Salesforce Related Exams
Marketing-Cloud-Account-Engagement-Consultant Exam
LenoxSoft has very specific lead qualification criteria that must be met before assigning prospects to a sales rep:
• The prospects must be located in Georgia or Florida.
• The prospects must submit their "Request a Demo" form.
When this criteria is met, they want to automatically assign the prospects to a sales rep. "State" is a required field on the "Request a Demo" form.
How should LenoxSoft automate assigning these leads?
LenoxSoft has a large database of leads and contacts in Salesforce. These leads and contacts contain information stored in custom fields. They have not imported these leads or contacts into Marketing Cloud Account Engagement or set up any custom fields in Marketing Cloud Account Engagement.
What should their first step in Marketing Cloud Account Engagement?
Lenoxsoft currently has prospect data in another email-sending platform, and they want to migrate it over to Marketing Cloud Account Engagement. The system has a list of mailable prospects and a list of unmailable prospects who unsubscribed/opted-out that do NOT exist in Salesforce. The marketing team wants to make sure that they stay complaint with the permission-based Marketing Policy while maintaining their database of unsubscribed/opted out prospects when they migrate this data over to Marketing Cloud Account Engagement. How should the data be imported?