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Salesforce Data-Cloud-Consultant Exam Syllabus Topics:
Topic
Details
Topic 1
- Segmentation and Insights: This topic defines basic concepts of segmentation and use cases, identifies scenarios for analyzing segment membership, configuring, refining, and maintaining segments within Data Cloud, and differentiating between calculated and streaming insights.
Topic 2
- Data Cloud Setup and Administration: This topic includes applying Data Cloud permissions, permission sets, org-wide settings. It describes and configures data stream types, and data bundles. Moreover, it discusses use cases for data spaces, creating data spaces, managing and administering Data Cloud using reports, dashboards, flows, packaging, data kits, diagnosing and exploring data using Data Explorer, Profile Explorer, and APIs.
Topic 3
- Data Cloud Overview: This topic covers Data Cloud's function, key terminology, business value, typical use cases, the Data Cloud lifecycle, dependencies, and principles of data ethics. These sub-topics provide an overview of Data Cloud's capabilities and applications.
Topic 4
- Identity Resolution: It describes matching and how its rule sets are applied. Furthermore, it discusses reconciling data and its rule sets, the results of identity resolution, and use cases.
Salesforce Certified Data Cloud Consultant Sample Questions (Q156-Q161):
NEW QUESTION # 156
How should a Data Cloud consultant successfully apply consent during segmentation?
- A. Include Party Identification for any applicable channels of engagement in the filter criteria for each segment.
- B. Include the Consent Status from the golden record during activation for any applicable channels of engagement.
- C. Include the Consent Status for any applicable channels of engagement in the filter criteria for each segment.
- D. Include the Unified Profile during segmentation for any applicable channels of engagement.
Answer: C
Explanation:
* Understanding Consent Management in Salesforce Data Cloud:
Consent management is crucial for maintaining compliance with data protection regulations like GDPR and CCPA. It ensures that customer data is used in accordance with their given permissions.
Reference:
* Role of Consent Status in Segmentation:
The Consent Status indicates whether a customer has agreed or opted-in to specific types of communication or data processing activities.
During segmentation, applying the correct consent status ensures that only those customers who have provided the necessary permissions are included in targeted campaigns.
* Implementation of Consent Status in Segmentation:
When creating segments, including the Consent Status in the filter criteria helps to dynamically segment the audience based on their consent preferences.
This ensures compliance and improves the relevance and personalization of communications.
Example: If creating a marketing campaign for email outreach, the segment would only include customers who have a consent status allowing email communication.
* Practical Application:
Go to the segmentation tool within Salesforce Data Cloud.
In the filter criteria, add the Consent Status attribute relevant to the channel of engagement.
Define the values (e.g., Opted-in, Subscribed) to ensure only compliant customer profiles are included.
NEW QUESTION # 157
A consultant wants to build a new audience in Data Cloud.
Which three criteria can the consultant include when building a segment?
Choose 3 answers
- A. Streaming insights
- B. Direct attributes
- C. Related attributes
- D. Data stream attributes
- E. Calculated Insights
Answer: B,C,E
Explanation:
A segment is a subset of individuals who meet certain criteria based on their attributes and behaviors. A consultant can use different types of criteria when building a segment in Data Cloud, such as:
* Direct attributes: These are attributes that describe the characteristics of an individual, such as name, email, gender, age, etc. These attributes are stored in the Profile data model object (DMO) and can be used to filter individuals based on their profile data.
* Calculated Insights: These are insights that perform calculations on data in a data space and store the results in a data extension. These insights can be used to segment individuals based on metrics or scores
* derived from their data, such as customer lifetime value, churn risk, loyalty tier, etc.
* Related attributes: These are attributes that describe the relationships of an individual with other DMOs, such as Email, Engagement, Order, Product, etc. These attributes can be used to segment individuals based on their interactions or transactions with different entities, such as email opens, clicks, purchases, etc.
The other two options are not valid criteria for building a segment in Data Cloud. Data stream attributes are attributes that describe the streaming data that is ingested into Data Cloud from various sources, such as Marketing Cloud, Commerce Cloud, Service Cloud, etc. These attributes are not directly available for segmentation, but they can be transformed and stored in data extensions using streaming data transforms.
Streaming insights are insights that analyze streaming data in real time and trigger actions based on predefined conditions. These insights are not used for segmentation, but for activation and personalization. References: Create a Segment in Data Cloud, Use Insights in Data Cloud, Data Cloud Data Model
NEW QUESTION # 158
During discovery, which feature should a consultant highlight for a customer who has multiple data sources and needs to match and reconcile data about individuals into a single unified profile?
- A. Harmonization
- B. Data Cleansing
- C. Identity Resolution
- D. Data Consolidation
Answer: C
Explanation:
Identity resolution is the feature that allows Data Cloud to match and reconcile data about individuals from multiple data sources into a single unified profile. Identity resolution uses rulesets to define how source profiles are matched and consolidated based on common attributes, such as name, email, phone, or party identifier. Identity resolution enables Data Cloud to create a 360-degree view of each customer across different data sources and systems12. The other options are not the best features to highlight for this customer need because:
* A. Data cleansing is the process of detecting and correcting errors or inconsistencies in data, such as duplicates, missing values, or invalid formats. Data cleansing can improve the quality and accuracy of data, but it does not match or reconcile data across different data sources3.
* B. Harmonization is the process of standardizing and transforming data from different sources into a common format and structure. Harmonization can enable data integration and interoperability, but it does not match or reconcile data across different data sources4.
* C. Data consolidation is the process of combining data from different sources into a single data set or system. Data consolidation can reduce data redundancy and complexity, but it does not match or reconcile data across different data sources5. References: 1: Data and Identity in Data Cloud | Salesforce Trailhead, 2: Data Cloud Identiy Resolution | Salesforce AI Research, 3: [Data Cleansing - Salesforce], 4: [Harmonization - Salesforce], 5: [Data Consolidation - Salesforce]
NEW QUESTION # 159
A consultant needs to create a data graph based on several DLOs,
Which step should the consultant take to make this work?
- A. Batch transform the DLOs to multiple DMOs and activate these with the data graph.
- B. Use a data action to update the data graph with the DLO data
- C. Map the DLOS to DMOS and use these in the data graph.
- D. Map the DLOs directly to a data graph.
Answer: C
NEW QUESTION # 160
Cumulus Financial created a segment called Multiple Investments that contains individuals who have invested in two or more mutual funds.
The company plans to send an email to this segment regarding a new mutual fund offering, and wants to personalize the email content with information about each customer's current mutual fund investments.
How should the Data Cloud consultant configure this activation?
- A. Include Fund Name and Fund Type by default for post processing in the target system.
- B. Choose the Multiple Investments segment, choose the Email contact point, and add related attribute Fund Type.
- C. Include Fund Type equal to "Mutual Fund" as a related attribute. Configure an activation based on the new segment with no additional attributes.
- D. Choose the Multiple Investments segment, choose the Email contact point, add related attribute Fund Name, and add related attribute filter for Fund Type equal to "Mutual Fund".
Answer: D
Explanation:
Explanation
To personalize the email content with information about each customer's current mutual fund investments, the Data Cloud consultant needs to add related attributes to the activation. Related attributes are additional data fields that can be sent along with the segment to the target system for personalization or analysis purposes. In this case, the consultant needs to add the Fund Name attribute, which contains the name of the mutual fund that the customer has invested in, and apply a filter for Fund Type equal to "Mutual Fund" to ensure that only relevant data is sent. The other options are not correct because:
* A. Including Fund Type equal to "Mutual Fund" as a related attribute is not enough to personalize the email content. The consultant also needs to include the Fund Name attribute, which contains the specific name of the mutual fund that the customer has invested in.
* C. Adding related attribute Fund Type is not enough to personalize the email content. The consultant also needs to add the Fund Name attribute, which contains the specific name of the mutual fund that the customer has invested in, and apply a filter for Fund Type equal to "Mutual Fund" to ensure that only relevant data is sent.
* D. Including Fund Name and Fund Type by default for post processing in the target system is not a valid option. The consultant needs to add the related attributes and filters during the activation configuration in Data Cloud, not after the data is sent to the target system. References: Add Related Attributes to an Activation - Salesforce, Related Attributes in Activation - Salesforce, Prepare for Your Salesforce Data Cloud Consultant Credential
NEW QUESTION # 161
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