Preparing for the Salesforce Data Cloud Consultant Certification can feel challenging, especially with topics like calculated insights , identity resolution and many more advanced topics. While hands-on practice and good study materials are key, going through sample questions can make a big difference in how confident you feel on exam day.
In this blog, we’ll share Data Cloud Consultant sample questions and answers to help you understand what the exam might look like. These examples come with simple explanations to guide you through the reasoning behind each answer.
This certification is a great way to show your skills in using Salesforce Data Cloud to manage and analyze data. To help you get there, we’ve put together questions and tips to make your preparation easier. Let’s get started!
Question 1
A consultant notices that the unified individual profile is not storing the latest email address. Which action should the consultant take to troubleshoot this issue?
A. Confirm that the reconciliation rules are correctly used.
B. Check if the mapping of DLO objects is correct to Contact Point Email.
C. Remove any old email addresses from Salesforce CRM.
D. Verify and update the email address in the source systems if needed.
Answer: A
Question 2
A consultant is setting up Data Cloud for a multi-brand organization and is using data spaces to segregate its data for various brands. While starting the mapping of a data stream, the consultant notices that they cannot map the object for one of the brands. What should the consultant do to make the object available for a new data space?
A. Create a new data stream and map the second data stream to the data space.
B. Copy data from the default data space to a new DMO using the Data Copy feature and link this DMO to the new data space.
C. Create a batch transform to split data between different data spaces.
D. Navigate to the Data Space tab and select the object to be included in the new data space.
Answer: D
Question 3
Northern Trail Outfitters wants to create a segment with customers that have purchased in the last 24 hours. The segment data must be as up to date as possible. What should the consultant implement when creating the segment?
A. Use Einstein segmentation optimization to collect data from the last 24 hours.
B. Use streaming insights for near real-time segmentation results.
C. Use standard segment with a publish interval of 30 minutes.
D. Use rapid segments with a publish interval of 1 hour.
Answer: B
Question 4
A healthcare client wants to make use of identity resolution, but does not want to risk unifying profiles that may share certain personally identifying information (PII). Which matching rule criteria should a consultant recommend for the most accurate matching results?
A. Party Identification on Patient ID
B. Exact Last Name and Email
C. Email Address and Phone
D. Fuzzy First Name, Exact Last Name, and Email
Answer: A
Question 5
A consultant is integrating an Amazon S3 activated campaign with the customer’s destination system. In order for the destination system to find the metadata about the segment, which file on the S3 will contain this information for processing?
A. The .txt file
B. The .json file
C. The .csv file
D. The .zip file
Answer: B
Question 6
A consultant is discussing the benefits of Data Cloud with a customer that has multiple disjointed data sources. Which two functional areas should the consultant highlight in relation to managing customer data? (Choose 2 answers)
A. Data Harmonization
B. Unified Profiles
C. Master Data Management
D. Data Marketplace
Answer: A, B
Question 7
Which consideration related to the way Data Cloud ingests CRM data is true?
A. CRM data cannot be manually refreshed and must wait for the next scheduled synchronization.
B. The CRM Connector’s synchronization times can be customized to up to 15-minute intervals.
C. Formula fields are refreshed at regular sync intervals and are updated at the next full refresh.
D. The CRM Connector allows standard fields to stream into Data Cloud in real time.
Answer: D
Question 8
Data Cloud receives a nightly file of all ecommerce transactions from the previous day. Several segments and activations depend upon calculated insights from the updated data in order to maintain accuracy in the customer’s scheduled campaign messages. What should the consultant do to ensure the ecommerce data is ready for use for each of the scheduled activations?
A. Use Flow to trigger a change data event on the ecommerce data to refresh calculated insights and segments before the activations are scheduled to run.
B. Set a refresh schedule for the calculated insights to occur every hour.
C. Ensure the activations are set to Incremental Activation and automatically publish every hour.
D. Ensure the segments are set to Rapid Publish and set to refresh every hour.
Answer: A
Question 9
A consultant is troubleshooting a segment error. Which error message is solved by using calculated insights instead of nested segments?
A. Segment is too complex.
B. Multiple population counts are in progress.
C. Segment population count failed.
D. Segment can’t be published.
Answer: A
Question 10
A client wants to bring in loyalty data from a custom object in Salesforce CRM that contains a point balance for accrued hotel points and airline points within the same record. The client wants to split these point systems into two separate records for better tracking and processing. What should a consultant recommend in this scenario?
A. Clone the data source object.
B. Use batch transforms to create a second data lake object.
C. Create a junction object in Salesforce CRM and modify the ingestion strategy.
D. Create a data kit from the data lake object and deploy it to the same Data Cloud org.
Answer: B
Question 11
A customer has a calculated insight about lifetime value. What does the consultant need to be aware of if the calculated insight needs to be modified?
A. New dimensions can be added.
B. Existing dimensions can be removed.
C. Existing measures can be removed.
D. New measures can be added.
Answer: A
Question 12
Where is value suggestion for attributes in segmentation enabled when creating the DMO?
A. Data Mapping
B. Data Transformation
C. Segment Setup
D. Data Stream Setup
Answer: C
Question 13
The Salesforce CRM Connector is configured and the Case object data stream is set up. Subsequently, a new custom field named Business Priority is created on the Case object in Salesforce CRM. However, the new field is not available when trying to add it to the data stream. Which statement addresses the cause of this issue?
A. The Salesforce Integration User is missing Read permissions on the newly created field.
B. The Salesforce Data Loader application should be used to perform a bulk upload from a desktop.
C. Custom fields on the Case object are not supported for ingesting into Data Cloud.
D. After 24 hours when the data stream refreshes it will automatically include any new fields that were added to the Salesforce CRM.
Answer: A
Question 14
A segment fails to refresh with the error “Segment references too many data lake objects (DLOS)”. Which two troubleshooting tips should help remedy this issue? (Choose 2 answers)
A. Split the segment into smaller segments.
B. Use calculated insights in order to reduce the complexity of the segmentation query.
C. Refine segmentation criteria to limit up to five custom data model objects (DMOs).
D. Space out the segment schedules to reduce DLO load.
Answer: A, B
Question 15
A customer requests that their personal data be deleted. Which action should the consultant take to accommodate this request in Data Cloud?
A. Use a streaming API call to delete the customer’s information.
B. Use Profile Explorer to delete the customer data from Data Cloud.
C. Use Consent API to request deletion of the customer’s information.
D. Use the Data Rights Subject Request tool to request deletion of the customer’s information.
Answer: D
Question 16
If a data source does not have a field that can be designated as a primary key, what should the consultant do?
A. Use the default primary key recommended by Data Cloud.
B. Create a composite key by combining two or more source fields through a formula field.
C. Select a field as a primary key and then add a key qualifier.
D. Remove duplicates from the data source and then select a primary key.
Answer: B
Question 17
An organization wants to enable users with the ability to identify and select text attributes from a picklist of options. Which Data Cloud feature should help with this use case?
A. Value suggestion
B. Data harmonization
C. Transformation formulas
D. Global picklists
Answer: A
Question 18
Northern Trail Outfitters (NTO) is configuring an identity resolution ruleset based on Fuzzy Name and Normalized Email. What should NTO do to ensure the best email address is activated?
A. Include Contact Point Email object Is Active field as a match rule.
B. Use the source priority order in activations to make sure a contact point from the desired source is delivered to the activation target.
C. Ensure Marketing Cloud is prioritized as the first data source in the Source Priority reconciliation rule.
D. Set the default reconciliation rule to Last Updated.
Answer: B
Question 19
A Data Cloud consultant is evaluating the initial phase of the Data Cloud lifecycle for a company. Which action is essential to effectively begin the Data Cloud lifecycle?
A. Identify use cases and the required data sources and data quality.
B. Analyze and partition the data into data spaces.
C. Migrate the existing data into the Customer 360 Data Model.
D. Use calculated insights to determine the benefits of Data Cloud for this company.
Answer: A
Question 20
A company wants to include certain personalized fields in an email by including related attributes during the activation in Data Cloud. It notices that some values, such as purchased product names, do not have consistent casing in Marketing Cloud Engagement. For example, purchased product names appear as follows: Jacket, jacket, shoes, SHOES. The company wants to normalize all names to proper case and replace any null values with a default value. How should a consultant fulfill this requirement within Data Cloud?
A. Use formula fields when ingesting at the data stream level.
B. Create one batch data transform that creates a new DLO.
C. Create one batch data transform per data stream.
D. Create a streaming insight with a data action.
Answer: B
Question 21
Which functionality does Data Cloud offer to improve customer support interactions when a customer is working with an agent?
A. Predictive troubleshooting
B. Enhanced reporting tools
C. Real-time data integration
D. Automated customer service replies
Answer: C
Question 22
Northern Trail Outfitters unifies individuals in its Data Cloud instance. Which three features can a consultant use to validate the data on a unified profile? (Choose 3 answers)
A. Identity Resolution
B. Query API
C. Data Explorer
D. Profile Explorer
E. Data Actions
Answer: A, C, D
Question 23
Which tool allows users to visualize and analyze unified customer data in Data Cloud?
A. Salesforce CLI
B. Heroku
C. Tableau
D. Einstein Analytics
Answer: C
Question 24
A company stores customer data in Marketing Cloud and uses the Marketing Cloud Connector to ingest data into Data Cloud.
Where does a request for data deletion or right to be forgotten get submitted?
A. In Data Cloud settings
B. On the individual data profile in Data Cloud
C. In Marketing Cloud settings
D. through Consent API
Answer: C
Question 25
Northern Trail Outfitters asks its consultant to extract the runner profiles and activity logs from its Track My Run mobile app and load them into Data Cloud. The marketing department also indicates that they need the last 90 days of historical data and want all new and updated data as it becomes available on a go-forward basis. As best practice, which sequence of actions should the consultant use to implement this request?
A. Use bulk ingestion to first load the last 90 days of data, and also subsequently use bulk ingestion to synchronize the future data as it becomes available.
B. Use streaming ingestion to first load the last 90 days of data, and also subsequently use streaming ingestion to synchronize future data as it becomes available.
C. Use streaming ingestion to first load the last 90 days of data, and then use bulk ingestion to synchronize future data as it becomes available.
D. Use bulk ingestion to first load the last 90 days of data, and then use streaming ingestion to synchronize future data as it becomes available.
Answer: D
Question 26
What does the Source Sequence reconciliation rule do in identity resolution?
A. Identifies which data sources should be used in the process of reconciliation by prioritizing the most recently updated data source
B. Includes data from sources where the data is most frequently occurring
C. Sets the priority of specific data sources when building attributes in a unified profile, such as a first or last name
D. Identifies which individual records should be merged into a unified profile by setting a priority for specific data sources
Answer: C
Question 27
A Data Cloud Consultant is in the process of setting up data streams for a new service-based data source. When ingesting Case data, which field is recommended to be associated with the Event Time field?
A. Last Modified Date
B. Resolution Date
C. Escalation Date
D. Creation Date
Answer: A
Question 28
Cloud Kicks wants to be able to build a segment of customers who have visited its website within the previous 7 days. Which filter operator on the Engagement Date field fits this use case?
A. Is Between
B. Greater than Last Number of
C. Next Number of Days
D. Last Number of Days
Answer: D
Question 29
Which two common use cases can be addressed with Data Cloud? (Choose two.)
A. Safeguard critical business data by serving as a centralized system for backup and disaster recovery.
B. Harmonize data from multiple sources with a standardized and extendable data model.
C. Understand and act upon customer data to drive more relevant experiences.
D. Govern enterprise data lifecycle through a centralized set of policies and processes.
Answer: B, C
Question 30
Cumulus Financial uses Data Cloud to segment banking customers and activate them for direct mail via a Cloud File Storage activation. The company also wants to analyze individuals who have been in the segment within the last 2 years. Which Data Cloud component allows for this?
A. Calculated insights
B. Segment membership data model object
C. Segment exclusion
D. Nested segments
Answer: B
Question 31
What is Data Cloud’s primary value to customers?
A. To create a single source of truth for all anonymous data
B. To create personalized campaigns by listening, understanding, and acting on customer behavior
C. To connect all systems with a golden record
D. To provide a unified view of a customer and their related data
Answer: D
Question 32
A consultant wants to make sure address details from customer orders are selected as best to save to the unified profile. What should the consultant do to achieve this?
A. Select the address details on the Contact Point Address. Change the reconciliation rules for the specific address attributes to Source Priority and move the Individual DMO to the bottom.
B. Use the default reconciliation rules for Contact Point Address.
C. Select the address details on the Contact Point Address. Change the reconciliation rules for the specific address attributes to Source Priority and move the Order DMO to the top.
D. Change the default reconciliation rules for Individual to Source Priority.
Answer: C
Question 33
A retail customer wants to bring customer data from different sources and wants to take advantage of identity resolution so that it can be used in segmentation. On which entity should this be segmented for activation membership?
A. Subscriber
B. Unified Individual
C. Unified Contact
D. Individual
Answer: B
Question 34
A customer is concerned that the consolidation rate displayed in the identity resolution is quite low compared to their initial estimations. Which configuration change should a consultant consider in order to increase the consolidation rate?
A. Change reconciliation rules to MostOccurring.
B. Increase the number of matching rules.
C. Include additional attributes in the existing matching rules.
D. Reduce the number of matching rules.
Answer: B
Question 35
A consultant needs to update a field in CRM as soon as a record gets updated in the DMO. Which feature should the consultant use?
A. Rapid segments
B. Data actions
C. Streaming data transform
D. Data share target
Answer: B
Question 36
Which information is provided in a .csv file when activating to Amazon S3?
A. The manifest of origin sources within Data Cloud
B. The metadata regarding the segment definition
C. The activated data payload
D. An audit log showing the user who activated the segment and when it was activated
Answer: C
Question 37
A consultant needs to publish segment data to the Audience DMO that can be retrieved using the Query APIs. When creating the activation target, which type of target should the consultant select?
A. External Activation Target
B. Marketing Cloud
C. Marketing Cloud Personalization
D. Data Cloud
Answer: C
Question 38
Northern Trail Outfitters wants to be able to calculate each customer’s lifetime value (LTV) but also create breakdowns of the revenue sourced by website, mobile app, and retail channels. What should a consultant use to address this use case in Data Cloud?
A. Flow Orchestration
B. Nested segments
C. Metrics on metrics
D. Streaming data transform
Answer: C
Question 39
A Data Cloud customer wants to adjust their identity resolution rules to increase their accuracy of matches. Rather than matching on email address, they want to review a rule that joins their CRM Contacts with their Marketing Contacts, where both use the CRM ID as their primary key. Which two steps should the consultant take to address this new use case? (Choose 2 answers)
A. Map the primary key from the two systems to Party Identification, using CRM ID as the identification name for both.
B. Map the primary key from the two systems to Party Identification, using CRM ID as the identification name for individuals coming from the CRM, and Marketing ID as the identification name for individuals coming from the marketing platform.
C. Create a custom matching rule for an exact match on the Individual ID attribute.
D. Create a matching rule based on Party Identification that matches on CRM ID as the party identification name.
Answer: A, D
Question 40
A Data Cloud consultant tries to save a new 1-to-l relationship between the Account DMO and Contact Point Address DMO but gets an error.
What should the consultant do to fix this error?
A. Map additional fields to the Contact Point Address DMO.
B. Make sure that the total account records are high enough for Identity resolution.
C. Change the cardinality to many-to-one to accommodate multiple contacts per account.
D. Map Account to Contact Point Email and Contact Point Phone also.
Answer: C
Question 41
What should a user do to pause a segment activation with the intent of using that segment again?
A. Deactivate the segment.
B. Delete the segment.
C. Skip the activation.
D. Stop the publish schedule.
Answer: A
Question 42
Cloud Kicks plans to do a full deletion of one of its existing data streams and its underlying data lake object (DLO).
What should the consultant consider before deleting the data stream?
A. The underlying DLO can be used in a data transform.
B. The underlying DLO cannot be mapped to a data model object.
C. The data stream must be associated with a data kit.
D. The data stream can be deleted without implicitly deleting the underlying DLO.
Answer: A
Question 43
When performing segmentation or activation, which time zone is used to publish and refresh data?
A. Time zone specified on the activity at the time of creation
B. Time zone of the user creating the activity
C. Time zone of the Data Cloud Admin user
D. Time zone set by the Salesforce Data Cloud org
Answer: D
Question 44
A customer notices that their consolidation rate has recently increased. They contact the consultant to ask why.
What are two likely explanations for the increase?
Choose 2 answers
A. New data sources have been added to Data Cloud that largely overlap with the existing profiles.
B. Duplicates have been removed from source system data streams.
C. Identity resolution rules have been removed to reduce the number of matched profiles.
D. Identity resolution rules have been added to the ruleset to increase the number of matched profiles.
Answer: A,D
Question 45
Northern Trail Outfitters uses B2C Commerce and is exploring implementing Data Cloud to get a unified view of its customers and all their order transactions.
What should the consultant keep in mind with regard to historical data ingesting order data using the B2C Commerce Order Bundle?
A. The B2C Commerce Order Bundle ingests 12 months of historical data.
B. The B2C Commerce Order Bundle ingests 6 months of historical data.
C. The B2C Commerce Order Bundle does not ingest any historical data and only ingests new orders from that point on.
D. The B2C Commerce Order Bundle ingests 30 days of historical data.
Answer: C
Question 46
A user has built a segment in Data Cloud and is in the process of creating an activation. When selecting related attributes, they cannot find a specific set of attributes they know to be related to the
individual.
Which statement explains why these attributes are not available?
A. The segment is not segmenting on profile data.
B. The attributes are being used in another activation.
C. The desired attributes reside on different related paths.
D. Activations can only include 1-to-1 attributes.
Answer: C
Question 47
Cumulus Financial needs to create a composite key on an incoming data source that combines the fields Customer Region and Customer Identifier.
Which formula function should a consultant use to create a composite key when a primary key is not available in a data stream?
A. CAST
B. CONCAT
C. COALESCE
D. COMBINE
Answer: B
Question 48
A customer notices that their consolidation rate is low across their account unification. They have mapped Account to the Individual and Contact Point Email DMOs.
What should they do to increase their consolidation rate?
A. Change reconciliation rules to Most Occurring.
B. Disable the individual identity ruleset.
C. Increase the number of matching rules.
D. Update their account address details in the data source
Answer: C
Question 49
A Data Cloud consultant recently added a new data source and mapped some of the data to a new custom data model object (DMO) that they want to use for creating segments. However, they cannot view the newly created DMO when trying to create a new segment.
What is the cause of this issue?
A. Data has not yes been ingested into the DMO.
B. The new DMO is not of category Profile.
C. The new DMO does not have a relationship to the individual DMO
D. Segmentation is only supported for the Individual and Unified Individual DMOs.
Answer: B
Question 50
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 calculated insights to determine when and how to engage with various customers.
D. Use Data Cloud to ingest data from various available data sources.
Answer: D
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