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Salesforce Data-Cloud-Consultant Exam Syllabus Topics:

Topic
Details

Topic 1

Identity Resolution: It describes matching and how its rule sets are applied. Furthermore, it discusses reconciling data and its rule sets, the results of identity resolution, and use cases.

Topic 2

Data Cloud Setup and Administration: This topic includes applying Data Cloud permissions, permission sets, org-wide settings. It describes and configures data stream types, and data bundles. Moreover, it discusses use cases for data spaces, creating data spaces, managing and administering Data Cloud using reports, dashboards, flows, packaging, data kits, diagnosing and exploring data using Data Explorer, Profile Explorer, and APIs.

Topic 3

Data Cloud Overview: This topic covers Data Cloud's function, key terminology, business value, typical use cases, the Data Cloud lifecycle, dependencies, and principles of data ethics. These sub-topics provide an overview of Data Cloud's capabilities and applications.

Topic 4

Segmentation and Insights: This topic defines basic concepts of segmentation and use cases, identifies scenarios for analyzing segment membership, configuring, refining, and maintaining segments within Data Cloud, and differentiating between calculated and streaming insights.

Topic 5

Act on Data: This topic defines activations and their basic use cases, using attributes and related attributes, identifying and analyzing timing dependencies affecting the Data Cloud lifecycle. Additionally it focuses on troubleshooting common problems with activations, and using data actions, including their requirements and intended use cases.

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Salesforce Certified Data Cloud Consultant Sample Questions (Q140-Q145):

NEW QUESTION # 140
A finance company that uses Data Cloud wants to simplify how its users can view all the various channels a customer engages with Which feature should the consultant recommend to meet this requirement?

A. Create segments based on the ingested data and insights to activate in Marketing Cloud.
B. Use Data Cloud to connect with analytic tools, like Tableau.
C. Use Data Cloud to ingest data from various available data sources.
D. Use calculated insights to determine when and how to engage with various customers.

Answer: B

Explanation:
To simplify how users can view all the various channels a customer engages with, the best solution is to use Data Cloud to connect with analytic tools like Tableau . Here's why and how this works:
Understanding the Requirement
The finance company wants its users to have a consolidated view of all customer engagement channels (e.g., email, social media, website interactions, etc.). This requires:
Aggregating data from multiple sources into a unified platform.
Providing an intuitive and visual way to analyze and interpret the data.
Why Use Data Cloud with Analytic Tools like Tableau?
Data Cloud as a Centralized Data Hub :Salesforce Data Cloud aggregates data from multiple sources (e.g., CRM, Marketing Cloud, external systems) into a unified platform. This ensures that all customer engagement data is available in one place.
Tableau for Advanced Visualization :
Tableau is a powerful analytics and visualization tool that integrates seamlessly with Salesforce Data Cloud.
It allows users to create interactive dashboards and reports that provide a comprehensive view of customer engagement across all channels.
Users can drill down into specific channels, analyze trends, and gain actionable insights without needing advanced technical skills.
Simplified User Experience :By leveraging Tableau's intuitive interface, users can easily explore and understand customer engagement patterns without requiring deep knowledge of the underlying data structure.
Steps to Implement This Solution
Step 1: Ingest Data into Data Cloud
Ensure that all relevant customer engagement data (e.g., website visits, email interactions, social media activity) is ingested into Data Cloud from various sources.
Use Data Streams to bring in data from CRM, Marketing Cloud, and other external systems.
Step 2: Connect Data Cloud to Tableau
Navigate to Setup > Analytics > Tableau CRM in Salesforce.
Configure the integration between Data Cloud and Tableau to enable seamless data flow.
Step 3: Create Dashboards in Tableau
Use Tableau to build dashboards that consolidate customer engagement data from all channels.
Include visualizations such as bar charts, heatmaps, and trend lines to highlight key insights (e.g., most active channels, engagement frequency, etc.).
Step 4: Share Dashboards with Users
Publish the dashboards to Tableau Server or Tableau Online.
Provide access to the relevant users within the finance company so they can view and interact with the dashboards.
Why Not Other Options?
B). Use calculated insights to determine when and how to engage with various customers :While calculated insights are useful for understanding customer behavior, they do not provide a consolidated view of all engagement channels. This option focuses more on decision-making rather than visualization.
C). Create segments based on the ingested data and insights to activate in Marketing Cloud :Segmentation is valuable for targeting specific groups of customers, but it does not address the requirement to view all engagement channels in one place. Segments are more about grouping customers rather than providing a holistic view.
D). Use Data Cloud to ingest data from various available data sources :While ingesting data is a critical first step, it does not solve the problem of simplifying how users view engagement channels. The focus here is on data ingestion, not visualization or analysis.
Conclusion
By connecting Data Cloud with Tableau , the finance company can provide its users with a simplified and visually intuitive way to view all customer engagement channels. This approach lever

NEW QUESTION # 141
Cumulus Financial uses calculated insights to compute the total banking value per branch for its high net worth customers. In the calculated insight, "banking value" is a metric, "branch" is a dimension, and "high net worth" is a filter.
What can be included as an attribute in activation?

A. "branch" (dimension) and "banking metric)
B. "branch" (dimension)
C. "high net worth" (filter)
D. "banking value" (metric)

Answer: B

Explanation:
According to the Salesforce Data Cloud documentation, an attribute is a dimension or a measure that can be used in activation. A dimension is a categorical variable that can be used to group or filter data, such as branch, region, or product. A measure is a numerical variable that can be used to calculate metrics, such as revenue, profit, or count. A filter is a condition that can be applied to limit the data that is used in a calculated insight, such as high net worth, age range, or gender. In this question, the calculated insight uses "banking value" as a metric, which is a measure, and "branch" as a dimension. Therefore, only "branch" can be included as an attribute in activation, since it is a dimension. The other options are either measures or filters, which are not attributes. References: Data Cloud Permission Sets, Salesforce Data Cloud Exam Questions

NEW QUESTION # 142
Which consideration related to the way Data Cloud ingests CRM data is true?

A. The CRM Connector allows standard fields to stream into Data Cloud in real time.
B. The CRM Connector's synchronization times can be customized to up to 15-minute intervals.
C. CRM data cannot be manually refreshed and must wait for the next scheduled synchronization,
D. Formula fields are refreshed at regular sync intervals and are updated at the next full refresh.

Answer: A

Explanation:
The correct answer is D. The CRM Connector allows standard fields to stream into Data Cloud in real time. This means that any changes to the standard fields in the CRM data source are reflected in Data Cloud almost instantly, without waiting for the next scheduled synchronization. This feature enables Data Cloud to have the most up-to-date and accurate CRM data for segmentation and activation1.
The other options are incorrect for the following reasons:
A . CRM data can be manually refreshed at any time by clicking the Refresh button on the data stream detail page2. This option is false.
B . The CRM Connector's synchronization times can be customized to up to 60-minute intervals, not 15-minute intervals3. This option is false.
C . Formula fields are not refreshed at regular sync intervals, but only at the next full refresh4. A full refresh is a complete data ingestion process that occurs once every 24 hours or when manually triggered. This option is false.
Reference:
1: Connect and Ingest Data in Data Cloud article on Salesforce Help
2: Data Sources in Data Cloud unit on Trailhead
3: Data Cloud for Admins module on Trailhead
4: [Formula Fields in Data Cloud] unit on Trailhead
5: [Data Streams in Data Cloud] unit on Trailhead

NEW QUESTION # 143
A consultant is reviewing a recent activation using engagement-based related attributes but is not seeing any related attributes in their payload for the majority of their segment members.
Which two areas should the consultant review to help troubleshoot this issue?
Choose 2 answers

A. The correct path is selected for the related attributes.
B. The activations are referencing segments that segment on profile data rather than engagement data.
C. The activated profiles have a Unified Contact Point.
D. The related engagement events occurred within the last 90 days.

Answer: A,D

Explanation:
Engagement-based related attributes are attributes that describe the interactions of a person with an email message, such as opens, clicks, unsubscribes, etc. These attributes are stored in the Engagement data model object (DMO) and can be added to an activation to send more personalized communications. However, there are some considerations and limitations when using engagement-based related attributes, such as:
For engagement data, activation supports a 90-day lookback window. This means that only the attributes from the engagement events that occurred within the last 90 days are considered for activation. Any records outside of this window are not included in the activation payload. Therefore, the consultant should review the event time of the related engagement events and make sure they are within the lookback window.
The correct path to the related attributes must be selected for the activation. A path is a sequence of DMOs that are connected by relationships in the data model. For example, the path from Individual to Engagement is Individual -> Email -> Engagement. The path determines which related attributes are available for activation and how they are filtered. Therefore, the consultant should review the path selection and make sure it matches the desired related attributes and filters.
The other two options are not relevant for this issue. The activations can reference segments that segment on profile data rather than engagement data, as long as the activation target supports related attributes. The activated profiles do not need to have a Unified Contact Point, which is a unique identifier for a person across different data sources, to activate engagement-based related attributes. References: Add Related Attributes to an Activation, Related Attributes in Data Cloud activation have no values, Explore the Engagement Data Model Object

NEW QUESTION # 144
A consultant is preparing to implement Data Cloud.
Which ethic should the consultant adhere to regarding customer data?

A. Map sensitive data to the same DMO for ease of deletion.
B. Collect and use all of the data to create more personalized experiences.
C. Carefully consider asking for sensitive data such as age, gender, or ethnicity.
D. Allow senior leaders in the firm to access customer data for audit purposes.

Answer: C

Explanation:
When implementing Data Cloud, the consultant should adhere to ethical practices regarding customer data, particularly by carefully considering the collection and use of sensitive data such as age, gender, or ethnicity . Here's why:
Understanding Ethical Considerations
Collecting and using customer data comes with significant ethical responsibilities, especially when dealing with sensitive information.
The consultant must ensure compliance with privacy regulations (e.g., GDPR, CCPA) and uphold ethical standards to protect customer trust.
Why Carefully Consider Sensitive Data?
Privacy and Trust :
Collecting sensitive data (e.g., age, gender, ethnicity) can raise privacy concerns and erode customer trust if not handled appropriately.
Customers are increasingly aware of their data rights and expect transparency and accountability.
Regulatory Compliance :
Regulations like GDPR and CCPA impose strict requirements on the collection, storage, and use of sensitive data.
Careful consideration ensures compliance and avoids potential legal issues.
Other Options Are Less Suitable :
A . Allow senior leaders in the firm to access customer data for audit purposes : While audits are important, unrestricted access to sensitive data is unethical and violates privacy principles.
B . Collect and use all of the data to create more personalized experiences : Collecting all data without regard for sensitivity is unethical and risks violating privacy regulations.
C . Map sensitive data to the same DMO for ease of deletion : While mapping data for deletion is a good practice, it does not address the ethical considerations of collecting sensitive data in the first place.
Steps to Ensure Ethical Practices
Step 1: Evaluate Necessity
Assess whether sensitive data is truly necessary for achieving business objectives.
Step 2: Obtain Explicit Consent
If sensitive data is required, obtain explicit consent from customers and provide clear explanations of how the data will be used.
Step 3: Minimize Data Collection
Limit the collection of sensitive data to only what is essential and anonymize or pseudonymize data where possible.
Step 4: Implement Security Measures
Use encryption, access controls, and other security measures to protect sensitive data.
Conclusion
The consultant should carefully consider asking for sensitive data such as age, gender, or ethnicity to uphold ethical standards, maintain customer trust, and ensure regulatory compliance.

NEW QUESTION # 145
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