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WorksheetsIdentity Resolution Quiz
Total questions: 73
Worksheet time: 49mins
A retailer wants to unify profiles using Loyalty ID which is different than the unique ID of their customers. Which object should the consultant use in identity resolution to perform exact match rules on the Loyalty ID?
Individual object
Party Identification object
Contact Identification object
Loyalty Identification object
A customer has a Master Customer table from their CRM to ingest into Data Cloud. The table contains a name and primary email address, along with other personally Identifiable information (PII). How should the fields be mapped to support identity resolution?
Create a new custom object with fields that directly match the incoming table.
Map name to the Individual object and email address to the Contact Phone Email object.
Map all fields to the Customer object.
Map all fields to the Individual object, adding a custom field for the email address.
Which two steps should a consultant take if a successfully configured Amazon S3 data stream fails to refresh with a "NO FILE FOUND" error message? Choose 2 answers.
Check if the file exists in the specified bucket location.
Check if correct permissions are configured for the Data Cloud user.
Check if the Amazon S3 data source is enabled in Data Cloud Setup.
Check if correct permissions are configured for the S3 user.
Which data model subject area defines the revenue or quantity for an opportunity by product family?
Product
Engagement
Sales Order
A Company created a segment targeting high value customers that it activates through Marketing Cloud for email communication. The company notices that the activated count is smaller than the segment count. What is a reason for this?
Marketing Cloud activations automatically suppress individuals who are unengaged and have not opened or clicked on an email in the last six months.
Marketing Cloud activations apply a frequency cap and limit the number of records that can be sent in an activation.
Data Cloud enforces the presence of Contact Point for Marketing Cloud activations. If the individual does not have a related Contact Point, it will not be activated.
Marketing Cloud activations only activate those individuals that already exist in Marketing Cloud. They do not allow activation of new records.
A Company wants to not only 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?
Flow Orchestration
Streaming data transform
Metrics on metrics
Nested segments
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?
Marketing Cloud Personalization Connector
Commerce Cloud Connector
Cloud Storage Connector
Ingestion API
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?
Change reconciliation rules to Most Occurring.
Increase the number of matching rules.
Reduce the number of matching rules.
Include additional attributes in the existing matching rules.
A Company recently started a new line of business. The new business specializes in gourmet camping food. For business reasons as well as security reasons, it's important to keep all Data Cloud data separated by brand. Which capability best supports to separate its data by brand?
Data streams for each brand
Data sources for each brand
Data spaces for each brand
Data model objects for each brand
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?
Value suggestion
Data harmonization
Transformation formulas
Global picklists
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?
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.
Set a refresh schedule for the calculated insights to occur every hour.
Ensure the segments are set to Rapid Publish and set to refresh every hour.
Ensure the activations are set to Incremental Activation and automatically publish every hour.
To import campaign members into a campaign in Salesforce CRM, a user wants to export the segment to Amazon S3. The resulting file needs to include the Salesforce CRM Campaign ID in the name. What are two ways to achieve this outcome? Choose 2 answers.
Include campaign identifier in the filename specification.
Include campaign identifier in the segment name.
Include campaign identifier in the activation name.
Hard code the campaign identifier as a new attribute in the campaign activation.
A Company is configuring an identity resolution ruleset based on Fuzzy Name and Normalized Email. What should the Company do to ensure the best email address is activated?
Set the default reconciliation rule to Last Updated.
Include Contact Point Email Object Is Active field as a match rule.
Ensure Marketing Cloud is prioritized as the first data source in the Source Priority reconciliation rule.
Use the source priority order in activations to make sure a contact point from the desired source is delivered to the activation target.
During a privacy law discussion with a customer, the customer indicates they need to honor requests for the right to be forgotten. The consultant determines that Consent API will solve this business need. Which two considerations should the consultant inform the customer about? Choose 2 answers.
Data deletion requests are submitted for Individual profiles.
Data deletion requests are processed within 1 hour.
Data deletion requests submitted to Data Cloud are passed to all connected Salesforce clouds.
Data deletion requests are reprocessed at 30, 60, and 90 days.
A customer needs to integrate in real time with Salesforce CRM. Which feature accomplishes this requirement?
Sales and Service bundle
Data actions and Lightning web components
Streaming transforms
Data model triggers
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.
Duplicates have been removed from source system data streams.
New data sources have been added to Data Cloud that largely overlap with the existing profiles.
Identity resolution rules have been removed to reduce the number of matched profiles.
Identity resolution rules have been added to the ruleset to increase the number of matched profiles.
What is Data Cloud's primary value to customers?
To provide a unified view of a customer and their related data
To connect all systems with a golden record
To create a single source of truth for all anonymous data
To create personalized campaigns by listening, understanding, and acting on customer behavior
Which configuration supports separate Amazon S3 buckets for data ingestion and activation?
Multiple S3 connectors in Data Cloud setup
Separate user credentials for data stream and activation target
Dedicated S3 data sources in activation setup
Dedicated S3 data sources in Data Cloud setup
How can a consultant modify attribute names to match a naming convention in Cloud File Storage targets?
Update field names in the data model object.
Set preferred attribute names when configuring activation.
Use a formula field to update the field name in an activation.
Update attribute names in the data stream configuration.
A Company wants to use some of its Marketing Cloud data in Data Cloud. Which engagement channel data will require custom integration?
SMS
CloudPage
Mobile push
A customer is trying to activate data from Data Cloud to an Amazon S3 Cloud File Storage Bucket. Which authentication type should the consultant recommend to connect to the S3 bucket from Data Cloud?
Use an S3 Encrypted Username and Password.
Use an S3 Access Key and Secret Key.
Use a JWT Token generated on S3.
Use an S3 Private Key Certificate
A customer has a requirement to receive a notification whenever an activation fails for a particular segment. Which feature should the consultant use to solution for this use case?
Flow
Activation alert
Report
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?
Create a data kit from the data lake object and deploy it to the same Data Cloud org.
Clone the data source object.
Create a junction object in Salesforce CRM and modify the ingestion strategy.
Use batch transforms to create a second data lake object.
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?
Ingest Data > Create Calculated Insight > Map Data to Data Model > Use in Segmentation
Ingest Data > Map Data to Data Model > Create Calculated Insight > Use in Segmentation
Create Calculated Insight > Ingest Data > Map Data to Data Model> Use in Segmentation
Create Calculated Insight > Map Data to Data Model> Ingest Data > Use in Segmentation
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.
Create a custom matching rule for an exact match on the Individual ID attribute.
Map the primary key from the two systems to Party Identification, using CRM ID as the identification name for both.
A Company wants to implement Data Cloud and has several use cases in mind. Which two use cases are considered a good fit for Data Cloud? Choose 2 answers.
To eliminate the need for separate business intelligence and IT data management tools
To use harmonized data to more accurately understand the customer and business impact
To create and orchestrate cross-channel marketing messages
To ingest and unify data from various sources to reconcile customer identity
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?
The .csv file
The json file
The .txt file
The .zip file
Which consideration related to the way Data Cloud ingests CRM data is true?
Formula fields are refreshed at regular sync intervals and are updated at the next full refresh.
CRM data cannot be manually refreshed and must wait for the next scheduled synchronization.
The CRM Connector allows standard fields to stream into Data Cloud in real time.
The CRM Connector's synchronization times can be customized to up to 15-minute intervals.
Which two troubleshooting tips should help remedy this issue? Choose 2 answers.
Refine segmentation criteria to limit up to five custom data model objects (DMOs).
Use calculated insights in order to reduce the complexity of the segmentation query.
Space out the segment schedules to reduce DLO load.
Split the segment into smaller segments.
When performing segmentation or activation, which time zone is used to publish and refresh data?
Time zone set by the Salesforce Data Cloud org
Time zone of the user creating the activity
Time zone of the Data Cloud Admin user
Time zone specified on the activity at the time of creation
Which two common use cases can be addressed with Data Cloud? Choose 2 answers.
Understand and act upon customer data to drive more relevant experiences.
Harmonize data from multiple sources with a standardized and extendable data model.
Safeguard critical business data by serving as a centralized system for backup and disaster recovery.
Govern enterprise data lifecycle through a centralized set of policies and processes.
Which permission setting should a consultant check if the custom Salesforce CRM object is not available in New Data Stream configuration?
Confirm that the Modify Object permission is enabled in the Data Cloud org.
Confirm the View All object permission is enabled in the source Salesforce CRM org.
Confirm the Ingest Object permission is enabled in the Salesforce CRM org.
Confirm the Create object permission is enabled in the Data Cloud org.
Which two requirements must be met for a calculated insight to appear in the segmentation canvas? Choose 2 answers.
The calculated insight must contain a dimension including the Individual or Unified Individual Id. Which statements are correct? Choose 2 answers.
The primary key of the segmented table must be a dimension in the calculated insight.
The metrics of the calculated insights must only contain numeric values.
The primary key of the segmented table must be a metric in the calculated insight.
A consultant is working in a customer's Data Cloud org and is asked to delete the existing identity resolution ruleset. Which two impacts should the consultant communicate as a result of this action? Choose 2 answers.
All source profile data will be removed.
All individual data will be removed.
Dependencies on data model objects will be removed.
Unified customer data associated with this ruleset will be removed.
A Company created a segment called Multiple Investments that contains individuals who have invested in two or more mutual funds. The company plans to send an email to this segment regarding a new mutual fund offering, and wants to personalize the email content with information about each customer's current mutual fund investments. How should the Data Cloud consultant configure this activation?
Choose the Multiple Investments segment, choose the Email contact point, and add related attribute Fund Type.
Include Fund Type equal to 'Mutual Fund' as a related attribute. Configure an activation based on the new segment with no additional attributes.
Include Fund Name and Fund Type by default for post processing in the target system.
Choose the Multiple Investments segment, choose the Email contact point, add related attribute Fund Name, and add related attribute filter for Fund Type equal to 'Mutual Fund'.
A consultant has an activation that is set to publish every 12 hours, but has discovered that updates to the data prior to activation are delayed by up to 24 hours. Which two areas should a consultant review to troubleshoot this issue? Choose 2 answers.
Which two dependencies prevent a data stream from being deleted? Choose 2 answers.
The underlying data lake object is used in activation.
The underlying data lake object is used in segmentation.
The underlying data lake object is used in a data transform.
The underlying data lake object is mapped to a data model object.
A user wants to be able to create a multi-dimensional metric to identify unified individual lifetime value (LTV). Which sequence of data model object (DMO) joins is necessary within the calculated Insight to enable this calculation?
Sales Order > Unified Individual
Unified Individual > Individual > Sales Order
Sales Order > Individual > Unified Individual
Unified Individual > Unified Link Individual > Sales Order
During discovery, which feature should a consultant highlight for a customer who has multiple data sources and needs to match and reconcile data about individuals into a single unified profile?
Identity Resolution
Harmonization
Data Consolidation
Data Cleansing
What does the Ignore Empty Value option do in identity resolution?
Ignores Individual object records with empty fields when running identity resolution rules
Ignores empty fields when running reconciliation rules
Ignores empty fields when running the standard match rules
Ignores empty fields when running any custom match rules
What should a user do to pause a segment activation with the intent of using that segment again?
Delete the segment.
Stop the publish schedule.
Deactivate the segment.
Skip the activation.
What should the consultant keep in mind with regard to formula field updates when using the S3 Connector?
Data Cloud will only update the formula on a go-forward basis for new records.
Data Cloud will update the formula for all records at the next incremental upsert refresh.
Data Cloud will initiate a full refresh of data from S3 and will update the formula on all records.
Data Cloud does not support formula field updates for data streams of type upsert.
What should the Company use to connect their B2C Commerce data with Data Cloud and bring two years of transactional history into Data Cloud?
Direct Sales Product entity ingestion
Direct Sales Order entity ingestion
B2C Commerce Starter Bundles
B2C Commerce Starter Bundles plus a custom extract
A Company received a Request to be Forgotten by a customer. In which two ways should a consultant use Data Cloud to honor this request? Choose 2 answers.
Use Data Explorer to locate and manually remove the Individual.
Add the Individual ID to a headerless file and use the delete from file functionality.
Delete the data from the incoming data stream and perform a full refresh.
Use the Consent API to suppress processing and delete the Individual and related records from source data streams.
A customer wants to use the transactional data from their data warehouse in Data Cloud. They are only able to export the data via an SFTP site. How should the file be brought into Data Cloud?
Ingest the file through the Cloud Storage Connector.
Manually import the file using the Data Import Wizard.
Use Salesforce's Dataloader application to perform a bulk upload from a desktop.
Ingest the file with the SFTP Connector.
A Company uses Service Cloud as its CRM and stores mobile phone, home phone, and work phone as three separate fields for its customers on the Contact record. The company plans to use Data Cloud and ingest the Contact object via the CRM Connector. What is the most efficient approach that a consultant should take when ingesting this data to ensure all the different phone numbers are properly mapped and available for use in activation?
Ingest the Contact object and then create a calculated insight to normalize the phone numbers, and then map to the Contact Point Phone data map object.
Ingest the Contact object and map the Work Phone, Mobile Phone, and Home Phone to the Contact Point Phone data map object from the Contact data stream.
Ingest the Contact object and create formula fields in the Contact data stream on the phone numbers, and then map to the Contact Point Phone data map object.
Ingest the Contact object and use streaming transforms to normalize the phone numbers from the Contact data stream into a separate Phone data lake object (DLO) that contains three rows, and then map this new DLO to the Contact Point Phone data map object.
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.
Data Marketplace
Unified Profiles
Master Data Management
Data Harmonization
Where is value suggestion for attributes in segmentation enabled when creating the DMO?
Data Stream Setup
Data Transformation
Data Mapping
Segment Setup
What does the Source Sequence reconciliation rule do in identity resolution?
Sets the priority of specific data sources when building attributes in a unified profile, such as a first or last name
Includes data from sources where the data is most frequently occurring
Identifies which individual records should be merged into a unified profile by setting a priority for specific data sources
Identifies which data sources should be used in the process of reconciliation by prioritizing the most recently updated data source
What is the result of a segmentation criteria filtering on City | Is Equal To | 'San José'?
Cities containing 'San José', 'San Jose’, 'san jose’, or 'san jose’
Cities only containing 'San Jose' or 'san jose’
What does it mean to build a trust-based, first-party data asset?
To ensure opt-in consents are collected for all email marketing as required by law
To obtain competitive data from reliable sources through interviews, surveys, and polls
To provide trusted, first-party data in the Data Cloud Marketplace that follows all compliance regulations
To provide transparency and security for data gathered from individuals who provide consent for its use and receive value in exchange
A customer requests that their personal data be deleted. Which action should the consultant take to accommodate this request in Data Cloud?
Use a streaming API call to delete the customer's information.
Use Profile Explorer to delete the customer data from Data Cloud.
Use the Data Rights Subject Request tool to request deletion of the customer's information.
Use Consent API to request deletion of the customer's information.
A Company wants to send a promotional campaign for customers that have purchased within the past 6 months. The consultant created a segment to meet this requirement. Now, the Company brings an additional requirement to suppress customers who have made purchases within the last week. What should the consultant use to remove the recent customers?
Segmentation exclude rules
Related attributes
Batch transforms
Streaming insight
A Company created a segment called High Investment Balance Customers. This is a foundational segment that includes several segmentation criteria the marketing team should consistently use. Which feature should the consultant suggest the marketing team use to ensure this consistency when creating future, more refined segments?
Package High Investment Balance Customers in a data kit.
Create new segments by cloning High Investment Balance Customers.
Create a High Investment Balance calculated insight.
Create new segments using nested segments.
A Company 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.
Add additional attributes.
Choose a segment.
Add the calculated insight in the activation.
Select contact points.
When creating a segment on an individual, what is the result of using two separate containers linked by an AND as shown below? GoodsProduct | Count | At Least | 1 Color | Is Equal To | red AND GoodsProduct | Count | At Least | 1 PrimaryProductCategory | Is Equal To | shoes
Individuals who purchased at least one of any 'red' product or purchased at least one pair of 'shoes'
Individuals who purchased at least one of any red’ product and also purchased at least one pair of ‘shoes'
Individuals who purchased at least one 'red shoes' as a single line item in a purchase
Individuals who made a purchase of at least one 'red shoes’ and nothing else
A Company 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?
Segment exclusion
Nested segments
Calculated insights
Segment membership data model object
A Company 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?
Refresh Data Stream > Calculated Insight > Identity Resolution
Identity Resolution > Refresh Data Stream > Calculated Insight
Refresh Data Stream > Identity Resolution > Calculated Insight
Calculated Insight > Refresh Data Stream > Identity Resolution
During an implementation project, a consultant completed ingestion of all data streams for their customer. Prior to segmenting and acting on that data, which additional configuration is required?
Identity Resolution
Data Mapping
Calculated Insights
Data Activation
A consultant wants to ensure that every segment managed by multiple brand teams adheres to the same set of exclusion criteria, that are updated on a monthly basis. What is the most efficient option to allow for this capability?
A Company wants to segregate Salesforce CRM Account data based on Country for its Data Cloud users. What should the consultant do to accomplish this?
Use formula fields based on the account Country field to filter incoming records.
Use the data spaces feature and applying filtering on the Account data lake object based on Country.
Use Salesforce sharing rules on the Account object to filter and segregate records based on Country.
Use streaming transforms to filter out Account data based on Country and map to separate data model objects accordingly.
A user is not seeing suggested values from newly-modeled data when building a segment. What is causing this issue?
Value suggestion is still processing and takes up to 24 hours to be available.
Value suggestion will only return results for the first 50 values of a specific attribute.
Value suggestion can only work on direct attributes and not related attributes.
Value suggestion requires Data Aware Specialist permissions at a minimum.
A Company wants to be able to track the daily transaction volume of each of its customers in real time and send out a notification as soon as it detects volume outside a customer's normal range. What should a consultant do to accommodate this request?
Use a calculated insight paired with a flow.
Use streaming data transform combined with a data action.
Use streaming data transform with a flow.
Use a streaming insight paired with a data action.
A Data Cloud consultant recently discovered that their identity resolution process is matching individuals that share email addresses or phone numbers, but are not actually the same individual. What should the consultant do to address this issue?
Modify the existing ruleset with stricter matching criteria, compare the two rulesets to review and verify the results, and then migrate to the new ruleset once approved.
Create and run a new rules fewer matching rules, compare the two rulesets to review and verify the results, and then migrate to the new ruleset once approved.
Modify the existing ruleset with stricter matching criteria, run the ruleset and review the updated results, then adjust as needed until the individuals are matching correctly.
Create and run a new ruleset with stricter matching criteria, compare the two rulesets to review and verify the results, and then migrate to the new ruleset once approved.
A customer has two Data Cloud orgs. A new configuration has been completed and tested for an Amazon S3 data stream and its mappings in one of the Data Cloud orgs. What is recommended to package and promote this configuration to the customer's second org?
Use the Salesforce CRM connector.
Package as an AppExchange application.
Create a data kit.
Use the Metadata API.
A Company is using the Marketing Cloud Starter Data Bundles to bring Marketing Cloud data into Data Cloud. What are two of the available datasets in Marketing Cloud Starter Data Bundles? Choose 2 answers.
Loyalty Management
MobileConnect
MobilePush
Personalization
A customer has a requirement to be able to view the last time each segment was published within their Data Cloud org.
Which two features should the consultant recommend to best address this requirement? Choose 2 answers.
Calculated insight
Dashboard
Report
Profile Explorer
A consultant is ingesting a list of employees from their human resources database that they want to segment on. Which data stream category should the consultant choose when ingesting this data?
Other Data
Contact Data
Engagement Data
Profile Data
A consultant wants to build a new audience in Data Cloud. Which three criteria can the consultant include when building a segment? Choose 3 answers.
Direct attributes
Streaming insights
Related attributes
Calculated Insights
Data stream attributes
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.
The related engagement events occurred within the last 90 days.
The correct path is selected for the related attributes.
The activated profiles have a Unified Contact Point.
The activations are referencing segments that segment on profile data rather than engagement data.
