Last Updated On : 11-Feb-2026
Salesforce Certified Marketing Cloud Account Engagement Consultant Practice Test
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Salesforce 2026
How many CRM connectors can be active simultaneously in Marketing Cloud Account Engagement?
A. One each type
B. Many, but only Salesforce
C. One
D. There are no restrictions about that
Explanation:
A Marketing Cloud Account Engagement (Pardot) business unit can have only one active CRM connector at a time. This is a core architectural constraint of the platform.
Why it's correct:
The connector is the primary bridge for all data synchronization between MCAE and a CRM. This includes syncing prospects/leads/contacts, custom objects, activities, and assignment actions. Allowing multiple simultaneous connectors would create massive conflicts in data ownership, synchronization logic, and security.
Why the Other Options Are Incorrect:
A. One each type:
This is incorrect. There is no concept of having one of "each type" (e.g., one Salesforce connector and one Microsoft Dynamics connector) active at the same time. You must choose a single primary CRM.
B. Many, but only Salesforce:
This is also incorrect. You cannot even have multiple Salesforce org connectors active simultaneously. A single MCAE business unit connects to one, and only one, Salesforce org.
D. There are no restrictions about that:
This is false. The single-connector limit is a well-documented and fundamental restriction.
Reference:
This is a standard platform limitation documented by Salesforce.
Salesforce Help Documentation: The setup guide for the connector explicitly states that you can only connect one Salesforce org to a Pardot business unit. If you need to change the connected org, you must first disconnect the existing one.
Architectural Design: This constraint is due to the way MCAE mirrors the CRM's data model, user authentication, and security rules. Having a single "source of truth" is critical for the integrity of the integration.
In summary,
an MCAE instance is designed to be an extension of a single CRM environment. You must choose which CRM (and specifically which org within that CRM) will be your system of record.
LenoxSoft asks their Marketing Cloud Account Engagement administrator to assist in
routing all qualified leads so leads can be reviewed first, then assigned to individual sales
reps. Their marketing team uses a combination of criteria to qualify leads before they
become qualified.
What should be configured to assign qualified leads as requested?
A. Create an automation rule to assign to a lead queue when the qualification criteria is met.
B. Create a completion action to assign to a group when the prospect reaches a score of 100.
C. Create an automation rule to assign to a group when the qualification criteria is met.
D. Create a completion action to assign to a lead queue when a high-value form is submitted.
Explanation:
Why A is the correct solution:
"Combination of Criteria": The marketing team uses multiple qualification criteria (score + behaviors + demographics). Automation rules can combine ALL criteria using "Match ALL" logic.
Lead Queue: Salesforce Lead Queues allow team review before individual assignment. Automation rules support direct queue assignment.
Comprehensive Qualification: Automation rules evaluate score, grade, form completions, page views, custom fields - perfect for complex qualification logic.
Why other options fail:
B. ❌ Completion Action + Group
Problem: Single criterion (score = 100) ignores "combination of criteria"
Limitation: Completion actions are form-specific - misses other qualification behaviors
Wrong Target: Groups ≠ Queues - groups don't provide structured review workflow
C. ❌ Automation Rule + Group
Problem: Groups are MCE-specific and don't integrate with Salesforce queues
Issue: Sales can't review + distribute leads from MCE groups
Not requested: Business wants Salesforce queue workflow
D. ❌ Completion Action + Queue
Problem: Form-specific - misses qualification from emails, page views, scoring
Limitation: Single trigger doesn't capture "combination of criteria"
Too narrow for comprehensive lead qualification
Implementation Example:
Automation Rule Configuration:
Match Type: ALL of the following criteria
✓ Score ≥ 100
✓ Grade ≥ B
✓ "Product Interest" Form [Completed]
✓ Job Title contains "Manager" OR "Director"
✓ Country = "United States"
Actions:
✓ Assign Prospect → [Sales Lead Queue]
✓ Notify Queue Members
✓ Add to "Qualified Leads" List
Salesforce Queue Setup:
Queue Name: "New Qualified Leads"
Queue Members: Sales Managers/Review Team
Workflow Benefits:
✅ Team Review: Queue allows distribution discussion
✅ Comprehensive: Captures all qualification behaviors
✅ Scalable: Works across all lead sources
✅ Sales-Ready: Native Salesforce queue integration
Key Technical Notes:
Automation Rules process in real-time as criteria met
Lead Queues appear in Salesforce Leads tab
Queue assignment triggers Salesforce notifications
Prospects sync as Leads automatically
Reference:
Salesforce Help: Automation Rules
Salesforce Help: Lead Queues
The LenoxSoft sales team has received an influx of leads from the Product Interest form.
Many of the leads are not located in the United States. LenoxSoft only sells to customers in
the United States so the sales team has requested that these inbound leads get qualified
based on country before being assigned.
How should they ensure only qualified prospects who submit the form are sent to the sales
team as new leads?
A. Add a completion action to the Product Interest form to assign prospects, then have sales users delete those not in the United States.
B. Create an automation rule set to match all with the criteria of Product Interest form completed and Country field equal to United States with an action to assign prospects.
C. Add a completion action to the Product Interest form to assign prospects only if their Country field is United States.
D. Create an automation rule set to match any with the criteria of Product Interest form completed and Country field equal to United States with an action to assign prospects.
Explanation:
LenoxSoft needs to automatically qualify only U.S. leads before assignment. The right approach is an automation rule that evaluates both conditions:
The prospect submitted the Product Interest form.
The Country = United States.
When both are true, the automation rule triggers the “Assign Prospect” action. This ensures only qualified (U.S.-based) leads are sent to sales, while others remain unassigned or continue in marketing nurture.
Automation rules are ideal for conditional assignments where you need multiple filters.
Why Other Options Are Wrong
A. Add a completion action… then have sales delete non-U.S.
❌ Inefficient and error-prone. Completion actions can’t add conditional logic, and manual cleanup wastes time.
C. Add a completion action… only if Country = United States.
❌ Form completion actions cannot evaluate field values — they trigger automatically for all submissions. No conditional filtering is possible here.
D. Automation rule set to match any criteria…
❌ “Match any” means either condition triggers the rule (form OR country), so non-U.S. leads could still be assigned. Must use “match all” to enforce both conditions.
References
Salesforce Help: Automation Rules in Account Engagement
Trailhead: Automate Prospect Management with Account Engagement
Completion Actions vs. Automation Rules
In summary:
Use an Automation Rule (Match All) → Conditions: “Form = Product Interest” AND “Country = United States” → Action: “Assign Prospect.”
LenoxSoft dispatches service technicians to customer locations when their hardware is
malfunctioning. After a service call, a customer service satisfaction rating is recorded and
stored on the Case object in Salesforce. The LenoxSoft marketing team would like to use a
high (>8) rating to classify a prospect as "Satisfied." Satisfied customers need to be
automatically added to a specific engagement program for future up-selling.
What process would accomplish this in Marketing Cloud Account Engagement?
A. Lookup field to copy the satisfaction rating from cases to contacts and map that field to Marketing Cloud Account Engagement prospects > Dynamic list where prospects match when the prospect has a satisfaction rating over 8 > Use the dynamic list as the recipient list on an engagement program
B. Marketing Cloud Account Engagement custom object mapped to the Case object > Dynamic list where prospects match when the Case prospect custom object has a satisfaction rating over 8 > Use the dynamic list as the recipient list on an engagement program
C. Marketing Cloud Account Engagement custom object mapped to the Case object > Static list and add all prospects whose Case prospect custom object has a satisfaction rating over 8 > Use the static list as the recipient list on an engagement program
D. Workflow to copy the satisfaction rating from cases to contacts and map that field to Marketing Cloud Account Engagement prospects > Static list and add prospects who have a satisfaction rating over 8 > Use the static list as the recipient list on an engagement program
Explanation:
To segment prospects using fields on Salesforce Case, you must expose Case to Account Engagement via a Custom Object (available with Plus/Advanced). Once mapped, Case fields (e.g., satisfaction rating) can drive dynamic lists and automation. A dynamic list with the rule “Case satisfaction rating > 8” will auto-add (and remove) matching prospects, and that list can be used as the recipient list of an Engagement Studio program for up-sell nurturing.
Why the others are wrong
A. Lookup field… > Dynamic list… – Account Engagement can’t read Case fields directly from Contact without copying them first. While you could Flow-copy a value to Contact and sync to a Prospect field, this option’s “lookup field to copy” is not the right mechanism and adds unnecessary CRM customization. The supported, direct approach is using a custom object mapping to Case.
C. Custom object… > Static list… – Static lists don’t auto-update; new satisfied customers wouldn’t be enrolled automatically. Dynamic lists are required for continuous enrollment.
D. Workflow to copy… > Static list… – Uses deprecated/legacy “Workflow” plus a static list, so it won’t auto-maintain membership. Engagement programs should use dynamic criteria-based lists.
References
Salesforce Help: Create a Custom Object in Account Engagement (map AE custom objects to Salesforce objects like Case).
Salesforce Help: Considerations for Syncing Custom Objects (behavior/limits for AE custom objects).
Salesforce Help: Static and Dynamic Prospect Lists (dynamic lists auto-update and are ideal for programs).
PardotGeeks: How to Use the Case Object with Account Engagement (using Case via AE Custom Object).
How many Scoring Categories is it possible to create
A. 25
B. 100
C. 15
D. 50
Explanation:
In Marketing Cloud Account Engagement (Pardot), a Scoring Category is a way to group related scoring rules together to track performance in specific areas of interest, such as "Website Engagement," "Content Download," or "Event Attendance."
The platform limit for the number of Scoring Categories you can create is 50. This allows for a highly granular and organized scoring model without being unlimited, which helps maintain system performance and model clarity.
Why the other options are incorrect:
A. 25: This is too low. The actual limit is double this number.
B. 100: This exceeds the platform's defined limit. While a large organization might have use cases for many categories, the system cap is 50.
C. 15: This is also below the actual limit and is not the correct figure defined in Salesforce's documentation.
Reference:
This limit is defined in the Salesforce Help documentation under "Account Engagement Limits." The specific limit for Scoring Categories is a standard platform setting that consultants must be aware of when designing a prospect engagement and scoring strategy for a client.
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