Campaign Design, Flow Orchestration & Content30% of the exam
Activation templates and contact point selection
Choose and configure activation templates, source priority, contact point filters and mappings, including their use in segment flows.
Given a scenario, configure activation templates to select the appropriate contact point value.
~7 min read · 15 practice questions ·
What the exam expects
- Create a reusable activation configuration with the correct data space, DMO and destination platform.
- Rank contact point sources and distinguish source selection from identity reconciliation.
- Apply channel, consent, membership and enrichment filters in the correct place.
- Diagnose missing Primary or Business choices from their field mappings and values.
- Select an activation template in a segment flow and explain its effect on contact point queries.
Key terms. Activation template: saved activation configuration. Contact point: a channel endpoint such as an email address. Source priority: the order in which candidate sources are considered. Membership filter: criteria selecting people for an activation. Enrichment: additional output attributes. Activation membership DMO: the entity on which activation is based.
Key facts
Creation prerequisites
- Detail
- A configured data space and mapped relevant DMOs
Template eligibility
- Detail
- Same DMO and activation platform
Saved activation
- Detail
- Independent of later template changes
Source priority row
- Detail
- Source, source object, type and active status; higher rows first
Source restriction
- Detail
- Remove Any Source and Any Type; population can fall
Primary choice
- Detail
- Requires Primary Flag mapping
Business choice
- Detail
- For Business Use must be mapped with value 1
Filter input scope
- Detail
- Selected contact point DMO and consent DMOs
Endpoint output
- Detail
- One value per contact point channel
Within-source selection
- Detail
- Engagement score first, then lowest alphanumeric ID if needed
Unified Individual flow
- Detail
- Template optional but recommended to reduce query expense
Flow optimization
- Detail
- Source matches the supplying stream's Data Source value
Sources for this section (7)
- Create a templatehelp.salesforce.com (opens in a new tab)
- Use a templatehelp.salesforce.com (opens in a new tab)
- Activation templateshelp.salesforce.com (opens in a new tab)
- Source priorityhelp.salesforce.com (opens in a new tab)
- Contact point filtershelp.salesforce.com (opens in a new tab)
- Unified membershiphelp.salesforce.com (opens in a new tab)
- Segment flowhelp.salesforce.com (opens in a new tab)
- Why does a newly inserted filter shortcut still need editing?
- When can an existing shortcut be disabled despite still existing?
- How deeply can AND/OR groups be nested in an activation template?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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