Which objects are synched between Marketing Cloud Account Engagement and
Salesforce?
[Choose two answers]
A. Account
B. Opportunity
C. Case
D. Order
Explanation:
To determine which objects are synced between Salesforce Marketing Cloud Account Engagement (formerly Pardot) and Salesforce, we need to consider the standard integration capabilities provided by the Salesforce-Pardot Connector for an Ultimate level account (as referenced in prior questions about LenoxSoft). The connector enables bidirectional syncing of specific objects to ensure seamless data flow between the two platforms. Let’s evaluate the options based on the standard objects that sync between Marketing Cloud Account Engagement and Salesforce.
Key Marketing Cloud Account Engagement and Salesforce Integration Details:
The Salesforce-Pardot Connector facilitates syncing between Marketing Cloud Account Engagement and Salesforce for specific standard objects, allowing data like prospect and lead information to be shared.
In Marketing Cloud Account Engagement, the primary equivalent to Salesforce’s Lead and Contact objects is the Prospect object. Prospects sync bidirectionally with Salesforce Leads and Contacts.
Certain other standard Salesforce objects also sync with Marketing Cloud Account Engagement to support marketing and sales alignment, particularly for tracking campaigns and sales activities.
Custom objects and some standard objects (like Case and Order) may require additional configuration or custom solutions to sync, but they are not part of the standard connector’s default sync behavior.
Step-by-Step Evaluation of Options:
A. Account
Correct: Accounts in Salesforce sync with Marketing Cloud Account Engagement. In Marketing Cloud Account Engagement, prospects are associated with Accounts through their corresponding Lead or Contact records. When a prospect is linked to a Lead or Contact that is associated with an Account in Salesforce, the Account information (e.g., Account Name, Account ID) is synced to Marketing Cloud Account Engagement. This allows marketers to segment prospects based on Account data and view Account-related information in Marketing Cloud Account Engagement reports. The sync is bidirectional, meaning changes to Account fields in Salesforce can update Marketing Cloud Account Engagement, and vice versa (for mapped fields).
B. Opportunity
Correct: Opportunities in Salesforce also sync with Marketing Cloud Account Engagement. When a prospect is associated with a Lead or Contact that is linked to an Opportunity in Salesforce, the Opportunity data (e.g., Opportunity Name, Amount, Stage) is synced to Marketing Cloud Account Engagement. This enables marketers to track sales outcomes, measure campaign ROI, and use Opportunity data in automation rules or dynamic lists. The sync is bidirectional, allowing certain Opportunity fields to be updated from Marketing Cloud Account Engagement (e.g., through completion actions or automation rules).
C. Case
Incorrect: Cases are not part of the standard sync between Marketing Cloud Account Engagement and Salesforce. While Cases are a standard Salesforce object used for customer support, Marketing Cloud Account Engagement’s focus is on marketing and sales alignment, primarily involving Leads, Contacts, Accounts, Opportunities, and Campaigns. Syncing Case data would require custom integration or third-party tools, which is not supported by the default Salesforce-Pardot Connector.
D. Order
Incorrect: Orders are not part of the standard sync between Marketing Cloud Account Engagement and Salesforce. Orders are typically used in Salesforce for managing sales transactions post-Opportunity, but Marketing Cloud Account Engagement does not natively sync Order data. Like Cases, syncing Orders would require custom development or additional tools outside the standard connector.
Additional Context:
The primary objects synced between Marketing Cloud Account Engagement and Salesforce are:
Prospects (sync with Salesforce Leads and Contacts).
Accounts (linked via Leads or Contacts).
Opportunities (linked via Leads or Contacts).
Campaigns (Salesforce Campaigns sync with Marketing Cloud Account Engagement Campaigns for tracking marketing activities).
Custom objects can be synced with Marketing Cloud Account Engagement in higher-tier accounts (like Ultimate) using Custom Object Sync, but this is not relevant to the question, as it asks about standard objects.
Objects like Case and Order, while important in Salesforce, are not part of the default sync because they are typically outside the scope of marketing automation in Marketing Cloud Account Engagement.
Consultant Explanation to LenoxSoft:
“As a consultant, I’d explain that with the Salesforce-Pardot Connector, the key objects that sync between Marketing Cloud Account Engagement and Salesforce are Prospects (which map to Leads and Contacts), Accounts, Opportunities, and Campaigns. Specifically, Accounts allow you to associate prospects with their parent company records, and Opportunities let you track sales outcomes tied to those prospects. This sync enables you to align marketing and sales efforts effectively. Objects like Cases or Orders don’t sync by default, as they’re more relevant to support or post-sale processes.”
References:
Salesforce Help: Salesforce-Pardot Connector Overview
Details the objects that sync between Marketing Cloud Account Engagement and Salesforce, including Prospects, Accounts, Opportunities, and Campaigns.
Salesforce Help: Objects Available for Sync
Confirms that Accounts and Opportunities are standard objects that sync, while Cases and Orders are not.
Trailhead: Pardot and Salesforce Integration
Explains how the connector syncs data, focusing on Prospects, Accounts, Opportunities, and Campaigns.
Select available Webinar Scoring Rules
A. Webinar Attended
B. Webinar Invited
C. Webinar Refusal
D. Webinar Registered
Explanation:
Scoring rules in Account Engagement are designed to measure a prospect's level of engagement and interest. For a webinar, the most meaningful actions that indicate interest are registering for it and, even more importantly, actually attending it.
A. Webinar Attended:
This is a stronger signal of interest than just registering. The prospect has dedicated their time to watch the presentation, making it a high-value engagement action that typically warrants a larger score increase.
D. Webinar Registered:
This action shows initial interest in the topic. A prospect has taken the time to sign up, which is a positive engagement signal worthy of a score increase.
Why the other options are incorrect:
B. Webinar Invited:
This is not a standard scoring rule. Being invited is an action taken by the marketer, not the prospect. Scoring is based on prospect actions. A prospect cannot be scored for passively receiving an invitation.
C. Webinar Refusal:
This is not a standard, out-of-the-box scoring rule. While an organization could theoretically create a custom "do not score" rule or a negative score adjustment for a specific "declined" link in an email, "Webinar Refusal" is not a pre-built option in the system. The standard rules focus on measuring positive engagement.
Reference:
Salesforce Help: Create a Scoring Rule - While this document explains the process, the specific available rules are part of the platform's core feature set. The pre-built webinar rules are "Webinar Attended" and "Webinar Registered."
Exam Guide Domain: Tracking and Analytics - This falls under the objective of configuring prospect scoring to quantify engagement, which requires knowing the types of actions that can be automatically scored.
There are a number of unassigned prospects in the Lenoxsoft database that have not been active in more than 60 days. An automation rule is set to assign prospects once they reach a score of 100. What automatic workflow can be created to prevent them from getting assigned?
A. Create a dynamic list based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.
B. Create a segmentation rule based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.
C. Create an automation rule based on the prospects time to adjust their score to 0 if they haven't been active in 60 days
D. Create a completion action based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.
Explanation:
An automation rule is the appropriate tool for this scenario because it runs continuously in the background and can be configured with time-based criteria.
Continuous Evaluation: Automation rules regularly scan your entire prospect database to find prospects that match your specified criteria. This means it will consistently look for prospects who have been inactive for more than 60 days, even as new inactive prospects emerge.
Time-Based Criteria: A key feature of automation rules is the ability to use "Prospect time" criteria, specifically "last activity days ago is greater than 60".
Score Adjustment Action: Once a prospect meets the inactivity criteria, the automation rule can perform an action, such as "Adjust prospect score by -[prospect's current score]" or simply "Set prospect score to 0".
This process effectively resets the score for inactive prospects, preventing the separate assignment rule (triggered by a score of 100) from assigning them.
Why other options are incorrect
A. Dynamic List: A dynamic list automatically updates its membership based on criteria but cannot perform actions like adjusting a prospect's score. It can be used to identify inactive prospects, but a separate automation tool is needed to take action on them.
B. Segmentation Rule: A segmentation rule is a one-time automation that runs once and then becomes inactive. It is not suitable for a continuous workflow required to manage ongoing prospect inactivity.
D. Completion Action: A completion action is triggered by an activity, such as a form submission or a link click. It is not suitable for a time-based condition like 60 days of inactivity.
What is true about grading?
[Choose two answers]
A. A prospect can be associated to multiple profiles.
B. You cannot change the default profile criteria
C. Matching or unmatching a criteria will result in an increase or decrease of the grade by , or 3/3 of a grade.
D. All prospects start with a grade of D.
Explanation:
Grading in Marketing Cloud Account Engagement (Pardot) is used to measure how well a prospect fits your ideal customer profile. It’s different from scoring, which measures engagement.
Here’s what’s true:
✅ C. Matching or unmatching a criteria adjusts the grade by 1/3
Each profile criterion (e.g., Job Title, Industry, Location) is weighted.
When a prospect matches a criterion, their grade increases by ⅓.
When they don’t match, it decreases by ⅓.
Grades range from F to A+, with increments like D+, C, B−, etc.
✅ D. All prospects start with a grade of D
This is the default starting grade unless customized.
It represents a neutral baseline before any profile matching occurs.
❌ Why the other options are incorrect:
A. A prospect can be associated to multiple profiles:
❌ Incorrect — Each prospect can only be associated with one profile at a time.
B. You cannot change the default profile criteria:
❌ Incorrect — Admins can customize profile criteria to reflect their business needs.
📚 References:
Salesforce Help: Prospect Grading Overview
Trailhead: Pardot Lead Qualification
LenoxSoft wants to test all elements of their email, including variable tags, link clicks, and how the email looks on all email. Which testing strategy should you recommend to the all the elements?
A. Use individual email test
B. Use multivariate test & Review email preview
C. Use rendering test and send to Test List
D. Use A/B test
Explanation:
The best way for LenoxSoft to verify every aspect of their email—variable tags, link functionality, and appearance across email clients—is to use a Rendering Test combined with a send to a Test List.
An Email Rendering Test (powered by Litmus within Marketing Cloud Account Engagement) previews how the email will appear across various clients (like Gmail, Outlook, Apple Mail, Yahoo, and mobile clients). It helps identify formatting issues, image blocking, or layout inconsistencies before sending to real recipients.
However, rendering tests alone don’t validate variable tags (HML merge fields), dynamic content, or tracked links, because those elements depend on real prospect data and the full send process. That’s why the consultant should also send the email to a Test List—a list containing internal test prospects with real field values. Sending to a test list allows the system to:
Execute merge tags correctly (e.g., {{Recipient.FirstName}}).
Test dynamic content variations using real prospect data.
Confirm that links are rewritten and tracked properly.
Verify that completion actions or tracking behave as expected.
By combining both methods, LenoxSoft ensures a comprehensive test that checks design, personalization logic, and link tracking in one workflow.
❌ Incorrect Answers
A. Use Individual Email Test
This option only sends a test email to specified addresses without processing variable tags or dynamic content. It’s useful for basic layout checks, but merge fields won’t populate, and links may not be rewritten through the tracker domain. Hence, it doesn’t provide an accurate representation of what the real recipient will see.
B. Use Multivariate Test & Review Email Preview
Multivariate tests in Account Engagement apply to landing pages, not emails. They help compare versions of landing pages with different elements (e.g., CTA colors or headlines), not email components. Additionally, the email preview only simulates appearance—it doesn’t test personalization, dynamic content, or links. Therefore, this combination doesn’t fulfill all the requirements.
D. Use A/B Test
An A/B test is meant to compare two email versions’ performance metrics (like open rates or CTR) among live audiences. It’s a deployment-level optimization tool, not a pre-send quality assurance step. A/B testing doesn’t check how emails render across clients or validate personalization and link behavior before sending.
📚 References
Salesforce Help: Email Testing in Account Engagement
Explains the rendering test (Litmus integration) and how it helps verify appearance across clients.
Salesforce Help: Send a Test Email in Account Engagement
Details the difference between sending individual test emails and using test lists for dynamic content and variable tags.
Salesforce Help: Email A/B Testing
Clarifies that A/B testing is for measuring performance, not functional QA.
Select available Social Media Connectors
A. Twitter
B. Facebook
C. CD Linkedln
D. AddThis
E. FullContact
Explanation:
Marketing Cloud Account Engagement offers native integration with these two major social platforms to track engagement and add prospects.
A. Twitter:
The Twitter connector allows you to monitor specific Twitter handles and hashtags. When a user tweets using a monitored term, they can be automatically added as a prospect in Account Engagement. You can also track clicks on shared links from your tracked tweets.
B. Facebook:
The Facebook connector functions similarly, allowing you to monitor interactions on your Facebook posts. It can track likes, comments, and shares, and add these engaged users as prospects.
Why the other options are incorrect:
C. CD Linkedln: This is incorrect.
While "CD" might be a typo for "LinkedIn," there is no native LinkedIn connector in Marketing Cloud Account Engagement. Integrating with LinkedIn typically requires a third-party tool or a more complex custom integration using APIs, and it is not a pre-built connector like Twitter and Facebook.
D. AddThis:
AddThis is a third-party social sharing toolbar that can be added to a website. While it can be integrated with Account Engagement to track social shares via its plugin, it is not a native "Social Media Connector" within the platform's specific configuration settings in the same way Twitter and Facebook are.
E. FullContact:
FullContact is a data enrichment service. It is used to append missing data to prospect records (like social profiles, company info, etc.). It is not a "Social Media Connector" for tracking engagement and adding prospects from a social platform.
Reference:
Salesforce Help: Social Connectors - The official documentation specifically lists and provides setup guides for connecting Twitter and Facebook.
Exam Guide Domain: Implementation - This tests knowledge of the available platform features for integrating with external social media services.
LenoxSoft wants to optimize asset usage while discovering new audiences. What tool should they use?
A. Einstein Lead Score
B. Einstein Campaign Insights
C. Marketing Cloud Account Engagement Business Units
D. Einstein Behavior Scoring
Explanation:
Einstein Campaign Insights in Marketing Cloud Account Engagement (Pardot) is designed to help marketers optimize marketing assets and discover new audience segments.
This AI-powered feature automatically analyzes campaign engagement data (emails, forms, landing pages, etc.) and identifies patterns among prospects who interact with your campaigns. It highlights:
Which content types or assets perform best.
Which audience segments (e.g., industry, location, job title) are engaging the most.
Emerging trends that help uncover new target audiences you might not have previously identified.
By using these insights, LenoxSoft can allocate resources more effectively, improve targeting, and optimize campaign content for higher engagement. Essentially, Einstein Campaign Insights delivers data-driven marketing intelligence to improve both asset performance and audience discovery.
❌ Incorrect Answers
A. Einstein Lead Scoring
Einstein Lead Scoring predicts the likelihood that a lead will convert into an opportunity by analyzing historical Salesforce data. It’s a sales enablement tool, not one focused on optimizing marketing assets or discovering new audiences. It operates on Sales Cloud, not directly within Account Engagement.
C. Marketing Cloud Account Engagement Business Units
Business Units are organizational structures used to manage separate marketing databases (e.g., different regions or brands). They help maintain data separation and governance, but they don’t provide insights or optimization recommendations. They’re about segmentation and structure, not AI-driven audience discovery.
D. Einstein Behavior Scoring
Einstein Behavior Scoring analyzes prospect engagement behavior (email opens, clicks, form completions, etc.) to predict which prospects are most likely to convert soon. While it helps prioritize active leads, it doesn’t analyze asset effectiveness or identify new audiences—its purpose is lead readiness, not campaign optimization.
📚 References
Salesforce Help: Einstein Campaign Insights in Account Engagement
Salesforce Help: Einstein Behavior Scoring
Salesforce Help: Einstein Lead Scoring
Trailhead: Use Einstein in Account Engagement
LenoxSoft's Salesforce org uses various record types for their business units. LenoxSoft wants all new data collected in Marketing Cloud Account Engagement to quickly be created in Salesforce with a single, specific record type. Which set of actions would ensure this behavior?
A. Automatically assign all prospects in Marketing Cloud Account Engagement and review the Salesforce Connector user's permissions.
B. Create an Engagement Program in Marketing Cloud Account Engagement and verify the Salesforce connector.
C. Manually assign all prospects in Marketing Cloud Account Engagement and verify the Salesforce connector
D. Regularly export data from Marketing Cloud Account Engagement and data load file into Salesforce
Explanation:
Prospect Assignment: When a prospect is assigned to a user in Marketing Cloud Account Engagement (Pardot), if it's a new record that doesn't yet exist in Salesforce, the connector creates a new Lead (or Contact/Person Account, depending on connector settings) in Salesforce. This action is the trigger for creating the record. Using automation (like Completion Actions, Automation Rules, or Engagement Programs) to assign prospects as soon as they're created is the "quickest" and most reliable way to sync new data.
Connector User Permissions/Profile: The specific record type assigned to the new record in Salesforce is controlled by the profile or permission set of the Salesforce Connector User (also known as the B2B Marketing Automation User or Integration User).
The Connector User's profile must have access to the desired record type.
Crucially, the desired record type must be set as the default record type for the Lead (or Contact/Person Account) object for the Connector User's profile. When a new Lead is created through the connector, it uses the Connector User's default record type.
Why other options are incorrect:
B. Create an Engagement Program...:
While an Engagement Program can be used to assign a prospect, it doesn't alone determine the record type. The Connector User's permissions are still the controlling factor.
C. Manually assign all prospects...:
This is an inefficient and impractical process that wouldn't ensure data is "quickly" created, nor does it inherently control the record type (the Connector User's default still controls it).
D. Regularly export data...:
This approach bypasses the real-time functionality of the Salesforce Connector, is not "quick," and requires manual data loading, which is contrary to using an automated marketing platform.
The LenoxSoft marketing manager wants to report to the CEO each month the number of
new leads generated and what types of assets are generating those new leads. Identify the
Marketing Cloud Account Engagement reports and associated KPIs that would provide
these metrics.
(Choose 2 answers)
A. Form Report: Impressions
B. Lifecycle Report: New Prospects Created
C. Form Report: Conversions
D. Form Report: Submissions
Explanation:
To address the LenoxSoft marketing manager's need for a monthly report on the number of new leads generated (i.e., new prospects created in Marketing Cloud Account Engagement) and the types of assets generating those leads (e.g., which forms are driving new prospect creation), the most relevant reports and KPIs are from the Lifecycle Report and Form Report. These provide a combination of high-level totals and asset-specific breakdowns. Let’s evaluate the options step by step based on Account Engagement's reporting capabilities.
Key Account Engagement Reporting Features:
Lifecycle Report:
This report provides a high-level overview of the prospect journey, combining marketing and sales data. It includes metrics on prospect creation and progression, allowing you to track overall lead generation over time (e.g., monthly filters).
Form Report:
This asset-specific report analyzes performance for individual forms, which are a primary lead-generation asset in Account Engagement. Key KPIs include Views (impressions), Submissions (total form completions), and Conversions (submissions that create new prospects).
New Leads (Prospects):
In Account Engagement, a "new lead" typically means a new prospect created when a visitor (not an existing prospect) submits a form or interacts in a way that generates a new record.
Assets:
Forms are a core asset for lead capture. The report should identify which forms (as asset types) contribute to new prospect creation.
Step-by-Step Evaluation of Options:
A. Form Report: Impressions Incorrect:
Impressions (or Views) in a Form Report measure how many times a form was loaded or viewed on a page. This KPI indicates visibility and reach but does not track lead generation or new prospects created. It provides no insight into actual conversions or new leads, making it irrelevant for reporting on generated leads or asset performance in terms of outcomes.
B. Lifecycle Report: New Prospects Created Correct:
The Lifecycle Report includes the New Prospects Created metric (or "Net New Prospects"), which directly quantifies the total number of new leads generated over a selected period (e.g., the past month). This report can be filtered by date range to show monthly totals and trends in lead volume. It provides the overarching KPI for "number of new leads generated" but does not break down by specific assets (e.g., it shows totals across all sources, not per form).
C. Form Report: Conversions Correct:
In Form Reports, Conversions is the KPI that counts the number of form submissions resulting in a new prospect creation (i.e., when a visitor—not an existing prospect—submits the form). This differs from total submissions, as conversions specifically track new leads. Running Form Reports for each form (or a summary across forms) allows you to identify which assets (forms) are generating new leads and how many, fulfilling the "types of assets" requirement. You can filter by date to align with monthly reporting.
D. Form Report: Submissions Incorrect:
Submissions count all form completions, including those from existing prospects (which update records but do not create new leads). This KPI overstates new lead generation and does not isolate new prospects, making it less precise for the manager's needs compared to Conversions.
Why B and C Together Meet the Requirements:
Number of New Leads:
Use the Lifecycle Report's New Prospects Created for the aggregate monthly total (e.g., "We generated 500 new leads this month").
Assets Generating Leads:
Use Form Reports' Conversions to break down by asset (e.g., "Form A generated 200 new leads, Form B generated 150"). This shows performance across form assets, which are key for lead capture. If other assets (e.g., landing pages) are involved, similar reports exist, but the options focus on forms.
Monthly Reporting:
Both reports support date range filters (e.g., last 30 days) and can be exported or visualized in dashboards for CEO presentations.
Recommended Reporting Setup for LenoxSoft:
Access Reports: In Account Engagement, navigate to Reports > Lifecycle Report for overall new prospects, and Reports > Forms (select individual forms) for asset breakdowns.
Filter and Schedule: Apply monthly date filters. Use Connected Campaigns or dashboards to combine views if needed.
Enhance with KPIs: In Lifecycle, focus on New Prospects Created. In Form Reports, prioritize Conversions (and conversion rate: Conversions / Views) to evaluate asset effectiveness.
Dashboard Integration: Create a custom dashboard in Account Engagement or Salesforce to display these KPIs side-by-side (e.g., a chart for total new prospects and a table for form conversions).
Test and Refine: Run reports for a sample month to verify data accuracy, ensuring forms are tracked correctly (e.g., via completion actions).
Consultant Explanation to LenoxSoft:
“As a consultant, I’d recommend the Lifecycle Report with the New Prospects Created KPI to give your CEO the total number of new leads each month—it’s a straightforward metric for overall lead volume. Pair this with Form Reports using the Conversions KPI to drill down into which forms (your key lead-gen assets) are driving those new leads, showing counts per form. This combo provides both the big-picture total and asset-level insights for your monthly reports.”
References:
Salesforce Help: Prospect Lifecycle Reporting Describes the Lifecycle Report and metrics like net new prospects.
Salesforce Help: Lifecycle Report Metrics Details New Prospects Created as a key metric for lead generation.
Salesforce Help: Form Submissions vs. Conversions Explains Conversions as submissions creating new prospects, distinct from total submissions.
Trailhead: Account Engagement Reporting Covers using Lifecycle and asset reports (e.g., forms) for lead metrics.
"A user imported a CSV file of 100 prospects into Marketing Cloud Account Engagement to
perform a mass update on the Country field. When the import completed, they noticed only
90 prospects were updated.
Which two reasons could explain why the remaining 10 prospects were not updated?
(Choose 2 answers)
A. The Country field has validation enabled and the updated field values did not match existing values.
B. The user who performed the import is not the assigned user listed on the remaining prospects.
C. The remaining prospects are in the Recycle Bin and the user did not select to undelete them.
D. The remaining prospects’ email addresses contained domains from free ISPs such as Yahoo and Google.
Explanation:
Two common, system-driven reasons explain why an import updates some prospects but not all.
First, if a field such as Country is configured to “Use predefined values” and “Validate this field on import,” Account Engagement (Pardot) will only accept updates that match the allowed list. Any row whose Country value doesn’t match those predefined values will be rejected for that field, so the record imports/updates otherwise, but Country remains unchanged—exactly the “90 updated, 10 not updated” outcome you’re seeing.
Second, when prospects exist in the Recycle Bin, they won’t be updated by default during a CSV import unless you explicitly select the option to “Undelete matching prospects found in the recycle bin during this import.” If that box wasn’t checked, those 10 archived records would not be restored/updated, which again matches the behavior described.
❌ Incorrect Answers
B. The user who performed the import is not the assigned user listed on the remaining prospects.
Assignment doesn’t block field updates during import. As long as the importing user has permission to import/update prospects, ownership does not prevent the Country field from updating. (Ownership affects sync/assignment logic, not whether CSV updates can write to standard fields.)
D. The remaining prospects’ email addresses contained domains from free ISPs such as Yahoo and Google.
Account Engagement does not block updates based on free-email domains. ISP domain has no bearing on whether a field like Country can be mass-updated via import.
📚 References
Set Prospect Fields to Validate on Import – how to enforce predefined values and validation at import time.
Prospect Field Import Validation – behavior when values don’t match predefined lists.
Remove/Undelete Prospects & Undelete via Import – includes the “Undelete matching prospects found in the recycle bin during this import” option.
🧭 Summary
For the monthly CSV update, A fits because Country may be set to validate on import; any non-matching values are ignored for that field. C fits because prospects in the Recycle Bin aren’t updated unless you select “Undelete matching prospects during this import.” By contrast, B (record ownership) doesn’t block CSV field updates, and D (free-email domains) is irrelevant to update eligibility—so the accurate pair is A and C.
What should be used to match users between Salesforce and Marketing Cloud Account Engagement when enabling User sync?
A. User email address
B. Marketing Cloud Account Engagement user ID
C. Salesforce username
D. CRM ID
Explanation:
C. Salesforce Username
The core matching identifier for Salesforce User Sync is the Salesforce Username.
Mechanism: When Salesforce User Sync is enabled, the system links a Salesforce user record to an Account Engagement user record by matching the unique Username value from Salesforce (e.g., user@company.com.prod) with the corresponding user record in MCAE.
Role of User Sync: The goal of this feature is to transfer user management from MCAE to Salesforce. Once synced, the Salesforce user record becomes the source of truth for user details, and the MCAE user record becomes read-only, inheriting settings like name and email.
Reference: Salesforce documentation explicitly states the process involves mapping the Salesforce and Account Engagement Usernames (or the Salesforce Profile to the Account Engagement Role when full User Sync is configured). The Salesforce Username is the unique ID used in the background to ensure a one-to-one match.
❌ Incorrect Answers and Reasoning
A. User email address
Why it's incorrect: While the email address is often the same as the Salesforce Username (since the username is formatted like an email), the Email Address field is the primary unique identifier for Prospect records (Leads and Contacts), not User records. User records are uniquely identified by their Username. If a user's Salesforce Username is user@org.com.dev and their Email is user@org.com, the system looks for the Username to establish the User Sync connection.
B. Marketing Cloud Account Engagement user ID
Why it's incorrect: The Account Engagement User ID is an internal identifier used only within the MCAE database. Salesforce does not have access to this internal ID to initiate a match. The User Sync process is designed to use a field from the master system (Salesforce) to find and match the corresponding record in the secondary system (MCAE).
D. CRM ID
Why it's incorrect: The term CRM ID typically refers to the unique Salesforce ID for Lead or Contact records (the 15 or 18-character string beginning with 00Q, 003, etc.). This ID is used to link Prospects (Leads/Contacts) between the two systems. It is never used to match or sync User records.
What would an Administrator set up to have a document automatically download after a successful form completion?
A. Include a link to the content in the Thank You Content of the form.
B. Redirect the prospect to a landing page that has a link to download the content by checking the box labelled "Redirect the prospect instead of showing the form's Thank You Content."
C. Redirect the prospect directly to the URL of the content by checking the box labeled "Redirect the prospect instead of showing the form's Thank You Content."
D. Create an email template that includes a link to your document. On your form, add a completion action to "Send autoresponder email" and select the email template that includes the document.
Explanation:
The goal is to have a document automatically download upon successful form completion. The most direct and reliable method to achieve this is to send the user's browser directly to the file itself.
When you host a document (e.g., a PDF, whitepaper, etc.) in a cloud storage location (like Salesforce CRM Content, a public S3 bucket, or a web server), it has a direct URL.
By using the form's built-in redirect option and pasting that direct file URL into the "Redirect to a URL" field, the user's browser will navigate to that URL immediately after submitting the form.
If the file type is configured for download by the server (e.g., as a PDF often is), the user's browser will typically either display the file or automatically start the download. This creates a seamless "form-to-download" experience.
Why the other options are incorrect:
A. Include a link to the content in the Thank You Content of the form. This requires the user to take a second action (clicking the link). It does not result in an automatic download. The user could simply read the thank you message and leave without downloading.
B. Redirect the prospect to a landing page that has a link to download the content... This also requires a second action. The user is redirected to another page where they must then find and click a link to download the document. This adds an unnecessary step and potential drop-off point.
D. Create an email template that includes a link to your document. On your form, add a completion action to "Send autoresponder email"... This is a very common and valid method for delivering content, but it is not automatic upon form completion. The user must leave the form, check their email, find the email, and then click the link. There is a delay and more friction than a direct redirect.
Reference:
Salesforce Help: Form Handler Actions - This documentation covers the "Redirect to URL" action, which is the feature used in the correct answer to send the user directly to a file for download.
| Page 8 out of 21 Pages |
| Previous |