Editions, Data 360 provisioning, data kits and permissions
What a Marketing Cloud Next org needs before anyone sends: core and Next editions, adoption paths, the order of Data 360 enablement and Basic Settings, required and optional data kits, and the permission sets that control who can do what.
Explain the environment setup for Marketing Cloud Next including Core Org Edition requirements, Data 360 provisioning, Marketing Data Kit installation, and permission sets.
~8 min read · 12 practice questions ·
What the exam expects
- State the core org and Data 360 requirements for Growth and Advanced editions, and match a requirement to the edition that lists it.
- Run discovery that settles the adoption path for a new customer, an Account Engagement customer or an Engagement customer.
- Put Data 360 enablement, the Basic Settings tasks and data kit deployment in order, and diagnose a stuck step.
- Decide when the optional sales data kit is needed, and who can deploy kits.
- Assign the right permission set, or the right granular flow permission when Manage Flow is off the table.
Key terms. Core org: the Salesforce org whose edition Marketing Cloud Next runs on. Data kit: a package of the objects, fields and data connections the product needs. Basic Settings: the Setup page where you enable Marketing Cloud Next and deploy kits. Marketing Cloud Admin and Marketing Cloud Manager: the two permission sets that ship with the product. Data Cloud Architect: the Data 360 permission set for Data 360 Setup and data modeling, formerly Data Cloud Admin.
Key facts
- Detail
- Enterprise or Unlimited, for both Next editions
- Detail
- Map to Next Advanced; only Account Engagement Growth maps to Next Growth
- Detail
- On the Advanced list
- Detail
- On the Growth list
- Detail
- Done by a Data Cloud Architect from Data 360 Setup, before the other prerequisites
- Detail
- System Administrator profile, Data Cloud Architect and Marketing Cloud Admin
- Detail
- Requires the sales data kit
- Detail
- Can't be turned off after the connector is unpaused
- Detail
- Disabled? Verify Data Cloud Architect permissions
- Detail
- Runs any active flow; creating and editing are separate permissions
Sources for this section (5)
- Why does a discovery session ask which Salesforce experience marketers log in to?
- When does an Engagement Corporate customer gain Next Advanced features?
- Where does an admin complete the Basic Settings task that adds data protection details to records?
- Why might a user with View Flows still not find a colleague's flow?
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
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- Practice exams purchase adds inline bank questions and topic practice (12 questions for this lesson)
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