Medallia Platform Administration & Configuration Flashcards
7 cards from real Medallia Customer Experience Certification practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Medallia Platform Administration & Configuration flashcards as text
What is the primary function of Medallia's Role-Based Access Control (RBAC)?
Answer: To control user permissions based on organizational roles
RBAC in Medallia allows administrators to assign permissions to users based on their organizational role, ensuring each user can only access the data and features appropriate to their job function.
In Medallia, what does a 'unit' typically represent within the platform?
Answer: An organizational entity such as a store, branch, or location
Units in Medallia represent organizational entities (such as store locations, business units, or departments) that feedback data is associated with, enabling location- or division-level reporting.
Which Medallia configuration allows administrators to define the organizational data hierarchy used for reporting and access control?
Answer: Organizational Data Model
The Organizational Data Model in Medallia allows administrators to define hierarchical structures (such as region → district → store) that mirror the company's organizational chart for reporting and access purposes.
What does 'field mapping' accomplish during a Medallia data integration setup?
Answer: Aligns incoming data fields to corresponding Medallia data attributes
Field mapping during integration ensures that data fields from external systems (such as CRMs or transaction databases) are correctly matched to the appropriate Medallia attributes, enabling accurate data import.
What is the purpose of a Medallia 'program' in platform administration?
Answer: A container that organizes surveys, data sources, and reporting for a specific CX initiative
A Medallia program is a structured container that groups related surveys, data feeds, and reporting configurations for a specific CX initiative or business unit, keeping them organized and manageable.
Which of the following best describes Medallia's Invitation Management feature?
Answer: Controlling how and when survey invitations are sent to customers
Invitation Management in Medallia controls the timing, frequency, channel, and eligibility logic for sending survey invitations, helping teams optimize response rates while avoiding customer survey fatigue.
In Medallia platform administration, what is a 'data feed'?
Answer: An automated mechanism for importing customer and transaction data from external systems
A data feed in Medallia is an automated import process that brings customer and operational data (such as transaction records or contact center logs) from external systems into Medallia to trigger surveys and enrich feedback.