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Cert++

  1. Home
  3. Study Resources
  5. Marketing Cloud Account Engagement Consultant
Resource Pack
·Study Checklist

Marketing Cloud Account Engagement Consultant

4-Step Path to Passing

  1. 1
    Complete the
    Account Engagement Consultant Trailmix
  2. 2
    Look at the
    Study Checklist
    Every concept you need to know for your exam, available for free to check off as you learn.
  3. 3
    Attempt
    Practice Exams
  4. 4
    Schedule Your Exam

Core Resources

  • Cert++ Practice Exams

    Scenario-heavy practice exams for the Account Engagement Consultant cert with detailed answer explanations.

    certplusplus.com

  • Focus on Force: MCAE Consultant Practice Exams

    Paid scenario-based practice questions with detailed explanations covering all exam topics.

    focusonforce.com

  • Account Engagement Consultant Trailmix

    Official Salesforce-curated trailmix for the Marketing Cloud Account Engagement Consultant credential.

    trailhead.salesforce.com

  • Salesforce Ben: Pardot Consultant Exam Guide

    Free study guide with topic breakdowns, practice questions, and community tips for this exam.

    salesforceben.com

  • Official Exam Guide

    Official Salesforce exam guide covering all topic weights, objectives, and recommended preparation resources.

    trailhead.salesforce.com

  • Trailblazer Community: Marketing Cloud Account Engagement

    Official Trailblazer community group for Account Engagement questions, tips, and exam prep discussions.

    trailhead.salesforce.com

  • Reddit: r/salesforce Pardot Consultant Exam

    Community exam experiences, study tips, and recommended resources shared by recent test-takers.

    reddit.com

  • Cert++ Discord

    Live community of Salesforce certification candidates. Ask questions, find study partners, and share tips.

    discord.gg

  • Salesforce Certification Score Calculator

    Check your exam score based on section results. Estimates your total score from category percentages (community-maintained third-party tool).

    scuvanov.github.io

Exam Overview

From the official exam guide

Questions

65

60 scored5 unscored

Duration

105 min

1h 45m

To Pass

65%

Min. score

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

  • Marketing Cloud Account Engagement Basics

    Platform overview, key terminology, product editions, and when Account Engagement fits a B2B marketing strategy.

    trailhead.salesforce.com

  • Get Started with Account Engagement

    Account Engagement positioning, use cases, and how it fits into the Salesforce marketing ecosystem.

    trailhead.salesforce.com

  • Marketing Strategy with Account Engagement: Quick Look

    Aligning Account Engagement capabilities to a company's marketing goals and overall B2B strategy.

    trailhead.salesforce.com

  • Explore Marketing Strategies That Engage Customers

    Lead generation and lead nurturing best practices for building a total B2B marketing strategy.

    trailhead.salesforce.com

  • Use Account Engagement to Support Your Marketing Strategy

    Planning a marketing strategy, organizing campaigns, and lead generation considerations for B2B clients.

    trailhead.salesforce.com

  • Salesforce Consultant: Quick Look

    Consultant responsibilities, client advisory approach, and discovery methodology on Salesforce projects.

    trailhead.salesforce.com

  • Plan Marketing Content and Strategy with Marketing Cloud Account Engagement

    End-to-end trail combining lead generation and lead nurturing for a complete B2B marketing content strategy.

    trailhead.salesforce.com

  • Account Engagement for Targeted Audiences

    Building audiences, segmenting leads, automating actions, and Einstein features in Account Engagement.

    trailhead.salesforce.com

  • Lead Generation in Account Engagement

    Lead generation fundamentals: prospects, forms, landing pages, and building a healthy sales pipeline.

    trailhead.salesforce.com

  • Customized Marketing Assets

    Using Account Engagement to create personalized forms, landing pages, and targeted marketing assets.

    trailhead.salesforce.com

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

  • Learn Administration Basics

    Account settings, user creation, roles (Admin/Marketing/Sales/Prospect Auditor), tracker domains, and the recycle bin.

    trailhead.salesforce.com

  • Account Engagement Salesforce Integration for Lightning App

    Connecting Account Engagement to Salesforce: connector setup, sync behavior, and integration architecture.

    trailhead.salesforce.com

  • Plan Your Marketing Cloud Account Engagement and Salesforce Integration

    Integration planning, connector prerequisites, field sync direction, and the business case for the connection.

    trailhead.salesforce.com

  • Install the Connector and Enable Account Engagement

    Connector user configuration, AppExchange installation, and enabling Account Engagement in a Salesforce org.

    trailhead.salesforce.com

  • Configure Salesforce and Account Engagement for the Connector

    Mapping custom lead fields to contact fields, connector sync settings, and verifying connector health.

    trailhead.salesforce.com

  • Extensibility Features for Account Engagement

    External activities, external actions, and connecting Account Engagement to third-party apps.

    trailhead.salesforce.com

  • Marketing Cloud Account Engagement API: Quick Look

    Account Engagement API capabilities, authentication, and use cases for extending the platform.

    trailhead.salesforce.com

  • Get to Know Account Engagement APIs

    API endpoint types, authentication models, and common programmatic integration use cases.

    trailhead.salesforce.com

  • Marketing Cloud Account Engagement Specialist Certification Maintenance (SU '24)

    Recent platform changes: operational email to opted-out prospects and other configuration-relevant updates.

    trailhead.salesforce.com

  • Marketing Cloud Account Engagement Specialist Certification Maintenance (SU '25)

    Latest Account Engagement updates relevant to configuration, compliance, and certification maintenance.

    trailhead.salesforce.com

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

  • Engagement Studio for Marketing Cloud Account Engagement

    Building personalized customer journeys in Engagement Studio: rules, triggers, actions, and branching logic.

    trailhead.salesforce.com

  • Build Your Audience

    Automation rules vs. segmentation rules vs. dynamic lists: differences, use cases, and common automation actions.

    trailhead.salesforce.com

  • Integrate Lead Nurturing Into Your Marketing Strategy

    Lead nurturing strategy, Engagement Studio overview, and timing considerations for nurture programs.

    trailhead.salesforce.com

  • Create an Engagement Studio Program in Account Engagement Lightning App

    Step-by-step Engagement Studio program building, testing, and reviewing program performance reports.

    trailhead.salesforce.com

  • Engagement Studio Best Practices

    Onboarding, renewal, and re-engagement program design patterns and use cases for Engagement Studio.

    trailhead.salesforce.com

  • Work with Time and Pauses in Engagement Studio

    Scheduling, business hours settings, wait periods, and pausing Engagement Studio programs.

    trailhead.salesforce.com

  • Integrate Lead Generation Into Your Marketing Strategy

    Completion actions, page actions, forms, form handlers, and landing page automation in Account Engagement.

    trailhead.salesforce.com

  • Extend Account Engagement Automations with External Activity

    Capturing third-party engagement data to trigger Account Engagement automations and nurture programs.

    trailhead.salesforce.com

  • Automate Actions in Third-Party Apps

    External actions in Engagement Studio: triggering actions in connected apps from nurture program steps.

    trailhead.salesforce.com

  • Create Marketing Assets Using Account Engagement

    Deploying personalized forms, landing pages, and content assets as part of an automated marketing initiative.

    trailhead.salesforce.com

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

  • Email Marketing for Marketing Cloud Account Engagement

    Creating and sending emails: templates, list emails, personalization, variable tags, dynamic content, and testing.

    trailhead.salesforce.com

  • Prepare to Send Emails

    Audience selection, variable tags, dynamic content blocks, and CAN-SPAM compliance requirements.

    trailhead.salesforce.com

  • Create an Email Template

    Template anatomy, differences between templates and list emails, and reusing content across campaigns.

    trailhead.salesforce.com

  • Test and Send an Email in Account Engagement

    Previewing, rendering, A/B testing, scheduling, and monitoring email sends in Account Engagement.

    trailhead.salesforce.com

  • Maintain Your Marketing Cloud Account Engagement Specialist Certification

    Opt-out handling updates, operational email compliance changes, and recent email-related feature releases.

    trailhead.salesforce.com

  • Maintain Your MCAE Specialist Certification (SU '25)

    Latest updates to email sending, compliance features, and certification-relevant Account Engagement changes.

    trailhead.salesforce.com

  • Marketing Analytics: Quick Look

    Key email marketing metrics, performance tracking fundamentals, and data-driven marketing improvement.

    trailhead.salesforce.com

  • Email Deliverability Essentials

    Sender reputation, SPF/DKIM setup, B2B deliverability challenges, and best practices for inbox placement.

    trailhead.salesforce.com

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

  • Lead Scoring and Grading in Account Engagement

    Scoring (behavior-based) vs. grading (fit-based), score thresholds, grade profiles, and Einstein scoring.

    trailhead.salesforce.com

  • Get Started with Lead Scoring

    Scoring activities, score decay, scoring categories, and modifying default scoring values.

    trailhead.salesforce.com

  • Get Started with Lead Grading

    Grading profiles, default profiles, custom profiles, and assigning grades by prospect criteria.

    trailhead.salesforce.com

  • Einstein Scoring in Account Engagement

    Einstein Behavior Scoring and Einstein Lead Scoring: enabling, interpreting, and applying AI-driven scores.

    trailhead.salesforce.com

  • Lead Qualification with Scoring and Grading

    Building a lead qualification model with scoring and grading to support sales handoff decisions.

    trailhead.salesforce.com

  • Explore Lead Qualification Models

    Lead qualification considerations, how Account Engagement fits qualification workflows, and model options.

    trailhead.salesforce.com

  • Create a Lead Qualification Model

    Defining scoring thresholds, grading criteria, and handoff triggers for a complete qualification model.

    trailhead.salesforce.com

  • Support a Lead Qualification Model with Account Engagement

    Engagement metrics, monitoring qualified leads, and automating qualification actions in Account Engagement.

    trailhead.salesforce.com

  • Manage Leads

    Lead routing, pipeline management, nurture cadences, and managing the marketing-to-sales handoff.

    trailhead.salesforce.com

  • Explore Einstein Features for Account Engagement

    Einstein Behavior Scoring, Einstein Lead Scoring, and Einstein Campaign Insights for lead qualification.

    trailhead.salesforce.com

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

  • Create a No-Code Preference Form

    Using Preference Manager to build a consent preference form without code for prospect opt-in management.

    trailhead.salesforce.com

  • Identify Marketing Assets

    Marketing asset types, personalization options, and building targeted content for the prospect journey.

    trailhead.salesforce.com

  • Explore Strategies for Effective Lead Generation, Qualification, and Conversion

    Lead management lifecycle, content personalization strategies, and conversion best practices.

    trailhead.salesforce.com

  • Manage Customer Consent

    Opt-in methods, opt-out best practices, and consent strategy fundamentals for digital marketing.

    trailhead.salesforce.com

  • Learn How to Navigate Account Engagement

    Account Engagement dashboard, prospect record layout, and finding personalization settings in the UI.

    trailhead.salesforce.com

  • Understand Marketing Automation

    Marketing automation fundamentals: what it is, why it matters, and how Account Engagement enables personalized experiences.

    trailhead.salesforce.com

  • Update Your Privacy Strategy

    Proactive privacy strategy, consumer consent evolution, and how to update marketing practices for compliance.

    trailhead.salesforce.com

  • Acquire New Subscribers

    Single opt-in vs. double opt-in, list growth, and compliance-safe subscriber acquisition strategies.

    trailhead.salesforce.com

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

  • B2B Marketing Analytics for Lightning App

    B2B Marketing Analytics overview, included datasets, standard dashboards, and common terminology.

    trailhead.salesforce.com

  • Get Started with B2B Marketing Analytics for Lightning App

    B2B MA overview, what it includes, key terms, and how it differs from native Account Engagement reports.

    trailhead.salesforce.com

  • Set Up B2B Marketing Analytics

    Connector verification, permissions setup, and enabling B2B Marketing Analytics in the Lightning app.

    trailhead.salesforce.com

  • B2B Marketing Analytics Plus: Quick Look

    Pre-built Analytics apps, Marketing Campaign Intelligence, and advanced analytics for B2B marketing teams.

    trailhead.salesforce.com

  • Get Started with B2B Marketing Analytics Plus

    B2B MA Plus setup, available apps, and the Marketing Campaign Intelligence dashboard overview.

    trailhead.salesforce.com

  • Datasets and Dashboards in B2B Marketing Analytics

    Creating datasets, building lenses, and designing dashboards to analyze B2B marketing performance.

    trailhead.salesforce.com

  • Learn About Datasets

    Dataset types, lenses, data import, and structuring B2B MA data for marketing analysis.

    trailhead.salesforce.com

  • Explore the Standard Dashboards

    Engagement, Pipeline, and ROI standard dashboards in B2B Marketing Analytics and the metrics each tracks.

    trailhead.salesforce.com

  • Build Customized Dashboards

    Building custom lenses and dashboards to address specific B2B marketing reporting requirements.

    trailhead.salesforce.com

  • Improve Email Deliverability

    Email deliverability factors, sending reputation, and how to track campaign health in your reporting.

    trailhead.salesforce.com

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

  • Email Sending in Account Engagement: Quick Look

    Email sending types including sales-originated tracked emails, notifications, and opt-out behavior.

    trailhead.salesforce.com

  • Get Started with Marketing Cloud Account Engagement Email

    Email organization, sending workflows, and how Account Engagement tracks sales-sent emails.

    trailhead.salesforce.com

  • Sales Engagement Basics

    Sales email cadences, engagement queues, and productivity tools for inside sales teams.

    trailhead.salesforce.com

  • Learn About Productivity and Analytics Features

    Sales Engagement analytics, email tracking, and productivity features available to sales reps.

    trailhead.salesforce.com

  • Explore Sales Engagement for Sales Cloud

    Sales Engagement overview: connecting marketing automation output to sales rep outreach tools.

    trailhead.salesforce.com

  • Transform Your Business with Sales Engagement

    Sales manager visibility into rep email activity, alert handling, and Engage performance metrics.

    trailhead.salesforce.com

  • Get to Know Standard Cadences

    Sales engagement cadences, common use cases, and how they integrate with Account Engagement alerts.

    trailhead.salesforce.com

  • Accelerate Your Sales Team with Sales Engagement

    Work queues, sales cadences, and outreach strategies that complement Account Engagement's Engage Alerts.

    trailhead.salesforce.com

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