How can a visitor convert to a prospect?
Answer : C
The way a visitor can convert to a prospect is by submitting a form on a landing page. A visitor is an anonymous person who visits your website, while a prospect is a known person who has an identified email address. A visitor becomes a prospect when they fill out a Marketing Cloud Account Engagement form, which captures their email address and other information. A landing page is a web page that contains a form and a call to action, such as downloading a file or registering for an event. When a visitor submits a form on a landing page, they become a prospect and can be tracked and nurtured by Marketing Cloud Account Engagement. Viewing an embedded form, visiting a tracked website, or receiving a marketing email are not ways to convert a visitor to a prospect, as they do not capture the visitor's email address or identify them as a prospect.Reference[Visitors and Prospects] [Landing Pages and Forms]
The "related" tab of the prospect record displays prospects that have what in common?
Choose one answer
Answer : D
According to theSalesforce documentation, the ''related'' tab of the prospect record displays prospects that have the same score as the current prospect. The ''related'' tab is a feature that shows a list of prospects that are similar to the current prospect in Marketing Cloud Account Engagement. The ''related'' tab can be accessed from the Prospect Record page in Marketing Cloud Account Engagement, and it can show different columns of information for each related prospect, such as name, company, grade, score, or last activity. The user can customize the columns that are displayed on the ''related'' tab, and they can also sort, filter, search, or export the ''related'' tab. The ''related'' tab can also show other information for each related prospect, such as email address, title, assigned user, or custom fields, but these are not the default columns that are displayed on the ''related'' tab, and they need to be added by the user in the column settings. The ''related'' tab can help users to find and compare prospects that have the same level of interest and engagement as the current prospect, and to take actions based on the data. The ''related'' tab does not display prospects that have the same email domain, company, or assigned user as the current prospect, as these are not the criteria that are used to determine the similarity of the prospects. Reference:Salesforce documentation
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?
Answer : A
The automatic workflow that can be created to prevent the unassigned prospects from getting assigned is to create an automation rule based on the prospects' time to adjust their score to 0 if they haven't been active in 60 days. An automation rule is a rule that runs continuously in the background and matches prospects based on the criteria you set. You can use an automation rule to perform actions on the matched prospects, such as adding them to a list, assigning them to a user, or changing their field values. However, an automation rule can only match a prospect once in its lifetime, even if the prospect meets the criteria again later.This prevents duplicate or conflicting actions from being applied to the same prospect1. Therefore, an automation rule is ideal for creating a workflow that resets the score of the unassigned prospects who have been inactive for 60 days, and prevents them from getting assigned by another automation rule that assigns prospects based on their score. To create an automation rule, you need to specify the criteria and the actions that you want to execute.For example, you can create an automation rule that matches prospects who have not been assigned to a user, have not had any activity in the last 60 days, and have a score greater than 0, and then use the action Adjust Score to set their score to 0.
What must you do in Salesforce to map a Marketing Cloud Account Engagement prospect custom field to a Salesforce field? Choose 2 answers
Answer : C, D
The two steps that you must do in Salesforce to map a Marketing Cloud Account Engagement prospect custom field to a Salesforce field are:
Add a new custom contact field in Salesforce. A custom contact field is a field that you can create and add to the contact object in Salesforce, which stores the information and activities of an individual person who is associated with an account. You can use custom contact fields to store data that is specific to your business needs, such as industry, product interest, or satisfaction score. You can map a Marketing Cloud Account Engagement prospect custom field to a Salesforce custom contact field, so that the data is synced between Marketing Cloud Account Engagement and Salesforce. To add a new custom contact field in Salesforce, you need to go to Setup > Object Manager > Contact > Fields & Relationships > New, and follow the steps to create the field.
Add a new custom lead field in Salesforce. A custom lead field is a field that you can create and add to the lead object in Salesforce, which stores the information and activities of a potential customer who is not yet qualified. You can use custom lead fields to store data that is specific to your business needs, such as lead source, lead score, or lead status. You can map a Marketing Cloud Account Engagement prospect custom field to a Salesforce custom lead field, so that the data is synced between Marketing Cloud Account Engagement and Salesforce. To add a new custom lead field in Salesforce, you need to go to Setup > Object Manager > Lead > Fields & Relationships > New, and follow the steps to create the field.
Completion Actions are retroactive.
Answer : B
Completion actions are not retroactive and will only apply to prospects who complete the chosen action moving forward.Completion actions will fire each and every time a prospect takes the chosen action, except for when changing the prospect's Marketing Cloud Account Engagement score
Does an automation rule ever match a prospect more than once?
Answer : B
An automation rule is a criteria-based action that is triggered when a prospect matches the rule. By default, an automation rule will only affect a prospect one time, unless you enable the Repeat Rule option. If you enable the Repeat Rule option, the automation rule can match a prospect more than once, as long as they meet the criteria each time. Automation rules do not run every time, since they are evaluated based on a schedule that you can set. Reference: [Automation Rules], [Repeat Automation Rules]
In which two ways does a Marketing Cloud Account Engagement prospect sync with a Salesforce Lead or Contact record?
Choose 2 answers
Answer : A, C
The two ways that a Marketing Cloud Account Engagement prospect syncs with a Salesforce Lead or Contact record are shared CRM ID and shared email address. A CRM ID is a unique identifier that is assigned to a Lead or Contact record in Salesforce and is synced with the corresponding prospect record in Marketing Cloud Account Engagement. A CRM ID ensures that the prospect data is matched with the correct Lead or Contact data and prevents duplicates.A CRM ID is created when a prospect is created or updated in Marketing Cloud Account Engagement and a matching Lead or Contact is found or created in Salesforce, or when a Lead or Contact is created or updated in Salesforce and a matching prospect is found or created in Marketing Cloud Account Engagement5. An email address is a required field for both a prospect in Marketing Cloud Account Engagement and a Lead or Contact in Salesforce. An email address is used to identify and associate a prospect with a Lead or Contact, and to trigger a sync between Marketing Cloud Account Engagement and Salesforce.An email address is also used to track the prospect's activities, such as email opens, clicks, form submissions, and page views5. Option B is not correct because a shared assigned user ID is not a way that a Marketing Cloud Account Engagement prospect syncs with a Salesforce Lead or Contact record, but a result of the sync. An assigned user ID is the ID of the user who owns the prospect in Marketing Cloud Account Engagement or the Lead or Contact in Salesforce.The assigned user ID is synced between Marketing Cloud Account Engagement and Salesforce to ensure that the same user owns the prospect and the Lead or Contact, unless there are custom assignment rules in place5. Option D is not correct because a shared tracking pixel is not a way that a Marketing Cloud Account Engagement prospect syncs with a Salesforce Lead or Contact record, but a method of tracking the prospect's activities. A tracking pixel is a hidden image that is embedded in an email or a web page and sends a request to Marketing Cloud Account Engagement's server when the email or the web page is opened.A tracking pixel allows Marketing Cloud Account Engagement to record the prospect's email opens, page views, and other actions