PARDOT CONSULTANT STUDY GUIDE

Given a scenario that includes an assessment of a customer’s current software solutions and tools, analyze and prioritize first steps in Pardot.

• Implementation Guide

Given a scenario that includes an assessment of a customer’s current Salesforce setup and existing automation processes, analyze and prioritize first steps in Pardot.

• Salesforce-Pardot Implementation Guide

Given a scenario that includes an assessment of a customer’s data (marketing assets, leads & contacts, etc.), analyze and prioritize first steps in Pardot.

• Pardot Implementation Guide – This resource covers best practices for this entire section
• Pardot Plan for Success – Planning materials useful for this section

Provided customer goals, map these goals to features in Pardot.

• Marketing Automation 101: Goals and Planning

Design a strategy to meet customer business needs based on an analysis of key performance indicators.

• Planning Your Pardot Marketing Strategy 

 Articulate the implications and importance of technical setup.

• Account Settings
• Technical Setup (PDF)

Develop and recommend a data and asset migration strategy.

• Your Guide to Asset and Data Migration

Understand and explain how to create a custom user role.

• Custom User Roles

Understand and explain how to create custom objects.

• Considerations for Syncing Custom Objects

Given a scenario, recommend the sequence in which to configure Pardot and Salesforce.

• Considerations for using the Pardot Salesforce Connector

Given a usage governance plan, develop and recommend an organizational strategy that addresses naming conventions, user roles, and folder structures.

• Using Naming Conventions

Describe the benefits of connected apps (Google Adwords, GoToWebinar, Webex).

• Pardot Connected Apps

Given a scenario, recommend the best automation tool(s): automation rule, segmentation rule, dynamic list, completion action.

• Choosing the Right Automation Tool

Given a scenario, design a sequence of events in Pardot to complete a marketing initiative (assets, trigger points, notifications, etc.).

• Choose the Right Automation Tool

 Given a scenario, develop and implement an email marketing strategy.

• Pardot Email Marketing Overview

Given a scenario, develop and implement a lead nurturing strategy.

• Pardot Engagement Studio (Trailhead)
• How Does Time Work in Engagement Studio?

Develop and implement a Lead Qualification strategy (including use of multiple scoring categories, profile creation, and grading automation).

• Pardot Lead Scoring and Qualification (Trailhead)
• Scoring Category Considerations

Given a lead qualification standard, classify qualified and unqualified leads/prospects.

• Scoring Prospects
• Grading Prospects

Given a scenario, recommend a model to route qualified and unqualified leads across the business.

•  Increase Engagement and Nurture Leads with Pardot Lightning App

Given a customer scenario, develop and recommend a lead generation strategy.

• Pardot Lead Generation (Trailhead)

Identify the steps to create a form handler.

• Form Handlers Overview

Create advanced dynamic content in Pardot. Given a lead qualification standard, classify qualified and unqualified leads/prospects.

• Pardot Dynamic Content Training

Given a scenario, recommend ways to personalize the prospect experience (including use of dynamic content and application of content marketing best practices).

• Pardot Variable Tags

Given a scenario, including data generated in Pardot Reports and customer goals, recommend system changes for optimization.

• Pardot Reporting Overview

Compare and contrast Form versus Landing Page Reporting attribution.

• Form on Landing Page Reporting

Configure Salesforce Engage for sales use.

• Set up Salesforce Engage

Describe the benefits of Salesforce Engage.

• Salesforce Engage