Sandboxes for Pardot are included in Pardot Advanced and Premium editions, and as a paid add-on for Pardot Plus edition.
Pardot Plus customers who also have Salesforce Sandbox can buy Pardot Sandboxes as an add-on as well.
What is a grade in Pardot
A Pardot grade is a rating based on how well a prospect’s profile matches your ideal customer profile.
The prospect rating is expressed as a letter grade that ranges from F (worst) to A+ (best).
Pardot assigns an initial grade of D to all prospects.
Can you connect pardot to sandbox
You won’t be able to connect a Pardot Production environment with a Salesforce Sandbox: If Salesforce org is Production, you can only connect to Pardot Production.
If Salesforce org is a Sandbox, you can only connect to Pardot Sandbox.
What is the minimum a user needs to know about a Salesforce field in order to map it to a custom field in Pardot
You need at least 1 lookup field to the custom object. You can open up the Salesforce object schema to guide you for the context of your own org.
How do you access the Pardot AppExchange application to install it?
- Get the installation link
- Review actions, and click Install
- On Step 2 of the install wizard (Choose security level), select Grant access to admins only
Where can the email usage for a Pardot account be located
From any page in Pardot, click the gear icon, and select Settings. Click the Usage and Limits tab.
What is a good way in Salesforce to verify that a record is syncing to a prospect in Pardot
What is a good way in Salesforce to verify that a record has synced to a prospect in Pardot?
Options are : The Pardot sync checkbox is checked. The first and last name fields are not empty.
What causes prospect records to sync from Pardot to the CRM
If your Pardot account allows multiple prospects with the same email address, prospects sync to Salesforce records with matching CRM IDs (lead or contact ID).
Some prospect, user, and system activities trigger prospects to sync from Pardot to Salesforce.
How do I create a landing page on Pardot?
- Navigate to Salesforce Setup > Apps > App Manager
- Navigate to the Pardot Lightning App and use the drop-down to “edit”
- Select “Navigation Items”
- Move “Landing Pages” from the Available items list to the Selected Items
How do I enable connected campaigns in Pardot?
- Open the Connected Campaigns page
- Select Enable Connected Campaigns and Engagement History
- Select the Salesforce campaign record types that can be connected
- Save your work
How do you use MQL in pardot?
- Step 1: Define Your Marketing qualified leads (MQLs)
- Step 2: Create Checkbox Fields
- Step 3: Create Fields on Prospect
- Step 4: Create Your Velocity Field
- Step 5: Create Your MQL / SQL Trigger Points & Time Stamps
When can a prospect’s Pardot campaign be set
A prospect’s Pardot campaign is set when a prospect first hits a Pardot tracked link or Pardot tracking code.
Once a prospect becomes associated with a campaign, they remain associated with that campaign.
Each prospect is associated with only one Pardot campaign. You can change prospects’ Pardot campaign
What is an example of a unique identifier in Pardot
Pre-AMPSEA, the unique identifier was ‘Email Address’. With AMPSEA enabled, the unique identifier becomes ‘CRM ID’.
CRM ID is the Lead or Contact record ID in Salesforce. Pardot Prospects are linked with Lead or Contact records in Salesforce, therefore the CRM ID becomes the Pardot prospects’ ID as well.
Can you send emails from Pardot Sandbox
Email sending is entirely disabled in Sandboxes (even automated emails) B2B Marketing Analytics, Engagement History Dashboards and Salesforce Engage are disabled in Sandboxes.
Once a Pardot Sandbox is created, the only way to remove it is to refresh the Salesforce sandbox.
Which item can you test in Pardot Sandbox
The most important things to actively test in a Pardot Sandbox are the items related to the flow of data between Pardot and Salesforcethe things that could change records or cause data to be lost.
How do I export my email list from Pardot
Select reports (Pardot Reports in the Lightning app), and then Marketing Assets | Emails | List Emails.
Click Tools. Select Export custom table to CSV or Export all items to CSV.
What four categories are included in the Pardot menu navigation
Pardot navigation is divided into eight main sections: Pardot Dashboard, Prospects, Campaigns, Automations, Pardot Email, Content, Pardot Reports, Reports, and Pardot Settings.
Let’s take each in turn: The Prospects tab is where you access records for the prospects in your account.
What is Salesforce Connector
You can use Salesforce Connector to securely read data from or write data to Salesforce.
Salesforce is a cloud-based Customer Relationship Management (CRM) solution for sales teams to manage contacts and sales activities.
What is a connector user in Salesforce
The connector user is a user that you designate to connect Pardot and Salesforce for data syncing.
These tasks apply only to accounts that aren’t using the Pardot integration user.
How do I use a data connector in Salesforce?
- Open a sheet in Google Sheets
- At the top, click Extensions Data connector for Salesforce
- At the right, choose an option: Reports: Bring in an existing Salesforce report into your spreadsheet
- Type your source report, object, field or filter into the search bar
- Click Get data or Done
How do I use Mule 4 connector in Salesforce?
- Configure the connection details for Salesforce and use the Basic Username and Password connection(Username,Password,Securitytoken),you can also use other connections as well to do the configuration like Oauth UserName and Password etc
- Create the payload to create the Account in Salesforce
How do I sync custom objects in Salesforce?
- In your HubSpot account, navigate to Contacts > Contacts
- In the upper right, click Import
- Click Start Import
- Select Integrations, then click Next
- Select Salesforce records, then click Next
- Select Custom Objects, then click Next
- Choose the custom object you want to import
What is connection user in Salesforce
When you enable Salesforce to Salesforce, a new user named “Connection User” is created.
This user doesn’t count towards the number of used licenses for your organization, and isn’t included in any user management view.
How do I add a connector to Salesforce?
- Navigate to AppExchange
- In the Search box, type Reltio Connected Customer Data for Salesforce
- On the upper-right corner, click Get it Now
- Log in to AppExchange
- Click Allow
- Select Org to install
- Install the Reltio Connected Data for Salesforce
- Click Confirm and Install
What is streaming API in Salesforce
Streaming API is your radar. It lets you define events and push notifications to your client app when the events occur.
You don’t have to keep an active lookout for data changes or custom notifications—you don’t have to constantly poll Salesforce and make unnecessary API requests.
How do I create a connected campaign in Salesforce
The setup process includes three general steps: enable the feature, make a plan and connect existing campaigns, and turn over campaign management to Salesforce.
After the last step, start creating all your campaigns in Salesforce only. A connected Pardot campaign is created automatically.
How do I map a field in Salesforce?
- From the object management settings for Leads, go to the Fields & Relationships, and then select Map Lead Fields
- For each custom lead field, choose the field into which you want the information inserted when you convert a lead
- Save your work
In which two ways can a Prospects score be changed
You can either modify or enhance a prospect’s score in the following ways: Modifying the Baseline Scoring Rules.
Completion Actions on Forms or Form Handlers.
How do I enable campaigns in Salesforce?
- Click on the Campaign you want to activate
- Click the Details tab
- Click the pencil icon next to Active
- Mark the checkbox under Active
- Click Save
How do I enable marketing setup in Salesforce?
- Click the plus icon to navigate to the All Tabs screen
- Click Marketing Cloud
- Click Connect to Marketing Cloud
- Enter the username and password for the Marketing Cloud API User
- Click Login
- If successful, you see a screen to configure Marketing Cloud Connect settings
References
https://trailhead.salesforce.com/content/learn/modules/pardot-salesforce-integration-for-lightning-app/integrate-pardot-with-salesforce
https://help.salesforce.com/apex/HTViewSolution?id=000325523&language=en_US
https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.pardot_activities_that_trigger_a_sync_from_pardot_to_salesforce.htm&language=th
https://help.salesforce.com/apex/HTViewSolution?id=000359186&language=en_US
