Marketing Cloud Administrator Certification
Please refer to the Exam Guide for Marketing Cloud Administrator on Trailhead for the latest updates on the modules as there may be changes based on new releases. The below inputs are based on what I have observed as of WI20. Please do go through Email Specialist first for common areas across both of these so that you understand the basics. Like I mentioned in the main Certification post, do try to get an org for hands-on or find a mentor who can help show you some of these important features – it’s much easier to grasp the areas when you see it in action.
Trailmixes and other references
- Trailmix: Administer Marketing Cloud
- Trailhead: Marketing Cloud Admin Certification Prep: Setup and Data
- Trailhead: Marketing Cloud Admin Certification Prep: Marketing, Channels, and Maintenance
Exam Modules
Setup – 38%
This is the main module to learn for this exam and has the maximum weightage. It’s best to go through the Setup page and the review each section within Marketing Cloud
Recommended Trailhead modules and references:
- Trailhead: Marketing Cloud Setup
- Trailhead: Marketing Cloud APIs
- Trailhead: Marketing Cloud Connect
- Trailhead: Get Started with Distributed Marketing
- Trailhead: Google Analytics 360 Integration for Marketing Cloud
- Video Tutorial: Salesforce Marketing Automation
Focus Areas:
- Business Units (BU), Users, Roles and Permissions:
- learn how to set up Users in Marketing Cloud especially across BUs – remember there’s no deletion of users, only disable
- what are the standard Roles available in Marketing Cloud – learn how to set up roles and assign to users – need to know how to assign a role to a BU and impact of permissions for all users in that BU
- explore the various permissions for Email Studio users – need to know how to assign custom permissions (Allow / Deny) for various features besides the Roles assigned to a user
- how are BUs set up in Marketing Cloud (for Enterprise 2.0)
- how would you import BU and user data into Marketing Cloud
- explore how would you use subscriber filters for a BU
- Security Settings:
- learn about the various security settings in Marketing Cloud Setup and recommended values for these (pay close attention to each of the setting values and configuration options) – need to also know which are applicable through API and UI
- what is IP Whitelisting – and how is it useful
- review how Identity Verification works for Marketing Cloud user
- when would you use the Export Email Whitelist feature
- how do you enable Audit Trail logging in Marketing Cloud – and what data can you view from these logs
- File based automation workflows:
- learn where and how FTP Accounts and users are configured in Marketing cloud – especially user properties, number of FTP users allowed per BU, etc.
- how do you use Enhanced FTP in Marketing Cloud – what are the various folders available for Import and Export
- what are the various File Locations that can be configured in Marketing Cloud – Import, Export, Safehouse, external FTP locations, etc. – review when to use which location for File-based automations
- learn how the various File-based automation studio activities work – File Transfer, Import File and Data Extract – review file naming patterns and substitution strings and scenarios where they may be useful
- identify how to notify someone when an automation workflow or an activity (like Import) has completed or encountered an error
- API Integration:
- how do you install Packages in Marketing Cloud – and what are the different types of components supported
- what are the different types of API Integration – Server-to-Server, Web and Public App
- how do manage licensing for installed packages for users within BUs
- CRM Integration – Marketing Cloud Connect:
- learn how to configure Marketing Cloud Connect – especially changes that need to be done in CRM and Marketing Cloud – you’ll need to know each of the steps as there may be questions on errors encountered because a step was missed
- review contact data requirements when synching with CRM – what is the recommended values for Contact Key for synched records
- what is a Salesforce Data Extension – and how is it used for sending Tracking data back to CRM
- what is a Synchronized Data Extension – how and where do you configure Synchronized Data Sources – review filter options available when synching data from CRM to Marketing Cloud
- what are the best practices to be followed when using a Multi-Org configuration
- Setup Menu:
- review the various options available on the Setup Home page – pay attention to carousel as well
- what is the Setup Assistant used for – discover the various checklist items available on the Setup Assistant page
- how do you create and manage Encryption Keys in Marketing Cloud
- what can you configure using the Parameter Management feature
- review Marketing Cloud Account Settings
- what is BrandBuilder used for in Marketing Cloud
- Extension Products:
- learn how Web & Mobile Analytics can be used to track and analyze visitor behavior on websites and mobile apps – collect tracking code usage
- discover how Web Analytics Connector can be used to integrate with third party Analytics services – and how URL parameters can be configured for tracking
- review how to integrate Google Analytics 360 with Marketing Cloud – and what are the features enabled through the integration
- learn about Distributed Marketing – pre-requisites and what can be configured using the Distributed Marketing Administration option in App Launcher
- what is Distributed Sending – and how is it useful for organizations
Digital Marketing Proficiency – 13%
Recommended Trailhead modules and references:
- Trailhead: Follow Legal Compliance Guidelines
- Trailhead: Marketing Cloud Security
- Trailhead: Marketing Cloud Products
Focus Areas:
- Governance and Compliance:
- review CAN-SPAM and other Data Protection and privacy regulations such as GDPR, HIPAA, PIPA, etc.
- what is required for Commercial and Transactional emails to be compliant with CAN-SPAM
- Data Encryption and PII Security:
- understand what Personal Data and PII mean – what data can and cannot be used in Marketing Cloud – especially URL Link parameters
- what are the different types of encryption available in Marketing Cloud – Field Level Encryption, Transparent Data Encryption and Tokenized Sending – identify in which scenario would each of these be useful especially for personal data protection
- Marketing Cloud Products:
- review all the various Marketing Cloud studios, builders and integration packages available and what each one is used for (high level overview)
Subscriber Data Management – 18%
Recommended Trailhead modules and references:
- Trailhead: Marketing Cloud Contact Management
Focus Areas:
- Contact Model:
- what is Contact Builder – understand how Contact Model differs from the Subscriber Model when you expand to other channels besides Email Studio
- learn how to use the Data Designer in Contact Builder – how to configure Attribute Groups, and link Data Extensions to the Contact Model
- Data Quality:
- what are the various data types supported in a Data Extension (DE) – pay attention to the length or restrictions for these
- how do you set data retention policies for DEs
- learn about the Contact Delete process – where does the data get deleted from and where contact data may still be left behind
- Preference and Profile Centers:
- study what gets shown on the standard Profile Center and Subscription Center pages
- what are the unsubscribe options available in the Profile and Subscription centers
Channel Management – 16%
Recommended Trailhead modules and references:
- Trail: Develop Mobile Strategies in Marketing Cloud
- Trailhead: Set up Advertising Studio
- Trailhead: Social Studio Basics
- Trailhead: Journey Builder Basics
- Salesforce Webinar Video: Social Studio (Slides)
- Salesforce Webinar Video: Advertising Studio (Slides)
Focus Areas:
- Mobile Studio:
- learn about the 3 channel applications within Mobile Studio – Mobile Connect, Mobile Push and Group Connect
- what are Super Messages and how are they charged for Mobile messages
- what is the importance of Keywords in Mobile Connect – how do you configure Keywords in Enterprise 2.0 account
- Email Studio:
- review Subscriber Lists and Data Extensions in Email Studio – when would you use a DE vs a List – learn best practices for using both
- what type of DEs can you use for an Email Send
- what is Reply Mail Management – and how can it be configured for unsubscribes
- what is the use of Sender Authentication Package (SAP) – review how IPs and Domains are configured in SAP
- how to build ISP reputation – what is IP Warming
- how do you do domain verification and From Address Management in Email Studio
- what is Subject and Preheader Validation feature used for
- what is a Send Classification – learn about CAN-SPAM Classification, Sender and Delivery profiles
- what is Send Throttling and Pre-build Burst Sending
- understand factors that can influence deliverability and how can you improve it
- Social and Advertising Studio:
- review Social Studio features in Marketing Cloud
- pre-requisites for Social Studio
- user and workspace roles and permissions in Social Studio
- review admin settings in Social Studio
- what is Advertising Studio used for
- how do you manage Advertising Audiences
- how do you capture Leads from Facebook Ads using Advertising Studio
- Journey Builder:
- Journey Builder overview – how to create single and multi-step journeys, and use journey templates
- Entry Sources for Journey Builder – and re-entry criteria
- Journey Builder activities – Messages, Flow Control, Customer Updates and CRM (Sales and Service Cloud)
- how do you set Goals in a journey – what happens when you meet the goal? How is it linked to exit criteria for the journey
- what is the difference between Journey and Contact Data – and how to use it Decision Splits
- how is Deployment Manager useful for cross BU deployments
Maintenance – 15%
Recommended Trailhead modules and references:
- Trailhead: Marketing Cloud Trust Site
- Trailhead: Audience Segmentation
- Trailhead: Datorama for Marketing
- Trailhead: Einstein for Marketing Cloud Basics
Focus Areas:
- Data Extracts and Reports:
- what is a Send Log (for Email) – and what are the best practices for using it
- view Tracking details for an Email Send
- explore the various reporting options available in Analytics Builder for Emails
- what is the Discover Reporting Tool and various reports available
- what are Data Views – and how are they used for extracting tracking data
- review Data Extract and SQL Query activities in Automation Studio – learn how to generate Tracking Extracts
- System Availability and Monitoring:
- learn how to use the Salesforce Trust site to identify the status of the Marketing Cloud Account – use MID / DB instance
- how do you get notified about Marketing Cloud database status changes
- Additional Marketing Cloud Products:
- review high level features about Audience Studio (former DMP), Data Studio, Interaction Studio and Web Studio
- what are the main features of Audience Builder and Personalization Builder – how do you provide Email and Web Recommendations using Personalization Builder
- how is Datorama useful for analytics and reporting