Email Sending and Journeys22% of the exam
Journey entry settings, validation and activation
What a journey needs before it can go live: an entry source with a filter and schedule, Journey Settings for contact entry and the default email address, validation and testing, and why a running journey changes only through a new version.
Outline the necessary configurations to activate a journey and configure entry criteria for a successful activation.
~6 min read · 8 practice questions ·
What the exam expects
- Configure an entry source so that only the intended contacts enter, and choose how often it admits them.
- Pick the contact entry mode that matches a business rule, and know where the mode can't be set.
- Choose the default email address for a journey and predict what happens when the entry data holds more than one email field.
- Explain what validation checks, when it runs and what it can't catch, and why testing follows it.
- Change a running journey with a new version.
- Key terms: entry source (where contacts entering a journey come from); contact entry mode (when a contact may enter again); default email address (which stored address receives journey email); validation (the check that the journey's components are configured correctly); journey version (a separate copy of the journey you edit and activate).
Key facts
Entry source
- Detail
- Every journey must include one
Data extension entry
- Detail
- Sendable data extension; filter or admit all
Entry schedules
- Detail
- Run Once, Recurring, Automation
Uniqueness for entry mode
- Detail
- Checked by contact key
No re-entry
- Detail
- All versions; can't change after activation
Two EmailAddress columns
- Detail
- Journey Builder prompts you to pick one
Validation runs
- Detail
- On Validate, on save and on activate
Messaging activity
- Detail
- At least one is required
Test mode
- Detail
- Sends nothing; ignores waits and entry settings
Single Send journeys
- Detail
- No contact entry setting, no testing, no versions
Sources for this section (8)
- Entry Sourceshelp.salesforce.com (opens in a new tab)
- Data Extension Entry Sourcehelp.salesforce.com (opens in a new tab)
- Choose a Contact Entry Modehelp.salesforce.com (opens in a new tab)
- Journey Settingshelp.salesforce.com (opens in a new tab)
- Test and Launch a Journey Campaigntrailhead.salesforce.com (opens in a new tab)
- Validate a Journey in Journey Builderhelp.salesforce.com (opens in a new tab)
- Journey Testinghelp.salesforce.com (opens in a new tab)
- Journey Versionshelp.salesforce.com (opens in a new tab)
- When must you save, validate and test a journey again?
- Why does a journey test finish quickly even when the journey has multi-day waits?
- Which value does Journey Builder use to decide whether an entering contact is the same contact?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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