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: …
Read more “Pardot Specialist Study Guide 11: Engagement Studio”
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 …
Read more “Pardot Specialist Study Guide 14: Salesforce Integration”
In this Video, Cedric Ray Jr. Covers how to import data into Salesforce using the Salesforce Data Import Wizard.
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 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.
In this Video, Farukh Tareen reviews Salesforce Einstein Activity Capture benefits for Sales Managers.
In this video, Farukh Tareen reviews syncing activities between Gmail and Salesforce using Einstein Activity Capture.
Follow Jermaine Brewer, Certified Salesforce Admin & Pardot Consultant, implementing Salesforce Einstein Activity Capture for Gmail.
It only takes a minute to add Add to Engagement Studio and Add to Pardot List buttons to your lead record. Check out how easy it is in this video.