marketing operations and their email program.
    * A user needs to build, test, and send a daily email in less than an hour.
    * Images for the emails will be hosted on their website CMS.
    Which question is relevant to identify strategies for designing the custom template for the customer’s daily
    promotional email?
    Choose 3 answers
    Will image URLs be available publicly?
    How often will the layout of the content in a content area change?
    What is the maximum file size of the images being used?
    How often will email content be image-only with text overlaying images?
    What from name will be used for these emails?

    Like

    1. I think the answer B,C,D but also thinking why not A too since the Images for the email will b hosted on their website CMS.

      Like

  15. Northern Trail Outfitters (NTO) has decided to use Journey builder to launch event-driven lifecycle marketing
    programs. This includes personalized interactions with customers with the goal of increasing purchase
    frequency.
    What two pieces of information would help NTO achieve this objective?
    Choose 2 answers:
    Last purchase date
    Products purchased from a competitor
    Number of items per order
    Channel preference of customers

    Like

  16. 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

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

    Analyst of Northern Trail Outfitters (NTO) marketing team needs to pull email metrics for an upcoming quarterly company meeting. These metrics need to be reported per email campaign for each of NTO’s Business Units:
    • Number of Sends
    • Delivery Rate
    • Overall Bounce Rate
    • Block Bounce Rate
    • Open Rate
    • Click Rate
    • Complaint Rate
    • Unsubscribe Rate
    Which email report should NTO’s Marketing Analyst pull from Marketing Cloud to get this information?
    A. Campaign Email Tracking Report
    B. Account Send Summary Report
    C. Email Send Report
    D. Email Performance Over Time Report

    I am confused between A and C, I’ve gone through both the reports but not able to find the number of sends metrics in each report, rest both are having similar metrics.

    Like

  18. 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

  19. 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

  20. 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

  21. 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

  22. 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

  23. 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

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

    Analyst of Northern Trail Outfitters (NTO) marketing team needs to pull email metrics for an upcoming quarterly company meeting. These metrics need to be reported per email campaign for each of NTO’s Business Units:
    • Number of Sends
    • Delivery Rate
    • Overall Bounce Rate
    • Block Bounce Rate
    • Open Rate
    • Click Rate
    • Complaint Rate
    • Unsubscribe Rate
    Which email report should NTO’s Marketing Analyst pull from Marketing Cloud to get this information?
    A. Campaign Email Tracking Report
    B. Account Send Summary Report
    C. Email Send Report
    D. Email Performance Over Time Report

    I am confused between A and C, I’ve gone through both the reports but not able to find the number of sends metrics in each report, rest both are having similar metrics.

    Like

  25. 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

  26. Hi Manish, could you help me with this below question.

    Northern Trail Outfitters (NTO) experienced a 24-hour website outage beginning on a peak shopping day, as a result, a number of logged-in customer’s shopping sessions were disrupted. When the site is back online, the retailer would like to encourage those shoppers to return the site and continue their shopping.
    What action should Northern Trail Outfitters (NTO) take?
    A. Create and send an apology email which includes a discount for a future purchase to all customers.
    B. Do NOT send an email, as outage may have increased negative sentiment, resulting in unsubscribes.
    C. Import a file of logged-in customers into NTO’s existing Abandoned Cart journey in Journey Builder.
    D. Create a user-initiated message to logged-in customers to send once the website is restored.

    Like

  27. 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

  28. 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

  29. 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

  30. A company is hosting a series of events and wants its customers who register to enter into a journey.

    Which two methods are viable configurations for these contacts to enter?

    Choose 2 answers.

    A. A form hosted on the company website that fires the entry event via SOAP API.

    B. A SmartCapture form hosted on a CloudPage that populates the entry source.

    C. A form hosted on the company website that fires the entry event via REST API.

    D. A SmartCapture form hosted on a CloudPage that updates a profile attribute.

    The think the answer for this will be C and B and not A

    Liked by 1 person

  31. 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

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