MCAE-Consultant
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MCAE Consultant (MCAE-Consultant)
The MCAE-Consultant training teaches the fundamentals of Salesforce Marketing Cloud Account Engagement, covering lead management, email marketing, content & forms, and automation, enabling learners to design and optimize engagement campaigns.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
Marketing cloud administrators, consultants, and analysts who have basic familiarity with Salesforce and wish to specialize in Account Engagement should enroll. Ideal candidates have 1–3 years of experience managing digital campaigns, and seek to validate their ability to configure lead flows, email journeys, and automated processes for enterprise clients.
What's Covered
1
Domain 1: Account Engagement Fundamentals
2
Domain 2: Lead Management
3
Domain 3: Email Marketing
4
Domain 4: Content and Forms
5
Domain 5: Automation
6
Domain 6: Salesforce Integration
7
Domain 7: Analytics and Reporting
8
Domain 8: Implementation
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
64 learning goals
1
Domain 1: Account Engagement Fundamentals
2 topics
Architecture
- Identify Account Engagement architecture including business units campaigns prospects visitors and the relationship to Salesforce CRM
- Configure Account Engagement settings including business unit setup connector configuration and default field mapping for deployment
- Configure user management including roles permissions and marketing data sharing for appropriate team access and collaboration
- Analyze organizational requirements to recommend Account Engagement architecture supporting multi-BU marketing operations
Prospect Management
- Identify prospect lifecycle including visitor tracking prospect creation scoring grading and the sync with Salesforce lead and contact records
- Configure prospect fields including custom fields field mapping and sync behavior for consistent data between Account Engagement and CRM
- Configure prospect lifecycle automation including assignment rules completion actions and segmentation rules for prospect management
- Analyze prospect data to design lifecycle strategies optimizing lead flow from anonymous visitor through marketing qualified lead
2
Domain 2: Lead Management
2 topics
Scoring and Grading
- Identify scoring model components including activity scoring grading criteria and scoring categories for prospect prioritization
- Configure scoring rules including page view scores email engagement scores form submission scores and custom event scoring
- Configure grading criteria including profile fit factors ideal customer attributes and demographic grading for prospect quality
- Analyze scoring effectiveness to recommend model adjustments improving alignment between marketing qualification and sales acceptance
Lead Routing
- Identify lead routing features including assignment rules completion actions and Salesforce queue integration for prospect distribution
- Configure assignment rules including round-robin geographic and criteria-based routing for automated prospect distribution to sales
- Configure sales alerts including notification emails task creation and Slack notifications for real-time prospect engagement alerts
- Analyze lead routing effectiveness to design distribution strategies improving speed-to-contact and sales follow-up rates
3
Domain 3: Email Marketing
2 topics
Email Design
- Identify email features including email templates list emails automated emails and A/B testing for Account Engagement campaigns
- Configure email templates including layout regions dynamic content and personalization merge fields for consistent email design
- Configure email testing including rendering previews spam analysis and A/B testing for email performance optimization before sending
- Analyze email performance to design template strategies improving open rates click rates and overall engagement metrics
Email Automation
- Identify email automation including drip programs engagement programs and autoresponders for automated prospect communication
- Configure drip programs including trigger conditions wait steps branching logic and exit criteria for automated nurture sequences
- Configure engagement programs including steps rules and actions for multi-path prospect nurture with dynamic path progression
- Analyze nurture program performance to optimize engagement sequences improving conversion rates and reducing prospect fatigue
4
Domain 4: Content and Forms
2 topics
Landing Pages and Forms
- Identify content features including landing pages forms and form handlers for prospect data capture and conversion tracking
- Configure landing pages including template design form embedding and conversion tracking for marketing campaign landing experiences
- Configure forms including progressive profiling field dependencies and completion actions for intelligent data capture workflows
- Analyze form conversion data to design capture strategies optimizing completion rates while collecting high-value prospect information
Content Marketing
- Identify content features including custom redirects files and social connectors for content distribution and engagement tracking
- Configure custom redirects including URL tracking campaign attribution and engagement scoring for content distribution measurement
- Configure content gate settings including form-before-content progressive profiling and download tracking for content marketing
- Analyze content engagement to design distribution strategies connecting content consumption to prospect scoring and nurture paths
5
Domain 5: Automation
2 topics
Engagement Programs
- Identify Engagement Studio features including program structure steps rules actions and testing capabilities for automation
- Configure Engagement Studio programs including triggers actions rules and wait steps for complex multi-path prospect nurture
- Configure program testing including seed list testing A/B path testing and performance monitoring for quality assurance
- Analyze engagement program metrics to optimize paths improving prospect progression and conversion through the marketing funnel
Segmentation
- Identify segmentation features including lists rules tags and dynamic lists for prospect audience management and targeting
- Configure segmentation rules including criteria-based dynamic lists tag management and suppression lists for targeted campaigns
- Configure automation rules including matching criteria actions and scheduling for automated prospect data management and cleanup
- Analyze segmentation effectiveness to design targeting strategies improving campaign relevance and reducing unsubscribe rates
6
Domain 6: Salesforce Integration
2 topics
Connector Configuration
- Identify CRM connector features including sync behavior field mapping and sync queue management for Salesforce data integration
- Configure connector settings including sync direction field mapping sync frequency and error handling for reliable data exchange
- Configure connected campaigns including campaign hierarchy member sync and influence attribution for unified marketing reporting
- Analyze sync issues to design troubleshooting procedures and recommend connector configuration optimizing data consistency
Sales Alignment
- Identify sales alignment features including Engage real-time alerts and prospect activity timeline for sales and marketing collaboration
- Configure Salesforce Engage including email templates one-to-one email tracking and campaign insertion for sales outreach tools
- Configure prospect activity integration including timeline display scoring visibility and alert configuration for sales context
- Analyze sales-marketing alignment to design handoff workflows improving lead acceptance rates and closed-won attribution
7
Domain 7: Analytics and Reporting
2 topics
Marketing Analytics
- Identify Account Engagement reporting including campaign reports lifecycle reports and B2B Marketing Analytics for measurement
- Configure standard reports including email performance landing page conversion and prospect lifecycle reports for campaign analysis
- Configure B2B Marketing Analytics dashboards including pipeline attribution engagement trends and funnel analytics for insights
- Analyze marketing performance to design measurement frameworks connecting prospect engagement to pipeline and revenue outcomes
ROI and Attribution
- Identify attribution models including first-touch last-touch multi-touch and influenced pipeline for marketing ROI measurement
- Configure influence reporting including campaign influence connected campaigns and custom attribution models for ROI analysis
- Configure ROI dashboards including cost-per-lead pipeline contribution and marketing sourced revenue for executive reporting
- Analyze attribution data to recommend marketing investment optimization balancing channel spend with pipeline contribution
8
Domain 8: Implementation
2 topics
Deployment Strategy
- Identify implementation phases including discovery configuration integration testing and adoption for Account Engagement projects
- Configure sandbox environments including connector testing email verification and data loading for pre-production validation
- Configure migration plans including prospect data import automation recreation and template conversion for platform transitions
- Analyze implementation requirements to design phased rollout plans prioritizing quick wins and building marketing team capability
Best Practices
- Identify Account Engagement best practices including data hygiene sending practices and automation architecture for platform health
- Configure maintenance procedures including prospect cleanup list hygiene and automation auditing for ongoing platform optimization
- Configure governance frameworks including naming conventions folder structures and approval processes for organized marketing operations
- Analyze platform health to design optimization roadmaps addressing technical debt and advancing marketing automation maturity
Scope
Included Topics
- Salesforce Certified Marketing Cloud Account Engagement Consultant exam topics.
Not Covered
- Custom Apex/LWC development.
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