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PARDOT CONSULTANT STUDY GUIDE

EVALUATION 17%

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 

ACCOUNT CONFIGURATION 20%

 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

AUTOMATING BUSINESS PROCESSES 17%

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

EMAIL MARKETING 10%

 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?

LEAD MANAGEMENT 14%

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

PERSONALIZING THE PROSPECT EXPERIENCE 8%

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

REPORTING, METRICS AND ANALYTICS 11%

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

SALESFORCE ENGAGE 3%

Configure Salesforce Engage for sales use.

  • Set up Salesforce Engage

Describe the benefits of Salesforce Engage.

  • Salesforce Engage

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