Salesforce Marketing Cloud Account Engagement Consultant

About the Salesforce Certified Marketing Cloud Account Engagement Consultant Credential

The Salesforce Certified Marketing Cloud Account Engagement Consultant certification is for professionals with experience using and implementing Account Engagement (formerly Pardot). Candidates are expected to understand Salesforce administration concepts related to Account Engagement and demonstrate the ability to design scalable solutions that meet business requirements and support long-term success.

This certification covers Account Engagement features and their integration with the Salesforce Platform.

Who Is This For?

Typical candidates have 12 months or more of hands-on experience with the Account Engagement Lightning App and Salesforce Platform. They should be familiar with B2B Marketing Automation best practices and standard functionality. Strong communication and consulting skills are also important for gathering requirements, recommending solutions, and implementing them effectively.

Key Skills Measured

Certified consultants are expected to:

• Assess marketing-to-sales strategies and align them with Account Engagement features.

• Design strategies using KPIs to achieve business goals.

• Recommend automation processes, tools, and features (Sales Emails, Alerts, Einstein Account Engagement).

• Plan data and content migration strategies.

• Configure and explain technical setup requirements.

• Adapt lead generation, nurturing, and qualification strategies for Account Engagement.

• Organize data and assets in a scalable way.

• Use reporting tools and B2B Marketing Analytics to analyze data and recommend improvements.

• Create and interpret dashboards.

• Manage multiple divisions using Account Engagement Business Units.

• Apply best practices in data governance, record syncing, and user management.

• Maintain integration between Account Engagement and Salesforce.

Note: Candidates are not expected to configure Salesforce workflows, Process Builder, or triggers, or to troubleshoot DNS, hosting, or CMS issues.

Exam Guide

This exam guide helps you evaluate your readiness for the Salesforce Certified Marketing Cloud Account Engagement Consultant exam. It explains the target audience, skills tested, recommended resources, and exam details. Salesforce recommends combining hands-on experience with self-study to prepare effectively.

Exam Details

• Format: 60 multiple-choice/multiple-select questions + 5 unscored questions

• Time limit: 105 minutes

• Passing score: 68%

• Exam version: Aligned to the Summer ’23 release

• Registration fee: USD $200 (+ taxes)

• Retake fee: USD $100 (+ taxes)

• Delivery options: Proctored onsite exam or online proctored exam

• Materials allowed: None (closed-book exam)

• Prerequisite: Salesforce Marketing Cloud Account Engagement Specialist credential

Note: Salesforce exams may include up to five unscored questions that do not affect your score. These are used for future exam development.

Exam Outline

The Salesforce Certified Marketing Cloud Account Engagement Consultant Exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience with the Account Engagement application and can demonstrate the application of each of the features/functions below.

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.

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

Account Configuration: 20%

• Articulate the implications and importance of technical setup.

• Develop a plan to maintain data integrity during data migration.

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

Automating Business Processes: 17%

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

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

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

Email Marketing: 10%

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

Lead Management: 14%

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

• Given a lead qualification threshold, classify prospects appropriately.

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

Personalizing the Prospect Experience: 8%

• Recommend ways to personalize the prospect experience.

• Design a strategy to meet a company's consent management requirements.

Reporting, Metrics and Analytics: 11%

• Recommend the technical setup requirements for reporting and analytics.

• Identify reporting methods to solve a given scenario.

Sales Emails and Alerts: 3%

• Configure Sales Emails and Alerts for sales use.

• Summarize the benefits of Sales Emails and Alerts.