Salesforce Admin Tips: Setting up Salesforce Sales Paths
In This video, Brandon Walton provides a demonstration of Salesforce Paths, a feature of Salesforce Lightning. Want to learn more?
Pardot Specialist Study Guide 5: Administration
ADMINISTRATION – Describe the capabilities of and use cases for the Pardot overview tab: It displays the email usage as well as the email sending domains. Email Usage: The email usage section is especially helpful when you get an automated notice that you have exceeded your subscription allowance. It shows data for email types such …
Pardot Specialist Study Guide 4: Security And Access
SECURITY AND ACCESS Identify how to provide Pardot access:Who can grant access: Pardot administrators → any user with a role with admin: grant_access in Custom User Roles.Via Email (steps:)From the request email, click the Grant Access link.The Grant Access link will take you to a page with a list of Pardot groups.Locate the appropriate user …
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Pardot Specialist Study Guide 3: List Management
LIST MANAGEMENT – Distinguish the capabilities of, use cases for, and how to create different types of lists: List Creation / Updates: Static Dynamic Segmentation Rule Automation Rule Completion Action Form Field Option Actions – add only, will not remove prospects from the list. To add users to the test list, they must be converted …
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Pardot Specialist Study Guide 2: Prospects
PROSPECTS – Identify the ways to create prospects in Pardot: o Manually adding them in your system: you collect information on prospects from outside sources (Trade Shows, offline sources, etc) collect information and can create prospects within Pardot by creating them yourself.o Forms that collect their information: will create a prospect record or update an …
Pardot Specialist Study Guide 1: Visitors
VISITORS – Describe how Pardot tracks visitor and prospect data: Cookies Visitor Cookie: includes the name “visitor_id” plus the unique identifier for your account, which is derived from the tracking code placed on your site. The value stored is the unique ID for the visitor. Opt-in Cookie: the persistent cookie named “pi_opt_in” is what we …
Pardot Glossary 5: Form Terms
Form Terms Total Views: The total number of times your form has been viewed (including if a page has been viewed more than once by the same individual). Total Submissions: The total number of times the form has been successfully filled out Submission Rate: The ratio of the number of submissions to the overall number …
Pardot Glossary 4: Email Terms
Email Terms Mailable Prospect: A mailable prospect is a prospect that can receive emails through Pardot. Mailable prospects haven’t unsubscribed, had a hard bounce or five soft bounces, or manually opted out. Unmailable Prospect: An unmailable prospect has either opted out of emails, was opted out on import, marked as Do Not Mail, or had …
Pardot Glossary 3: List Terms
List Terms Segmentation: Segmentation is creating target lists of prospects for marketing needs. For example, you can create lists for newsletters, drip programs, and so on. Dynamic List: A dynamic list is rule-based. It automatically adds prospects when they match the criteria and removes them when they don’t. Segmentation Rules: Use a segmentation rule to …
Pardot Glossary 2: General Terms
This is part 2 of 5 in the Pardot Glossary.