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Flashcards in Pardot Specialist Deck (119)
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1
Q

True or False - once the connector has been set up between Pardot and Salesforce all leads and prospects will automatically sync between the two.

A

False - The connector will not auto-create prospects in Pardot. You will need to complete an initial import of Leads and Contacts when integrating an existing Salesforce org with Pardot

2
Q

If a prospect opts out of a list that is being funneled into an engagement program, are they removed from the engagement program?

A

No - they will continue to move through the engagement program but they will stop receiving emails.

3
Q

If a prospect opts out of a list funneling into an engagement program, but are still opted into another list to the same engagement program will they receive emails associated with that particular engagement program?

A

yes

4
Q

How do you add participants to a list after creating one?

A

Automation Rule, Segmentation rule, import, completion action

5
Q

Where do you navigate to create an email from a previously created template?

A

Marketing -> Emails -> New List Email. Create info and select previously created template.

6
Q

What can you find under the Admin/Overview tab?

A

Email Usage:

List Emails, Automated Emails, One-to-One Emails, Engage Emails, All Emails (and Date)

7
Q

On which objects do custom fields live?

A

Account, Prospect and Opportunity

8
Q

What are the three areas that can be limited via security limits

A

Imports
Exports
Email sends

9
Q

What object does an opportunity or an account need to be associated with to flow back into Pardot?

A

Contact Role

10
Q

Where can you find the sync queue?

A

Administrator -> Connectors -> CRM Connector (cog) -> sync Queue

11
Q

True or False - Assuming a record does not already exist, Pardot will create a new Lead Record in Salesforce as soon as Pardot converts a visitor to a prospect.

A

False - A new lead record will only be created in Salesforce if the prospect is assigned to a user.

12
Q

What objects are synced between Salesforce and Pardot

A
Leads
Contacts
Opportunities
Accounts
Custom Objects
13
Q

True or False - items in your recycle bin, since they are not truly deleted, will count towards your contact quotient

A

False - the quotient is MAILABLE contacts, and if they are in the recycle bin they are not able to be mailed to.

14
Q

True or False - importing an opt-out prospect list manually will not cause a Salesforce sync

A

False

15
Q

Where can you find reporting for Custom Redirects?

A

Reporting -> Marketing Assets -> Content

16
Q

The following system actions will cause a prospect to be synced with Salesforce

A
  • record changes caused by an automation rule or completion action
  • addition of a prospect to a campaign or campaign status update (via automation rule, drip program, etc)
17
Q

What is the throttling time for the completion action: Adjust score for file download and custom redirect

A

24 hours

18
Q

What Admin capabilities does the Marketing User have access to?

A

Imports (not exports)
Recycle Bin
VIEW Users / Groups (not user management)

19
Q

What are the three social media connectors?

A

Twitter, Facebook, LinkedIn

20
Q

True or False - Clicking the Synchronize with CRM link on any prospect record will place that prospect into the queue to be synced.

A

False - by clicking the Sync button the prospect will jump the line and be synced immediately

21
Q

True or False - when creating a list, you start with the same process for both a static and dynamic list and select dynamic list further down the process.

A

True

22
Q

What are the three Webinar connectors?

A

ReadyTalk, GoToWebinar, Webex

23
Q

What Administrative capabilities does the Sales Manager have access to?

A

Recycle Bin

VIEW Users / Groups

24
Q

What fields are included in all exports, both express and full

A

default fields, overall score & grade

25
Q

What reports does a Sales User have access to?

A
Conversion
Lifecycle
Scoring
Categories
Video
26
Q

What two marketing assets can you remove completion action throttling?

A

Forms and Form Handlers

27
Q

A prospect is on day one of a four-day wait step and the program is paused for five days. Once the program is restarted will the prospect automatically advance or continue to wait for the remaining three days?

A

The prospect will finish the remaining three days of the wait step before moving on to the next step.

28
Q

what connector allows you to chat with a prospect

A

Olark (in conjunction with GoogleTalk and Jabber)

29
Q

True or False - in order to be able to see all Pardot information, all Salesforce users need to also have a Pardot user account.

A

True

30
Q

What Pardot prospect activities will prompt a Salesforce sync?

A

Form / Form Handler Submission
Landing Page Submission
Unsubscribing from emails

31
Q

True or False - Google Analytics will only collect information on new prospects that click on tracked page - if an existing contact clicks on a tracked page information will not be collected even though the link is the same.

A

True

32
Q

Where can you add default content into fields?

A

Admin -> configure fields -> prospect fields -> edit -> ‘set a default mail merge value to be used when this field doesn’t have a value;

33
Q

What is the only dashboard that the Sales Manager and Sales User roles can view?

A

Prospect Table

34
Q

True or False - with salesforce sync you can sort contacts within salesforce by Pardot score and grade

A

True

35
Q

Why does Pardot authenticate additional domains?

A

Many email servers check for authentication when identifying spam. By authenticating, your email will not be flagged as spam.

36
Q

What social connector allows you to connect with Prospects over the phone?

A

Twillo

37
Q

what do you use a Custom Redirect for?

A

tracking content outside of pardot - such as:
Banner ads
- Other social sites or tools (outside of facebook, twitter and linkedin)
- Links to files or pages you do not host
- Links on landing pages

38
Q

what items are reported on within reports -> connected apps?

A
Events
Natural Search
Olark
Paid Search
Site Search
Social 
Webinars
39
Q

True or False - Both Admin and Marketing users have the ability to set up and manage Connectors

A

False - only Administrative users have the ability to set up and manage connectors

40
Q

What is the monthly cohort graph?

A

A visual overview of how many prospects and opportunities were created within a specific date range

41
Q

What two authentication tools does Pardot use when adding a domain?

A

SPF - Sender Policy Framework

DKIM - DomainKeys Identified Mail

42
Q

What information is listed on the Admin Overview tab?

A
Email Usage Table: 
Date
List Emails
Automated Emails
One-to-One Emails
Engage Emails
All Emails

Capability to Edit Tracking Opt-in preferences (the message to viewers that cookies are being used)

43
Q

True or False - Completion actions can not be added to Custom Redirects

A

False

44
Q

What is included in a full export that is not included in an express export?

A

custom fields & scoring categories

45
Q

What fields do Salesforce and Pardot use to sync records?

A

Matching Email Address

Matching CRM ID

46
Q

How many social posting connectors can be created for one pardot account?

A

unlimited

47
Q

what connector allows you to shorten urls?

A

Bit.ly

48
Q

what information can not be translated into a variable tag?

A

Any prospect or account field that is set to record more than one (multiple) responses.

49
Q

What is the last step in authenticating a vanity domain after you have created it in Pardot?

A

Click on ‘Expected DNS Entries’ and give these three text pieces to your IT team to be imbedded into your DNS.

50
Q

True or False - Wistia Turnstile allows Pardot to collect email addresses before, during, and after a video.

A

True

51
Q

What are the steps of the mapping process to sync Pardot and Salesforce?

A

Create Custom Field in Salesforce
Add to Page Layout in Salesforce
Create Custom Field in Pardot
Map Pardot Field to Salesforce Field

52
Q

Where do you go to create a list?

A

Marketing -> Segmentation -> Lists

53
Q

Where do you go to make a dynamic list?

A

The same steps as a Static list, when creating the list check the ‘dynamic list’ button

54
Q

What happens when you set a completion action for an image file download?

A

nothing - completion actions do not execute on image file downloads

55
Q

True or False - prospects can be sent to the recycle bin but can never be fully deleted

A

False - prospects are one of the few objects that can be permanently deleted.

56
Q

What does single sign on allow for?

A

Grants access to all marketing tools with one login

57
Q

Pardot Support needs access to your account to help you troubleshoot an issue. How do you grant them access?

A

hover over the person icon and select ‘grant access’

58
Q

how do you get to the Engagement and Activity Report?

A

Reports -> Marketing Assets -> List Emails -> click on specific email -> select ‘interactions’ tab at top

59
Q

Where can you create custom redirects?

A

Marketing -> Content -> Custom Redirect

60
Q

Define Active visitors

A

visitors who have visited two or more pages, regardless of whether their company could be identified

61
Q

What is the symbol to add dynamic content to an email

A

lightning bolt

62
Q

What kind of email can you attach to an engagement program - Template, list or both?

A

Template only

63
Q

Where can you access everything that has been tagged?

A

Marketing -> Segmentation -> tags

64
Q

What options are under the Prospect tab?

A

Prospect List
One-to-One Emails
Prospect Accounts
Visitors

65
Q

What Marketing permissions do Sales Users have access to?

A

none

66
Q

Define Identified Visitors

A

Visitors with identified companies

67
Q

Does a Marketing User have access to edit folders?

A

No - only Administrative User

68
Q

Where can you edit your email preference page?

A

Marketing -> Emails -> Preferences Page

69
Q

True or False - Custom Fields and Custom Objects flow information from Salesforce into Pardot, but Pardot can not sync information back into Salesforce.

A

True

70
Q

What is the last step after completing your email in HTML?

A

update text by ‘sync from HTML’

71
Q

What are the five items that can be permanently deleted (if chosen to)

A
Content file
Tag
Folder (if emptied first)
List email draft
Prospect
72
Q

True or False - Custom redirects will continue to work even if they are deleted in Pardot

A

True

73
Q

Where do you create a new prospect list?

A

Marketing -> Segmentation -> list

74
Q

What is the connector that tracks prospects that click paid search ads by applying tracking code to the page.

A

Google AdWords

75
Q

True or False - the matching field in Salesforce must have the exact same name on the lead and contact object in order for Pardot to sync to both objects?

A

True

76
Q

True or False - filters are retroactive and will go back and filter visitor activity prior to when the filter was created.

A

False

77
Q

If there are multiple completion actions set on one marketing asset In what order are completion actions executed?

A

1) the action that affects other automations
2) the automation runs
3) the remainder of the completion action
ex: 1) assign to user 2) set custom field value 3) runs any real-time automations 4) notifies the user

78
Q

If there are multiple Pardot records with the same email, which will Salesforce sync with?

A

The record with the most recent activity date

79
Q

What User actions in Pardot will prompt a Salesforce sync?

A

Import of Prospects
Any prospect field change
Campaign Change
Selecting the Synchronize with CRM link on any prospect record

80
Q

What connector involves video engagement

− View Percentage & Heat Map

A

Wistia

81
Q

What Administrative capabilities does the Sales User have access to?

A

none

82
Q

True or False - Pardot cannot sync with formula fields in Salesforce

A

False

83
Q

How do you remove completion action throttling and assure that completion actions will continue every time despite the timing?

A

Enable ‘always display form after submission’
or
Disable ‘visitor activity throttling and send autoresponder emails after every submission’.

84
Q

What are the two ways to set up and maintain users?

A

Import and manually

85
Q

What connector provides additional internet information on prospects directly to their record?

A

data.com / Full Contact

86
Q

How long does Pardot retain web history information for visitors?

A

a year

87
Q

What are the Salesforce activities that would trigger a sync with Pardot

A

Updating assigned user for the Lead or Contact
Field Changes
Creating a new Lead or Contact

88
Q

In what case will completion actions not execute on link clicks?

A

When the link is associated with unsubscribe or email preference page

89
Q

True or False - Email opens are never filtered

A

True

90
Q

True or False - Pardot can not sync with multi picklist in Salesforce

A

False

91
Q

Can Sales Managers and Sales User Roles send emails?

A

Yes, but only 1:1

92
Q

What two Salesforce objects sync directly with Pardot Prospects?

A

Lead & Contact

93
Q

What is the most common reason to filter visitors?

A

To exclude your company’s IP address to avoid skewing reporting on campaign results and email notifications.

94
Q

What user roles have access to the recycle bin?

A

All users except sales (including admin, marketing and sales manager)

95
Q

True or False - you can only perform A/B testing on list emails?

A

True

96
Q

What Pardot activities will prompt a Salesforce sync?

A

User Action
System Action
Prospect Activity

97
Q

Where can you enable a user’s SSO (single sign on)?

A

Admin -> User Management -> Edit selected user -> link with Salesforce CRM -> Enable SSO

98
Q

What are user groups used for?

A

Round Robin Lead Assignment

Consistent Folder Access

99
Q

Where can you find Custom Redirect?

A

Marketing -> Content -> Custom Redirect

100
Q

What connector allows you to collect event registration?

A

EventBrite

101
Q

Within an engagement program what instigates a move from one step to another?

A

Trigger:

Email Open, Email Link Click, Form, Landing Page, Custom Redirect Click, File Download

102
Q

What connector allows you to add social media links/ buttons to your landing pages and emails?

A

AddThis

103
Q

How are tags different than lists

A

You can send emails to a list you can not send emails based on a tag

104
Q

When a Prospect is assigned within Pardot, but there is no corresponding record in Salesforce - what happens?

A

Pardot will create a new lead record within Salesforce

105
Q

What folder abilities does a marketing user have access to?

A

They can create folders but can not manage, change permissions or delete

106
Q

What are the initial steps when setting up a Pardot / Salesforce Sync?

A

Install the Pardot App Exchange Package
Add Salesforce Connector in Pardot
Configure Salesforce
Configure Pardot

107
Q

In order for custom fields to map between Pardot and Salesforce, where do they need to originate?

A

Salesforce. All custom fields must be created in Salesforce prior to mapping them to a Pardot field.

108
Q

How can you alter who your email is from / who the recipient responds back to?

A

Sender - general user, specific user, assigned user, account owner

109
Q

How can Google AdWords assist SEO ROI?

A

Tie cost data from AdWords to opportunity data from

Salesforce to determine true cost per qualified leads

110
Q

True or False - When a visitor converts to a prospect, a completion action on a custom redirect will retroactively trigger

A

False

111
Q

If a prospect in the recycling bin fills out a form, what will happen to the prospect record?

A

The record will be removed from the recycling bin

112
Q

What field type will not sync between Pardot and Salesforce?

A

lookup and geolocation

113
Q

Do completion actions execute on prospects, visitors or both?

A

Just prospects not visitors

114
Q

Can you attach a completion item to an image file?

A

no

115
Q

Which report gives you a quick statistical overview of your Pardot campaigns.

A

Campaign Report

116
Q

Which report gives you a visual overview of how many prospects and opportunities were created in a date range.

A

Monthly Cohort Graph

117
Q

Which report shows visitors who have converted to prospects & what data elements are included within this report?

A

Conversion report

- score, conversion point, and source referrer information.

118
Q

Which report combines marketing and sales data to give and helps you determine how well your marketing and sales teams are working together to qualify leads and close deals.

A

Prospect Lifecycle Report

119
Q

Which report shows how your recipients engage with your email.

A

Engagement and Activities report