This is in continuation to my Marketing Cloud Consultant Certification blog series and we will discuss “Account Configuration” section here.
The Previous Blog is Marketing Cloud Consultant Certification – Marketing Cloud Connect
If we look at the salesforce certification study guide , Account Configuration has 4 topics with 10% weight.
Account Configuration Topics:
- Given a customer scenario, recommend the appropriate Marketing Cloud role based on User Stories.
- Understand Roles and Permissions in Marketing Cloud
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- User Roles – Permissions stay with the user regardless of business unit
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- Business Unit Roles – Any user working in a business unit acquires the role and permissions of the business unit
- Individual Role – An individual specifically receives assigned permissions
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- If there is a requirement to give certain permission to some users without creating a custom role, assign a role with least privileges and then enable specific permissions for the user
- Don’t give Admin privileges to users unnecessarily
- when you assign multiple roles to an user, the least permission based on the roles gets applied to the user
- When you assign a role to a Business Unit,
- The role gets assigned to all the users in that Business Unit
- The least permission or restricted permission is applied based on user role and business unit role.
- Understand Roles and Permissions in Marketing Cloud
- Determine which type of customer scenario warrants the creation of a business unit (I.e. publication types, demographic, workflow processes, organizational structure).
- Business Units
- can be used to replicate your organization structure based on
- Departments
- Geography
- Brands
- are created when you need to control data sharing or visibility between different groups
- are created when you have multiple brands and chose to have unique branding (ex: Link wrapping for cloud page URL’s, link URL’s, image URL’s etc via SAP) per Brand / Business Unit
- can share data between different Business Units (Shared Folders)
- can have a subscriber filter for All Subscribers, so that users can see only their subscribers within All Subscribers list
- can be configured so that subscribers can opt out either from a single Business Unit or from All Business Units
- can be created to connect with multiple Salesforce orgs (one per BU using Multi-Org Connector)
- can be used to replicate your organization structure based on
- Business Units
- Given a scenario, troubleshoot issues regarding Reply Mail Management.
- Reply Mail Management
- is part of SAP and processes the replies received for your email communications
- should be enabled in an org to use it. Initial configuration is done by SFMC Team during SAP configuration.
- can be configured to route reply for an email send to a specific email address
- can filter out of office replies and auto replies and delete them
- can process unsubscribe requests which are sent via email. it should have one of the unsubscribe terms mentioned by Marketing Cloud
- can use AMPScript to dynamically populate custom reply email address within a sender profile
- Reply Mail Management
- Analyze the impact of applying Sender Authentication Package (SAP) to a business unit (I.e. link wrapping, Landing Pages, image URLs).
- SAP consist of following
- Private Domain (typically a sub domain in email.domainname.com format)
- Account Branding
- Link wrapping for cloud pages, image url’s, link url’s etc
- Brand Builder
- Dedicated IP Address
- SFMC allocates a unique IP address for you
- This needs IP warming
- Reply Mail Management (refer above section)
- Refer to section 2 in Marketing Cloud Consultant Certification – Discovery to know more about SAP & Business Units.
- SAP consist of following
Feel free to reach out to me if you have any specific questions.
Next blog is Marketing Cloud Consultant Certification – Reporting