A service organization has a long lifecycle for customers that start as a lead and move through opportunity to active and former customer states. The organization wants to use Sales Cloud and Marketing Cloud as their core customer engagement platforms.
Which two considerations should a Solution Architect keep in mind when setting up this multi-cloud use case? Choose 2 answers
A . Set up the contact object with a specific record type ‘Lead’ that mimics the standard lead object to prevent the duplicate contact from being created in Marketing Cloud.
B . Allow both the lead record to generate a contact in Marketing Cloud and the contact record to generate a contact in Marketing Cloud.
C . Enable the ‘Prevent Duplicates for Lead Conversion’ setting when configuring Marketing Cloud Connect to prevent converted contacts from generating a duplicate contact.
D . Ensure that when a lead is converted to a contact that the Lead ID is mapped to a custom field on the Contact to be used as the referenced with the Subscriber ID in Marketing Cloud and avoid duplicate records.
Answer: A,D
Explanation:
✑ Option A is correct because setting up the contact object with a specific record type ‘Lead’ that mimics the standard lead object to prevent the duplicate contact from being created in Marketing Cloud is a valid consideration for setting up this multi-cloud use case. This way, the service organization can avoid creating duplicate records in Marketing Cloud when leads are converted to contacts in Sales Cloud, as Marketing Cloud will recognize them as the same subscriber based on their record type and subscriber key.
✑ Option D is correct because ensuring that when a lead is converted to a contact that the Lead ID is mapped to a custom field on the Contact to be used as the referenced with the Subscriber ID in Marketing Cloud and avoid duplicate records is a valid consideration for setting up this multi-cloud use case. This way, the service organization can avoid creating duplicate records in Marketing Cloud when leads are converted to contacts in Sales Cloud, as Marketing Cloud will recognize them as the same subscriber based on their Lead ID and Subscriber ID.
✑ Option B is incorrect because allowing both the lead record to generate a contact in Marketing Cloud and the contact record to generate a contact in Marketing Cloud is not a valid consideration for setting up this multi-cloud use case, as it would create duplicate records in Marketing Cloud when leads are converted to contacts in Sales Cloud, unless they have matching subscriber keys.
✑ Option C is incorrect because enabling the ‘Prevent Duplicates for Lead Conversion’ setting when configuring Marketing Cloud Connect to prevent converted contacts from generating a duplicate contact is not a valid consideration for setting up this multi-cloud use case, as this setting does not prevent duplicates from being created in Marketing Cloud, but rather prevents duplicates from being created in Sales Cloud when leads are converted.
References:
✑ [Get Started with B2C Solution Architect Cert Prep – Trailhead]
✑ [Certification – B2C Solution Architect – Trailhead]
✑ B2C Solution Architect Certification Guide | Salesforce Ben
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