Visitors and Prospects8% of the exam
Reading prospect audits to troubleshoot changes
How to read a prospect's audit table, entry type plus source, to find out who or what changed an owner, field, list or identity, and the plan of action each entry calls for, including removing a visitor association change.
Given a scenario, apply the appropriate plan of action using Prospect Audits.
~7 min read · 11 practice questions ·
What the exam expects
- Read an audit row's type and source to say who or what changed a prospect, and pick the next troubleshooting step.
- Tell an Account Engagement assignment from a reassignment synced from Salesforce.
- Trace field, list, completion action and opportunity entries back to the asset or system that caused them.
- Find how a prospect originally converted, and remove a visitor association change from the audit.
- Decide whether a question belongs in the audit table or in the prospect's activities.
Key terms:
- Prospect audit: the per-prospect table of changes to the record.
- Type: what changed (assignment, field, list, creation, deletion and so on).
- Source: who or what made a field or owner change (CRM, a user, an asset, web tracking).
- Activity: something the prospect did, such as a page view or email open, shown in activity history and Engagement History.
- Visitor association change: a visitor's activities moved from one prospect to another.
Key facts
What the audit holds
- Detail
- Details about changes to the prospect record
Form Error entry
- Detail
- Shows the field name and the error received
Reassigned by CRM
- Detail
- Assigned user changed in the CRM and synced to Account Engagement
Reassigned by [user's name]
- Detail
- That user changed the assigned user in Account Engagement
Change by Pardot user in the Analytics section
- Detail
- A page action's completion action made the update
Change by Pardot user in the Prospect Section
- Detail
- A user edited the record manually
Web tracking source
- Detail
- Web activity other than a form, form handler or landing page, such as an unsubscribe click
Prospect Deletion
- Detail
- Logs a deletion or a restore from the recycle bin
Assignment actions
- Detail
- Don't reassign prospects who already have an owner
Opportunities
- Detail
- Managed in Salesforce only; read-only in Account Engagement
Removing a VAC
- Detail
- Audits, click the visitor ID, then (Remove Association)
- Why should a won or lost opportunity be corrected in Salesforce rather than in Account Engagement?
- When will an assignment action leave a prospect's owner unchanged?
- Which audit type records that a prospect was marked or unmarked as reviewed?
- Why might an archived prospect's activities be missing from the Engagement History component?
- Where does an admin reveal activities a visitor filter has hidden?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Marketing Cloud Account Engagement Specialist pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 24 lessons of the Marketing Cloud Account Engagement Specialist guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (11 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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