Free Salesforce Marketing-Cloud-Personalization Practice Exam with Questions & Answers

In SalesforcePersonalization(formerly Interaction Studio) or other Industry-specific Marketing Cloud extensions, you can configurecustom catalog dimensions(sometimes called “catalogattributes” or “dimensional data”) for products, content, or other catalog objects. Once configured, these additional attributes become available throughout the platform for various use cases.

Below are the three core areas (from the listed options) where a business user can leverage these custom catalog dimensions,along with Salesforce documentation references:

1. Segmentation

How It Works

Custom catalog dimensions allow you to define attributes (like product color, brand, or style) and then use these attributes insegment criteria. For example, if you create a dimension called "Brand," you can build a segment of visitors who have viewed or purchased items where Brand = X.

Why This Matters

By leveraging catalog-driven segments, you can more precisely target audiences based on the items they browse or purchase.

Salesforce Reference

Salesforce Help:Segment Builder OverviewExplains how to build segments using catalog attributes (dimensions).

2. Reporting

How It Works

Custom catalog dimensions can appear asbreakdownsordimension filtersin certainPersonalizationreports and dashboards. For instance, you might see reporting that shows conversion, clicks, or revenue segmented by a custom dimension like “Category” or “Brand”.

Why This Matters

Analyzing performance metrics by these custom dimensions provides deeper insight into how different attributes perform (e.g., which brand sells best, which category has the highest click-through rate, etc.).

Salesforce Reference

Salesforce Help:Analytics and Reporting in PersonalizationIllustrates how catalog dimensions can be used in various analytics views.

3. Recipe Exclusions and Boosting

How It Works

Recipes(the rule sets and algorithms that generate personalized recommendations) can use custom dimensions toexcludecertain items orboostothers. For example, you might boost items with Sustainability = "EcoFriendly" or exclude products where Brand = "CompetitorBrand".

Why This Matters

This gives merchandisers or marketers fine-grained control over product recommendations, ensuring the right products are shown (or hidden) based on business goals and strategies.

Salesforce Reference

Salesforce Help:Recipe Builder OverviewExplains how to create and configure recipes to boost or exclude items using custom catalog dimensions.

InSalesforce Marketing Cloud Personalization(formerly Interaction Studio), you can definepage typeswithin theWeb SDKconfiguration (evergage.init(...)). Apage typehelps the system determine how to classify a given page and what data to capture. Developers often addcustom attributeswithin these page type definitions to enrich the captured context.

Below are the two primary methods (from the listed options) where a developer can pass in or define attributes:

1. isMatch (Option A)

What It Is

isMatch is a function used to determine if a particularpage typedefinition applies to the current page (based on URL, DOM elements, or other logic). It returns a boolean (true or false) to indicate whether the page matches this definition.

Passing Attributes

Inside the isMatch function, developers canaddormodifyattributes to enrich thecontextobject. For example:

isMatch: function(context) {

// Check if page matches (e.g., URL pattern)

if (window.location.pathname.includes("/product/")) {

// Add custom attributes

context.addAttributes({

productCategory: "Shoes",

productType: "Sneakers"

});

return true;

}

return false;

}

This ensures that whenever this page type’s isMatch condition is true, certain attributes are set on the context.

Salesforce Reference

Salesforce Help:Web SDK Configuration GuideExplains how to set up page types, including using isMatch to define when a page type applies and how to add custom attributes.

2. onActionEvent (Option B)

What It Is

onActionEvent is a function within a page type definition thatfireswhenever anaction event(e.g., click event, impression event) is triggered. You can use this to capture more specific or dynamic data each time an action is recorded.

Passing Attributes

Within onActionEvent, you can also manipulate the event or context to setadditional attributes. For example:

onActionEvent: function(context, event) {

// For instance, if the user clicks a particular element:

if (event.action.name === "click") {

// Add or override attributes for this event

event.attributes = {

event.attributes,

clickedElementID: event.target.id

};

}

}

This approach is particularly useful for capturing data specific touser interactions(clicks, hovers, form submissions, etc.).

Salesforce Reference

Salesforce Help:Handling Action Events in the Web SDKDescribes how onActionEvent can be used to modify event data, including adding custom attributes.

The three primary areas of data stored in Marketing Cloud Personalization are:

Shadow Catalog Information (Answer A):

Represents the product or content catalog used for personalization and recommendations.

User Behaviors (Answer B):

Tracks user actions such as visits, clicks, and purchases for behavior-based personalization.

Operational Information (Answer E):

Stores system settings, rules, and configurations necessary to support personalization and campaign management.

References:

Salesforce Marketing Cloud Documentation - Data Architecture

In an open-time email campaign, Marketing Cloud Personalization uses:

Recipe (Answer A):

Drives dynamic recommendations such as personalized product or content suggestions.

Promotion (Answer D):

Dynamically delivers personalized offers or discounts based on user attributes and behavior.

ETL feeds inInteraction Studiomust adhere to explicit specifications and require theCSV (Comma-Separated Values)file format.

This format is widely used due to its simplicity and compatibility with most systems.

The ETL process ingests data such as catalog updates or behavioral information via CSV files.

References:

Salesforce Interaction Studio Documentation - ETL File Specifications

TheGoal Comparison Reportallows you to compare the completion rates of two objectives based on filters. This report helps in understanding the relative performance of different goals under the same conditions.

Reference: Salesforce Interaction Studio Reports Guide.

TheVisual Editorin Interaction Studio allows business users to create and edit campaigns directly on their website using a simple overlay interface.

This feature enables non-technical users to manage personalization and campaigns without needing coding skills.

Reference: Salesforce Interaction Studio Documentation – Visual Editor Overview.

Interaction Studio (now branded asMarketing Cloud Personalization) supportsA/B testingthrough specific features. Below is a detailed breakdown:

1. Campaigns

Campaignsin Interaction Studio are the central component for personalizing experiences and are inherently designed to support A/B testing. You can test different campaign variations (content, offers, or design) to understand what resonates best with your audience.

How to perform A/B Testing in Campaigns:

Navigate to theCampaignstab within Interaction Studio.

Create or select a campaign you wish to test.

Define multiple variants (A, B, etc.) by tweaking the content, layout, or rules for each.

Set up test parameters such as traffic distribution (e.g., 50% audience for A, 50% for B).

Launch the campaign and monitor performance through reports/metrics like click-through rate (CTR) and conversions.

Documentation Reference:Salesforce Documentation on Campaigns.

2. Templates

Templatesare pre-defined content structures in Interaction Studio used for personalized experiences. These templates also support A/B testing, allowing marketers to assess variations in presentation, design, or content to maximize impact.

How to perform A/B Testing in Templates:

Select or create a new template under theTemplatessection.

Customize template versions for A/B testing (e.g., variation in banners, headlines, or product placements).

Pair templates with a campaign to distribute the audience for testing.

Analyze test results and iterate based on performance metrics.

Documentation Reference:Salesforce Documentation on Templates.

Why Other Options Are Not Correct:

C. Segments:

Segments are used to define audience groups for targeting but do not inherently support A/B testing functionality. Segments are more about grouping audiences based on behaviors, demographics, or attributes rather than testing variations.

InInteraction Studio, open-time email campaigns can dynamically personalize content for users at the moment they open an email. The two features utilized in open-time emails are:

Promotion (Answer A):

Promotions allow marketers to deliver dynamic offers or messages to users. At open time, these promotions adapt based on the recipient's real-time behavior and attributes.

Use Case: Displaying a promotion for a sale or an offer personalized to the user's recent activities.

Recipe (Answer D):

Recipes drive dynamic content recommendations, such as product suggestions or personalized content blocks, in the email. Recipes dynamically adjust based on user preferences or real-time context at the time of email open.

Use Case: Recommending products based on recent browsing history or purchase behavior.

References:

Salesforce Interaction Studio Documentation - Open-Time Email Personalization

Einstein Content Recommendationis a global template in Interaction Studio that can be customized to provide dynamic and trending blog recommendations on the homepage.

Reference: Salesforce Interaction Studio Einstein Recommendations Guide.