Salesforce Pardot-Consultant Dumps

Don't use false or misleading header information

Don't use deceptive subject lines

Identify the message as an ad

Tell recipients where you're located

Tell recipients how to opt out of receiving future email from you

Honor opt-out requests promptly

Monitor what others are doing on your behalf

Set up scoring categories > copy the web pages to Pardot landing pages > put landing pages into Pardot folders > create automation rule with criteria "prospect score in scoring category greater than 1" to send an autoresponder email

Set up scoring categories > put the web pages into folders in Pardot > set up custom redirects for the web pages > add completion actions to the custom redirects to add to list > set the list as the recipient list of an engagement program

Set up scoring categories > create page actions associated with the scoring category > create a

dynamic list with criteria "prospect score in scoring category greater than 0" > set the list as the recipient list of an engagement program

Set up scoring categories > create custom redirects associated with the scoring category > set

completion actions to tag prospect > create an automation rule with criteria "prospect has tag new-product" to send an autoresponder email

Move all users to Salesforce Lightning

Purchase separate Pardot accounts

Enable "Business Unit'connector setting

Use the Pardot Lightning App

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AddThis

FullContact

The date LenoxSoft last compared data between the email provider and Salesforce.

How many emails a month were sent from the current email provider.

When was the last time a prospect was emailed in their current email provider.

Identify the currently mailable and unmailable prospects in their current email provider.

Dynamic list of all prospects who have viewed the landing page > Completion action on the form to

remove prospects from the list upon form submission > User monitors list.

Page action on the landing page to notify user upon view and add to list > Automation rule to remove from same list when form is submitted and notify user again.

Dynamic list of all prospects who have submitted the form > Dynamic list of all prospects who have

viewed landing page > User exports both lists and compares.

Completion action on the form to tag "Submitted" > Automation rule to notify user with criteria of "Demo Request" landing page was viewed and tag isn't "Submitted".

Send an automated operational email to all prospects.

Send Engage emails to all prospect who are opted in.

Send a list email to all prospects who are opted in.

Send an operational email to all prospects.

No limits at all

Pardot Growth Edition: 100MB Pardot Plus Edition: 500MB Pardot Advanced Edition: 10GB

Pardot Growth Edition: 1GB Pardot Plus Edition: 5GB Pardot Advanced Edition: 10GB

Pardot Growth Edition: 500MB Pardot Plus Edition: 2GB Pardot Advanced Edition: 5GB

Yes, it is restricted by law

False. It is restricted by law not to email them, but we still can track the activity

B2BMA Integration is an automatically provisioned user that sends data to Einstein Analytics for B2B Marketing.

B2BMA Integration is an automatically provisioned user that enables user sync from Salesforce to Pardot.

B2BMA Integration is an automatically provisioned user that connects to Salesforce to sync data.

B2BMA Integration is an automatically provisioned user that creates Engagement History objects in Salesforce.

True

False

S

Pardot will create a lead record in Salesforce, and when the lead is converted, Pardot will sync with contact and account.

Pardot will create a lead record in Salesforce, and when the lead is converted, Pardot will sync with the person account.

The Salesforce contact level and account level fields will only sync with prospect fields in Pardot.

The Salesforce person account record will only sync with the prospect record in Pardot.

Eventbrite

Eventor

EventMe

TheEvents

Build a Dynamic List looking for new prospects and create an Automation rule to assign members of that list via Salesforce Assignment rules as contacts.

Build an Automation rule looking for new prospects and add new records to Salesforce as contacts and assign via Salesforce Assignment rules.

Enable the reverse sync feature through Pardot Support and create an Automation rule to assign prospects to a user in a group.

Enable the appropriate "optional Salesforce connector setting" and create an Automation rule to assign to a sales user.

Filtered prospects will not be registered for a webinar through a Pardot form since "Register for a webinar" completion action and Pardot prospects who are filtered do not have completion actions applied to them.

That may happen occasionally, but they shouldn't worry too much since most filtered prospects are usually staff members.

Filtered prospects for the webinar either by removing the filter or having the filtered prospects register through the WebEx registration form itself.

Filtered prospects will not be registered for a webinar through a Pardot form, but you can still register your

When connecting Pardot and Salesforce you only need to follow a connection wizard in Pardot.

You can connect Pardot to a Salesforce sandbox or production environment

Only lead, contacts and accounts are synchronized from Salesforce to Pardot

Email is the unique identifier unless "allow multiple Prospects with same email address" is enabled.

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WhatsApp

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Tumblr

Change each user's profile in Salesforce to the System Administrator role, which will create them as Administrator users in Pardot.

Provide each user with a unique activation link to create their own Administrator user records in Pardot.

Import the users into Pardot and select the Administrator role on their Pardot user records.

Add users to the Marketing Users group from Marketing Setup in Salesforce and map their user profiles to the Administrator roles.

Develop a Salesforce report that is only shared with Marketing users then use completion actions to assign leads.

Assign to queue that Marketing users own then use active assignment rules to reassign the leads.

Define market data sharing rules so Marketing can see prospects then use automation rules to assign the leads.

Create a list of prospects that only Marketing users can see then use user queues to reassign the leads.

Create a campaign that is related to both BUs > Create a new dataset in B2B Marketing Analytics that only includes the created campaign >

Open a dashboard using this dataset to display an aggregated view of the campaign performance metrics from across both BUs

Add the Engagement History component to campaign page layouts > Create a parent campaign that is not related to any BUs and create two

child campaigns, each related to a single BU > Enable "Include child campaigns" on the parent campaign

Add the Einstein Campaign Insights component to campaign page layouts > Create a parent campaign that is not related to any BUs and

create two child campaigns, each related to a single BU > Enable 'Include child campaigns" on the parent campaign

Create a separate campaign for each BU > Create a new dataset in Salesforce reports that only includes the created campaign > Open a dashboard using this dataset to display an aggregated view of the campaign performance metrics from across both BUs

Email

Company

CD Campaign

Profile

Score

Grade

Assign To

Automation Rule with blank critera and add action &

Automation rules with attended webinar and remove action

Automation Rule with blank critera and add action & Dynamic List with attended webinar and remove action

Automation Rule with blank critera and add action & Completion action rules with attended webinar and remove action

Automation Rule with blank critera and add action & segmentation rules with attended webinar and remove action

A Build a custom connector for the webinar platform and use a custom trigger in Engagement Studio to listen for the webinar registration,

Create an engagement program for the webinar and use a Prospect Webinar trigger in the program to listen for the webinar registration.

Export the registration list from the webinar platform, import it into Pardot and use it as a recipient list for the engagement program.

Create a marketing app extension for the webinar platform, add an activity type for webinar registrations, and use an External Activity trigger in Engagement Studio to listen for the webinar registration.

Opting out a prospect is irreversible. A solution to confirm the opt out or opt prospects back in cannot be implemented.

Opt prospects back in only if they have interacted with other marketing content and have a Pardot score greater than 10 using an automation rule.

Create a completion action to assign a task to the Assigned User to make a phone call to ensure the prospect intended to unsubscribe.

Set up a Pardot template for the automated resubscribe feature to have an email sent to allow opted out prospects to opt back in.

Run a segmentation rule based on the Pardot campaign

Run an automation rule based on the Pardot campaign

Look for the original list based on the Pardot campaign

Run a dynamic list based on the Pardot campaign

Run an Automation rule where the criteria is " Prospect Time Last activity Days ago is greater than 90 day."

Run a Segmentation rule where the criteria is "Prospect Time Last activity Days ago is greater than 90 days".

Run a Dynamic List where the criteria is "Prospect Time Created Days ago is greater than 90".

Run a Dynamic List where the criteria is "Prospect Time Last activity Days ago is greater than 90".

Use the Salesforce Mobile App "Send an Email" button.

Use the Salesforce "Send Pardot Email" button.

Use the Salesforce "Add to Nurture" button.

Use the Salesforce Mobile App "Add to Nurture" button.

Recommend that it is okay to send to purchased lists in Pardot.

Have LenoxSoft split their purchased list into multiple sends so as to not affect the IP's reputation.

Run a permissions pass on the purchased lists to get permission quickly before sending them a marketing email.

Recommend that they must receive explicit permission from those prospects on the purchased list before they can upload that prospect list into Pardot.

True

False

Enable Send daily visitor activity emails; Enable Send daily prospect activity emails (for my prospects).

Enable Visitor Filters for a specific IP range; Enable Send daily visitor activity emails.

Enable Send daily prospect activity emails (for all prospects); Enable Page Actions to notify managers.

Enable Visitor Filters for a specific IP range; Enable Page Actions to notify managers.

Replace the Score field with Category Score fields on lead and contact page layouts in Salesforce.

Share both Folder A and Folder B with the sales users" records in Pardot.

Add the Pardot Category Score related list to the lead and contact page layouts in Salesforce.

Assign the Pardot Category Scoring permission set to the sales user's profile in Salesforce.

Add a completion action to the Product Interest form to assign prospects, then have sales users delete those not in the United States.

Create an automation rule set to match all with the criteria of Product Interest form completed and

Country field equal to United States with an action to assign prospects.

Add a completion action to the Product Interest form to assign prospects only if their Country field is

United States.

Create an automation rule set to match any with the criteria of Product Interest form completed and Country field equal to United States with an action to assign prospects.

Enable two-click unsubscribe in Pardot.

Move the unsubscribe link to the header of the email instead of the footer.

Immediately send prospects the resubscribe email template.

Apply a

tag to the unsubscribe link so scanners ignore it.

True

False

Segmentation Rule

Completion Action

Dynamic List

Automation Rule

Enable connected campaigns and campaign member sync > add files to Pardot with completion action: assign to user

Add custom redirects for each white paper > add completion actions: add to Salesforce campaign and assign to user

Upload files to Pardot > create an engagement program with actions: add to Salesforce campaign and assign to user

Create a form to gate each white paper > add completion actions: add to Salesforce campaign and assign to user

True

False

Create a Dynamic List with the criteria of "prospect has been emailed at least 2 times in the last 6 weeks, and the prospect has been active in the last 45 days".

Create a Segmentation rule with the criteria of "prospect has been emailed at least 2 times in the last 6 weeks, and the prospect has been active in the last 45 days".

Create a Dynamic List with the criteria of "prospect has been emailed at least 2 times in the last 6 weeks, and the prospect has been inactive in the last 45 days'.

Create an Automation rule with the criteria of "prospect has been emailed at least 2 times in the last 6 weeks, and the prospect has been inactive in the last 45 days".

Run an automation rule for each user in the Chicago Sales User Group to "Assign prospect to user"

based on the criteria "Prospect form :: -Any- :: Was completed successfully" AND "Prospect List :: is member of :: Chicago Event" > Import prospects and add them to the "Chicago Event" list

. A Import prospects and add to "Chicago Event" list > Run an automation rule to "Assign prospect to

user in group" based on the criteria "Pardot form :: -Any- :: Was completed successfully" AND "Prospect List :: is member of :: Chicago Event"

Run an automation rule to "Assign prospect to user in group" based on the criteria "Pardot form :: -

Any- :: was completed successfully" AND "Prospect Event :: is :: Chicago Event" > Import prospects and add them to the "Chicago Event" list

Add to Salesforce campaign

Assign prospect to queue

Assign prospect via Salesforce active assignment rule

Create a Salesforce event

Delete a Salesforce task

Upload the white paper as a new File > Create a Custom Redirect to the white paper file > Create a new Email Template that contains the Custom Redirect link > Create a new Form with the Completion actions "Send autoresponder email" AND "Adjust score :: +10"

Upload the white paper as a new File > Create a Custom Redirect to the white paper file > Create a new Email Template with the Completion

Action "On click :: Adjust score :: +10" that contains the Custom Redirect link > Create a new Form with the Completion Actions "Send autoresponder email"

Upload the white paper as a new File > Create a Custom Redirect to the white paper file with the Completion Action "Adjust score :: +10" >

Create a new Email Template that contains the Custom Redirect link > Create a new Form with the Completion Actions "Send autoresponder

email"

Upload the white paper as a new File > Create a new Form > On Step 4 of the Form Wizard, check the box to "Redirect the prospect instead

of showing the form's Thank You Content" and specify the white paper file link > Add Completion Actions "Send autoresponder email" AND

"Adjust score :: +10" to the Form

Automatically remove prospects from the program when an email reply trigger is met.

Increase the wait time on the Email send action steps.

Set the Engagement Studio program to repeat every 10 days.

A Leverage Einstein Engagement Frquency in a rule step before the Email send action steps.

By using a static list on the form's completion action that is used as the recipient list on the program, then remove prospects from the static list before every end step in the program.

By using an automation rule to add prospects to a static list based on the form being completed, then use that list as the recipient list on the program.

By creating a dynamic list based on the form being completed and use that list as the distribution list on the program.

By using a static list on the form's completion action, then start the program with a "Form Completed" trigger so only prospects who completed the form will get the follow up actions.

Filter existing prospect records to see which custom fields have the most data.

Review existing forms and landing pages to understand what data needs to be collected.

Ask their accounting team to review and select the five most helpful fields.

Pull a report of the data they intend to use for segmentation purposes.

Export the submission report & Import

Run completion Action on form Request a demo with action assign to user

Run completion Action on form Request a demo with action notify Admin

Run an automation rule to assign based on the « Request demo » Submission & prospect status field

There must also be a general or specific user as a sender.

The assigned user must be connected through user sync.

The email must also contain assigned user merge fields.

All prospects on the recipient list must be assigned to a user.

Ensure the Do Not Email field on the prospects is selected.

Add the prospects to a "Bounced Prospects" list for suppression.

Send the prospects an email to see if their email addresses are valid.

Delete the prospects so they can't be emailed through Pardot.

5 minutes

1 hour

2 minutes

10 minutes

The "Analytics View Only Embedded App" permission set license

Pardot Administrator user role and the Pardot Permission set assigned

Pardot Permission Set and "View Reports" Pardot user permission

Pardot user connected to a Salesforce user through User Sync

Lead, Contact or Account record added as a Related Object to the Salesforce custom object

Salesforce Connector User has 'Read' permission to the custom object

Campaign or Opportunity record added as a Related Object to the Salesforce custom object

Customized 'Display in Table' values when configuring fields

Create a website form that integrates with a Pardot form handler, details are submitted to the community site using Pardot API.

Create a website form that submits the details to the community site and integrate it with a Pardot form handler.

Create a Pardot form and via an automation rule submit the details to the community site.

Create a Pardot form and via completion actions submit the details to the community site.

Send using the form's completion actions.

Send using an automation rule

Use a dynamic list to use as a recipient list on an email send.

Send using a segmentation rule.

Create a custom Salesforce dashboard using both standard and custom Salesforce reports for each team.

Have each team member log in and reference the dashboard in the Analytics Studio app.

Assign the Analytics View Only Embedded App permission set to each user who wants to see the dashboard.

Place the Embedded Engagement History Dashboards on the desired object page layout using the Lightning App Builder.

Create a Pardot campaign for each pay per click ad and place the tracking code on the landing page

Create a custom redirect for each pay per ad click and and select a Pardot campaign for each custom redirect

Create a custom redirect for each pay per click ad and use a completion action to add the prospects to a list

Create a custom redirect for each pay per click ad and use an automation rule to add the prospects to a list

True

False

Create a dynamic list based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.

Create a segmentation rule based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.

Create an automation rule based on the prospects time to adjust their score to 0 if they haven't been active in 60 days

Create a completion action based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.

Add custom prospect fields to Pardot and map to Salesforce.

Import and merge existing records from all systems to Pardot

Import and merge existing records from all systems to Salesforce

Add custom account fields to Pardot and map to Salesforce

Job title - C-level 3/3 Job title - Manager 3/3 Size 3/3 Dept 3/3

Job title - C-level 3/3 Job title - Manager 3/3 Size 2/3 Dept 3/3

Job title - C-level 3/3 Job title - Manager 3/3 Size 3/3 Dept 2/3

Job title - C-level 3/3 Job title - Manager 2/3 Size 3/3 Dept 3/3

Lookup field to copy the satisfaction rating from cases to contacts and map that field to Pardot prospects > Dynamic list where prospects match when the prospect has a satisfaction rating over 8 > Use the dynamic list as the recipient list on an engagement program

Pardot custom object mapped to the Case object > Dynamic list where prospects match when the

Case prospect custom object has a satisfaction rating over 8 > Use the dynamic list as the recipient

list on an engagement program

Pardot custom object mapped to the Case object > Static list and add all prospects whose Case

prospect custom object has a satisfaction rating over 8 > Use the static list as the recipient list on

an engagement program

Workflow to copy the satisfaction rating from cases to contacts and map that field to Pardot

prospects > Static list and add prospects who have a satisfaction rating over 8 > Use the static list as the recipient list on an engagement program

Instruct the user in the European BU to take a screenshot and email it to them to review.

Use the BU switcher in the North America BU to switch to Europe.

Create a custom user role in the European BU with access to the folder the program is in.

Log out of the North American BU and log into the European BU to review the program.

Import all prospect data and create a suppression list.

Import only the list of mailable prospects in Pardot.

Import unavailable prospects in Pardot; perform permission pass.

Import unmailable prospects in Pardot; mark as global opt-out.

Import .CSV file containing custom field data into Pardot.

Manually create and map custom fields in Pardot.

Import leads and contacts from Salesforce into Pardot.

Enable custom field creation via the Salesforce Connector.

Automation rule and completion action

Dynamic list and automation rule

Completion action and dynamic list

Segmentation rule and completion action

Create a completion action based on the Lead Status field value.

Create a dynamic list based on the Lead Status field value

Create an automation rule based on the Lead Status field value

Create a segmentation rule based on the Lead Status field value

Create and add a tracking code to the website

Setup DNS for each used domain and validate the connection

Setup tracker subdomain and validate it

Choose which sender IP to use

The prospects were set to "true" for opted out and set to "false" for do not email.

The prospects were on a suppression list used on the operational list email send.

The prospects are opted out of the list used on the operational list email send.

The prospects were set to "false" for opted out and set to "true" for do not email.

True

False

Days before eligible to repeat rule

Limit rule matches

Certain Prospects

Repetition Order

5

3

10

15

Einstein Lead Score

Einstein Campaign Insights

Pardot Business Units

Einstein Behavior Scoring

Use the "Forward to a friend" variable tag in Pardot emails

Enable Kiosk mode on the Pardot form

Enable the Pardot account setting "Prevent Cookie Crossing"

Enable the "Not You?" link to display on the Pardot form

Form Report: Impressions

Lifecycle Report: New Prospects Created

Form Report: Conversions

Form Report: Submissions

Enable prospect resubscribe in Pardot Settings.

Create a custom email preference center page.

Minimize public lists used in marketing emails.

Remove the global opt out link from marketing emails.

True

False

Use filters to exclude some types of visits, clicks, or other actions from your campaign results and email notifications

You can the filter by IP

You can filter by a hostname

You can filter by a hostname wildcard

You can't filter your own company IP

Prospects with invalid emails are sent an autoresponder requesting email verification.

Prospects with invalid emails are marked as 'Do Not Email' to avoid future communication.

Using the data format drop-down, set the email validation option at the form level.

Send the content via an autoresponder email with a link to download the content.

CDAB

ABDC

CBDA

CDBA

YouTube

Wistia

Vimeo

Dailymotion