Pardot-Consultant Salesforce Certified Pardot Consultant (WI24) Questions and Answers

Build an automation rule with the criteria of :: Prospect Custom Field:: contract:: is:: blank. Add an action of "Add to List" and an action of "Notify assigned user."

Build a dynamic list with the criteria of:: Prospect Custom Field :: Contract:: is:: blank. Associate the list to the Renewal Engagement program and add an action of "Notify assigned user" at intervals.

Build a segmentation rule with the criteria of :: Prospect Custom Field :: Contract:: is :: Renewed and an action of "Add to list" and an action of "Notify assigned user."

Build a segmentation rule with the criteria of :: Prospect Custom Field :: Contract:: is :: Renewed and an action of "Add to list" and an action of "Notify assigned user."

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.

Move all users to Salesforce Lightning

Purchase separate Pardot accounts

Enable "Business Unit'connector setting

Use the Pardot Lightning App

You can create and sync a custom object from anything that is linked to a contact, lead, or account in your CRM

You can create and sync a custom object from any object in Salesforce

You can create and sync a custom object from anything that is linked lead and contact, but can't be linked to account due to high risk of errors

You can create and sync a custom object from anything that is linked to a contact, lead and account in your CRM at the same time

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.

Webinar & Event invite. Registrations & Attendance

Webinar & Event Registrations & Attendance

Webinar: Attended/NoShow/Registered Event :Checked In/Registered

Only Webinar & Event Attendance

25

100

15

50

Include prospect activity history from Account B in their prospect import if they want to retain it.

Get a brand new Pardot org and migrate both Account A and Account B into it.

Export existing custom field mappings to import desired fields into Account A.

Manually rebuild any automations built in Account B in Account A.

Create a custom user role for Pardot Only users in Pardot.

Make sure the CRM username field on user records are empty.

Set the users as Marketing user roles in Pardot before enabling user sync.

Delete and recreate the specific users after enabling user sync.

Automation Rules

Segmentation Rules

PI Completion Actions

Engagement Programs

Tables

All

Pardot Plus Edition and Pardot Advanced Edition

Only Pardot Advanced Edition and it includes unlimited Buisness Units

Only Pardot Advanced Edition and it includes 2 Buisness Units, then each subsequent costs 2 000$/month

Prospect was deleted by a user

Prospect unsubscribed from an email

Prospect replied to an email

Prospect viewed a landing page

Completion Action

Automation rule match All

Automation rule match Any

Page Action

Before you can set up Salesforce Engage, you must have a verified Salesforce-Pardot connector

Salesforce Engage is not supported for Salesforce sandbox accounts

Salesforce Engage is an app mainly for Sales to stay up to date with Prospect actions

You can download Salesforce Engage App on your desktop or phone (Mac,Windows)

You can use Salesforce Engage with Gmail by downloading an extension

Assign to queue

Notify account owner

Set profile

Increment prospect field value

The Country field has validation enabled and the updated field values did not match existing values.

The user who performed the import is not the assigned user listed on the remaining prospects.

The remaining prospects are in the Recycle Bin and the user did not select to undelete them.

The remaining prospects’ email addresses contained domains from free ISPs such as Yahoo and Google.

Match ALL overall logic: Prospect List > Isn't > suppression List A; B; C; D Prospect default field > Title > contains > Vice President; VP

Match ALL overall logic: Prospect List > Isn't > Suppression List A; B; C; D Prospect default field > Title > IS >Vice President

Match ANY overall logic: Rule Group1: Match All Prospect List > Isn't > Suppression List A; B; C; D Rule Group2: Match All Prospect default field > Title > contains > Vice President; VP

Match ANY overall logic: Prospect List > Isn't > Suppression List A; B; C; D Prospect default field > Title > contains >Vice President; VP

A-Z (25)

A-C (3)

10

A/B (2)

Trigger, action and rule

Trigger, activity and rule

Trigger, activity and check

Trigger, listen and check

Einstein Lead Score

Einstein Campaign Insights

Pardot Business Units

Einstein Behavior Scoring

Create a form and enable progressive profiling

Create a form handler and enable progressive profiling

Create a form handler for each white paper

Create a form per white paper and enable progressive profiling

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.

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.

Use Salesforce's value

Use Pardot's value

Use the most recently updated record

All of the above

For all prospects who have already matched, no new actions will be applied.

For all prospects who have already matched the rule, they will receive the 75 point completion action instead of the 50 points they already received.

For prospects who have already matched but also meet the new criteria, they will receive the 75 points in addition to the 50 points they already received.

For all prospects who have already matched the rule, they will receive the 75 point completion action in addition to the 50 points they already received.

Create a dynamic list to sync prospects from Salesforce. Build an Automation rule with criteria :: Job Title:: CEO :: Industry:: Software, action :: add to the Salesforce campaign.

Import a .csv file of prospects. Build an Automation rule with criteria :: Job Title :: CEO :: Industry :: Software, action :: add to Salesforce Campaign

Create a dynamic list to sync prospects from Salesforce. Build a segmentation rule with the criteria :: Job Title :: CEO :: Industry :: Software, action :: add to the Salesforce campaign.

Import a .csv file of prospects. Build an Segmentation rule with criteria :: Job Title:: CEO :: Industry :: Software, action :: add to Salesforce Campaign

Locate the relevant documentation and follow the steps to enable.

Update your Salesforce connector user permissions

Contact Pardot Support to enable the necessary connector behavior

Update your field mappings by going to Admin > Configure Fields

Update the “Opt Out” field on the prospect record

Remove the value in the ‘Pardot Hard Bounce’ field

Change the email address to a valid email address

Clear the “Do Not Email” field on the prospect record

Page action

Custom redirect

Completion action

Automation rule

True

False

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

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

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

You can define a page to be a priority page to highlight the activity to Sales reps and other users.

It is possible to use URL wildcard by adding * to the end of the URL.

You cannot use auto responder emails with page actions.

You cannot set the prospect's source campaign with page actions.

Build automation rules add criteria as Contact as blank add action as notify assigned user

Build dynamic list add criteria as Contact as "Renewed" add action as notify assigned user

Build dynamic list add criteria as Contact as blank add action as notify assigned user

Build automation rules add criteria as Contact as "Renewed" add action as notify assigned user

To allow emails to be sent from your domain

To host all Pardot landing pages and forms on your website

To give a seamless transition between pages and form that you host and your Pardot hosted assets.

All of the above

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

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

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

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

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

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

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

Build a Dynamic List:: Prospect Campaign is :: Salesforce Connector and prospect score:: is less than:: 100, Action:: add to list.

Build a Segmentation rule :: Prospect Campaign is :: Salesforce Connector and Prospect Score :: is more than :: 100, Action :: add to list

Build an Automation rule :: Prospect Created Date ago is :: 100 :: and prospect score:: is less than :: 10, Action :: add to list

Build an Automation rule :: Prospect Campaign is :: Salesforce is:: Salesforce Connector and prospect score :: is less than :: 100, Action :: add to list

Kiosk/Data Entry Mode

ReCAPTCHA

"Not you?" Link

Progressive Profiling

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.

Marketing data sharing rules on contact roles

Marketing data sharing rules on accounts

Marketing data sharing rules on opportunities

Marketing data sharing rules on prospects

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

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.

Automatically assign all prospects in Pardot and review the Salesforce Connector user's permissions.

Create an Engagement Program in Pardot and verify the Salesforce connector.

Manually assign all prospects in Pardot and verify the Salesforce connector

Regularly export data from Pardot and data load file into Salesforce

Kiosk/Data Entry Mode: Do not cookie browser as submitted prospect

PI Enable explicit bot protecting using reCAPTCHA

Include "Not you?" link to allow visitors to reset the form

Disable autoresponder emails on this form

Create a new automation rule.

Create a new segmentation rule.

Add a completion action to the form the prospects completed to register for the webinar.

Select all prospects in the webinar attendees table and use the table action at the bottom to add to their scores.

Import the HTML file into Pardot and apply it to the layout template

Create a Pardot landing page and import HTML from the landing page HTML

Create layout template and import HTML from the landing page URL

Import the HTML file into Pardot and apply it to the landing page

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.

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

Account

Opportunity

Case

Order

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.

Configure users > set up a round robin > have nurture programs assign prospects to the round robin

Configure users > set up a user group > have nurture programs assign prospects to the user group

Configure users > set up a queue > have nurture programs assign prospects to the queue

Configure users > set up a custom role > have nurture programs assign prospects to users with the custom role

The code is generated from a Salesforce campaign

Visitor filters can be added to Pardot to restrict tracking (clicks, visits, email notifications etc) from certain IP addresses

Cookies will always expire after 10 years

Visitors and prospects that have "do not track" settings enabled on their browser will not have their activities tracked while on your site.

Add to Salesforce campaign

Assign prospect to queue

Assign prospect via Salesforce active assignment rule

Create a Salesforce event

Delete a Salesforce task

Assets that adhere to GDPR best practices in the European BUs and CAN-SPAM best practices in the

North American BUs.

Multiple tracker domains within each BU that are country specific. Apply country relative tracker

domains to assets delivered in each country.

A tracker domain that is not specific to any given region or country and apply it to the assets used

in both the European and North American BUs.

A tracker domain specific to the European region and an additional tracker domain specific to the North American region.

Authentication provides legal protection against email abuse complaints.

Authentication increases deliverability rates of emails sent through Pardot.

Authentication proves Pardot is a legitimate sender of LenoxSoft's emails.

Authentication ensures the company's sending IP will not appear on blocklists.

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

Create Pardot user records in one business unit, then use the business unit switcher to access each account.

Create multiple Salesforce users with the same email address connected to one Pardot user, then use the business unit switcher.

Create one Salesforce user connected to one Pardot user, then use Pardot user groups to use the business unit switcher.

Create Pardot user records in each business unit connected to the same Salesforce users, then use the business unit switcher.

The administrator has not published the Email Template from a draft.

The administrator does not have folder permissions to the email template folder.

The administrator does not have folder permissions to the Engagement Program.

The administrator has not selected a sender for the Email Template.

Campaign send limits

A link to Salesforce Engage training resources

A link to assign licenses and permission sets

A link to download Engage Alerts for Mac

Install the Pardot AppExchange package for Production Environments

Rename the Salesforce connector for the Sandbox org

Delete all data from the Sandbox org

Create a new Salesforce Connector for the Production org

Unverified and delete the Salesforce connector for the Sandbox org

Segmentation Rule

Completion Action

Dynamic List

Automation Rule

Add contacts to the program's Campaign as campaign members.

Export contacts from Salesforce and import them into Pardot.

Use the Add to List completion action on forms.

Use the Add to Nurture action on page layouts.

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

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

Create a custom layout template in Pardot that contains form elements. Create a landing page using that template.

Create a landing page using the enhanced landing page experience. Use the Pardot Form component to add a Pardot form to track submissions.

Create a landing page using the enhanced landing page experience. Use the HTML component to iframe in a Pardot form to track submissions.

Create both a landing page and form using the enhanced landing page experience.

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.

Sales Manager

Marketing

Administrator

Sales User

Notify LenoxSoft that sending non-marketing emails to opted-out prospects is in violation of US CAN-SPAM laws.

After being given their consent, go into their Pardot account settings and enable operational emails sending.

Inform LenoxSoft that they need to contact the Client Advocate Team and to mention in their request to enable operational email sending that it is for non-marketing purposes.

Inform LenoxSoft that you would require written confirmation that they intend to use this feature for non marketing purposes prior to enabling the setting for them.