Data Cloud Consultant
Data Cloud Consultant
NO.1 Northern Trail Outfitters (NTD) 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. Choose a segment.
C. Add the calculated insight in the activation.
D. Select contact points.
Answer: B,D
NO.2 A global fashion retailer operates online sales platforms across AMFR, FMFA, and APAC. the
data formats for customer, order, and product Information vary by region, and compliance
regulations require data to remain unchanged in the original data sources They also require a unified
view of customer profiles for real-time personalization and analytics.
Given these requirement, which transformation approach should the company implement to
standardise and cleanse incoming data streams?
A. Implement streaming data transformations.
B. Implement batch data transformations.
C. Transform data before ingesting into Data Cloud.
D. Use Apex to transform and cleanse data.
Answer: A
NO.3 A consultant at Northern Trail Outfitters is attempting to ingest a field from the Contact object
in Salesforce CRM that contains both yyyy-mm-dd and yyyy-mm-dd hh:mm:ss values. The target field
is set to Date datatype.
Which statement is true in this situation?
A. The target field will throw an error and store null values.
B. The target field will be able to hold both types of values.
C. The target field will only hold the time part and ignore the date part.
D. The target field will only hold the date part and ignore the time part.
Answer: D
Explanation:
* Field Data Types: Salesforce CRM's Contact object fields can store data in various formats. When
ingesting data into Salesforce Data Cloud, the target field's data type determines how the data is
processed and stored.
* Date Data Type: If the target field in Data Cloud is set to Date data type, it is designed to store date
values without time information.
* Mixed Format Values: When ingesting a field containing both date (yyyy-mm-dd) and datetime
(yyyy-mm-dd hh:mm:ss) values into a Date data type field:
The Date field will extract and store only the date part (yyyy-mm-dd), ignoring the time part
(hh:mm:ss).
* Result:
Date Values: yyyy-mm-dd values are stored as-is.
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Datetime Values: yyyy-mm-dd hh:mm:ss values are truncated to yyyy-mm-dd, and the time
component is ignored.
* Reference:
Salesforce Data Cloud Field Mapping
Salesforce Data Types
NO.4 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
Explanation:
The correct answer is B, Unified Individual. A Unified Individual is a record that represents a customer
across different data sources, created by applying identity resolution rulesets. Identity resolution
rulesets are sets of match and reconciliation rules that define how to link and merge data from
different sources based on common attributes. Data Cloud uses identity resolution rulesets to resolve
data across multiple data sources and helps you create one record for each customer, regardless of
where the data came from1. A retail customer who wants to bring customer data from different
sources and use identity resolution for segmentation should segment on the Unified Individual entity,
which contains the resolved and consolidated customer data. The other options are incorrect
because they do not represent the resolved customer data across different sources. A Subscriber is a
record that represents a customer who has opted in to receive marketing communications. A Unified
Contact is a record that represents a customer who has a relationship with a specific business unit.
An Individual is a record that represents a customer's profile data from a single data source.
Reference:
Identity Resolution Ruleset Processing Results
Consider Data Implications for Segmentation
Prepare for your Salesforce Data Cloud Consultant Credential
AI-based Identity Resolution: Linking Diverse Customer Data
NO.5 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
Explanation:
Batch transforms are a feature that allows creating new data lake objects based on existing data lake
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objects and applying transformations on them. This can be useful for splitting, merging, or reshaping
data to fit the data model or business requirements. In this case, the consultant can use batch
transforms to create a second data lake object that contains only the airline points from the original
loyalty data object. The original object can be modified to contain only the hotel points. This way, the
client can have two separate records for each point system and track and process them accordingly.
Reference: Batch Transforms, Create a Batch Transform
NO.6 A consultant is helping a beauty company ingest its profile data into Data Cloud. The
company's source data includes several fields, such as eye color, skin type, and hair color, that are
not fields in the standard Individual data model object (DMO).
What should the consultant recommend to map this data to be used for both segmentation and
identity resolution?
A. Create a custom DMO from scratch that has all fields that are needed.
B. Create a custom DMO with only the additional fields and map it to the standard Individual DMO.
C. Create custom fields on the standard Individual DMO.
D. Duplicate the standard Individual DMO and add the additional fields.
Answer: C
Explanation:
The best option to map the data to be used for both segmentation and identity resolution is to create
custom fields on the standard Individual DMO. This way, the consultant can leverage the existing
fields and functionality of the Individual DMO, such as identity resolution rulesets, calculated insights,
and data actions, while adding the additional fields that are specific to the beauty company's data1.
Creating a custom DMO from scratch or duplicating the standard Individual DMO would require more
effort and maintenance, and might not be compatible with the existing features of Data Cloud.
Creating a custom DMO with only the additional fields and mapping it to the standard Individual
DMO would create unnecessary complexity and redundancy, and might not allow the use of the
custom fields for identity resolution. Reference:
1: Data Model Objects in Data Cloud
NO.7 Which method should a consultant use when performing aggregations in windows of 15
minutes on data collected via the Interaction SDK or Mobile SDK?
A. Batch transform
B. Calculated insight
C. Streaming insight
D. Formula fields
Answer: C
Explanation:
Streaming insight is a method that allows you to perform aggregations in windows of 15 minutes on
data collected via the Interaction SDK or Mobile SDK. Streaming insight is a feature that enables you
to create real-time metrics and insights based on streaming data from various sources, such as web,
mobile, or IoT devices. Streaming insight allows you to define aggregation rules, such as count, sum,
average, min, max, or percentile, and apply them to streaming data in time windows of 15 minutes.
For example, you can use streaming insight to calculate the number of visitors, the average session
duration, or the conversion rate for your website or app in 15-minute intervals. Streaming insight also
allows you to visualize and explore the aggregated data in dashboards, charts, or tables. Reference:
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NO.9 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. Nested segments
C. Segment membership data model object
D. Calculated insights
Answer: C
Explanation:
Data Cloud allows customers to analyze the segment membership history of individuals using the
Segment Membership data model object. This object stores information about when an individual
joined or left a segment, and can be used to create reports and dashboards to track segment
performance over time. Cumulus Financial can use this object to filter individuals who have been in
the segment within the last 2 years and compare them with other metrics.
The other options are not Data Cloud components that allow for this analysis. Segment exclusion is a
feature that allows customers to remove individuals from a segment based on another segment.
Nested segments are segments that are created from other segments using logical operators.
Calculated insights are derived attributes that are created from existing data using formulas.
Reference:
Segment Membership Data Model Object
Data Cloud Reports and Dashboards
Create a Segment in Data Cloud
NO.10 A consultant needs to minimize the difference between a Data Cloud segment population and
Marketing Cloud data extension count to determine the true size of segments for campaign planning.
What should the consultant recommend to filter the segments by to accomplish this?
A. User preferences for marketing outreach
B. Geographical divisions
C. Marketing Cloud Journeys
D. Business units
Answer: B
NO.11 Northern Trail Outfitters 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
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A. To ingest and unify data from various sources to reconcile customer identity
B. To create and orchestrate cross-channel marketing messages
C. To use harmonized data to more accurately understand the customer and business impact
D. To eliminate the need for separate business intelligence and IT data management tools
Answer: A,C
Explanation:
Data Cloud is a data platform that can help customers connect, prepare, harmonize, unify, query,
analyze, and act on their data across various Salesforce and external sources. Some of the use cases
that are considered a good fit for Data Cloud are:
To ingest and unify data from various sources to reconcile customer identity. Data Cloud can help
customers bring all their data, whether streaming or batch, into Salesforce and map it to a common
data model. Data Cloud can also help customers resolve identities across different channels and
sources and create unified profiles of their customers.
To use harmonized data to more accurately understand the customer and business impact. Data
Cloud can help customers transform and cleanse their data before using it, and enrich it with
calculated insights and related attributes. Data Cloud can also help customers create segments and
audiences based on their data and activate them in any channel. Data Cloud can also help customers
use AI to predict customer behavior and outcomes.
The other two options are not use cases that are considered a good fit for Data Cloud. Data Cloud
does not provide features to create and orchestrate cross-channel marketing messages, as this is
typically handled by other Salesforce solutions such as Marketing Cloud. Data Cloud also does not
eliminate the need for separate business intelligence and IT data management tools, as it is designed
to work with them and complement their capabilities.
Reference:
Learn How Data Cloud Works
About Salesforce Data Cloud
Discover Use Cases for the Platform
Understand Common Data Analysis Use Cases
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NO.13 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. Calculated Insight > Refresh Data Stream > Identity Resolution
B. Refresh Data Stream > Calculated Insight > Identity Resolution
C. Identity Resolution > Refresh Data Stream > Calculated Insight
D. Refresh Data Stream > Identity Resolution > Calculated Insight
Answer: D
Explanation:
To ensure that freshly imported data from an Amazon S3 Bucket is ready and available to use for any
segment, the following processes should be run in this order:
Refresh Data Stream: This process updates the data lake objects in Data Cloud with the latest data
from the source system. It can be configured to run automatically or manually, depending on the
data stream settings1. Refreshing the data stream ensures that Data Cloud has the most recent and
accurate data from the Amazon S3 Bucket.
Identity Resolution: This process creates unified individual profiles by matching and consolidating
source profiles from different data streams based on the identity resolution ruleset. It runs daily by
default, but can be triggered manually as well2. Identity resolution ensures that Data Cloud has a
single view of each customer across different data sources.
Calculated Insight: This process performs calculations on data lake objects or CRM data and returns a
result as a new data object. It can be used to create metrics or measures for segmentation or analysis
purposes3. Calculated insights ensure that Data Cloud has the derived data that can be used for
personalization or activation.
Reference:
1: Configure Data Stream Refresh and Frequency - Salesforce
2: Identity Resolution Ruleset Processing Results - Salesforce
3: Calculated Insights - Salesforce
NO.14 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
Explanation:
The best option that the consultant should do to ensure the ecommerce data is ready for use for
each of the scheduled activations is 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. This
option allows the consultant to use the Flow feature of Data Cloud, which enables automation and
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orchestration of data processing tasks based on events or schedules. Flow can be used to trigger a
change data event on the ecommerce data, which is a type of event that indicates that the data has
been updated or changed. This event can then trigger the refresh of the calculated insights and
segments that depend on the ecommerce data, ensuring that they reflect the latest data. The refresh
of the calculated insights and segments can be completed before the activations are scheduled to
run, ensuring that the customer's scheduled campaign messages are accurate and relevant.
The other options are not as good as option A. Option B is incorrect because setting a refresh
schedule for the calculated insights to occur every hour may not be sufficient or efficient. The refresh
schedule may not align with the activation schedule, resulting in outdated or inconsistent data. The
refresh schedule may also consume more resources and time than necessary, as the ecommerce data
may not change every hour. Option C is incorrect because ensuring the activations are set to
Incremental Activation and automatically publish every hour may not solve the problem. Incremental
Activation is a feature that allows only the new or changed records in a segment to be activated,
reducing the activation time and size. However, this feature does not ensure that the segment data is
updated or refreshed based on the ecommerce data. The activation schedule may also not match the
ecommerce data update schedule, resulting in inaccurate or irrelevant campaign messages. Option D
is incorrect because ensuring the segments are set to Rapid Publish and set to refresh every hour may
not be optimal or effective. Rapid Publish is a feature that allows segments to be published faster by
skipping some validation steps, such as checking for duplicate records or invalid values. However, this
feature may compromise the quality or accuracy of the segment data, and may not be suitable for all
use cases. The refresh schedule may also have the same issues as option B, as it may not sync with
the ecommerce data update schedule or the activation schedule, resulting in outdated or
inconsistent data. Reference: Salesforce Data Cloud Consultant Exam Guide, Flow, Change Data
Events, Calculated Insights, Segments, [Activation]
NO.15 Northern Trail Outfitters has the following customer data to ingest into Data Cloud and use
for segmentation.
1. Propensity to purchase
2. Has active membership
3. Work email address
Which data types should the consultant use when ingesting this data?
A. Number, Text, URL
B. Percent, Boolean, Email
C. Number, Boolean, Text
D. Percent, Number, Email
Answer: C
NO.16 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
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Explanation:
* Relationship Cardinality: In Salesforce Data Cloud, defining the correct relationship cardinality
between data model objects (DMOs) is crucial for accurate data representation and integration.
* 1-to-1 Relationship Error: The error occurs because the relationship between Account DMO and
Contact Point Address DMO is set as 1-to-1, which implies that each account can only have one
contact point address.
* Solution:
Change Cardinality: Modify the relationship cardinality to many-to-one. This allows multiple contact
point addresses to be associated with a single account, reflecting real-world scenarios more
accurately.
Steps:
Go to the data model configuration in Data Cloud.
Locate the relationship between Account DMO and Contact Point Address DMO.
Change the relationship type from 1-to-1 to many-to-one.
* Benefits:
Accurate Representation: Accommodates real-world data scenarios where an account may have
multiple contact points.
Error Resolution: Resolves the error and ensures smooth data integration.
* Reference:
Salesforce Data Cloud Documentation: Relationships
Salesforce Help: Data Modeling in Data Cloud
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