Salesforce-Media-Cloud Practice Test

Salesforce Spring 25 Release
40 Questions

A Consultant is asked to help design a solution which could aid a company in expanding their reach into the small and medium business (SMB) segment. This has traditionally been a challenge for a company in the direct-sales channel because the small and medium business greatly outnumber the Sales team. What should the Consultant do in the design to allow for Advertiser/Agency to self-service their media plans?

A. Build an Experience Cloud with the Customer Service template for the Advertiser to navigate the product catalog and configure the products in the site.

B. Set up Web-to-Lead and have the Advertiser/Agency submit their media plan through a website so the Sales team can later take ownership of the record and follow up to finalize the media plan.

C. Set up a public user, which anyone can use to create their own media plan, and provide their company information in the record detail.

D. Leverage the Advertising Sales Management Self-Care feature so that approved Advertiser/Agency can access an Experience Cloud portal where they can create and track their media plans.

D.   Leverage the Advertising Sales Management Self-Care feature so that approved Advertiser/Agency can access an Experience Cloud portal where they can create and track their media plans.

Explanation:

Salesforce Advertising Sales Management (ASM) includes a feature known as Self-Care, which is purpose-built to support self-service workflows for Advertisers and Agencies. This feature enables approved external users — such as small and medium businesses (SMBs) — to log into an Experience Cloud portal where they can create, submit, and track their own media plans, without relying on direct intervention from the Sales team.

This approach is ideal for companies targeting the SMB segment, where scaling human-led sales efforts is not feasible due to the volume of prospects. The Self-Care feature reduces sales overhead, empowers advertisers to work on their own timelines, and ensures data consistency by using the same underlying data model as internal Sales and Ad Ops teams. It also integrates with existing Salesforce processes for approvals, order generation, and campaign execution — streamlining the end-to-end sales process in a scalable, user-friendly way.

❌ Incorrect Answer:

A. Build an Experience Cloud with the Customer Service template for the Advertiser to navigate the product catalog and configure the products in the site.
While using Experience Cloud is a valid direction, the Customer Service template is designed for support-related interactions, not for media plan creation or ad sales workflows. It lacks the tailored features needed for media planning and would require significant customization to meet the use case. The better choice is to use the ASM Self-Care feature, which is built specifically for this purpose.

B. Set up Web-to-Lead and have the Advertiser/Agency submit their media plan through a website so the Sales team can later take ownership of the record and follow up to finalize the media plan.
This solution introduces manual effort and delays. While Web-to-Lead is a lightweight way to collect lead information, it doesn’t support interactive, multi-step workflows like configuring media plans, selecting products, or tracking approval status. It also increases the dependency on Sales teams to act as intermediaries — which is exactly what this solution aims to minimize when targeting the high-volume SMB segment.

C. Set up a public user, which anyone can use to create their own media plan, and provide their company information in the record detail.
Using a public user in this context is not secure or scalable. It violates standard authentication and security best practices, makes user tracking difficult, and lacks support for role-based access and record ownership. This approach also doesn’t offer personalization or accountability — both of which are important when dealing with customer-generated media plans and sensitive business information.

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