SFMC Consultant 2 Flashcards
Northern Trail Outfitters maintains their primary customer identity in their ERP system but manages their customer service via Service Cloud. Customer data is updated in real-time based on changes in the ERP, and the ERP customer ID serves as the Customer Key. They want to leverage Synchronized Data Extensions to import data about cases from Service Cloud every 15 minutes.
What consideration should be made before implementing this solution?
A They will have to migrate to use Service Cloud IDs such as the Contact ID, as the contact key instead of ERP IDs.
B The number of contacts added to the instance will be approximately twice as large by using this integration pattern.
C Marketing Cloud will deduplicate customers based on their email address, meaning some customers may be overwritten or not receive email.
D Moving to use the email address as the contact key would simplify the integration since it is common to both systems.
A They will have to migrate to use Service Cloud IDs such as the Contact ID, as the contact key instead of ERP IDs.
Northern Trail Outfitters (NTO) wants to use Marketing Cloud to solicit customer service feedback. If a customer indicates they are unhappy with the service they have received, NTO wants a new case to be created in Service Cloud. NTO is unsure of what is possible within Marketing Cloud but would like to use as much native functionality as possible.
What approach would a consultant recommend?
A Use an AppExchange package to create a customized API integration between Marketing Cloud and SErvice Cloud.
B Use an Engagement Split to capture positive or negative responses, and a Custom Activity to create a new case in Service Cloud.
C Use an Egagement Split to capture positive or negative responses, and a Case Activity to create a new case in Service Cloud.
D Use Automation Studio to capture positive or negative responses, and a Case Activity to create a new case in Service Cloud.
C Use an Engagement Split to capture positive or negative responses, and a Case Activity to create a new case in Service Cloud.
Northern Trail Outfitters (NTO) wants to send out a comunication to subscribers who have not made a purchase within the last six months. Customers are often opted-in to more then one messaging channel. NTO would like to be able to communicate the same message across all channels.
Which flow would meet their needs?
A Salesforce Entry Event > Query Activity > Automation Studio Activities
B Query Activity > Data Extension Entry Source > Journey Activities
C Import Activity > Decision Split > Journey Activiti
D Query Activity > API Event > Automation Studio Activities
B Query Activity > Data Extension Entry Source > Journey Activities
Northern Trail Outfitters (NTO) sends emails from Content Builder and Journey Builder. When subscribers reply to an email, NTO would like to send an auto-reply message using a pre-defined HTML email that explains email replies are unmonitored and they should call NTO for any inquiries.
How could these auto-reply messages be enabled?
A Create a Triggered Send and on the Reply Mail Management settings page, choose the ‘Create Custom Response’ option under ‘Automated Response Email for Remaining Replies’ section, then select the Triggered Send email.
B Create a Triggered Send and from a Sender Profile properties page, enable ‘Custom Reply Mail Management Settings’, ‘Use Auto Reply’ and ‘Reply using triggered send’ options, then select the Triggered Send email.
C From the Reply Mail Management settings page, shoose the ‘Create Custom Response’ option under ‘Automated Response Email for Remaining Replies’ sectin and select the HTML email from the ‘define email’ link.
D Open Admin > Account Settings page in Email Studio and in the ‘Auto Reply Email’ section, select ‘Custom’ and paste the HTML email code into the text area field.
…Weil “pre-defined HTML” is not possible with C only with B.
Reply Mail Management for Marketing Cloud Email (salesforce.com)
Ich glaube C)
https://help.salesforce.com/articleView?id=sf.mc_es_rmm_perform_initial_configuration.htm&type=5
Northern Trail Outfitters and its subsidiaries use Sales Cloud and Marketing Cloud to send customers frequent email communications of new products and updates on their portfolios. They have noticed the messages and branding being sent varies greatly and would like to create a better customer experience.
What extension product should be considered to unify the messaging and branding of these communications while still allowing personalization and timing of campaigns?
A Einstein Content Selection
B Marketing Cloud Connect
C Distributed Sending
D Distributed Marketing
D?
As we are only speaking of the messaging and branding, wouldnt Distributed Sending be enough?
“Marketing Cloud Distributed Sending is a solutions package where your headquarters can provide the content and data for the local marketers. Local marketers use the content and data to send targeted email messages to their subscribers. Distributed Sending helps users create, deliver, and track their email campaigns with a streamlined, user-friendly interface.”
https://help.salesforce.com/articleView?id=sf.mc_ds_distributed_sending.htm&type=5
VS:
https://help.salesforce.com/articleView?id=sf.mc_dm_distributed_marketing.htm&type=5
Distributed Marketing from my perspective goes further…
“Distributed Marketing from Salesforce bridges the gap between corporate marketing, employees, channel partners, and your brand to deliver consistent experiences across corporate marketing and partner networks. Corporate marketers build and share on-brand, collaborative content in Marketing Cloud. Distributed teams of advisors, partners, and more can view, personalize, and send this content directly from CRM experiences such as Sales, Service, Financial Services, or Experience Cloud.”
So correct answer would be C)?
A customer notices their open and click rates are very low.
Which two aspects of list hygiene should be recommended to improve engagement rates? Choose 2 answers
A Use different subject lines and send “win back” emails with exclusive offers.
B Send inactive subscribers different messaging at a different frequency.
C Increase volume of sending, trying new times and days of the week.
D Remove subscribers who have not opened emails in three months.
A Use different subject lines and send “win back” emails with exclusive offers.
D Remove subscribers who have not opened emails in three months.
with c and d you would run into the risk of being considered spam.
d keeps the list clean
a re-engage gives the subscriber a reason to engage
NTO wants to encourage customers who made a purchase on their website without leaving a review to come back and review their purchase. They want to use Journey Builder to automatically inject contacts who meet these criteria into a Journey.
What product should be recommended?
A Audience Studio
B Google Analytics 360
C Web Analytics Connector
D Data Studio
Ich glaube A), siehe Audience Studio announcement von 2019
Google 360 kann das allerdings auch. Ist aber kein Salesforce Produkt, deswegen denke ich A),
NTO wants to integrate Marketing Cloud with its existing point-of-sale system in order to email purchase receipts to its customers. The point-of-sale data will need to be transformed to be received by the Marketing Cloud triggered send API.
What extension product should be used to accomplish this integration?
A MuleSoft Anypoint Platform
B Data Studio
C Datorama
D Data Connector
A MuleSoft Anypoint Platform
For security reasons, NTO indicates they cannot store PII directly within their MC account. They are considering implementing Tokenized Sending to pull PII from their data warehouse at send time. They indicate they send several large, time-sensitive emails per year.
Which two considerations should be made about Tokenized Sending? Choose 2 answers
A Journey Builder Decision Splits provide a method to access data of Tokenized data natively.
B Personalization Strings still allow PII to be displayed within an email.
C Service Level Agreements for email sends are unsupported with the inclusion of outside servers.
D Tokenized Sending should be combined with field-level data ecnryption for additional security.
C Service Level Agreements for email sends are unsupported with the inclusion of outside servers.
D Tokenized Sending should be combined with field-level data ecnryption for additional security.
Bin mir nicht sicher, ob B stimmt. Die PII wird m.E. erst beim Versand eingefügt, siehe Schaubuild: https://help.salesforce.com/s/articleView?id=sf.mc_overview_send_examples.htm&type=5
D) Tokenized sending does not work with field-level data encryption or data obfuscation : https://help.salesforce.com/s/articleView?id=sf.mc_overview_unsupported_tokenized_sending_features1.htm&type=5
A customer manages their field technicians in Salesforce CRM connected to MC. Once an appointment with a contact is scheduled for the technician through CRM, the notification message should be sent to the contact informing them about the scheduled visit date. When the notification is sent the “Confirmation sent” checkbox on the appointment record should be updated in CRM.
All appointments scheduled on a given day will have their status updated in CRM at the end of business hours. The Appointment object does not have a direct relationship with the contact.
What solution would a consultant recommend to address this use case?
A Configure journey with Salesforce Data entry source; use Journey Builder activities to send notification and update CRM record(s)
B Configure journey with Data Extension entry source; use Automation Studio activities to refresh the audience and Journey Builder activities to send notification and update CRM record(s)
C Configure Salesforce Send with Salesforce data extension, using Automation Studio activities to refresh the audience; send notification and SSJS activity to update CRM record(s)
D Configure journey with API Event entry source, Process BUilder to trigger event; use Journey Builder activities to send notification and update CRM record(s)
A) und B) scheiden m.E. aus, weil das “Appointment object does not have a direct relationship with the contact”. Insofern kann die CRM Activity nicht die Checkbox auf dem Appointment object verändern
D) scheidet m.E. aus, weil der API Event Entry source keinen Sinn ergibt
C) Vielleicht C?
NTO uses a Salesforce Data Entry Source in their Journey that injects Salesforce Orders when they are either created or updated with a status of New, Currently Knitting, Shipped, and Complete. Their Journey works when orders are created, but they notice that it doesn’t inject customers when their status is updated.
What could be causing this?
A The associated Contact should be updated to be injected
B Orders are not being updated from not meeting criteria to meeting criteria
C Orders should be set up to allow injection upon update in Connect Configuration
D Synchronized Data Sources poll for changes every 15 minutes at the quickest
Ich bin mir nicht sicher ob B stimmt. Denn die Orders “meet the criteria from the start on”.
Aufgrund des Ausschlusses der anderen Fragen bleibt für mich Antwort D.
A retail customer expanded their portfolio to include additinal product lines in addition to their already popular offerings. They want to give subscribers the ability to unsubscribe via email from the specific subsections while still remaining on the main commercial communications audience. This option will be included in the footer attached to the unsubscribe URL and as an option on their subscription center.
Which model would meet the requirements?
A Publication List with Data Extensions
B Publication List with Lists
C Exclusion List with Data Extensions
D Exclusion List with Lists
B Publication List with Lists ?
Richtig ist m.E. A), siehe https://help.salesforce.com/articleView?id=sf.mc_es_publication_list_in_send.htm&type=5
NTO wants to use Case data from Service Cloud as a part of their current email messaging campaign. They want to import cases that indicate the customer wants someone to contact them after the case is closed. NTO tracks these cases with a checkbox field called ‘Contact Me’.
How should they set up their data in Marketing Cloud?
A Use Synchronized Data Extension on the Case Object with a Boolean filter on the Contact Me field.
B Create Reports in Salesforce filtered by Contact Me equal to True and import using the Import Wizard.
C Use Salesforce Data Extensions and Filter Activities in Automation Studio to import and filter the data.
D Create data extensions in Marketing Cloud and import the data from Service Cloud using Journey Builder
A Use Synchronized Data Extension on the Case Object with a Boolean filter on the Contact Me field.
A consultant configured a triggered send definition in Sales Cloud for a customer using Marketing Cloud Connect. The trigger is on a Custom Object called ‘Shipments’ and is enabled for Triggered Sends in Setup.
Which two configuration requirements should be considered when troubleshooting? Choose 2 answers
A The Shipment object is on the Account Related List.
B There is a Master Detail Relationship from Contact to Shipment.
C An Apex Trigger is created on the Shipment object.
D The Shipment object requires a Lookup to Lead or Contact.
C An Apex Trigger is created on the Shipment object.
D The Shipment object requires a Lookup to Lead or Contact.
NTO received an email about reaching API limits within Salesforce and they think this is caused by the integrated Marketing Cloud account.
Which two types of API calls are counted against the rolling 24-hour limit? Choose 2 answers
A Login Calls
B CreateSalesforceObject() AMPScript
C Bulk API
D SOAP API Calls updating objects
C) stimmt aber D) stimmt glaube ich nicht
Northern Trail Outfitters received a complaint today from a customer who received an email after unsubscribinq last week. Today's email sent using Marketing Cloud Connect (MCC), though last week was sent when an external system dropped a file on the Marketing Cloud SFTP and triggered d User-Initiated Send through automation. What could be the reason the customer received the email through MCC?
A The previous sends user needed to have edit permissions in Salesforce.
B The Email Opt Out field needs to be added to the Contact Page Layout.
C Email Opt Out is only updated if the send originates in Salesforce.
D The previous send used Email Address as a Subscriber Key.
D The previous send used Email Address as a Subscriber Key.
or B?
A customers indicates their point-of-sale system can be configured to upload a file every fifteen minutes. The filename is not consistent for each upload. Their consultant recommends they use a File Drop Atuomation.
Which two considerations should be made?
A The directory used by the file trigger should be inside the import directory.
B The directory is unable to be used by another File Drop Automation.
C They may utilize their own FTP site as long as it supports SFTP.
D The directory can contain no more than five file triggers.
A The directory used by the file trigger should be inside the import directory.
B The directory is unable to be used by another File Drop Automation.
https://help.salesforce.com/articleView?id=sf.mc_as_triggered_automations.htm&type=5
Northern Trail Outfitters wants to improve their personalization of goods and services using an expansive set of data. What product facilitates the sharing of first, second, and third-party data between data gathering partners?
A Personalization Builder
B Contact Builder
C Interaction Studio
D Data Studio
D Data Studio
Northern Trail Outfiters noticed that clicks are NOT showing up on Contact records in Salesforce.
Which two reasons could be the cause? Choose 2 answers.
A: Individual Level Tracking was not selected in Marketing Cloud Configuration.
B: Synchronized Data Sources only push data every 15 minutes
C: ContactID was used as Subscriber Key
D: Email Address was used as Subscriber Key
A: Individual Level Tracking was not selected in Marketing Cloud Configuration.
D: Email Address was used as Subscriber Key
Norther Trail Outfitters is sending email messages using Marketing Cloud Connect through the Sales Cloud user interface. All of their sends initiated from Sales Cloud have a status of failed
What should the consultant do to diagnose the issue?
A: Change the connection option to Scope by User
B: Initiate a log to troubleshoot package-related API calls
C: Ensure the System User is assigned the Standard User Profile
D: Manually clear the OAuth token to refresh connection.
B: Initiate a log to troubleshoot package-related API calls
Northern Trail Outfitters has integrated their Marketing Cloud account with their Salesforce sandbox.
In what order should the steps be performed to refresh the sandbox in their integrated account?
A Refresh / Disconnect / Reconnect / Synchronize / Authenticate
B Refresh / Disconnect / Reconnect / Authenticate / Synchronize
C Disconnect / Refresh / Reconnect / Synchronize / Authenticate
D Disconnect / Refresh / Reconnect / Authenticate / Synchronize
https://help.salesforce.com/articleView?id=000322378&type=1&mode=1
D Disconnect / Refresh / Reconnect / Authenticate / Synchronize
Northern Trail Outfitters configured Marketing Cloud Connect with their Community Cloud instance and wants to ensure contacts who have not provided consent will only receive transactional communication. This process should be automated based on the change of the HasOptedOutOfEmail field in Community Cloud, which ist the consent master. Emails will be sent from both Marketing Cloud and Community Cloud user interfaces.
What should a consultant consider when fulfilling this requirement?
A Transactional and Commercial sends are treated the same by Marketing Cloud Connect.
B The contact consent status is required to bei imported to All Subscribers via API or Automation.
C The HasOptedOutOfEmail field should be selected at send time via Marketing Cloud Connect.
D The Community Cloud connection only supports Users and not Contacts or Leads.
B The contact consent status is required to bei imported to All Subscribers via API or Automation.
A company is leveraging Marketing Cloud Connect to trigger near real-time communication in Journey Builder via Salesforce Entry Events. They would like to set up another business unit specifically for their new European subsicidary and also leverage Salesforce Entry Events. They want to continue to use one Sales Cloud instance for all regions, but the head of the European marketing team wants to guarantee European customers are never visible to the users of the existing business unit for data privacy reasons, just as they are in Sales Cloud. The integration user in Sales Cloud has the profile “System Administrator”.
What action should the consultant take to accomplish this?
A Ensure each business unit has a different Integration User with the relevant roles in Sales Cloud.
B Enable the Scope By User setting in Salesforce Integration tab
C Once users are integrated Sales Entry Events automatically filter contacts based on Sales Cloud permissions
D Implement a custom integration to support this requirement
B Enable the Scope By User setting in Salesforce Integration tab
Answer B)
https://help.salesforce.com/articleView?id=sf.mc_co_account_configuration_for_user_data_access.htm&type=5
A B2B customer has customized journeys they want to use for several key accounts they are trying to sell into. How could Marketing Cloud Connect be used to initiate these sends when contacts for select accounts are created?
A Salesforce Data Entry Source on the Account Object
B Welcome Email Configuration on the Account Object
C Salesforce Campaign Entry Source on the Lead Object
C Salesforce Data Entry Source on the Contact Object
A Salesforce Data Entry Source on the Account Object
Northern Trail Outfitters wants to build an abandoned cart journey which includes a Decision Split that evaluates if a customer has made a purchase after they enter the journey. Customer data is stored in a master data extension and purchase data is stored in a second data extension.
Which two steps should they include to accomplish this journey? Choose two answers
A Use Data Designer in Contact Builder to relate the two data extensions.
B Utilize Entry Data on a Decision Split within Journey Builder.
C Configure activities within Automation Studio to update the purchase data.
D Create a Data Relationship in Email Studio to relate the two data extensions.
A Use Data Designer in Contact Builder to relate the two data extensions.
C Configure activities within Automation Studio to update the purchase data.
Not B, because there is no ‘Entry Data’ only ‘Journey and Contact
Data’ on DS.
Not D since it only works to create segments and can’t be use one the customer is
injected in the Journey.
NTO receives a nightly encrypted unsub file to their MC SFTP from a third-party email platform. These files are used to unsubscribe existing subscribers. They do not use Email Address as Subscriber Key.
What Automation Studio Activity sequence should be used to ensure the appropriate subscribers are unsubscribed from the All Subscriber List?
A File Transfer > Import File > Data Extract > File Transfer > Import File
B Import File > Data Extract > File Transfer > Import File
C Import File > Query > Data Extract > File Transfer > Import File
D File Transfer > Import File > Query > Data Extract > File Transfer > Import File
D File Transfer > Import File > Query > Data Extract > File Transfer > Import File
or A?
NTO receives data from their point-of-sale system every night. The file is placed on their Enhanced FTP, but there is not a consistent time or naming convention for the file.
In which two ways should they set up their automation to import the data from the file on a nightly basis? Choose 2 answers
A Scheduled Starting Source
B %%BASEFILENAME_FROM_FILEDROP%%
C %%BASEFILENAME_FROM_TRIGGER%%
D File Drop Starting Source
C %%BASEFILENAME_FROM_TRIGGER%%
D File Drop Starting Source
NTO injects customers into journey B based upon email engagement in journey A.
Which method would facilitate this solution?
A In journey A, engagement split followed by Update Contact Activity to Boolean field on an engagement data extension; Query engagement data extension for journey B Injection.
B In Automation Studio, use verification activity to verify engagement on email in journey A; Query engagement data extension for journey B injection.
C In journey A, engagement split after email send. In Automation Studio, query_JourneyActivity data view for the Engagement Split Result Boolean field; Use resultant data extension for journey B injection.
D In Automation Studio, query activity engagement on_Journey System data view for email send in journey A; Use resultant data extension for journey B Injection.
A In journey A, engagement split followed by Update Contact Activity to Boolean field on an engagement data extension; Query engagement data extension for journey B Injection.
https://help.salesforce.com/articleView?id=sf.mc_as_data_view_journey_activity.htm&type=5
No Engagement Split Result Boolean Field in _JourneyActivity
Every day at 3 a.m., NTO data lake instance starts generating a file that contains all records that should be send one email or enother for the next day’s marketing campaigns. The size of the file varies depending on the previous day’s traching activity. As soon as the file is generated, NTO wants to import the data, segment the data, and then execute the daily sends.
What end-to-end process should deliver this efficiently?
A Scheduled Automation > Import Activity > Series of Query Activities > Series of Sends
B Triggered Automation > Import Activity > Series of Query Activities > Series of Sends
C Scheduled Automation > File Transfer > Import > Series of Query Activities
D Triggered Automation > Import > Data Extension Extract > Marketing Journey
B Triggered Automation > Import Activity > Series of Query Activities > Series of Sends
A customer wants to configure appointment reminders for patients in their clinic. The reminder should be sent one day before the appointment date at 10 a.m. and the appointment record should be updated in the CRM to indicate the patient was sent a reminder email.
What solution could be recommended?
A Create a daily scheduled automation to refresh the audience, and use Data Extension entry source for a journey with activities to send a reminder and update the record in CRM.
B Create a journey with CRM data entry source triggered on the reminder date and use JOurney BUilder activities to send a reminder and update the record in Synchronized Data Extension.
C Create a daily scheduled automation to refresh the audience, and use Automation Studio activities to send a reminder with AMPScript in the message to update the record in Synchronized Data Extension.
D Create a journey with CRM date based entry source, and use Journey Builder activities to send a reminder and update the record in CRM.
D Create a journey with CRM date based entry source, and use Journey Builder activities to send a reminder and update the record in CRM.
NTO has a contact count of nearly 10 million records. They have noticed slower processing times when sending using Journey Builder.
Which two actions could they take to optimize Journey performance? Choose 2 answers
A Use Data Extension Entry Sources with filters applied to perform segmentation activities for Journey Builder.
B Perform large-scale segmentation in Automation Studio before admitting cantacts into Journey Builder.
C Create a prefiltered, sendable copy of data extensions for each journey instead of using the same entry source.
D Include data for decision splits in Attribute Groups in Contact Builder; use contact data rather than journey data.
B Perform large-scale segmentation in Automation Studio before admitting cantacts into Journey Builder.
C Create a prefiltered, sendable copy of data extensions for each journey instead of using the same entry source.
https://help.salesforce.com/articleView?id=000320344&type=1&mode=1
NTO, a longtime Marketing Cloud customer, has decided to adopt Journey Builder to help with the execution of their marketing programs. NTO does not want to duplicate efforts within the platform and has asked if they could stop using Automation Studio entirely.
Which three tasks would a consultant suggest for using Journey Builder instead of Automation Studio? Choose 3 answers
A Setting behavior-based goals
B Designing decision logic via an intuitive user interface
C Building simple segmented campaigns without SQL queries
D Creating customer segments from multiple data extensions
E Processing zipped and encrypted files containing subscriber data
A Setting behavior-based goals
B Designing decision logic via an intuitive user interface
C Building simple segmented campaigns without SQL queries
Northern Trail Outfitters wants to automate the daily segmentation of their master subscriber data extension into smaller data extensions based on subscriber preferences.
Which two Automation Studio activities could they choose from to segment their data into existing data extensions?
Choose 2 answers
A Refresh Group Activity
B Publish Audience Activity
C Query Activity
D Script Activity
A Refresh Group Activity
C Query Activity
Northern Trail Outfitters is sending to an audience of ver 1 million subscribers. They will use 10 different personalized fields in the email, which reside in multiple data extensions. The goal is a timely email send from start to finish as it contains a limited quantity, first come - first served, special offer.
How should they accomplish this task?
A Create and send a sendable data extension containing those needed Fields using a query activity
B Create and populate profile attributes for each of the 10 data extension fields and schedule send with a priority
C Use the look up ampscript function in the email to pull the fields from the data extension for each subscriber
D Enable sent throttling on high to ensure the speed is increased to process the email as fast as possible
C Use the look up ampscript function in the email to pull the fields from the data extension for each subscriber
Why not the rest?
A. Rather redundant, since the information is already needed and you would need to refresh the data extension every time you need to send an email
B. Doesn’t make sense
D doesn’t really solve the issue
Northern Trail Outfitters is using a triggered send to send customers their order confirmations. Their commerce platform provides a JSON payload for order details.
What would they use to format the JSON within the eMail?
A BuildRowSetFromJSON ()AMPscript Function B TransformJSON ()AMPscript Function C ParseJSON () content block within Content Builder D SSJS platform function ParseJSON
A BuildRowSetFromJSON ()AMPscript Function
https://help.salesforce.com/articleView?id=000313980&type=1&mode=1