⚡ What’s New for Account Engagement Specialists in Winter ’26?
Enhanced activity timelines and filters in Salesforce make it easier for Specialists to support sales teams with clear engagement context.
Expanded Einstein-powered suggestions for send times and content performance metrics within Engagement Studio and email reporting.
UI improvements across automations, forms, and lists to streamline day-to-day marketing operations and reduce configuration mistakes.
Salesforce Certified Marketing Cloud Account Engagement Specialist
(Formerly “Pardot Specialist”)
Your foundation-level certification for configuring and operating Account Engagement to run effective B2B marketing campaigns on Salesforce.
📊 Exam at a Glance
Exam Objectives & Weighting
1. Visitors & Prospects
8%Covers how visitors become prospects, cookie tracking, identifying anonymous activity, and converting inquiries into usable lead data. You should know the difference between visitor and prospect records and what information is stored where.
More emphasis on prospect activity history inside Salesforce and how that helps sales prioritize outreach.
2. Administration
11%Focuses on Account Engagement settings, users & roles, business units, connectors, and domain management. You should know how to configure the Salesforce connector, set sync behavior, and manage basic security.
Expect questions around connector settings, sync frequency, and what happens when fields or users are misconfigured.
3. Pardot Forms, Form Handlers & Landing Pages
20%One of the biggest sections. You must understand how to build forms and landing pages, when to use form handlers, and how to support progressive profiling, completion actions, and redirects.
More scenarios combining forms with completion actions for lead assignment, scoring, and integration with Salesforce campaigns.
4. Email Marketing
20%Covers list emails, templates, A/B testing, suppression lists, spam considerations, and unsubscribe/ preference center behavior. You should know how to build compliant email programs that respect consent.
More questions about opt-out vs. do-not-email, handling global vs. campaign-level unsubscribes, and safely using suppression lists.
5. Lead Management
24%The heart of Account Engagement: scoring, grading, automation rules, completion actions, page actions, segmentation rules, and assignment. You must understand how all these tools work together to qualify and route prospects to sales.
Expect more questions about choosing the right automation tool and the order in which actions fire when multiple rules are configured.
6. Automations
17%Focuses on the differences between automation rules, dynamic lists, completion actions, Engagement Studio programs, and other automated tools. You must recognize which one is best for a given use case.
More “which tool should you use?” questions and scenarios where multiple automation features overlap.
7. Reports & Analytics
10%Covers basic Account Engagement reports, email and form reports, campaign reporting, and how data flows to Salesforce. You should be able to answer questions about what report to use and where to find specific metrics.
A bit more emphasis on understanding connected campaigns and how they support sales visibility and ROI measurement.
📝 Sample Exam Questions (Specialist-Level)
💡 Check Your Readiness
These questions reflect the style and difficulty of the actual Account Engagement Specialist exam.
Question 1: Forms vs. Form Handlers
A company has an existing website form managed by their CMS team, but they want to start tracking submissions and creating prospects in Account Engagement without redesigning the page. What should the marketer configure?
✓ Correct Answer: B) Use a form handler
Explanation: Form handlers allow you to keep your existing forms and send submissions to Account Engagement. It’s the recommended approach when the marketing team doesn’t control the website form.
Question 2: List Types
A marketer wants a list that always contains all prospects with a score greater than 100, updated automatically as scores change. Which list type should they use?
✓ Correct Answer: B) Dynamic list
Explanation: Dynamic lists update automatically based on rules such as score thresholds. Static lists and segmentation rules do not continuously update in real time.
Question 3: Completion Actions
After submitting a form, prospects should be added to a specific Salesforce campaign and receive a thank-you email immediately. What is the best way to implement this?
✓ Correct Answer: C) Use completion actions on the form
Explanation: Completion actions run every time the asset is completed and are ideal for immediate actions like campaign membership and autoresponder emails.
Question 4: Email Compliance
A prospect clicks the global unsubscribe link in an email. What is the default behavior in Account Engagement?
✓ Correct Answer: B) Do-not-email is set
Explanation: Global unsubscribe sets the prospect’s do-not-email flag, which prevents most marketing emails from being sent, helping maintain compliance with email regulations.
Question 5: Connector Sync Behavior
A field is updated in Salesforce on a lead that’s already synced with a prospect. When the connector runs, which value will typically be kept in Account Engagement?
✓ Correct Answer: B) Salesforce value (by default)
Explanation: Unless configured otherwise, Salesforce is considered the system of record, and its field values overwrite the corresponding Account Engagement fields on sync.
🎯 Recommended Study Plan (3–4 Weeks)
Complete Account Engagement basics on Trailhead. Get comfortable with the app navigation, visitors vs. prospects, lists, and basic email sending.
Build forms, landing pages, and email templates in a sandbox. Practice completion actions, scoring, grading, and basic automations.
Compare automation rules, dynamic lists, and Engagement Studio. Take practice questions and read the official exam guide to reinforce weaker areas.
💡 Exam-Day Tips
This is a hands-on user exam. Know where things are in the UI and how each feature behaves by default.
Be careful with answers that claim something always or never happens unless you know it’s true from your experience or documentation.
For Specialist questions, the correct answer is often the simplest native feature – not a complex workaround or external integration.
MC Account Engagement Specialist – FAQ
Is this exam suitable for beginners?
Yes. It’s the entry-level certification for Account Engagement. Some Salesforce CRM experience and basic marketing knowledge will help, but deep consulting experience is not required.
How much hands-on experience do I need?
Salesforce recommends at least 3–6 months of hands-on use, creating emails, forms, lists, and simple automations.
What’s the difference between Specialist and Consultant?
The Specialist exam focuses on features and configuration. The Consultant exam adds strategy, discovery, and complex multi-team scenarios on top of the same product knowledge.
Does this certification expire?
Salesforce certifications require you to complete periodic maintenance modules on Trailhead. As long as you keep your maintenance up to date, the certification stays active.