Data Modeling and Management21% of the exam
Standard reports, data views or tracking extracts
How to pick the retrieval tool from the data a customer needs: aggregate reports and Intelligence Reports, SQL over six months of data views, granular tracking extracts, the APIs, and what the 730-day retention policy leaves reachable.
Given a customer scenario, demonstrate the ability to differentiate when to use standard reports, data views, and tracking extracts.
~7 min read · 20 practice questions ·
What the exam expects
- Choose between Email Studio tracking, standard reports, Intelligence Reports, SQL on data views, a Tracking Extract and the APIs from the requirement's granularity, history, automation and skill.
- Pick the system data view that holds a given email, journey or SMS fact, and know which views run only at the parent account.
- Configure a Tracking Extract by outputs and Include options, and know its range, time zone and Enterprise-level rules.
- Explain what the 730-day retention policy, the six-month data view window and Intelligence Reports history mean for a reporting plan.
- Key terms: standard report (pre-made Analytics Builder report, mostly aggregate); data view (system table queried with SQL in Automation Studio); Tracking Extract (Data Extract type that writes granular tracking files); Intelligence Reports (free campaign-level dashboards compiled by an automation); retention window (730 days of engagement data).
Key facts
REST API and tracking
- Detail
- Data view and tracking extract data isn't available through REST
Standard reports
- Detail
- Pre-defined filters and output, mostly aggregate, schedulable
Data view window
- Detail
- Previous 6 months, not configurable
Intelligence Reports history
- Detail
- Up to 90 days at first activation, then 2 years
Engagement retention
- Detail
- 730 days from June 16, 2025
Journey email join
- Detail
- JourneyActivityObjectID = TriggererSendDefinitionObjectID
Tracking Extract range
- Detail
- Rolling 1, 7, 30, 60 or 90 days; Specific up to 30 days
Multiple Data Extension List Data
- Detail
- Run the extract at the Enterprise level
Include GEO
- Detail
- Empty when the SAP was purchased through Salesforce
Contacts Without Channel Addresses
- Detail
- Extract type run in the parent business unit
Sources for this section (8)
- Retrieving Data Best Practiceshelp.salesforce.com (opens in a new tab)
- Intelligence Reports Datahelp.salesforce.com (opens in a new tab)
- Retention Policy Updatehelp.salesforce.com (opens in a new tab)
- Data View: Journey Activityhelp.salesforce.com (opens in a new tab)
- Configure a Tracking Extracthelp.salesforce.com (opens in a new tab)
- Data Extract Activityhelp.salesforce.com (opens in a new tab)
- Extract Outputs Referencehelp.salesforce.com (opens in a new tab)
- Contact Countshelp.salesforce.com (opens in a new tab)
- Which rolling ranges can a Tracking Extract use?
- When does Intelligence Reports refresh its data?
- Why should a team open a support ticket quickly when Intelligence Reports data goes missing?
- Which file format does a Tracking Extract produce when no format is entered?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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