Discovery |
- Determine What Additional Information Is Needed to Design the Recommended Solution Given a Set of Business Requirements.
- Probe for Information and Recommend an Appropriate Solution Given a List of Branding and Creative Strategies.
- Determine the Viability of External Systems That Need to Be Included in a Solution Given a Customer Environment and Goals (I.e., POS, CRM, ecommerce, data warehouse, data source inputs).
- Gather Requirements for Customer Data and Segmentation.
- Select Solution Components Using Customer Information About Subscriber Acquisition, Management, and Attrition.
- Recommend the Appropriate Customer Skill Sets Required to Utilize Marketing Cloud.
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Marketing Cloud Connect |
- Review the Prerequisites for Starting a Marketing Cloud Connect Configuration.
- Send an Email to a Contact, Lead, Campaign, and Report via the Sales Cloud, Service Cloud, and Marketing Cloud.
- Segment Sales/Service Cloud Data in Marketing Cloud.
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Account Configuration |
- Recommend Marketing Cloud Roles Based on User Stories.
- Determine Which Type of Customer Scenario Warrants the Creation of a Business Unit.
- Troubleshoot Issues Regarding Reply Mail Management.
- Analyze the Impact of Applying Sender Authentication Package (SAP) to a Business Unit (I.e., Link Wrapping, Landing Pages, image URLs).
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Reporting |
- Explain How to Access Information in Data Views and Tracking Extracts.
- Compare and Contrast Standard Reports, Data Views, and Tracking Extracts.
- Summarize Send Logs Including When and Why to Use It, and How to Create and Manage.
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Data Design |
- Explain Data Objects in Marketing Cloud (I.e., data extensions, list model, data retention model, publication lists, suppression lists).
- Understand Data Types, Retention, and Template Options When Building a Data Extension
- Understand How Data Is Retrieved Within a Relational Data Model (I.e., basic SQL).
- Recommend the Appropriate Import Method with Lists or Data Extensions
- Understand the Implications of a System Being Database of Record
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Email Build |
- Build, Test, and Deploy an Email Based on Customer Requirements
- Explore How to Individualize Email Content (I.e. AMPscript, Server-Side Javascript, personalization strings, Dynamic Content, Guide Template Language).
- Explore Marketing Cloud Email Technologies (I.e., Link Alias tags, Impression regions, Web Analytics Connector).
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Contact Builder |
- Explain the Role and Capabilities of Contact Builder
- Understand How Cardinality Impacts Data Modeling
- Use Data Designer to Incorporate Data Source into Contact Builder
- Build an Attribute Group to Be Used for a Simple Interaction
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Journey Builder |
- Compare and Contrast Automation Tools Such as Journey Builder and Automation Studio
- Given a Customer Scenario That Includes Journey Builder, Evaluate the Requirements, Activities, and Steps to Create a Journey.
- Explain How a Contact Can Enter a Journey
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Official Information |
https://trailhead.salesforce.com/en/academy/classes/crt550-prepare-for-your-marketing-cloud-consultant-exam/ |