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Cert++

Resource Pack

Marketing Cloud Account Engagement Consultant

The Salesforce Certified Marketing Cloud Account Engagement Consultant credential is aimed at marketers and administrators who implement and advise on Pardot (now Account Engagement) for B2B clients. This is not the email-sending specialist cert. It goes deeper into CRM integration, multi-touch lead nurturing, automation strategy, and how to configure an org for a real client's needs. If you have already earned the Specialist certification, this exam asks you to think like an advisor: why this tool, not that one, and what happens when the client's requirement adds a wrinkle. Expect scenarios that require you to choose between automation rules, segmentation rules, dynamic lists, and completion actions, and to know exactly why each one fits or does not fit a given use case.

3-Step Path to Passing

  1. 1

    Complete the Account Engagement Consultant Trailmix

    Work through the official Salesforce trailmix first. It covers the full range of Account Engagement modules and is the best structured starting point for this exam.
  2. 2

    Attempt Practice Exams

    I recommend my own practice exams, but I have linked other options in the Study Resources section below. Pay close attention to automation tool selection questions, that topic catches a lot of people off guard.
  3. 3

    Schedule Your Exam

    Exams run every day. Schedule with short notice when you feel ready, rather than booking far in advance.

Core Resources

Exam Overview

Questions

65

60 scored + 5 unscored

Duration

105 min

1 hour 45 minutes

To Pass

65%

Minimum Score

Question Format

The exam tests consultant-level judgment on Account Engagement implementations: automation tool selection, Salesforce connector behavior, lead scoring and grading strategy, account configuration, email deliverability, and B2B marketing analytics.

Scored

92%

60questions

Unscored

8%

5questions

Exam Details

Pricing

$200 registration · $100 retake

Delivery

Online proctored or at a testing center

Experience

6+ months of Account Engagement and Salesforce CRM experience recommended

Prerequisites

None required; Marketing Cloud Account Engagement Specialist recommended

Exam Topics

Each topic section shows the topic weight, learning objectives, and links to study resources.

Evaluation17%

Client readiness assessment, mapping business objectives to Account Engagement capabilities, gap analysis, B2B marketing strategy, and advising on platform adoption paths.

  • Given a scenario that includes an assessment of a customer's current Salesforce and Account Engagement landscape as well as business objectives, analyze and make recommendations on a path forward.
  • Design a strategy to identify customer business needs based on marketing trends using currently available tools and methods.

Resources

Account Configuration20%

Technical setup, tracker domains, sending domains (SPF/DKIM), connector configuration, user roles and permissions, business unit structure, SSO, and data migration integrity.

  • Articulate the implications and importance of technical setup.
  • Develop a plan to maintain data integrity during data migration.
  • Given a usage governance plan, develop and recommend a strategy that addresses organization and authorization (or access).

Resources

Automating Business Processes17%

Automation rule vs. segmentation rule vs. dynamic list vs. completion action selection, Engagement Studio rules/triggers/actions, and multi-step lead nurturing strategy.

  • Given a scenario, recommend the best automation tool(s) (automation rule, segmentation rule, dynamic list, completion action).
  • Given a scenario, design a sequence of events in Account Engagement to complete a marketing initiative (assets, automation, notifications, etc.).
  • Given a scenario, develop and implement a lead nurturing strategy.

Resources

Email Marketing10%

Email best practices, CAN-SPAM compliance, opt-in and opt-out management, deliverability, dynamic content, HML vs. variable tags, email templates, list emails, and sending workflows.

  • Apply email marketing standards and best practices to customer business needs.

Resources

Lead Management14%

Forms vs. form handlers, landing pages, progressive profiling, lead scoring, lead grading, prospect lifecycle, assignment rules, and routing qualified and unqualified leads.

  • Given a customer scenario, develop and recommend a lead generation strategy including Account Engagement assets.
  • Given a lead qualification threshold, classify prospects appropriately.
  • Given a scenario, recommend a model to route qualified and unqualified leads across the business.

Resources

Personalizing the Prospect Experience8%

Dynamic content, HML (Handlebars Merge Language) vs. variable tags, progressive profiling, consent management, GDPR opt-in strategies, and custom preference centers.

  • Recommend ways to personalize the prospect experience.
  • Design a strategy to meet a company's consent management requirements.

Resources

Reporting, Metrics and Analytics11%

B2B Marketing Analytics setup and dashboards, campaign influence models (first touch, last touch, even distribution), lifecycle stage reporting, Engagement History component, and native reports vs. B2B MA.

  • Recommend the technical setup requirements for reporting and analytics.
  • Identify reporting methods to solve a given scenario.

Resources

Sales Emails and Alerts3%

Engage Campaigns, Engage Alerts, sales-sent one-to-one tracked emails, configuring sales email tools, and the business benefits of sales email visibility in Account Engagement.

  • Configure Sales Emails and Alerts for sales use.
  • Summarize the benefits of Sales Emails and Alerts.

Resources

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