Object Relationships Module 2: Custom Tabs
In this Module, we’ll be covering Custom Tabs. Next: Module 3 – Walkthrough – Creating Custom Objects and Tabs
In this Module, we’ll be covering Custom Tabs. Next: Module 3 – Walkthrough – Creating Custom Objects and Tabs
In this module we will be discussing different types of Object Relationships.
In this final module in the series, you’ll see a walkthrough of creating object relationships.
This Pardot Specialist practice Exam features questions similar to those you’ll see when taking the Pardot Admin or Pardot Specialist Certification Exams. Work through each of the questions to gauge your current Pardot knowledge. Treat this like you would the real exam – don’t use notes or study materials – you can always re-take if
In this video, The Cypress Learning Team will walk-through how to login to Pardot after the February 15, 2021 Update.
Read MorePARDOT CAMPAIGNS – Explain the application of a Pardot campaign: Can be used for reporting, thematic touchpoints (similar to source), they track the first touch that a prospect has with your online marketing.Note: Pardot campaigns are different than lists.– Given a scenario, determine if a Pardot campaign should be changed for a prospect: If the
PARDOT FORMS – Given a scenario, identify the capabilities and limitations of Pardot forms: Allows you to see how successful or active a form has been on your site, giving you insight into the total number of views, submissions, and conversions related to that form.Form Wizard lets you create a customized form in seconds.Use forms
LEAD MANAGEMENT – Explain the capabilities and limitations of an Automation Rule: Automation rules are repeatable, criteria-based rules that find matching prospects and apply actions to them.CANNOT delete, merge, register for a webinar, send autoresponder email, set profile.will only affect a matched prospect once. If you want to change a rule and have it affect
EMAIL MARKETING Distinguish between an Email and an Email template: Email templates allow you to create text and HTML email designs and store them for future use. Email templates are like blueprints for your emails – they are reusable and be used for drips and Engagement Programs, autoresponders, one-to-one emails, and list emails.Email template drafts
SCORING – Explain what a Score measures and how it can be applied: Scores are automatically assigned to prospects when they convert. Scores constantly change based on activities and interactions and show how engaged your prospects are with your marketing materials.Scoring categories allow you to score prospects on more than one product or BU. You’ll
LANDING PAGES – Identify the main components of a Landing Page. Content/TemplateFormCompletion ActionsA landing page is a specific web page that a visitor typically reaches after clicking a link or advertisement.This page generally displays content that is specific to the advertisement, search keywords, or link clicked. Simply driving visitors directly to your home page can
SOCIAL MARKETING – List the social platforms that can be used within Pardot: Facebook – Company page only, no personal page.TwitterLinkedinLink clicks, replies, comments, retweets, and likes.Social post clicks are visible as prospect activities.– Identify the main components of a Custom Redirect: CampaignURLGoogle Analytics parameters (optional)Completion actions (optional)Considerations:Allows you to track any link on your
ENGAGEMENT STUDIO – Identify the main components of an Engagement Program: Triggers: listens for an event like an email open or form submission to occur within a specified period of days.Rules: check for specified criteria or values in the system.Actions: take an action on a prospect at a given point in time.End: designates the end
SALESFORCE INTEGRATION – Explain the relationship between Pardot and Salesforce: When syncing prospects, changes to prospect records are pushed to Salesforce, and information from Salesforce records is pulled into the corresponding Pardot prospect records. Syncing occurs every 2–4 minutes.Pardot and Salesforce have different authorization and sharing models. Data is shared through the Salesforce-Pardot connector via
In this Video, Cedric Ray Jr. Covers how to import data into Salesforce using the Salesforce Data Import Wizard.
Read MoreThis Salesforce Admin practice Exam features questions similar to those you’ll see when taking the Salesforce Admin Certification Exams. Work through each of the questions to gauge your current Salesforce knowledge. Treat this like you would the real exam – don’t use notes or study materials – you can always re-take if you fail. After
This Salesforce Admin practice Exam features questions similar to those you’ll see when taking the Salesforce Admin Certification Exams. Work through each of the questions to gauge your current Salesforce knowledge. Treat this like you would the real exam – don’t use notes or study materials – you can always re-take if you fail. After
This is the recording from our Webinar on December 16, 2020. We review key things Pardot Admins need to know about using Pardot in 2021.
Read MoreHave you heard about Pardot but not sure what it is or why people use it? In this video, we cover the primary reasons companies purchase and use Pardot.
Read MoreIn this video, Pardot Certified Consultant, Brandon Walton, takes us through the process of developing responsive landing page templates within Pardot.
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