DC S1

Segmentation and Insights
Exam - BD, GPT - BD.

3 of 60. Which two requirements must be met for a calculated insight to appear in the segmentation canvas? Choose 2 answers

• A. The primary key of the segmented table must be a metric in the calculated insight.

• B. The primary key of the segmented table must be a dimension in the calculated insight.

• C. The metrics of the calculated insights must only contain numeric values.

• D. The calculated insight must contain a dimension including the Individual or Unified Individual Id."

Answer explanation

For a calculated insight to appear in the segmentation canvas within Salesforce Data Cloud, it's essential that the insight contains at least one dimension that relates back to the individual level of data granularity. This allows for meaningful segmentation of individuals based on the calculated insight. Including the Individual or Unified Individual Id as a dimension is key because it ties the calculation back to a unique entity, allowing for accurate and actionable segmentation.

Option B is correct because, in the context of calculated insights, a primary key from the segmented table must be used as a dimension to ensure that the insights can be properly attributed to the correct segments of data.

Option D is also correct because including the Individual or Unified Individual Id as a dimension ensures that each calculated insight can be associated with a unique identifier, which is critical for individual-level analysis and segmentation.

Option A is incorrect because the primary key of the segmented table typically acts as a unique identifier for records and is not used as a metric. Metrics are quantitative measurements, whereas a primary key is a unique identifier used to distinguish individual records.

Option C is incorrect because calculated insights can contain both numeric and non-numeric values. Dimensions are typically non-numeric and used to describe data, while metrics are numeric and used to measure it. A calculated insight can contain both to provide a comprehensive view of the data.

Both C. Data Ingestion and Modeling

"18 of 60. What does it mean to build a trust-based, first-party data asset?

• A. To obtain competitive data from reliable sources through interviews, surveys, and polls

• B. To provide trusted, first-party data in the Data Cloud Marketplace that follows all compliance regulations

• C. To provide transparency and security for data gathered from individuals who provide consent for its use and receive value in exchange

• D. To ensure opt-in consents are collected for all email marketing as required by law"

Answer explanation

2. The correct answer is C. "To provide transparency and security for data gathered from individuals who provide consent for its use and receive value in exchange".

Building a trust-based, first-party data asset means ensuring that data collection is transparent and secure. Individuals must be informed about how their data will be used and should provide consent, understanding that they will receive some form of value in exchange, whether that's improved services, personalized experiences, or other benefits. It's about creating a fair value exchange and ensuring privacy and ethical use of data.

Option B may seem correct, but the focus of the question is on the nature of the trust-based relationship with individuals rather than compliance regulations which is more of a by-product of that trust.

Option D is also related to trust and consent but is too narrow in focus since it only addresses email marketing consent, not the broader concept of building a data asset.

Option A is incorrect because it only talks about methods of obtaining data and does not necessarily imply a trust-based approach or adherence to security and transparency.

Data Ingestion and Modeling. Both D

19 of 60. Northern Trail Outfitters uploads new customer data to an Amazon S3 Bucket on a daily basis to be ingested in Data Cloud.

In what order should each process be run to ensure that freshly imported data is ready and available to use for any segment?

• A. Identity Resolution > Refresh Data Stream > Calculated Insight

• B. Calculated Insight > Refresh Data Stream > Identity Resolution

• C. Refresh Data Stream > Calculated Insight > Identity Resolution

• D. Refresh Data Stream > Identity Resolution > Calculated Insight"

Answer explanation

2. The correct answer is D. "Refresh Data Stream > Identity Resolution > Calculated Insight".

The logical sequence for making sure that new customer data is ready for segmentation is to first refresh the data stream to bring the new data into the system. Following this, identity resolution should be performed to ensure that new and existing data is properly matched and merged, maintaining the uniqueness of customer identities across different records. Finally, once the data is organized and identities are resolved, calculated insights can be generated to analyze and segment the customer data effectively.

Option A is incorrect because identity resolution cannot happen before the data stream is refreshed with the new data. Option B is incorrect because calculated insights would require the fresh data and resolved identities to be meaningful. Option C is incorrect as identity resolution is typically required before calculated insights can be generated, to ensure that the data reflects unique customer identities.

Segmentation and Insights

Both C

22 of 60. 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. Segment exclusion
  

• B. Calculated insights
  

• C. Segment membership data model object
  

• D. Nested segments"

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Answer explanation

2. The correct answer is C. "Segment membership data model object".

To analyze individuals who have been in a segment within the last two years, a company would require a data model object that tracks membership history. The segment membership data model object is designed to log the historical information about which segments an individual has been part of. This allows for retrospective analysis of segment population changes over time.

Option A, "Segment exclusion," is incorrect because this is used to remove specific individuals from a segment rather than to analyze historical segment membership.

Option B, "Calculated insights," while useful for analysis, doesn't specifically track historical membership of segments over time.

Option D, "Nested segments," refers to segments created within other segments but does not inherently track historical data about segment membership.

Data Cloud Setup and Administration

Exam - AB, GPT - BD

!!!28 of 60. Which two dependencies need to be removed prior to disconnecting a data source? Choose 2 answers

• A. Data stream

• B. Segment

• C. Activation target

• D. Activation"

Answer explanation

2. The correct answers are B. "Segment" and D. "Activation".

When disconnecting a data source in Salesforce Data Cloud, it is necessary to remove dependencies that rely on the data being available. Segments must be deleted or disconnected from the data source because they are dependent on the data for defining a group of records. Activations should also be removed because they are processes or campaigns that use the data to reach out to customers or for other engagement purposes. If these dependencies are not removed, there could be failures or inconsistencies because they expect the data source to be present.

Option A, "Data stream", is incorrect because a data stream is a method or process by which data enters the system, not a dependency that needs to be removed before disconnecting a source.

Option C, "Activation target", is also incorrect as it typically refers to the destination or endpoint for activation, not a dependency of the data source itself.

Both D. Data Ingestion and Modeling

29 of 60. A customer wants to create segments of users based on their Customer Lifetime Value. However, the source data that will be brought into Data Cloud does not include that key performance indicator (KPI).

Which sequence of steps should the consultant follow to achieve this requirement?

• A. Create Calculated Insight > Ingest Data > Map Data to Data Model > Use in Segmentation

• B. Create Calculated Insight > Map Data to Data Model > Ingest Data > Use in Segmentation

• C. Ingest Data > Create Calculated Insight > Map Data to Data Model > Use in Segmentation

• D. Ingest Data > Map Data to Data Model > Create Calculated Insight > Use in Segmentation"

Answer explanation

2. The correct sequence of steps is D. "Ingest Data > Map Data to Data Model > Create Calculated Insight > Use in Segmentation".

The first step in the process should be to ingest the data into Data Cloud. Once the data is ingested, the next step is to map it to the data model to ensure that all the data fields are correctly aligned with the Data Cloud's schema. After the data is properly structured within the model, a calculated insight can be created to determine the Customer Lifetime Value (CLV), which isn't directly included in the ingested data. With the CLV calculated, the final step is to use this insight for segmentation purposes.

Options A and B are incorrect because they suggest creating a calculated insight before the data is ingested and mapped, which is not possible since the calculation depends on the data being present and correctly structured in the Data Cloud.

Option C is incorrect because it suggests creating a calculated insight immediately after ingestion, without mapping the data to the data model, which would potentially result in an inaccurate calculation due to misalignment in the data structure.

Act on Data

Both BC

4 of 60. Northern Trail Outfitters (NTO) creates a calculated insight to compute recency, frequency, monetary (RFM) scores on its unified individuals. NTO then creates a segment based on these scores that it activates to a Marketing Cloud activation target.

Which two actions are required when configuring the activation?

Choose 2 answers

• A. Add additional attributes.
  

• B. Select contact points.
  

• C. Choose a segment.
  

• D. Add the calculated insight in the activation."

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Exam B, GPT B or C

Data Cloud Setup and Administration

"5 of 60. Which permission setting should a consultant check if the custom Salesforce CRM object is not available in New Data Stream configuration?

• A. Confirm the Create Object permission is enabled in the Data Cloud org.

• B. Confirm the View All object permission is enabled in the source Salesforce CRM org.
  

• C. Confirm the Ingest Object permission is enabled in the Salesforce CRM org.
  

• D. Confirm that the Modify Object permission is enabled in the Data Cloud org."

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Answer explanation

2. The correct answers are B. "Confirm the View All object permission is enabled in the source Salesforce CRM org." and C. "Confirm the Ingest Object permission is enabled in the Salesforce CRM org."

To ensure that a custom Salesforce CRM object is available for selection during new Data Stream configuration, the consultant should ensure that the necessary permissions are set in the Salesforce CRM organization from which the data is being ingested. This typically includes permissions to view all records of the object (if the consultant's goal is to include all records in the stream), and specifically the permission to ingest the object, which means moving or copying the data from the CRM into the Data Cloud.

Option A is incorrect because the 'Create Object' permission in the Data Cloud org would not impact the visibility or availability of CRM objects in the Data Stream configuration.

Option D is incorrect because modifying the object in the Data Cloud org is not related to the initial availability of the object for data stream configuration.

Data Cloud Setup and Administration

Exam A, GPT D

6 of 60. What is the first step to set up and configure a Data Cloud instance after it has been provisioned?

• A. Enable the Data Cloud Admin permission set to the relevant Salesforce CRM user.
  

• B. Connect to the Salesforce CRM org that Data Cloud is provisioned in.
  

• C. Connect to the Marketing Cloud Account that Data Cloud is provisioned in.
  

• D. Complete the Salesforce Data Cloud "Get Started" process."

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Answer explanation

2. The correct answer is D. "Complete the Salesforce Data Cloud 'Get Started' process."

When setting up and configuring a new instance of Salesforce Data Cloud, the first step is typically to go through the initial setup process or wizard, often referred to as "Get Started." This process is designed to guide users through the foundational setup steps and ensure that all necessary configurations are in place for the Data Cloud to function correctly.

Option A is not the first step because assigning permission sets would come after the initial setup process to allow the relevant users to perform their roles within the newly configured Data Cloud environment.

Options B and C involve connecting to other Salesforce environments (CRM or Marketing Cloud), which would likely come after the initial "Get Started" process has been completed and would be part of the further integration and configuration steps.

Data Ingestion and Modeling Both D

7 of 60. What should an organization use to stream inventory levels from an inventory management system into Data Cloud in a fast and scalable, near-real-time way?

• A. Commerce Cloud Connector
  

• B. Cloud Storage Connector
  

• C. Marketing Cloud Personalization Connector
  

• D. Ingestion API"

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Answer explanation

2. The correct answer is D. "Ingestion API".

The Ingestion API is specifically designed to allow organizations to ingest data into Salesforce Data Cloud in a fast, scalable, and near-real-time manner. This API can handle continuous streaming of data, like inventory levels, from an external system into the Data Cloud, making it an ideal choice for the requirement mentioned.

Option A, "Commerce Cloud Connector," is not the correct choice as it is typically used to connect Salesforce Commerce Cloud with other platforms for commerce-related activities, not for streaming data in real-time.

Option B, "Cloud Storage Connector," is typically used for ingesting data from cloud storage solutions, but it may not support the near-real-time requirement.

Option C, "Marketing Cloud Personalization Connector," is used to personalize marketing efforts based on data in Salesforce Marketing Cloud and is not suitable for streaming inventory levels.