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Question 68 - Certified Marketing Cloud Account Engagement Specialist discussion

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Jim, a sales manager, just converted a lead to a contact in Salesforce, but none of the lead's Marketing Cloud Account Engagement information (score/grade) transferred over. How do you address this issue?

A.
Marketing Cloud Account Engagement only shows this information on the lead record.
Answers
A.
Marketing Cloud Account Engagement only shows this information on the lead record.
B.
Once converted, this information shows on the account record and not the contact.
Answers
B.
Once converted, this information shows on the account record and not the contact.
C.
The administrator needs to create lookup fields on the contact to see this from the lead.
Answers
C.
The administrator needs to create lookup fields on the contact to see this from the lead.
D.
The administrator needs to make sure he has mapped his lead fields to contact fields in Salesforce.
Answers
D.
The administrator needs to make sure he has mapped his lead fields to contact fields in Salesforce.
Suggested answer: D

Explanation:

According to theSalesforce documentation, the issue of none of the lead's Marketing Cloud Account Engagement information (score/grade) transferring over when Jim, a sales manager, converted a lead to a contact in Salesforce can be addressed by making sure that the administrator has mapped the lead fields to the contact fields in Salesforce. A field mapping is a feature that allows users to sync the data between Marketing Cloud Account Engagement and Salesforce fields, such as name, email, score, or grade. A field mapping can be configured by the administrator in the connector settings, and it can be customized for different objects, such as leads, contacts, or accounts. When a lead is converted to a contact in Salesforce, the Marketing Cloud Account Engagement information (score/grade) should transfer over to the contact record, as long as the lead fields and the contact fields are mapped correctly in the connector settings. If the fields are not mapped correctly, the Marketing Cloud Account Engagement information (score/grade) will not transfer over, and the contact record will not reflect the Marketing Cloud Account Engagement data. Therefore, the administrator needs to make sure that the lead fields and the contact fields are mapped correctly in the connector settings, and that the sync between Marketing Cloud Account Engagement and Salesforce is working properly. Marketing Cloud Account Engagement only showing this information on the lead record, this information showing on the account record and not the contact, or the administrator needing to create lookup fields on the contact to see this from the lead are not the correct ways to address the issue of none of the lead's Marketing Cloud Account Engagement information (score/grade) transferring over when Jim, a sales manager, converted a lead to a contact in Salesforce, as they are either inaccurate, irrelevant, or unnecessary options for the field mapping or the data sync.

Reference:Salesforce documentation

asked 23/09/2024
justen layne
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