Preparing For Your Salesforce Certified Marketing Cloud Consultant Exam (CRT550)

trailhead.salesforce.
com/en/academy/classes/crt550-preparing-for-your-salesforce-certified-marketing-
cloud-consultant-exam
FORMAT &
DURATION
In-person (1
days)
Preparing for your Salesforce Virtual (1 days)
Certified Marketing Cloud Register Now
Consultant Exam (CRT550)

CONNECT WITH A
TRAINING
SPECIALIST
Overview Americas
Are you ready to take the next step in your career by Asia Pacific
becoming a Salesforce Certified Marketing Cloud Consultant? Europe/Middle
This course is the last step in that journey. It provides a East/Africa
detailed overview of the Salesforce Certified Marketing Cloud
Exam objectives, helping you focus your studying efforts.
Salesforce experts will spend their time making sure you
have: 1) a detailed understanding of what the Salesforce
Certified Marketing Cloud Consultant Exam covers, 2) the
resources necessary to prepare for the exam, and 3) exposure
to and practice with example test questions.
Who should take this course?
Those already holding the Salesforce Certified Email Specialist

credential with 6 months to 1 year of Marketing Cloud
implementation/consulting experience, preparing to take and
pass the Salesforce Certified Marketing Cloud Consultant
Exam.
When you complete this course, you will be able to:
A detailed understanding of what the Salesforce

Certified Marketing Cloud Consultant Exam covers.
Access to the resources necessary to prepare for the
exam.
Exposure to and practice with example test questions. 1/5
Exposure to and practice with example test questions.
Lessons and Topics

Course Introduction
Course Purpose
Agenda
Learner Expectations
Exam Overview
Discovery
Provided with a set of business requirements,

determine what additional information is needed to
design the recommended solution.
Provided with a list of branding and creative strategies,
probe for additional information that is needed to
recommend an appropriate solution.
Provided a customer environment and goals, determine
the viability of external systems that need to be included
in the solution (I.e. POS, CRM, e-commerce, data
warehouse, data source inputs).
Demonstrate how to gather requirements in order to
put together the data and segmentation strategy for the
customer (I.e. frequency, complexity, volume of
sending).
Given a scenario that includes customer information
about subscriber acquisition, management, and
attrition, utilize this information to select solution
components.
Given a solution, recommend the appropriate customer
skill sets required to utilize the Marketing Cloud
application.
Marketing Cloud Connect
Understand the prerequisites to consider prior to

starting a Marketing Cloud Connect configuration (I.e.
Salesforce edition, list of integration users, scope user,
administrator credentials).
Understand how to send an email to a contact, lead,
2/5
Understand how to send an email to a contact, lead,
campaign, and report via the Sales/Service Cloud and
Marketing Cloud (I.e. sending, triggered, automated).
Understand how Sales/Service Cloud data in the
Marketing Cloud can be segmented.
Account Configuration
Given a customer scenario, recommend the appropriate

Marketing Cloud role based on User Stories.
Determine which type of customer scenario warrants
the creation of a business unit (I.e. publication types,
demographic, workflow processes, and organizational
structure).
Given a scenario, troubleshoot issues regarding Reply
Mail Management.
Analyze the impact of applying Sender Authentication
Package (SAP) to a business unit (I.e. link wrapping,
Landing Pages, image URLs).
Reporting
Explain how the information in data views and tracking

extracts are accessed.
Compare and contrast standard reports, data views, and
tracking extracts.
Summarize Send Logs including when/why to use it;
how to create and manage.
Data Design
Explain the various data objects in the Marketing Cloud

(I.e. data extensions, list model, data retention model,
publication lists, suppression lists).
Understand available data types, retention, and
template options when building a data extension.
Understand how data is retrieved within a Relational
Data Model (I.e. basic SQL).
Given a customer scenario, recommend the appropriate
import method with lists or data extensions.
Understand the implications of a system being database
of record.
3/5
Email Build
Understand the required steps to build, test, and deploy

an email based on customer requirements.
Explain the various ways to individualize email content
(I.e. AMPscript, personalization strings, Dynamic
Content, Guide Template Language).
Compare and contrast the ways to individualize content,
such as: SSJS vs. AMPscript, Dynamic Content Wizard vs.
AMPscript/ LookupRows function.
Explain various Marketing Cloud Email technologies (I.e.
Link Alias tags, Impression regions, Web Analytics
Connector).
Contact Builder
Explain the role and capabilities within Contact Builder.

Understand how cardinality impacts data modeling.
Summarize how to use Data Designer to incorporate
data source into Contact Builder.
Given a customer scenario, know how to build an
Attribute Group to be used for a simple interaction.
Journey Builder
Compare and contrast automation tools such as Journey

Builder and Automation Studio.
Given a customer scenario that includes Journey Builder,
evaluate the requirements, activities, and steps.
Explain the requirements for and the methods by which
a contact can enter a Journey.
Course Wrap-Up
Related Classes
4/5

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trailhead.salesforce.

Certified Marketing Cloud Register Now

Consultant Exam (CRT550)

Who should take this course?

Those already holding the Salesforce Certified Email Specialist

When you complete this course, you will be able to:

A detailed understanding of what the Salesforce

Lessons and Topics

Provided with a set of business requirements,

Marketing Cloud Connect

Understand the prerequisites to consider prior to

Given a customer scenario, recommend the appropriate

Explain how the information in data views and tracking

Explain the various data objects in the Marketing Cloud

Understand the required steps to build, test, and deploy

Explain the role and capabilities within Contact Builder.

Compare and contrast automation tools such as Journey

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