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 intended for professionals with experience implementing and managing the Account Engagement (formerly Pardot) application. Certified consultants are expected to understand Salesforce administration concepts related to Account Engagement and demonstrate the ability to design and deliver scalable, maintainable solutions that align with customer business needs.

This credential covers the full scope of Account Engagement features and their integration with the Salesforce Platform.

Audience Description

Typical candidates for this certification have at least 12 months of hands-on experience with the Account Engagement Lightning App and Salesforce Platform. They should understand standard B2B Marketing Automation (B2BMA) functionality and best practices. While deep technical expertise is not required, strong facilitation and consultative skills are necessary to gather requirements, propose solutions, and implement them effectively.

Skills and Knowledge Areas

A certified consultant is expected to:

• Evaluate a customer’s marketing-to-sales strategy and map goals to Account Engagement features.

• Design strategies based on KPIs to address business requirements.

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

• Plan and recommend data and content migration strategies.

• Explain the importance of technical setup and its impact.

• Review existing lead qualification, nurturing, and generation strategies and adapt them for Account Engagement.

• Organize data and assets in a scalable way.

• Use Account Engagement reporting tools and B2B Marketing Analytics for insights and optimization.

• Configure dashboards and reports to measure performance.

• Manage multiple divisions with Account Engagement Business Units.

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

• Administer integrations between Account Engagement and Salesforce.

Note: Candidates are not expected to design Salesforce workflows, Process Builder automations, or triggers, nor to troubleshoot DNS, hosting, or CMS issues.

Purpose of This Exam Guide

This guide helps candidates assess readiness for the Salesforce Certified Marketing Cloud Account Engagement Consultant exam. It outlines the target audience, exam objectives, recommended resources, and preparation strategies. Salesforce recommends a mix of on-the-job experience and self-study to maximize exam success.

Exam Details

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

• Time limit: 105 minutes

• Passing score: 68%

• Exam version: Summer ’23 release

• Registration fee: USD $200 (plus taxes)

• Retake fee: USD $100 (plus taxes)

• Delivery: Onsite proctored exam or online proctored environment

• References allowed: None (closed book exam)

• Prerequisite: Salesforce Marketing Cloud Account Engagement Specialist credential

Note: Some Salesforce exams include up to five unscored questions. These do not affect results but are used for evaluating future test items.

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.