Salesforce Marketing-Cloud-Personalization - Marketing Cloud Personalization Accredited Professional Exam (SP25)

Visits (Answer B):

The number of times a user visits a website or interacts with a channel.

Actions (Answer C):

Specific actions taken by the user, such as clicks, purchases, or form submissions.

These metrics reflect user interaction and engagement with the platform.

In Salesforce Personalization (formerly Interaction Studio) or other Industry-specific Marketing Cloud extensions, you can configure custom catalog dimensions (sometimes called “catalog attributes” 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 in segment 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 as breakdowns or dimension filters in certain Personalization reports 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 to exclude certain items or boost others. 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.

ï‚· IP Address: B2B Detect can identify accounts based on the visitor's IP address, often linked to a business network.

ï‚· Account Domain: It can also determine accounts by analyzing email domains or browsing activity linked to a company's domain.

ï‚· Reference: Salesforce Interaction Studio B2B Detect Configuration Guide.

ETL feeds in Interaction Studio must adhere to explicit specifications and require the CSV (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.

To prevent recommendations for products priced under $15 in a Marketing Cloud Personalization recipe, marketers should utilize the Exclusion ingredient. This powerful feature allows for fine-grained control over recommendations by specifying criteria that disqualify certain items from being suggested.  

Here's how the Exclusion ingredient works:

Defining exclusion criteria: Within the recipe, marketers can define specific criteria that exclude products from the recommendation set. In this case, the exclusion criterion would be "price less than $15."

Filtering recommendations: When the recipe generates recommendations, the Exclusion ingredient filters out any products that meet the defined criteria. This ensures that only products priced $15 or higher are included in the final recommendations.

Flexibility: Exclusions can be based on various product attributes or dimensions, providing flexibility in tailoring recommendations. This allows marketers to create highly targeted recommendations that align with campaign goals and customer preferences.  

Salesforce Marketing Cloud's SFTP (Simple File Transfer Protocol) is designed to securely transfer files between your system and Marketing Cloud. To optimize storage and security, files are retained for a specific period.

According to Salesforce documentation, files uploaded via SFTP are typically deleted after 30 days. This retention period is a standard setting and may vary based on specific configurations or agreements with Salesforce.

To confirm the exact retention period for your organization, it's recommended to:

Consult with your Salesforce Administrator: They can provide specific details about your organization's SFTP configuration and retention policies.

Review Salesforce Documentation: Refer to the official Salesforce Marketing Cloud documentation for the most up-to-date information on file retention policies and best practices.

By understanding the file retention policy, you can effectively manage your file transfers and ensure that your data is securely stored and accessed within the specified timeframe.

ï‚· Marketing Cloud Personalization polls the SFTP for new files every hour. This ensures that any uploaded data files are processed and ingested into the system in a timely manner for real-time personalization.

ï‚· Reference: Salesforce Marketing Cloud Personalization SFTP Ingestion Documentation.

A sitemap in Interaction Studio enables IS to identify key components on a website for personalization purposes, including:

Page Types (Answer A):

Classifies different types of pages (e.g., product pages, category pages).

Content Zones (Answer B):

Defines areas of the webpage where personalized content can be displayed.

Attributes (Answer C):

Captures metadata about pages and elements, such as product details or user behavior.

To enable the segment join to Journey Builder feature in Interaction Studio:

The Audience entry source event type must be configured.

This allows segments created in Interaction Studio to be synchronized with Journey Builder, triggering journeys based on segment membership.

ï‚· Server-side campaigns are configured when setting up the Interaction Studio connector for Sales and Service Clouds. This campaign type enables the integration of user interactions and data captured in these clouds for real-time personalization and engagement.

 Reference: Salesforce Interaction Studio Documentation – Connector Setup for Sales and Service Clouds.