Marketing-Cloud-Account-Engagement-Consultant Exam Questions With Explanations

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Salesforce Marketing-Cloud-Account-Engagement-Consultant Exam Sample Questions 2025

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22444 already prepared
Salesforce Spring 25 Release
244 Questions
4.9/5.0

Which two actions could a user take when importing prospects into Marketing Cloud Account Engagement?
(Choose 2 answers)

A. Assign prospects to an existing user

B. Create new custom fields and populate field values

C. Permanently delete prospects

D. Undelete matching prospects from the Recycle Bin

A.   Assign prospects to an existing user
D.   Undelete matching prospects from the Recycle Bin

Explanation:

A. Assign prospects to an existing user:
When importing prospects via a CSV file, you can include a column that specifies the email address or username of the Account Engagement user to whom each prospect should be assigned. This is useful for distributing new leads to the appropriate sales team members. D. Undelete matching prospects from the Recycle Bin:
During the import process, you have an option to "Un-delete matching prospects found in the recycle bin during this import". This feature allows you to restore previously deleted prospects whose email addresses or Salesforce IDs match a record in your import file.

Why the other options are incorrect

B. Create new custom fields and populate field values:
You cannot create new custom fields directly within the prospect import wizard. Custom fields must be pre-configured in Account Engagement under Account Engagement Settings > Object and Field Configuration before they can be mapped during the import process.
C. Permanently delete prospects:
The import process does not offer the ability to permanently delete prospects. Deleting prospects moves them to the recycle bin. Permanently deleting prospects is a separate, manual action performed from the recycle bin.

LenoxSoft has very specific lead qualification that has to be met before assigning prospects to an inside sales rep: *The prospects must be located in Texas or California *The prospects must submit their Request a demo form. When those two criteria are met they want to automatically assign the prospects to a inside sales rep. State is a required field on the Request a demo form. How would you have LenoxSoft automate the assignment?

A. Export the submission report & Import

B. Run completion Action on form Request a demo with action assign to user

C. Run completion Action on form Request a demo with action notify Admin

D. Run an automation rule to assign based on the « Request demo » Submission & prospect status field

D.   Run an automation rule to assign based on the « Request demo » Submission & prospect status field

Explanation:

LenoxSoft wants to automatically assign prospects to an inside sales rep only if:

The prospect is located in Texas or California, and
They submit the “Request a demo” form

Since State is a required field on the form, both conditions are available for automation logic. The best way to implement this is with an Automation Rule, which allows for multi-condition logic and automated assignment.

Why Option D is correct:
✅ Automation rules can evaluate form submission activity AND prospect field values (like State).
✅ You can set the rule to trigger only when both conditions are met.
✅ The rule can then assign the prospect to a specific user or queue automatically.

❌ Why the other options are incorrect:

A. Export the submission report & Import
❌ Manual and inefficient. Doesn’t support real-time automation or scale well.
B. Completion Action on form with “Assign to user”
❌ Completion actions cannot evaluate field values like State. They trigger for any submission, not conditionally.
C. Completion Action with “Notify Admin”
❌ This only sends a notification. It doesn’t assign the prospect or automate qualification logic.

📚 References:
Salesforce Help: Automation Rules in Account Engagement
Salesforce Trailhead: Automate Prospect Assignment

LenoxSoft is in the planning stages of rolling out an account-based marketing strategy. What initial action should they take?

A. Develop dynamic content based on lead fields.

B. Convert all existing leads into contacts to tie to accounts.

C. Identify attributes of the key accounts they want to target.

D. Create all contacts as campaign members in one campaign.

C.   Identify attributes of the key accounts they want to target.

Explanation:

When beginning an Account-Based Marketing (ABM) strategy in Marketing Cloud Account Engagement (MCAE/Pardot), the very first step is identifying and defining the characteristics of your target or “key” accounts.
This means working cross-functionally with sales to determine what makes an account high-value—such as industry, company size, revenue, location, or engagement potential.
Once these attributes are clear, you can build account segments, personalize campaigns, and align sales and marketing outreach around those accounts.

Why the other options are wrong
A. Develop dynamic content based on lead fields – Content personalization happens later in the ABM process, after you’ve identified your target accounts and messaging strategy.
B. Convert all existing leads into contacts – Converting leads is not necessarily required at the start. That’s an operational step, not a strategic first move.
D. Create all contacts as campaign members in one campaign – This doesn’t establish an ABM foundation and offers no account-level segmentation.

References
Salesforce Help: Account-Based Marketing Overview
Trailhead: Account-Based Marketing Basics
“The first step in developing an ABM strategy is to identify your target accounts and define what a ‘good-fit’ account looks like.”

In summary:
Start by identifying key account attributes (C). Everything else—content, campaigns, and automation—builds on that foundation.

LenoxSoft would like to send out non-marketing emails to certain prospects who have opted-out. From their previous experience working with Marketing Cloud Account Engagement at another company, they know that it is a simple process to 'Enable Operational Email Sending1 for their account. They have a tight deadline, and they need you to grant them access over the phone. Which of the following would be the appropriate course of action to take?

A. Notify LenoxSoft that sending non-marketing emails to opted-out prospects is in violation of US CAN-SPAM laws.

B. After being given their consent, go into their Marketing Cloud Account Engagement account settings and enable operational emails sending.

C. Inform LenoxSoft that they need to contact the Client Advocate Team and to mention in their request to enable operational email sending that it is for non-marketing purposes.

D. Inform LenoxSoft that you would require written confirmation that they intend to use this feature for non marketing purposes prior to enabling the setting for them.

C.   Inform LenoxSoft that they need to contact the Client Advocate Team and to mention in their request to enable operational email sending that it is for non-marketing purposes.

Explanation:

Operational Email Sending in Marketing Cloud Account Engagement (MCAE) allows emails to be sent to opted-out prospects, but only for legitimate non-marketing purposes (e.g., transactional updates, service notifications). Because this feature bypasses standard opt-out protections, Salesforce enforces strict controls over its activation.

🔒 Why Option C Is Correct:
Operational Email Sending cannot be enabled directly by an admin or support rep.
It requires approval and activation by Salesforce’s Client Advocate Team.
LenoxSoft must submit a formal request, clearly stating that the emails are non-marketing in nature.
This ensures compliance with CAN-SPAM laws and Salesforce’s internal policies.

❌ Why the Other Options Fall Short:
A Overly restrictive. Operational emails are allowed under CAN-SPAM if they meet criteria.
B Incorrect. Admins cannot enable this setting themselves; it requires Salesforce intervention.
D While written confirmation is prudent, it’s not sufficient. You still cannot enable the setting yourself.

🧠 Pro Tip for Exam Prep:
When dealing with compliance-sensitive features like operational emails, always look for answers that involve Salesforce oversight or formal request channels. These are often the safest and most accurate paths.

LenoxSoft wants to assign all new leads coming through their "Request a Demo" form and immediately notify the sales team to follow up via phone call within 3 days.
Which assignment workflow would meet these requirements?

A. Add form completion actions to first assign to the user and then to create a Salesforce task.

B. Add form completion actions to first assign to the assigned user and then to notify the user.

C. Add form completion actions to add to the engagement studio program and notify the assigned user.

D. Add form completion actions to send customized email with a call reminder to the sales user.

A.   Add form completion actions to first assign to the user and then to create a Salesforce task.

Explanation:

Why this is correct:
A form’s completion actions can immediately assign the prospect to a specific user (or via assignment rules) and then create a Salesforce Task with a subject like “Call prospect,” due in 3 days.
This meets both needs:
(1) ownership is set instantly for new demo requests,
(2) sales gets a concrete, trackable task with a deadline to make the phone call.

Why the others are not as good:

B. Assign + notify the user:
Sends a notification, but doesn’t create a task with a 3-day due date, so the “follow up within 3 days” requirement isn’t enforced or tracked.
C. Add to Engagement Studio + notify:
Engagement Studio is for nurturing; it doesn’t create Salesforce Tasks from the form submit. You’d still miss the 3-day call task.
D. Send customized email to the sales user:
That’s just an email; it doesn’t assign or create a task, so the follow-up isn’t owned or tracked in Salesforce.

References:
Completion Actions overview — includes Assign to User and Create Salesforce Task as available actions on forms.
Create Salesforce Task (completion action) — lets you set Subject, Due Date (in days), Comments, and Assigned To, ideal for time-bound sales follow-up.
Prospect assignment — assigning via completion action on form submit.

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