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Salesforce CDP Accredited Professional Exam Guide

The Salesforce CDP Accredited Professional is designed for consultants who have experience implementing and consulting on Customer Data Platforms in a customer-facing role. This exam is for individuals who want to demonstrate their skills and knowledge in designing, configuring, building, and implementing Salesforce CDP, using the declarative customization capabilities of Salesforce CDP.

1. About the Salesforce CDP Accredited Professional Exam

  • Content: 50 multiple-choice/multi-select questions
  • Time Allotted: 75 minutes
  • Passing Score: 68% (34 out of 50 questions)
  • Registration Fee: $150 plus applicable taxes
  • Retake Exam Fee: $150 plus applicable taxes
  • Prerequisites: None

2. Exam Outline

TopicsWeightingQuestions
Solution Overview10%5
Setup & Administration14%7
Data Ingestion & Modeling24%12
Identity Resolution11%6
Segmentation22%11
Activation13%6
API & Integrations6%3

3. Salesforce CDP Exam Study Course

Accredited Professional Exam curriculum is available on Salesforce Partner Learning Camp. Please refer to Accredited Professional Partner Community Page for details.

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4. Important Topics for Salesforce CDP Accredited Professional Exam

4.1 Solution Overview 10% (5 Questions)

  • A customer data platform (CDP) is a place where a company collects and stores data about its customers. 
  • With Customer Data Platform you can:
    • Create unified customer profiles across all touch points by connecting identities, engagement data, customer orders, loyalty, and marketing journeys.
    • Build smarter audience segments using insights and filtering capabilities.
    • Activate data from anywhere across your organization.
    • Capture and unify data from anywhere with a high-scale data ingestion service.
    • Analyze your data using tools like Tableau or Marketing Cloud Intelligence.
  • Customer 360 Data Model is Customer Data Platform’s standard data model 
  • Customer 360 Data Model Terminology
    • Subject Area – A term used to group similar data objects to aid in data modeling
    • Data Stream – A data source brought into Customer Data Platform
    • Data Model Object (DMO) – A grouping of data (made up of attributes) that are created from data streams, insights, and other sources
    • Attribute – A specific piece of data found in a DMO
    • Foreign Key – A common link found between data sources that builds data relationships
  • CDP Capabilities
    • Ingestion – Consume or activate data to any cloud and any application
    • Identity – Connect, match and resolve customer data
    • Segmentation and Activation – Create smart segments and activate anywhere
    • Insights – Embed your data with intelligence and make it available to analytics systems

4.2 Setup & Administration 14% (7 Questions)

  • Customer Data Platform for Admins
  • CDP Implementation preparation steps
    • Identify project stakeholders.
    • Identify data sources and integrations.
    • Understand system requirements.
    • Identify Customer Data Platform users.
    • Document all business requirements.
  • CDP Permission Sets
    • Customer Data Platform admin – Responsible for the setup of the application
    • Customer Data Platform marketing manager – Manages the overall segmentation strategy and identifies the target campaigns
    • Customer Data Platform marketing specialist – Creates, manages, and publishes segments of the messaging campaigns the marketing manager identifies.
    • Customer Data Platform data aware specialist – They create and manage data streams, map data, and build calculated insights to be used in segmentation. 
  • Starter data bundles are pre-modeled standardized data sets and are available for Marketing Cloud Email Studio, MobileConnect, and MobilePush.
  • Sharing rules can be used on Salesforce CDP to control access
  • Sharing rules can be applied to the following CDP objects:
    • Data Stream
    • Calculated Insights
    • Segment
    • Activation Target
    • Activation
  • CDP setup process steps order
    1. Configure Admin user
    2. Provision CDP
    3. Create profiles and configure additional users
    4. Connect to relevant Salesforce Clouds

4.3 Data Ingestion & Modeling 24% (12 Questions)

  • Marketing Cloud Connect user requirements
    • Must have only two roles assigned: Administrator and Marketing Cloud Administrator.
    • Must have the Enterprise business unit (top level) assigned as default.
    • Must have access assigned to any other child business unit from which data needs to be ingested.
  • MC Connect connection is established at the account level (Enterprise Business Unit)
  • Marketing Cloud supports one-to-one (1:1) and one-to-many (1:M) connections with CDP. 
  • Connections from multiple Marketing Cloud accounts to a single CDP instance (M:1) are not supported.
  • CRM orgs connectable by the Salesforce CRM connector
    • Home Org – Org where CDP is installed
    • External Org – Orgs that are external to the org where CDP is installed
    • Sandbox Org – Sandbox CRM orgs that are external to the org where CDP is installed
  • CDP and Loyalty Management must be installed within the same org to support Activation to Loyalty Management.
  • Salesforce CRM supports 1:1, 1:M, and M:1 connections with CDP.
  • Prerequisites for the B2C Commerce Cloud Connector configuration 
    • The B2C Commerce instance should be implemented and owned by a customer.
    • Commerce Einstein must be activated in order for data to flow from B2C Commerce to CDP.
    • The user configuring the connection needs to have access to B2C Commerce Business Manager.
  • B2C Commerce supports 1:1, 1:M, and M:1 connections with CDP.
  • Non-production B2C Commerce instances (dev, testing, sandbox) are not currently supported.
  • Marketing Cloud Personalization Connector prerequisites
    • The user configuring the connection needs to have Admin permission in Marketing Cloud Personalization.
    • CDP Gear has to be enabled in the Marketing Cloud Personalization dataset(s) that are to be connected.
    • All user attributes should be defined in your Marketing Cloud Personalization dataset.
  • Marketing Cloud Personalization supports 1:1 and M:1 dataset connections with CDP.
  • Steps to configure the data stream
  • Select data source
  • Select source object (dataset)
    1. Define data stream properties
    2. Confirm data source object schema
    3. Apply necessary row-level transforms
    4. Configure updates to data source object
    5. Apply necessary row level transforms
    6. Configure updates to data source objects
  • The data stream with the Engagement Category has a limit of 2000 unique dates at the date granularity per single ingestion.
  • If the Refresh Mode is set to Full Refresh, Marketing Cloud only exports the data set on a daily (24 hours) cadence.  
  • Marketing Cloud starter data bundles – Provides access to the messaging and engagement data, including campaign and journey details, and message template metadata.
    • Email Studio – Includes engagement events, including opens, clicks, bounces, complaints, unsubscribes, Einstein Engagement Scores, campaigns, journeys, and enterprise profile attributes
    • MobilePush – Includes engagement events, such as sends, opens, displays, undelivers, geofence entries and exits, Einstein Engagement Scores, campaigns, journeys, push message template metadata, and contact point (app).
    • MobileConnect – Includes engagement events such as sends, delivers, undelivers, opt-ins, and opt-outs, campaigns, journeys, SMS message template metadata, and the contact point (phone).
  • The Full Refresh option can only be used for a data set with 50 million records or less. For larger groups, use one of the delta extract options.
  • There are two options for Refresh Mode: Upsert and Full Refresh.
  • Last 90 days of the data will be exported and ingested into CDP for the initial historical load.
  • The initial extraction of historical data from Marketing Cloud may take up to 24 hours.
  • If the wrong Data Extract option is selected during initial setup, it can’t be changed post creation. 
  • The starter data bundle can not be ingested multiple times.  
  • Access to the objects and fields, must be explicitly granted via the Salesforce CDP Salesforce Connector Integration permission set. Failing to do this results in an Insufficient Permissions error message.
  • During data stream configuration, Field Name and Field API Name of the CRM object field can be updated at the schema review step.
  • Data and Identity in Customer Data Platform
  • Customer 360 Data Model Components
    • Subject Area (A Business Goal)
    • Data Model Object, also called DMOs (Groups of Data)
    • Attributes (Data About Your Contacts)
  • Customer Data Platform, the system can only unify profiles if they are mapped correctly to the individual object and one other element: a contact point object or a party identifier object
  • Individual Object – All the personal information you know about your customer.
  • Contact Point Objects – Contact points (things like email, phone, address, device, and social) all have associated objects that can be used for identity resolution.
  • Party Identification Object –  Party identifier matching allows you to use your own customer-supplied identifiers.

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