⚡ What’s New for Account Engagement Consultants in Winter ’26?
More granular scoring categories and threshold controls to improve lead qualification models across regions and product lines.
Einstein-based recommendations for optimal send times and subject lines now appear more prominently in Engagement Studio programs.
Improved sync filters, field-level mapping options, and connected campaign reporting for multi-touch attribution dashboards.
Salesforce Certified Marketing Cloud Account Engagement Consultant
(Formerly “Pardot Consultant”)
Your practical guide to passing the exam and designing high-performing B2B marketing automation solutions with Salesforce & Account Engagement.
📊 Exam at a Glance
Exam Objectives & Weighting
1. Discovery & Assessment
17%This domain evaluates how you assess a client’s current marketing strategy, processes, and tech stack. You’ll need to gather requirements, identify gaps, and translate them into an Account Engagement solution design aligned with business KPIs.
Expect more scenario questions around evaluating lead lifecycle models, identifying poor data hygiene, and recommending changes to scoring, grading, and campaign alignment.
2. Account Engagement Administration
13%Covers core configuration: users, roles, business units, connectors, domain management, and basic security settings. You must know how to configure the Salesforce connector and sync behaviors without causing data conflicts.
Refreshed content on multi-BU strategies, sync filters, and field mapping decisions that impact reporting and sales visibility.
3. Lead Management, Scoring & Grading
20%This is core exam territory: you must design scalable lead management processes using scoring, grading, automation rules, page actions, completion actions, and segmentation rules. You’ll design qualification rules that sales teams actually trust.
Newer questions emphasize scoring categories, region-specific models, and how to align lead assignment with opportunity creation and campaign attribution.
4. Automations & Engagement Studio
20%Tests your ability to architect Engagement Studio programs, automation rules, completion actions, and dynamic lists. You must choose the right automation tool, avoid conflicts, and ensure accurate reporting.
More complex journeys combining Engagement Studio, email templates, Einstein insights and Sales Cloud tasks. Be ready to answer “which tool should you use and why?” style questions.
5. Email Marketing, Forms & Landing Pages
18%Focuses on designing email templates, forms, form handlers, and landing pages for B2B marketing. You should know when to use each feature, how to pass data correctly, and how to stay compliant with consent and preference requirements.
Scenarios around double opt-in, preference centers, and ensuring consent flows stay aligned with regional privacy laws and global email strategy.
6. Reporting, Analytics & B2B Marketing Attribution
12%Focuses on campaign influence, connected campaigns, lifecycle reports, and B2B Marketing Analytics (if enabled). You must translate executive questions into meaningful dashboards and KPIs.
Greater emphasis on multi-touch attribution and how Account Engagement data feeds into Salesforce reports and dashboards.
7. Salesforce Integration & Alignment with Sales
10%Tests your ability to align marketing and sales processes: connector setup, field mapping, sync behavior, lead assignment, and ensuring sales has the right insights (score, grade, activity history) to act quickly.
Newer scenarios around Sales Cloud + Account Engagement use cases, including sales notifications, tasks, and pipeline impact.
📝 Sample Exam Questions
💡 Test Your Knowledge (Consultant Level)
These questions are styled to match the scenario-based format you will see in the actual exam.
Question 1: Scoring & Grading Strategy
A B2B company sells two distinct product lines. Marketing wants to qualify prospects separately for each product while still keeping a single Salesforce lead record. What should the consultant recommend?
✓ Correct Answer: C) Scoring categories + targeted programs
Explanation: Scoring categories allow you to track engagement for multiple product lines on the same prospect. They also integrate with Engagement Studio programs and sales views, providing clean, product-specific qualification without duplicating records.
Question 2: Choosing the Right Automation Tool
A client wants to automatically assign prospects to a regional sales queue when they submit a “Request a Demo” form. The same action should run every time the form is completed. Which feature is the most appropriate?
✓ Correct Answer: D) Completion action on the form
Explanation: Completion actions fire every time the asset is completed. For a form-based assignment, a completion action is simpler and runs in real time, whereas automation rules run on repeating criteria and may introduce delay.
Question 3: Salesforce Sync & Field Mapping
The sales team notices that prospect grading isn’t visible on their lead layouts in Salesforce. The grading fields exist in Account Engagement but not on the lead object. What should the consultant do first?
✓ Correct Answer: C) Create and map the fields
Explanation: For data to sync, corresponding Salesforce fields must exist and be mapped in the connector settings. Once mapped and added to page layouts, grades will be visible to sales users.
Question 4: Engagement Studio Design
A nurture program should send a different email path based on whether prospects clicked a key whitepaper link in the previous email. Which Engagement Studio element should the consultant use?
✓ Correct Answer: B) Rule step – clicked link in email
Explanation: Rule steps check current criteria such as link clicks and can branch the program accordingly. This allows different follow-up emails based on specific engagement behavior.
Question 5: Reporting & Attribution
Marketing leadership wants to understand which campaigns are driving opportunities by stage and amount. They already use connected campaigns. What should the consultant recommend?
✓ Correct Answer: B) Campaign influence reporting
Explanation: When connected campaigns are configured, Salesforce campaign influence provides out-of-the-box models to analyze which campaigns contribute to pipeline and revenue.
🎯 Recommended Study Plan (4–6 Weeks)
Review the official exam guide, complete Account Engagement fundamentals trails, and practice connector setup, fields, and user roles in a sandbox or demo org.
Build scoring and grading models, configure forms and landing pages, and design Engagement Studio programs based on real buyer journeys.
Focus on connected campaigns, campaign influence, and lifecycle reports. Take practice exams and review every wrong answer to understand why it was wrong.
💡 Exam-Day Tips
You have 90 minutes for ~60 questions (about 1.5 minutes per question). If you are stuck, choose the best option, flag the question, and move on. Come back later if you have time.
The “right” answer is usually the one that scales across teams, preserves data quality, and aligns with both marketing and sales requirements – not just the quickest technical fix.
Many tricky questions hinge on understanding how Salesforce & Account Engagement sync works: field mapping, sync filters, and ownership rules.
Salesforce MC Account Engagement Consultant – FAQ
Do I need the Account Engagement Specialist certification first?
It’s not an enforced prerequisite, but it’s strongly recommended. The Specialist exam validates feature knowledge, while the Consultant exam focuses on solutions, strategy, and design.
How much hands-on experience should I have?
Salesforce recommends at least 12–18 months of experience implementing or managing Account Engagement, including building automations, forms, and reports for real B2B campaigns.
Is this exam more technical or business-focused?
It’s a mix, but primarily consulting and design-focused. You must understand the technology deeply, but the questions are framed around business goals, stakeholder requirements, and long-term strategy.
How is this different from the Marketing Cloud Engagement Consultant exam?
Account Engagement is a B2B marketing automation tool optimized for lead-based sales cycles. Marketing Cloud Engagement focuses more on B2C or large-scale, journey-based messaging across email, SMS, and mobile.