Salesforce Certified Marketing Cloud Account Engagement Consultant Study Guide

Salesforce-Certified-Marketing-Cloud-Account-Engagement-Consultant

Salesforce Certified Marketing Cloud Account Engagement Consultant Preparation Details

The Salesforce Certified Marketing Cloud Account Engagement Consultant exam validates the skills needed to design and implement Account Engagement solutions that meet real business requirements. This guide maps every objective in the official exam outline to verified Salesforce documentation so you can study each domain in order. It covers evaluation, account configuration, automation, email marketing, lead management, personalization, reporting, and Sales Emails and Alerts. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.

Salesforce Certified Marketing Cloud Account Engagement Consultant Materials

CourseraSalesforce Basics
UdemySalesforce Marketing Cloud Account Engagement Consultant

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.

Market to Your Customers with Account Engagement

Using Account Engagement with Salesforce

Choosing the Right Account Engagement Automation Tool

Account Engagement Reporting

Design a strategy to identify customer business needs based on marketing trends using currently available tools and methods.

Nurture Leads with Engagement Studio

Target Prospects with Custom Content

Einstein Account Engagement: Scoring and Insights

Prerequisites for B2B Marketing Analytics

Account Configuration: 20%

Articulate the implications and importance of technical setup.

Using Account Engagement with Salesforce

Give Users Access to Account Engagement Data in Salesforce

Give Users Access to the Account Engagement Lightning App

Add and Verify a Domain for Email Sending

Develop a plan to maintain data integrity during data migration.

Import Prospects

Configure Marketing Data Sharing Rules

Using Account Engagement with Salesforce

Given a usage governance plan, develop and recommend a strategy that addresses organization and authorization (or access).

Give Users Access to Account Engagement Data in Salesforce

Configure Marketing Data Sharing Rules

Give Users Access to the Account Engagement Lightning App

Assignment Actions for Salesforce

Automating Business Processes: 17%

Given a scenario, recommend the best automation tool(s) (automation rule, segmentation rule, dynamic list, completion action).

Choosing the Right Account Engagement Automation Tool

Automation Rule Actions

Segmentation Rules

Completion Actions

Static and Dynamic Prospect Lists

Given a scenario, design a sequence of events in Account Engagement to complete a marketing initiative (assets, automation, notifications, etc.).

Engagement Studio Overview

Nurture Leads with Engagement Studio

Dynamic List Rule Criteria

Assignment Actions for Salesforce

Given a scenario, develop and implement a lead nurturing strategy.

Nurture Leads with Engagement Studio

Engagement Studio Overview

Engagement Program Reporting

Create a Profile for Grading

Email Marketing: 10%

Apply email marketing standards and best practices to customer business needs.

Add and Verify a Domain for Email Sending

Account Engagement Email Deliverability Best Practices

Set Up a Confirmed Opt-In Process in Account Engagement

Lead Management: 14%

Given a customer scenario, develop and recommend a lead generation strategy including Account Engagement assets.

Capture Leads with Forms and Form Handlers

Target Prospects with Custom Content

Nurture Leads with Engagement Studio

Given a lead qualification threshold, classify prospects appropriately.

Customize Scoring Rules

Create a Profile for Grading

Einstein Account Engagement: Scoring and Insights

Given a scenario, recommend a model to route qualified and unqualified leads across the business.

Assignment Actions for Salesforce

Automation Rule Actions

Choosing the Right Account Engagement Automation Tool

Segmentation Rules

Personalizing the Prospect Experience: 8%

Recommend ways to personalize the prospect experience.

Target Prospects with Custom Content

Einstein Account Engagement: Scoring and Insights

Capture Leads with Forms and Form Handlers

Design a strategy to meet a company’s consent management requirements.

Set Up a Confirmed Opt-In Process in Account Engagement

Use the Tracking and Consent API

Account Engagement Email Deliverability Best Practices

Reporting, Metrics and Analytics: 11%

Recommend the technical setup requirements for reporting and analytics.

Prerequisites for B2B Marketing Analytics

Access Reports in Account Engagement

Report on Engagement History Data

Identify reporting methods to solve a given scenario.

Account Engagement Reporting

Report on and Analyze Account Engagement Data

Engagement Program Reporting

Access Reports in Account Engagement

Sales Emails and Alerts: 3%

Configure Sales Emails and Alerts for sales use.

Set Up Sales Emails and Alerts

Guidelines for Sending Campaigns with Sales Emails and Alerts

Sales Emails and Alerts: Alerts

Summarize the benefits of Sales Emails and Alerts.

Sales Emails and Alerts

Account Engagement – Best Practices for Sales Users

Set Up Sales Emails and Alerts

Wrapping Up Salesforce Certified Marketing Cloud Account Engagement Consultant

This guide walked through every domain of the Marketing Cloud Account Engagement Consultant exam, from evaluation and account configuration through automation, lead management, personalization, reporting, and Sales Emails and Alerts. Working through each objective and its linked documentation will build the consulting-level understanding this exam expects.

You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.

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