Marketing scores, record components and Marketing Intelligence
How marketing data reaches the people who use it: score and engagement components on records, scores in segments, Data 360 reports on Einstein data, Marketing Performance Intelligence versus Marketing Intelligence, and the Marketing Insights for Sales Cloud app.
Given a scenario, describe how to surface marketing data and insights across the Salesforce platform.
~7 min read · 8 practice questions ·
What the exam expects
- Choose the record component that shows a score or an engagement table, and configure its settings.
- Use marketing scores and account scores in segments, personalization and flows.
- Report on Einstein Engagement Frequency and Scoring data in Data 360.
- Decide whether a requirement fits Marketing Performance Intelligence or needs Marketing Intelligence.
- Harmonize CRM and ad data in the Marketing Insights for Sales Cloud app.
Key terms. Data 360 Profile Insights: a record component showing one numerical score. Data 360 Profile Engagement: a record component showing a table of engagement metrics. Unified Link Individual: the link that connects a record component to the Unified Individual. Marketing Semantic Data Model: the Data 360 model that standardizes data and metrics across channels. Harmonization: matching CRM campaign names to ad campaign names.
Key facts
- Detail
- One calculated insight per component, on Lead and Contact records
- Detail
- default
- Detail
- Unified Link Individual
- Detail
- The scoring component isn't available
- Detail
- At least 90 days of outbound email engagement, up to a week to appear
- Detail
- Paid-media connectors and custom Tableau Next dashboards
- Detail
- Supports only new CRM data stream creation
- Detail
- Statuses go to Lead or Qualified Lead, and stages to Opportunities or Closed Won
- When does an engagement activity count toward Opportunity Influence?
- Why does MPI reduce the need to reconcile numbers between analytics tools?
- When does an account score need a data graph instead of a segment?
- Which product's documentation describes Engagement History Reports?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Marketing Cloud Next Consultant pack
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