Salesforce Data Cloud Consultant Exam
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Questions and Answers

Northern Trail Outfitters (NTD) creates a calculated insight to compute recency, frequency, monetary {RFM} scores on its unified individuals. NTO then creates a segment based on these scores that it activates to a Marketing Cloud activation target. Which two actions are required when configuring the activation? Choose 2 answers

  • Add additional attributes.
  • Choose a segment. (correct)
  • Add the calculated insight in the activation.
  • Select contact points. (correct)
  • A customer is concerned that the consolidation rate displayed in the identity resolution is quite low compared to their initial estimations. Which configuration change should a consultant consider in order to increase the consolidation rate?

  • Reduce the number of matching rules.
  • Change reconciliation rules to Most Occurring.
  • Include additional attributes in the existing matching rules.
  • Increase the number of matching rules. (correct)
  • A customer is trying to activate data from Data Cloud to an Amazon S3 Cloud File Storage Bucket. Which authentication type should the consultant recommend to connect to the S3 bucket from Data Cloud?

  • Use a JWT Token generated on S3.
  • Use an S3 Private Key Certificate.
  • Use an S3 Encrypted Username and Password.
  • Use an S3 Access Key and Secret Key. (correct)
  • A consultant has an activation that is set to publish every 12 hours, but has discovered that updates to the data prior to activation are delayed by up to 24 hours. Which two areas should a consultant review to troubleshoot this issue? Choose 2 answers

    <p>Review segments to ensure they're refreshed after the data is ingested.</p> Signup and view all the answers

    Northern Trail Outfitters wants to use some of its Marketing Cloud data in Data Cloud. Which engagement channel data will require custom integration?

    <p>CloudPage</p> Signup and view all the answers

    Which permission setting should a consultant check if the custom Salesforce CRM object is not available in New Data Stream configuration?

    <p>Confirm the View All object permission is enabled in the source Salesforce CRM org.</p> Signup and view all the answers

    Which two common use cases can be addressed with Data Cloud? Choose 2 answers

    <p>Understand and act upon customer data to drive more relevant experiences.</p> Signup and view all the answers

    Where is value suggestion for attributes in segmentation enabled when creating the DMO?

    <p>Segment Setup</p> Signup and view all the answers

    A Data Cloud customer wants to adjust their identity resolution rules to increase their accuracy of matches. Rather than matching on email address, they want to review a rule that joins their CRM Contacts with their Marketing Contacts, where both use the CRM ID as their primary key. Which two steps should the consultant take to address this new use case? Choose 2 answers

    <p>Create a matching rule based on party identification that matches on CRM ID as the party identification name.</p> Signup and view all the answers

    Which consideration related to the way Data Cloud ingests CRM data is true?

    <p>The CRM Connector allows standard fields to stream into Data Cloud in real time.</p> Signup and view all the answers

    What does the Source Sequence reconciliation rule do in identity resolution?

    <p>Sets the priority of specific data sources when building attributes in a unified profile, such as a first or last name</p> Signup and view all the answers

    Which two dependencies prevent a data stream from being deleted? Choose 2 answers

    <p>The underlying data lake object is used in a data transform.</p> Signup and view all the answers

    What should a user do to pause a segment activation with the intent of using that segment again?

    <p>Deactivate the segment.</p> Signup and view all the answers

    When creating a segment on an individual, what is the result of using two separate containers linked by an AND as shown below? GoodsProduct | Count | At Least | 1 Color | Is Equal To | red AND GoodsProduct | Count | At Least | 1 Primary ProductCategory | Is Equal To | shoes

    <p>Individuals who purchased at least one of any 'red' product and also purchased at least one pair of 'shoes'</p> Signup and view all the answers

    What should an organization use to stream inventory levels from an inventory management system into Data Cloud in a fast and scalable, near-real-time way?

    <p>Ingestion API</p> Signup and view all the answers

    Northern Trail Outfitters (NTO), an outdoor lifestyle clothing brand, recently started a new line of business. The new business specializes in gourmet camping food. For business reasons as well as security reasons, it's important to NTO to keep all Data Cloud data separated by brand. Which capability best supports NTO's desire to separate its data by brand?

    <p>Data spaces for each brand</p> Signup and view all the answers

    Cumulus Financial created a segment called High Investment Balance Customers. This is a foundational segment that includes several segmentation criteria the marketing team should consistently use. Which feature should the consultant suggest the marketing team use to ensure this consistency when creating future, more refined segments?

    <p>Create new segments using nested segments.</p> Signup and view all the answers

    Cumulus Financial uses Service Cloud as its CRM and stores mobile phone, home phone, and work phone as three separate fields for its customers on the Contact record. The company plans to use Data Cloud and ingest the Contact object via the CRM Connector. What is the most efficient approach that a consultant should take when ingesting this data to ensure all the different phone numbers are properly mapped and available for use in activation?

    <p>Ingest the Contact object and use streaming transforms to normalize the phone numbers from the Contact data stream into a separate Phone data lake object (DLO) that contains three rows, and then map this new DLO to the Contact Point Phone data map object.</p> Signup and view all the answers

    A customer has a Master Customer table from their CRM to ingest into Data Cloud. The table contains a name and primary email address, along with other personally Identifiable information (PII). How should the fields be mapped to support identity resolution?

    <p>Map name to the Individual object and email address to the Contact Phone Email object.</p> Signup and view all the answers

    Cloud Kicks received a Request to be Forgotten by a customer. In which two ways should a consultant use Data Cloud to honor this request? Choose 2 answers

    <p>Use the Consent API to suppress processing and delete the Individual and related records from source data streams.</p> Signup and view all the answers

    Cumulus Financial uses Data Cloud to segment banking customers and activate them for direct mail via a Cloud File Storage activation. The company also wants to analyze individuals who have been in the segment within the last 2 years. Which Data Cloud component allows for this?

    <p>Segment membership data model object</p> Signup and view all the answers

    What is Data Cloud's primary value to customers?

    <p>To provide a unified view of a customer and their related data</p> Signup and view all the answers

    During an implementation project, a consultant completed ingestion of all data streams for their customer. Prior to segmenting and acting on that data, which additional configuration is required?

    <p>Identity Resolution</p> Signup and view all the answers

    Northern Trail Outfitters (NTO) wants to connect their B2C Commerce data with Data Cloud and bring two years of transactional history into Data Cloud. What should NTO use to achieve this?

    <p>B2C Commerce Starter Bundles plus a custom extract</p> Signup and view all the answers

    A customer has a requirement to receive a notification whenever an activation fails for a particular segment. Which feature should the consultant use to solution for this use case?

    <p>Activation alert</p> Signup and view all the answers

    Which two steps should a consultant take if a successfully configured Amazon S3 data stream fails to refresh with a "NO FILE FOUND" error message? Choose 2 answers

    <p>Check If the file exists in the specified bucket location.</p> Signup and view all the answers

    Study Notes

    Salesforce Data-Cloud-Consultant Exam Questions & Answers

    • Product Questions: 104, Version 4.1, Question 1: Northern Trail Outfitters (NTO) uses calculated insights to determine recency, frequency, and monetary (RFM) scores. Two actions are needed to configure the activation to a Marketing Cloud activation target: choosing a segment and selecting contact points. Adding additional attributes or the calculated insight itself is not required.

    • Product Questions: 104, Version 4.1, Question 2: A low consolidation rate in identity resolution can be improved by increasing the number of matching rules. Changing reconciliation rules, including more attributes in the existing matching rules, or reducing matching rules will typically decrease the consolidation rate.

    • Product Questions: 104, Version 4.1, Question 3: To connect to an Amazon S3 bucket from Data Cloud, use an S3 Access Key and Secret Key for authentication.

    • Product Questions: 104, Version 4.1, Question 4: Troubleshooting activation delays (up to 24 hours after data updates) in Data Cloud involves reviewing data transformations to be sure that they run after calculated insights, and reviewing segments to be sure that they are refreshed after data ingestion occurs.

    • Product Questions: 104, Version 4.1, Question 5: CloudPage integration with Data Cloud requires custom integration.

    • Product Questions: 104, Version 4.1, Question 6: The Create object permission needs enabling in the Customer Relationship Management (CRM) source Salesforce org to allow a custom object to be accessible in Data Cloud streams.

    • Product Questions: 104, Version 4.1, Question 7: Two common use cases addressed by Data Cloud are understanding and acting on customer data to drive relevant experiences, and harmonizing data from multiple sources with a standardized data model.

    • Product Questions: 104, Version 4.1, Question 8: Value suggestion for attributes in segmentation is enabled in Segment Setup when you create a new Data Model Object (DMO).

    • Product Questions: 104, Version 4.1, Question 9: Two actions to increase identity resolution accuracy: map the primary key from both systems (CRM and Marketing Contacts) to Party Identification object. In addition, create a matching rule to match on the Individual ID.

    • Product Questions: 104, Version 4.1, Question 10: Data Cloud ingests CRM data in real-time, streaming standard fields.

    • Product Questions: 104, Version 4.1, Question 11: The Source Sequence reconciliation rule in identity resolution prioritizes specific data sources used for building attributes.

    • Product Questions: 104, Version 4.1, Question 12: Two dependencies preventing a data stream deletion are that the underlying data lake object is used in activation and or used in a data transform.

    • Product Questions: 104, Version 4.1, Question 13: To pause segment activation, deactivate the segment.

    • Product Questions: 104, Version 4.1, Question 14: Individuals who purchased at least one "red" product AND at least one pair of "shoes" will be a result of this segment criteria.

    • Product Questions: 104, Version 4.1, Question 15: Use the Ingestion API for fast, scalable, near-real-time streaming of inventory data from an inventory management system into Data Cloud.

    • Product Questions: 104, Version 4.1, Question 16: Use Data Spaces for segregating data by brand, to maintain organizational security and control.

    • Product Questions: 104, Version 4.1, Question 17: Use nested segments to maintain segment consistency across multiple instances.

    • Product Questions: 104, Version 4.1, Question 18: Confirm the View All object permission in the CRM source org for the custom object that is not accessible in New Data Stream configuration.

    • Product Questions: 104, Version 4.1, Question 19: Map the name to the Individual object and the email to the Contact Point Email object to prepare data for identity resolution.

    • Product Questions: 104, Version 4.1, Question 20: Use the Consent API or a CSV file with Individual IDs for Data Deletion to honor right-to-be-forgotten requests.

    • Product Questions: 104, Version 4.1, Question 21: A Segment Membership data model object component can be used to analyze customers' segment membership history.

    • Product Questions: 104, Version 4.1, Question 22: Data Cloud's primary value to customers is providing a unified view of a customer and related data, across various systems.

    • Product Questions: 104, Version 4.1, Question 23: Identity Resolution needs configuration to perform matching and reconciliation across various data sources before segmentation or activation.

    • Product Questions: 104, Version 4.1, Question 24: Use B2C Commerce Starter Bundles with a custom extract to gain access to two years of order data.

    • Product Questions: 104, Version 4.1, Question 25: Use an Activation Alert to get notified of segment activation issues.

    • Product Questions: 104, Version 4.1, Question 26: Check Amazon S3 permissions for the Data Cloud user and the file's existence in the S3 bucket to resolve the NO FILE FOUND error..

    • Product Questions: 104, Version 4.1, Question 27: Data Harmonization and Unified Profiles are two key capabilities for customers with various data sources.

    • Product Questions: 104, Version 4.1, Question 28: To perform exact matches on Loyalty IDs use the Party Identification object.

    • Product Questions: 104, Version 4.1, Question 29: Sales Order DMO defines revenue/quantity for opportunities by product family.

    • Product Questions: 104, Version 4.1, Question 30: Configure dedicated S3 data sources in Data Cloud setup to have separate ingestion and activation buckets.

    • Product Questions: 104, Version 4.1, Question 31: The SFTP connector is most appropriate for ingestion when data can be exported via an SFTP site.

    • Product Questions: 104, Version 4.1, Question 32: Time zone determined by the Salesforce Data Cloud org is used for all publishing and refresh activities.

    • Product Questions: 104, Version 4.1, Question 33: To ensure data readiness for activations, use a Flow to trigger change events on the ecommerce data, which will then refresh the insights and segments.

    • Product Questions: 104, Version 4.1, Question 34: Marketing Cloud activations applying frequency caps or suppressing unengaged users will cause activations numbers to be smaller than segment populations.

    • Product Questions: 104, Version 4.1, Question 35: Ingesting and unifying data from various sources to align customer identity and creating a common data model are two great fits for Data Cloud.

    • Product Questions: 104, Version 4.1, Question 36: Building trust-based first-party data requires providing transparency, security, complying with regulations, and offering value to data providers.

    • Product Questions: 104, Version 4.1, Question 37: The result of the segmentation criteria will be to identify the cities that only contain "San José" or "san josé".

    • Product Questions: 104, Version 4.1, Question 38: The two key requirements for deletion of data are that the Deletion requests are processed automatically and they are submitted for Individual profiles.

    • Product Questions: 104, Version 4.1, Question 39: To bring data from an Amazon S3 file containing activated segment data you will want to use the activation name parameter and filename specification as well.

    • Product Questions: 104, Version 4.1, Question 40: Setting preferred attribute names in the Data Cloud activation configuration overrides the default field names.

    • Product Questions: 104, Version 4.1, Question 41: For consistency in exclusion criteria across segments managed by multiple brands, use reusable container blocks.

    • Product Questions: 104, Version 4.1, Question 42: When creating a segment to manage exclusion criteria for multi-brand segments, use a reusable container block,

    • Product Questions: 104, Version 4.1, Question 43: Use Streaming Transforms when you need near-real-time data integration with Salesforce CRM.

    • Product Questions: 104, Version 4.1, Question 44: To create unified individual lifetime value (LTV) metrics, the calculated insight should join these objects: Unified Individual -> Unified Link Individual -> Sales Order.

    • Product Questions: 104, Version 4.1, Question 45: A segment that includes only criteria that a customer has made multiple investments can use attributes that include Fund Name to further define the segment.

    • Product Questions: 104, Version 4.1, Question 46: The .json file, which is generated during activation, contains the necessary segment metadata for processing in the destination system.

    • Product Questions: 104, Version 4.1, Question 47: Two likely explanations for increase in consolidation rate are adding new data sources that overlap, and new/additional identity resolution rules are added to the ruleset, which increases the number of matched profiles.

    • Product Questions: 104, Version 4.1, Question 48: Use batch transforms to create a new data lake object, mapping it to the Contact Point Phone data map object to standardize multiple phone numbers when ingesting data.

    • Product Questions: 104, Version 4.1, Question 49: Two troubleshooting tips for segment refresh failures due to high DLO count are splitting the segment into smaller segments, and refining segmentation criteria to limit the custom data model objects.

    • Product Questions: 104, Version 4.1, Question 50: Use Value suggestion for selecting text attributes from a picklist of options.

    • Product Questions: 104, Version 4.1, Question 51: Deleting the existing identity resolution ruleset will remove unified customer data, and dependencies on data model objects.

    • Product Questions: 104, Version 4.1, Question 52: To ensure freshly imported data from Amazon S3 is available for segments, do a refresh Datastream, then Identity Resolution, then Calculated Insight.

    • Product Questions: 104, Version 4.1, Question 53: Use a Flow to trigger change data events to refresh calculated insights and segments before activations are scheduled to run.

    • Product Questions: 104, Version 4.1, Question 54: A calculated insight must have Individual or Unified Individual ID as a dimension in the segmentation canvas, and additionally the primary key of the segmented table as a dimension.

    • Product Questions: 104, Version 4.1, Question 55: Using the Data Rights Subject Request tool fulfills a customer's request for data deletion in Data Cloud.

    • Product Questions: 104, Version 4.1, Question 56: The Ignore Empty Value option in Identity Resolution allows you to skip any sources that have empty values for specified attributes.

    • Product Questions: 104, Version 4.1, Question 57: Use the source priority order in activation to configure the best email address for activation.

    • Product Questions: 104, Version 4.1, Question 58: Ingest Data, Map Data to Data Model, then Create Calculated Insight, and then use in Segmentation.

    • Product Questions: 104, Version 4.1, Question 59: Customer information can be harmonized, cleansed and data transactions can be consolidated by using identity resolution rules.

    • Product Questions: 104, Version 4.1, Question 60: Use segmentation exclude rules to remove customers who have recently purchased from the original segment criteria.

    • Product Questions: 104, Version 4.1, Question 61: Use a Data Cloud User permission set for reviewing individual rows of data and modification.

    • Product Questions: 104, Version 4.1, Question 62: Use the Transaction data stream category for time-based operations in segmentation and calculated insights.

    • Product Questions: 104, Version 4.1, Question 63: Use the Party data model object for representing customers, individuals, or members in Customer 360.

    • Product Questions: 104, Version 4.1, Question 64: Use Streaming Insight to perform aggregations in 15-minute windows to perform analysis on data from the Interaction SDK or Mobile SDK.

    • Product Questions: 104, Version 4.1, Question 65: Two available datasets in the Marketing Cloud Starter Data bundles are Mobile Connect and Mobile Push.

    • Product Questions: 104, Version 4.1, Question 66: Map the custom Customer Email_c object to the Contact Point Email data model object to use the email for activation.

    • Product Questions: 104, Version 4.1, Question 67: To handle multiple data sources and match and reconcile them into a single unified profile, use Identity Resolution.

    • Product Questions: 104, Version 4.1, Question 68: A Segment Membership data model object (DMO) can be used for analyzing segment membership history.

    • Product Questions: 104, Version 4.1, Question 69: Use the 'Upsert' refresh mode and use wildcards in file naming conventions to ingest data with various timestamps.

    • Product Questions: 104, Version 4.1, Question 70: Use the Marketing Cloud Data extension Data Stream to move data in real-time or daily (using an API).

    • Product Questions: 104, Version 4.1, Question 71: Use a Dashboard and a Report to view time-based, segment publish date.

    • Product Questions: 104, Version 4.1, Question 72: The activated data payload, in a .csv file, contains the data from the activation target.

    • Product Questions: 104, Version 4.1, Question 73: Use the 'Is Anniversary Of' operator for a daily segment based on birthdays.

    • Product Questions: 104, Version 4.1, Question 74: Marketing Cloud activations may limit the number of records sent, particularly for unengaged users.

    • Product Questions: 104, Version 4.1, Question 75: The newly created data model object was not a Profile type, which is the only type of object Data Cloud can use in segment building.

    • Product Questions: 104, Version 4.1, Question 76: Use the DataSpaces feature and apply filters to the Account data lake object, based on Country.

    • Product Questions: 104, Version 4.1, Question 77: Data Cloud handles right-to-be-forgotten requests by deleting related records across all connected data sources and data streams.

    • Product Questions: 104, Version 4.1, Question 78: Use a Party Identification on Patient ID matching rule to ensure matching integrity, in healthcare scenarios if protecting PII is critical.

    • Product Questions: 104, Version 4.1, Question 79: Value suggestions may take 24 hours, after you've enabled it, to become available for the new data.

    • Product Questions: 104, Version 4.1, Question 80: Put the product colour and product type attributes in a single container.

    • Product Questions: 104, Version 4.1, Question 81: Use a calculated insight combined with a flow, or streaming data transform combined with a data action to evaluate daily transaction volume and provide notifications of unusual volume activity.

    • Product Questions: 104, Version 4.1, Question 82: Banking value per branch is a calculated insight that may be used with filters like High Net Worth and dimensions like Branch.

    • Product Questions: 104, Version 4.1, Question 83: To segment customers who visited the website within the last 7 days use the "Last Number of Days" filter on the Engagement Date field.

    • Product Questions: 104, Version 4.1, Question 84: The Salesforce Integration User must have Read permission on newly created custom fields to be able to access them when creating a data stream.

    • Product Questions: 104, Version 4.1, Question 85: Use the following three features to validate unified profiles: Identity Resolution, Data Explorer, and Profile Explorer.

    • Product Questions: 104, Version 4.1, Question 86: Modify the existing ruleset with stricter matching criteria and compare the results with the old ruleset. Then, migrate to the new ruleset once approved.

    • Product Questions: 104, Version 4.1, Question 87: To use identity resolution results in segmentation for activation membership, activate segments based on Unified Individuals.

    • Product Questions: 104, Version 4.1, Question 88: The areas that should be checked for activation failures are correct paths to related attributes and segments that are referencing profile data and not engagement data.

    • Product Questions: 104, Version 4.1, Question 89: The reconciliation rulesets, which define how to find the most accurate match or attribute, will help manage conflicting data for creating segments.

    • Product Questions: 104, Version 4.1, Question 90: When defining transaction data streams, use the Text data type to preserve leading zeros.

    • Product Questions: 104, Version 4.1, Question 91: The Tenant Specific Endpoint (TSE) is automatically generated when configuring the connector.

    • Product Questions: 104, Version 4.1, Question 92: The two components that need including in a data kit are data model objects and identity resolution rulesets.

    • Product Questions: 104, Version 4.1, Question 93: Existing dimensions of a calculated insight can not be removed, but new measures can be added.

    • Product Questions: 104, Version 4.1, Question 94: The attributes needed should be in a single container for a segment on the order product object.

    • Product Questions: 104, Version 4.1, Question 95: Direct attributes, Calculated Insights, Related attributes are valid segment criteria.

    • Product Questions: 104, Version 4.1, Question 96: Assign a PhoneNumber field type to standardize phone number formats when creating a data stream, as it will properly format to E164 standards.

    • Product Questions: 104, Version 4.1, Question 97: Value suggestion is still processing, which often takes up to 24 hours after enabling.

    • Product Questions: 104, Version 4.1, Question 98: To schedule a data action to trigger every hour, the solution is to set an appropriate time window for aggregating data.

    • Product Questions: 104, Version 4.1, Question 99: A custom DMO must be of Profile category to be accessible in Segmentation.

    • Product Questions: 104, Version 4.1, Question 100: Using a streaming insight to detect website interactions that meet the criteria, and adding the customers to a related recruiting system.

    • Product Questions: 104, Version 4.1, Question 101: Data Cloud shows activation schedules in the logged-in user's time zone.

    • Product Questions: 104, Version 4.1, Question 102: Use Profile API and Lightning Web Components to retrieve and display the cases related to a unified individual on a contact record.

    • Product Questions: 104, Version 4.1, Question 103: For ingestion of Case data, you should map the resolution date to the Event Time field.

    • Product Questions: 104, Version 4.1, Question 104: The B2C Commerce order bundle does not ingest historical orders, but only ingests new orders.

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    Test your knowledge on Salesforce Data Cloud with this quiz. The questions cover various aspects such as calculated insights and identity resolution techniques. Prepare effectively for the Data Cloud Consultant certification.

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