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Eliminate Form-Fill Burnout with Account Engagement Progressive Profiling

Marketing Cloud Account Engagement Progressive Profiling is an out-of-the-box functionality and a powerful solution for B2B marketers who want to get detailed prospect data without overwhelming them with a large number of form fields to complete.

This advanced form feature allows marketers to gather additional information about prospects over time, without creating lengthy forms. On one hand, it helps the marketers gain higher conversion rates, while on the other it enhances the user experience and reduces form fill burnout.

How does Progressive Profiling work?

Through Progressive Profiling, Marketing Cloud Account Engagement replaces the form fields for which data is already collected with new fields.

So when a prospect visits your progressive profiling enabled form, it will only present the fields they haven’t

filled out before, unless the ‘Always display even if previously completed’ setting is enabled. By doing so, you gradually collect more information about your prospects over multiple interactions.

  • When a prospect first interacts with your marketing content, Marketing Cloud Account Engagement should display a short form with essential fields such as first name, last name, email address, and company name. The goal is to capture basic prospect data to initiate the engagement.
  • Upon subsequent engagement, Marketing Cloud Account Engagement flips previously completed fields with new ones. For instance, if the prospect has completed the Company Name field, the next time they interact with a form, it could be replaced with the Job title field.
  • Through every interaction, Marketing Cloud Account Engagement will ask the prospect to provide additional data beyond what is collected already.
  • Gradually you can build a comprehensive profile of your prospects, and it can be used to tailor your marketing campaigns to cater to their specific needs and preferences.

Key Benefits of Progressive Profiling

  • Progressive profiling ensures that quality prospect data is collected, as the risk of data entry errors is minimized due to this gradual approach of presenting fields.
  • Since the number of fields displayed at a time is limited, it makes the form submission exercise seamless, reduces burnout and increases the likelihood of getting more form submissions.
  • Segmentation and targeting of prospects also becomes a lot more easier and effective as more and more prospect data is collected.
  • Through better segmentation, marketers can send personalized content to the prospects and improve the chances of conversion.
  • Collecting additional information regarding the needs and preferences of the prospects can aid marketers in channelizing marketing efforts in the right areas.

How to set up progressive profiling in Account Engagement

  • Create Custom Fields:

Before setting up progressive profiling, you need to ensure the custom fields to collect the incremental prospect data are created.

  • Create your Marketing Cloud Account Engagement Form:

This feature requires you to first create the forms you intend to use for capturing prospect data. Create a form and either add new fields or use the existing ones such as First Name, Last Name, Email and Company.

  • Enable progressive profiling for your form:
    • In the form editor, click on the pencil icon adjacent to the form fields you seek to progressively profile.
      (The screenshots below show the example of progressive profiling on the ‘Department’ field, which will be displayed only when the ‘Job Title’ field is already completed.)
  • Then, in the form settings dialogue box, switch to the ‘Progressive’ tab and enable progressive profiling by checking the checkbox labeled as ‘Show this field only if the prospect already has data in the following field(s)
  • When adding multiple progressive profile fields, you can also manage the sequence in which they are displayed.
  • Remember to save the changes you made to the form settings, and click the ‘Confirm and save’ button before exiting the form editor.


Overall, progressive profiling addresses the issue of form fill burnout by creating a dynamic, user-friendly and incremental approach to collect prospect data. It ensures quality data is collected and aids segmentation and targeting. 

This approach also ensures that marketers respect their prospect’s time and effort in the form completion process, while increasing engagement and prospect data quality. When using this approach remember to maintain a balance between asking information and honoring the prospect’s preferences.

Need help creating sophisticated prospect profiles and segmentation strategies? Reach out to the team at Sercante to get the conversation going.

Original article: Eliminate Form-Fill Burnout with Account Engagement Progressive Profiling

©2023 The Spot. All Rights Reserved.

The post Eliminate Form-Fill Burnout with Account Engagement Progressive Profiling appeared first on The Spot.

By |2023-09-18T20:26:13+00:00September 18th, 2023|Categories: Forms & Form Handlers, Getting Started, Pardot, revive, Setup & Admin|

A Pocket Guide to Earning the Salesforce Associate Certification

Passing the Salesforce Associate Certification exam is a great way to show initiative when you’re looking to break into the Salesforce ecosystem or prove to your employer that you’re ready to dive deeper into Salesforce. And, whether you’re a fresh graduate looking to establish a career in the world of technology or you’re an experienced professional seeking a career change, Salesforce is always a smart option. 

For far too long, the Salesforce Administrator Certification, which was traditionally the first level of credential to validate your Salesforce knowledge, has daunted beginners due to the wide depth of topics to cover. Studying the 68-hour long trailhead has indeed been a big barrier for beginners, as well as some experienced folks looking to get certified.

salesforce certified associate

Salesforce Entry Level Certification

Well, here’s great news! In September 2022, Salesforce launched its new entry level certification known as Salesforce Certified Associate

This entry-level credential is designed to test your understanding of the Salesforce Customer 360 Platform and the ecosystem, and thereby giving your Salesforce career a kickstart.

How is the Salesforce Associate Exam Conducted?

  • You can take the exam online from the comfort of your home. This is where a proctor monitors your exam through a webcam. Or, you can take the exam onsite at an authorized testing center.
  • The exam consists of 40 questions, which need to be answered in 70 minutes (that is A LOT of time when compared to some other Salesforce certification exams).
  • Each question has only one correct answer. And unlike some other Salesforce certification exams, you have only 3 options to choose from. So if you’re good at the process of elimination, this exam makes life easier for you.
  • You need to secure 62% correct answers to pass the certification examination, which roughly counts to getting 25 correct answers.

Salesforce Associate Certification Exam Outline

Below are the four sections that constitute the exam, and the weightage of each section is mentioned in percentage of number of questions:

  • Salesforce Ecosystem: 32%
  • Navigation: 28% 
  • Data Model: 25 %
  • Reports and Dashboard: 15%

Section 1 – Salesforce Ecosystem

This section has the most weight in the exam (i.e. 32%), which roughly accounts to 13 questions of the 40. It primarily deals with the areas of: 

  • Salesforce and its Values
  • Trailheads and the Trailblazer Community
  • Trailhead Playground Management
  • Understanding Salesforce Customer 360
  • Salesforce for Nonprofits / Nonprofit Success Pack (NPSP)
  • Types of Salesforce instances
  • Salesforce architecture and Multitenant environment
  • Career paths in the Salesforce ecosystem

Section 2 – Navigation

This section has the second most weightage in the exam i.e. 28% which roughly accounts to 11 questions of the 40. It primarily deals with the basics of the following areas, with situation based questions mainly focused on how to Navigate to these.

  • Understanding Account, Contacts and their Relationships
  • Understanding the Salesforce AppExchange
  • Scrum and Kanban Workflows
  • Search Solution Basics
  • Company-Wide Org Settings
  • Data Organization
  • User Management
  • List Views
  • Lightning App Builder
  • Personalizing Salesforce experience

Section 3 – Data Modeling

This section has a weightage of 25%, which roughly accounts to 10 questions of the 40.

This section primarily tests your understanding of the Standard Objects, its Relationships and managing data access levels within the organization. It focuses on the following areas:

  • Custom & Standard Objects, Object Customization and Relationships
  • Working with Schema Builder
  • Managing Leads & Opportunities
  • Data Security
  • Using Formulas and Validations
  • Understanding Permission Set Groups
  • Lightning Setup and Customization
  • Picklist Administration
  • Custom fields

Section 4 – Reports & Dashboards

This section has the lowest weightage of 15%, which roughly accounts to 6 questions of the 40. But this section has some of the most interesting and crucial areas such as Salesforce reporting

Here’s what this section covers:

  • Basics of creating Reports and Dashboards
  • Reports & Dashboards for Lightning Experience
  • Report Types and Report Formats
  • Joined Reports
  • Managing Report Filters

Who can take this exam?

This exam is designed for anyone with 0-6 months of Salesforce experience.

However, we believe it can also be taken by candidates who fall in these categories:

  • If you are the Salesforce Admin at your organization, and need to get validation of your knowledge for a promotion or general acknowledgement.
  • If you want to get into Salesforce consulting in your next job
  • If you have had no Salesforce experience, but want to make a second career in Salesforce and are willing to learn the Trailheads.

Fees and Retakes

  • The cost of taking this exam is USD $75 
  • The exam retake is free of cost

Resources and Takeaways

After having read this pocket guide, we recommend you to complete the trailheads for this certification exam (links provided below). 

If you have a high-level understanding of the Salesforce functionalities and have completed most if not all of the Trailheads, then you are on a great path to pass this entry-level certification exam and take a leap in building your Salesforce career. 


Work toward more Salesforce certifications

Looking to skill up beyond the basics of the Salesforce platform? The Salesforce Basics for Marketers course may be perfect for you. Or, you can see the full roster of Sercante Training courses and offerings here

Other Sercante Salesforce Certification Exam Guides:

Original article: A Pocket Guide to Earning the Salesforce Associate Certification

©2022 The Spot. All Rights Reserved.

The post A Pocket Guide to Earning the Salesforce Associate Certification appeared first on The Spot.

By |2022-09-27T19:39:00+00:00September 27th, 2022|Categories: Career Development, Community, revive|