Configure the account
Set up business units, users, permissions, security and password rules for a Marketing Cloud instance.
Partners and press
Overview
Most Marketing Cloud problems begin in setup. So does 38% of this exam.
This exam is for people who configure and look after a Marketing Cloud Engagement instance, typically after 3–6 months doing so. It covers business units, users, permissions and security, with setup at 38% and subscriber data and channels behind it. It has no prerequisite, though Salesforce expects marketing experience; its guide matches the Winter ’25 release.
11Modules
60Questions
105Minutes
8Roles
What it tests
Learn all the way down.
Learn all the way down.
Perform when it matters.
Manage subscriber data
Explain the contact model and manage subscriber data across the whole account.
Run the channels
Describe how channels such as Mobile Studio are configured and managed, and where Journey Builder fits.
Keep it healthy
Extract data, produce reports, and apply governance and compliance in line with digital marketing rules.
Course outline
One account, many brands,
One account, many brands,
each configured, governed and compliant.
We design this course ourselves. Salesforce runs the exam and issues the credential, and LUNARTECH is independent of Salesforce.
The shape of an account decides how teams, brands and regions work together. You learn how business units divide data and sending, what is shared across them, and how to plan a structure that grows without rework.
- Enterprise accounts and business units
- What is shared and what is separate
- Parent and child unit relationships
- Planning a structure for several brands
- Moving between units as an administrator
You build A business unit structure for a company with three brands and two regions.
Every person in the account should do their job and no more. You create users, assign roles at the account and unit level, build custom roles where the defaults do not fit, and review who can do what.
- Creating and managing users
- Default roles and what each allows
- Custom roles and permission sets
- Account-level and unit-level access
- Handling joiners, movers and leavers
- Reviewing access periodically
You build A role plan with custom roles for marketers, analysts and approvers.
A marketing account holds customer data and sending power. You set password strength and expiry, session controls and multi-factor sign-in, restrict access by network, and use login records to spot unusual activity.
- Password and lockout settings
- Multi-factor authentication
- Session timeouts
- Network-based access controls
- Login history and audit information
- Single sign-on options
You build A security configuration for one account, with each setting justified.
Contacts are the heart of the platform. You learn how a contact differs from a subscriber, how a contact key ties records together across channels, and how data extensions and lists hold the same person in different ways.
- Contact key and what it ties together
- Contacts, subscribers and All Subscribers
- Lists compared with data extensions
- Publication lists and subscription status
- How one person appears in several channels
You build A diagram showing how one customer appears across email, SMS and Journey Builder.
Subscriber data changes every day, and mistakes spread fast. You manage imports, unsubscribes, bounces and suppression, and learn how status in one channel affects another so that people hear only from what they agreed to.
- Subscriber statuses and what each means
- Imports and updates to subscriber data
- Unsubscribes and global suppression
- Bounces and list hygiene
- Data retention settings
- Fixing a bad import
You build A subscriber maintenance routine covering imports, suppression and cleanup.
Before anyone sends, the sending identity must be right. You set up sender authentication and domains, create sender and delivery profiles, define send classifications and manage replies, so mail is trusted and lawful.
- Sender authentication and sending domains
- Sender profiles and delivery profiles
- Send classifications: commercial and transactional
- Reply mail management
- Dedicated IPs and warming them up
- Checking deliverability signals
You build A complete email sending setup for one brand, ready for a first send.
Text and push messages carry stricter rules than email. You configure SMS codes and keywords, set up push messaging for an app, and learn what each mobile channel needs in opt-in and compliance.
- SMS short codes, long codes and keywords
- Opt-in and opt-out handling
- Push messaging and app setup
- Messaging app channels
- Mobile compliance rules
- Testing a mobile channel before launch
You build An SMS channel setup with keywords, opt-in flow and compliance notes.
Journeys run on settings an administrator owns. You learn how entry sources connect, how permissions govern who builds and activates, how the Salesforce connection fits, and how to read the health of journeys that are running.
- Where Journey Builder fits among the channels
- Entry sources and data readiness
- Permissions for building and activating journeys
- Connecting to Salesforce CRM
- Monitoring journey health and errors
You build A checklist that makes an account ready to run a first journey.
A healthy account is one you check often. You schedule extracts and reports, monitor automations that move data, and keep a routine of housekeeping so storage, performance and results stay under control.
- Automation Studio runs and failures
- Data extract activities
- Tracking extracts and reports
- Scheduled report delivery
- Housekeeping for data and assets
- A maintenance calendar
You build A weekly and monthly maintenance calendar for one account.
Administrators protect the business from sending mistakes. You apply the main email and messaging laws, set consent and preference rules, and build governance that tells marketers what they may send, to whom and how.
- Major email and messaging laws in outline
- Consent, permission and preference management
- Frequency and deliverability governance
- Documenting sending policy
- Handling a complaint or data request
You build A governance policy for marketing sends, with consent rules for each channel.
Prepare a new regional team to work safely. You design the unit structure, set users and security, configure sending identities and channels, and write the governance and maintenance routines that keep it healthy.
- Gathering the region’s needs
- Designing units, roles and security
- Configuring channels and sending identities
- Writing governance and maintenance routines
- Reviewing the setup with the regional team
You build A documented, configured account for a new region with governance in place.
Issued by
Certifying body · Independent of LUNARTECH
Salesforce
Agentforce, Data 360, MuleSoft, Tableau, Slack and the platform underneath them. Salesforce plans to retire 24 certifications on 1 February 2027. Check its current list before you start one.
How you get there
Top-tier roles go to people who can do the work.
Top-tier roles go to people who can do the work.
Here’s how you get there.
Know where you start.
Salesforce says candidates typically have 3 to 6 months of experience administering a Marketing Cloud instance, plus prior digital marketing experience. No prerequisite.
Work through the course.
Eleven modules, designed by LUNARTECH, at your own pace.
Sit it with Salesforce.
Salesforce runs the exam and issues the credential, so you register and book directly with them.
Support
Support at every stage.
Support at every stage.
You won’t be working through this alone.
Before you start
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Any time
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All the way through
A schedule that fits around your life.
Your own paceFrom anywhereAt any hour
After the last lesson
Stay in the network.
Your alumni network stays with you: ongoing support, opportunities and industry insight.
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Preparation for the questions that decide it, so you walk in ready.
Network and search
Connections with industry leaders, and an alumni network that stays with you.
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Certificate of completion
Your Name
Marketing Cloud Engagement Administrator course
LUNARTECH RISE Academy
Pricing
This course comes with the membership.
This course comes with the membership.
So does everything else.
One membership opens every course, certification, workshop and masterclass in the Academy. Every plan starts with a 3-day free trial. You register and book the exam directly with Salesforce.
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Included in every plan
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In practice
Eight roles.
Eight roles.
One credential across them all.
No single job owns it. Here’s where each role leans hardest, and where its work ends up.
- 01Setup
- 02Subscriber data
- 03Channels
- 04Maintenance
- 05Marketing practice
-
Someone owns users, units and permissions. Setup is where that work starts.
Setup, Subscriber data, Maintenance
Email and mobile marketing, Agencies
-
Campaigns depend on clean subscriber data. Channel rules keep sends compliant.
Subscriber data, Channels, Marketing practice
Email and mobile marketing, Retail and e-commerce
-
Contacts flow in from many systems. The contact model decides how they fit.
Subscriber data, Maintenance
Financial services, Retail and e-commerce
-
Marketing rules differ by country. Governance and security settings enforce them.
Setup, Marketing practice
Financial services, Email and mobile marketing
-
Users, roles and business units need controlled access. Setup topics cover who may send what.
Setup, Maintenance
Financial services, Agencies
-
Sends depend on healthy lists and channel settings. Subscriber and channel topics cover both.
Channels, Subscriber data
Email and mobile marketing, Retail and e-commerce
-
One agency may run many client accounts. Business units keep each client separate.
Setup, Maintenance
Agencies
-
Subscriber records feed every send report. Data topics cover keeping them accurate.
Subscriber data, Marketing practice
Retail and e-commerce, Financial services
- Email and mobile marketing
- Retail and e-commerce
- Agencies
- Financial services
Marketing Cloud Administrator
Someone owns users, units and permissions. Setup is where that work starts.
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Updated November 2026.
FAQ
Frequently asked questions.
Need help? These answers cover most of what people ask before they start.
No. Salesforce issues it. LUNARTECH is independent of Salesforce, and its names and marks belong to it. When you finish a course of ours, you earn a LUNARTECH certificate of completion for that course.
No. We design this course ourselves, around what the exam covers. Salesforce has no part in it, and you still register and book the exam directly with Salesforce.
60 questions, 105 minutes, test center or online. The passing score is 67%.
Salesforce says candidates typically have 3 to 6 months of experience administering a Marketing Cloud instance, plus prior digital marketing experience. No prerequisite.
We last reviewed it on 5 November 2026, from excerpts of Salesforce’s official pages, because its site doesn’t accept automated readers. Details change, so check the official page before you book.
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The course
Build the skills behind Marketing Cloud Engagement Administrator.
Show you can set up and run a Marketing Cloud Engagement account. Start with a free trial, or enroll in a plan and work through the course at your own pace. Salesforce runs the exam and issues the credential.
LUNARTECH is independent of the vendors and certifying bodies listed here. Their names, exam titles and marks belong to them, exams are run by them, and credentials are issued by them. Reviewed 5 November 2026. Catalogues change often, so confirm the details on the official page before you book.
