Salesforce Data-Cloud-Consultant Exam (page: 2)
Salesforce Certified Data Cloud Consultant
Updated on: 12-Feb-2026

Which permission setting should a consultant check if the custom Salesforce CRM object is not available in New Data Stream configuration?

  1. Confirm the Create object permission is enabled in the Data Cloud org.
  2. Confirm the View All object permission is enabled in the source Salesforce CRM org.
  3. Confirm the Ingest Object permission is enabled in the Salesforce CRM org.
  4. Confirm that the Modify Object permission is enabled in the Data Cloud org.

Answer(s): B

Explanation:

To create a new data stream from a custom Salesforce CRM object, the consultant needs to confirm that the View All object permission is enabled in the source Salesforce CRM org. This permission allows the user to view all records associated with the object, regardless of sharing settings. Without this permission, the custom object will not be available in the New Data Stream configuration.


Reference:

Manage Access with Data Cloud Permission Sets
Object Permissions



Which two common use cases can be addressed with Data Cloud? Choose 2 answers

  1. Understand and act upon customer data to drive more relevant experiences.
  2. Govern enterprise data lifecycle through a centralized set of policies and processes.
  3. Harmonize data from multiple sources with a standardized and extendable data model.
  4. Safeguard critical business data by serving as a centralized system for backup and disaster recovery.

Answer(s): A,C

Explanation:

Data Cloud is a data platform that can help customers connect, prepare, harmonize, unify, query, analyze, and act on their data across various Salesforce and external sources. Some of the common use cases that can be addressed with Data Cloud are:
Understand and act upon customer data to drive more relevant experiences. Data Cloud can help customers gain a 360-degree view of their customers by unifying data from different sources and resolving identities across channels. Data Cloud can also help customers segment their audiences, create personalized experiences, and activate data in any channel using insights and AI.

Harmonize data from multiple sources with a standardized and extendable data model. Data Cloud can help customers transform and cleanse their data before using it, and map it to a common data model that can be extended and customized. Data Cloud can also help customers create calculated insights and related attributes to enrich their data and optimize identity resolution. The other two options are not common use cases for Data Cloud. Data Cloud does not provide data governance or backup and disaster recovery features, as these are typically handled by other Salesforce or external solutions.


Reference:

Learn How Data Cloud Works
About Salesforce Data Cloud
Discover Use Cases for the Platform
Understand Common Data Analysis Use Cases



Where is value suggestion for attributes in segmentation enabled when creating the DMO?

  1. Data Mapping
  2. Data Transformation
  3. Segment Setup
  4. Data Stream Setup

Answer(s): C

Explanation:

Value suggestion for attributes in segmentation is a feature that allows you to see and select the possible values for a text field when creating segment filters. You can enable or disable this feature for each data model object (DMO) field in the DMO record home. Value suggestion can be enabled for up to 500 attributes for your entire org. It can take up to 24 hours for suggested values to appear. To use value suggestion when creating segment filters, you need to drag the attribute onto the canvas and start typing in the Value field for an attribute. You can also select multiple values for some operators. Value suggestion is not available for attributes with more than 255 characters or for relationships that are one-to-many (1:N).


Reference:

Use Value Suggestions in Segmentation, Considerations for Selecting Related Attributes



A Data Cloud customer wants to adjust their identity resolution rules to increase their accuracy of matches. Rather than matching on email address, they want to review a rule that joins their CRM Contacts with their Marketing Contacts, where both use the CRM ID as their primary key.
Which two steps should the consultant take to address this new use case? Choose 2 answers

  1. Map the primary key from the two systems to Party Identification, using CRM ID as the identification name for both.
  2. Map the primary key from the two systems to party identification, using CRM ID as the identification name for individuals coming from the CRM, and Marketing ID as the identification name for individuals coming from the marketing platform.
  3. Create a custom matching rule for an exact match on the Individual ID attribute.
  4. Create a matching rule based on party identification that matches on CRM ID as the party identification name.

Answer(s): A,D

Explanation:

To address this new use case, the consultant should map the primary key from the two systems to Party Identification, using CRM ID as the identification name for both, and create a matching rule based on party identification that matches on CRM ID as the party identification name. This way, the consultant can ensure that the CRM Contacts and Marketing Contacts are matched based on their CRM ID, which is a unique identifier for each individual. By using Party Identification, the consultant can also leverage the benefits of this attribute, such as being able to match across different entities and sources, and being able to handle multiple values for the same individual. The other options are incorrect because they either do not use the CRM ID as the primary key, or they do not use Party Identification as the attribute type.


Reference:

Configure Identity Resolution Rulesets, Identity Resolution Match Rules, Data Cloud Identity Resolution Ruleset, Data Cloud Identity Resolution Config Input



Which consideration related to the way Data Cloud ingests CRM data is true?

  1. CRM data cannot be manually refreshed and must wait for the next scheduled synchronization,
  2. The CRM Connector's synchronization times can be customized to up to 15-minute intervals.
  3. Formula fields are refreshed at regular sync intervals and are updated at the next full refresh.
  4. The CRM Connector allows standard fields to stream into Data Cloud in real time.

Answer(s): D

Explanation:

The correct answer is D. The CRM Connector allows standard fields to stream into Data Cloud in real time. This means that any changes to the standard fields in the CRM data source are reflected in Data

Cloud almost instantly, without waiting for the next scheduled synchronization. This feature enables Data Cloud to have the most up-to-date and accurate CRM data for segmentation and activation. The other options are incorrect for the following reasons:
A . CRM data can be manually refreshed at any time by clicking the Refresh button on the data stream detail page. This option is false.
B . The CRM Connector's synchronization times can be customized to up to 60-minute intervals, not 15-minute intervals. This option is false.
C . Formula fields are not refreshed at regular sync intervals, but only at the next full refresh. A full refresh is a complete data ingestion process that occurs once every 24 hours or when manually triggered. This option is false.


Reference:

1: Connect and Ingest Data in Data Cloud article on Salesforce Help
2: Data Sources in Data Cloud unit on Trailhead
3: Data Cloud for Admins module on Trailhead
4: [Formula Fields in Data Cloud] unit on Trailhead
5: [Data Streams in Data Cloud] unit on Trailhead



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