Data Modeling, Identity Resolution & Segmentation25% of the exam
Identity resolution rulesets, match rules and reconciliation
How to generate or build rulesets for Marketing Cloud Next, which match rules and methods link sources, how filters and reconciliation differ from matching, and how to read processing cadence, run results and billing guidance.
Given a business requirement, configure Identity Resolution to link multiple data sources into a unified profile
~8 min read · 19 practice questions ·
What the exam expects
- Generate an Individual ruleset, or build a custom Individual or Account ruleset and select its unified object.
- Add the recommended and party identifier rules that a requirement calls for.
- Pick match logic and match methods, and predict whether two profiles unify.
- Keep records out with ruleset filters, and choose values with reconciliation rules.
- Explain processing cadence and validate results.
- Advise on rulesets per object, per data space and per business unit.
Key terms. Ruleset: match and reconciliation rules that link sources into unified profiles. Match rule: one or more criteria that must all be met. Match method: how values are compared. Reconciliation rule: how one value is chosen for a single-value unified field. Consolidation rate: how far source profiles combined into unified profiles.
Key facts
Generated Individual ruleset
- Detail
- Normalized Email, Lead to Contact, Device to Known
Create a ruleset
- Detail
- Data Cloud Architect permission set
Ruleset ID
- Detail
- Up to four characters; can't be changed
Two rulesets for one object
- Detail
- At least one must have a ruleset ID
Filter limits
- Detail
- Up to 3 filter groups, up to 3 field conditions per group
Medium precision
- Detail
- Same initials, gender variants, shuffled names, similar subnames
Consolidation rate
- Detail
- 1 minus unified individuals divided by source individuals
Non-accelerated federated data
- Detail
- Up to 24 hours
Sources for this section (6)
- Configure Rulesetshelp.salesforce.com (opens in a new tab)
- Create Rulesetshelp.salesforce.com (opens in a new tab)
- Filter Source Recordshelp.salesforce.com (opens in a new tab)
- Match Methodshelp.salesforce.com (opens in a new tab)
- Processing Resultshelp.salesforce.com (opens in a new tab)
- Processing Frequencyhelp.salesforce.com (opens in a new tab)
- Why might accelerated federated data unify sooner than non-accelerated data?
- When does a job show Succeeded with Warnings?
- How many conditions can one ruleset filter hold at most?
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
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 24 lessons of the Marketing Cloud Next Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (19 questions for this lesson)
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