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Salesforce Pardot Specialist Certification - Trailmix 2022 > Administration (11%) > Flashcards

Administration (11%) Flashcards

1
Q

To bypass the need for multiple admins, you can create what in Salesforce to delegate Pardot tasks to a marketing admin?

A

a custom permission set

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2
Q

A custom permission set grants access to all the Pardot setup nodes in Marketing Setup without granting full access to what?

A

Salesforce Setup

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3
Q

Syncing Prospects Between Pardot and Salesforce occurs how often?

A

2 - 4 minutes

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4
Q

Designating a user as a marketing admin in Salesforce grants them access to what?

A

Marketing Setup only

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5
Q

Access to Marketing Setup requires which two specific user permissions?

A

View Setup and Configuration. Manage Marketing Setup Tasks.

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6
Q

If you want marketing admin to set up Pardot Email in Lightning Experience, assign them two more permissions:

A

Manage Profiles and Permission Sets

Assign Permission Sets

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7
Q

For Accounts that don’t allow multiple prospects with the same email address, Pardot prospects sync to which records in Salesforce?

A

Salesforce records with matching email addresses

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8
Q

If your Pardot account allows multiple prospects with the same email address, prospects sync to which Salesforce records?

A

Salesforce records with matching CRM IDs (lead or contact ID).

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9
Q

Which Prospect activities don’t trigger a sync from Pardot to Salesforce?

A
  1. Receiving or opening an email, unless the action is set to adjust prospect score.
  2. Page views, unless the action is set to adjust prospect score.
  3. Visitor sessions.
  4. Prospect account changes.
  5. Creating or mapping new custom fields.
  6. Changes to formula fields in Salesforce.
  7. Undeleting a prospect.
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10
Q

Which lead and contact activities trigger a sync from Salesforce to Pardot?

A
  1. Activities that update the Last Modified timestamp triggers a sync to Pardot for existing prospects.
  2. Updating a lead or contact email address.
  3. Updating the assigned user (owner) for the lead or contact record.
  4. Making field changes to a lead or contact record.
  5. Updating a related account record in Salesforce for a lead or contact who is associated to a Pardot prospect.
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11
Q

Yes/No: When Sync Behavior is Set to Use Pardot’s Value, Pardot and Salesforce field values differ when synced, Pardot’s value overwrites the value in Salesforce?

A

Yes.

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12
Q

Yes/No: When Sync Behavior is Set to Use Pardot’s Value, a value in Pardot is empty and the value in Salesforce is not, the Salesforce field value overwrites the empty value.

A

Yes.

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13
Q

for Salesforce synced Pardot accounts that allow multiple prospects with the same email address, what happens if the email address is deleted from the CRM record,

A

Pardot marks the prospect [[crm_deleted]] to indicate that the sync has been stopped.

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14
Q

for Salesforce synced Pardot accounts that allow multiple prospects with the same email address, what happens to the CRM if Pardot updates the email address?

A

New CRM record created for the new email address.

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15
Q

Name 2 actions that remove the [[crm_deleted]] flag from Pardot and make the prospect eligible for syncing?

A

Undeleting the record in Salesforce. 2. Creating a record with the same email address in Salesforce if Automatically create prospects in Pardot if they are created as a Lead or Contact in Salesforce is enabled (only in accounts that do not allow multiple prospects with the same email address). 3. Using one of these Salesforce functions: Send to Pardot, Send Pardot Email, Add to Pardot List, or Send Engage Email. In Pardot accounts that allow multiple prospects with the same email address, the Send to Pardot button doesn’t clear the [[crm_deleted]] flag. Instead, it creates a prospect record. 4. Creating a Pardot automation rule with an action to Allow Deleted CRM Lead or Contact to Recreate from Pardot.

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16
Q

If you want to create prospect records for existing lead or contact records what should you do?

A

Export the records from Salesforce and then import them into Pardot.

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17
Q

Do unassigned prospects sync when there isn’t a matching record in Salesforce?

A

No.

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18
Q

Prospects with disabled CRM syncing have what icon next to their name on the prospect record?

A

a gray exclamation

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19
Q

What’s a visibility conflict (think about permissions differences between Salesforce and Pardot)

A

When a Pardot user has Salesforce permissions that are more restrictive than the connector user, they can view Salesforce data in Pardot that they don’t have permission to view in Salesforce.

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20
Q

Name 2 ways to minimize visibility conflicts.

A
  1. Decide what kind of visibility you want your users to have, and document those requirements. 2. Have your Salesforce and Pardot admins collaborate so that each system is configured to meet your requirements. 3. Limit the number of users whose Salesforce access is less than the connector user. 4. When in doubt, contact Salesforce Customer Support for guidance.
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21
Q

What are the 4 Default User Roles in Pardot?

A

Administrator, Marketing, Sales Manager, and Sales

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22
Q

Which Default User Role has access to all settings, prospect data and modules?

A

Administrator

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23
Q

Which Default User Role has control over prospect data and marketing modules, including creating lists, forms, landing pages, and sending list emails?

A

Marketing

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24
Q

Which Default User Role has access to all prospect data and visitors but no marketing functionality?

A

Sales Manager

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25
Q

Which Default User Roles can send one-to-one emails to prospects, but can’t send list emails?

A

Sales Managers & Sales

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26
Q

Can the Default User Role called Sales view, edit, and export the prospects assigned to them?

A

Yes.

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27
Q

What do you create for round-robin lead assignment?

A

A user group

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28
Q

Do Pardot’s API calls tracked in the API Calls Made Within the Last 7 Days report in Salesforce count toward your Salesforce API limit?

A

No.

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29
Q

How does Pardot reduce the number of API calls when you sync a lot of records at once?

A

By batching the records.

30
Q

Is is possible to reverse upgrading to v2 of the Salesforce-Pardot Connector?

A

No, you can’t go back to v1.

31
Q

What are the three main steps for Salesforce-Pardot Connector v2 Setup?

A
  1. install and enable Pardot, 2. configure Salesforce, and 3. configure Pardot.
32
Q

What are Pardot business units?

A

Prospects and marketing assets are partitioned by business unit, so your divisions can market independently and still get a global view with B2B Marketing Analytics.

33
Q

What’s a B2BMA Integration User?

A

B2BMA Integration is the default “connector user” for Pardot.

34
Q

What’s a Pardot Person Account?

A

a merged Account and Contact record with a locked one to one relationship. They’re more for B2C type customers. An account means a business, by the way.

35
Q

What’s a custom object?

A

the way you sync data from Salesforce custom objects to use in Pardot for segmentation and automation.

36
Q

How many Salesforce connectors can you have in Pardot?

A

1

37
Q

What are the two ways a prospect can be synced manually?

A

1.Sync with CRM on a prospect record, or 2.Send to Pardot on a lead or contact record.

38
Q

The Connector User must have the following permissions before configuring:

A

API Enabled. Manage Profiles and Permission Sets. View All User. View Setup and Configuration.

39
Q

Which is the only user that can install and enable Pardot?

A

Only a Salesforce admin from within the Salesforce platform can install and enable Pardot.

40
Q

Who does the Salesforce admin appoint to configure the Pardot side of the account?

A

a Pardot admin

41
Q

Does a Pardot Admin have to be a Salesforce Admin to configure the Pardot Account?

A

No

42
Q

Is the Salesforce-Pardot connector created in a paused state

A

Yes.

43
Q

Do leads and contacts in Salesforce that do not exist in Pardot sync to Pardot automatically?

A

No, you need to import those records to establish a sync.

44
Q

What does mapping your leads to contact fields in Salesforce ensure?

A

Salesforce passes the data successfully to the contact record.

45
Q

What are the 5 big steps to Integrate the Pardot Salesforce Lightning App?

A
  1. Install Pardot AppExchange package. 2. Install Salesforce connector. 3. Configure Salesforce. 4. Map Salesforce custom fields to Pardot Custom Fields.
46
Q

Step-by-step: How to create custom prospect fields?

A
  1. In Pardot, select Admin | Configure Fields | Prospect Fields. OR In the Lightning app, select Pardot Settings | Object and Field Configuration | Prospect Fields. 2. Click + Add Custom Field. 3. Name the field. The name is used internally for identification, and is not visible to prospects. 4. Don’t edit Custom Field ID. This ID is not visible to prospects. 5. Configure field settings. 6. When finished, click Create custom field to save.
47
Q

START AT PROSPECT FIELDS > FORM FIELD OPTIONS

A

https://help.salesforce.com/s/articleView?id=sf.pardot_forms_prospect_fields.htm&type=5

48
Q

What’s the character limit for the TextArea Propect Field type?

A

65,535 char.

49
Q

When editing a form, what tabs displayed are displayed along the top of the pop-up window when you click the pencil icon beside a field?

A

basic, advanced, values, progressive, dependent

50
Q

What are the 5 steps in the Form Wizard?

A

Name, Fields, Look & Feel, Completion Actions, Confirm & Save

51
Q

What Causes a Prospect to Sync from Salesforce to Pardot? (Name all 5)

A
  1. Activities that update the Last Modified timestamp triggers a sync to Pardot for existing prospects. 2. Updating a lead or contact email address. NOTE To sync accurate changes, let the regular sync process take place. Don’t use Send to Pardot or force sync from Pardot. 3. Updating the assigned user (owner) for the lead or contact record. 4. Making field changes to a lead or contact record. 5. Updating a related account record in Salesforce for a lead or contact who is associated to a Pardot prospect.
52
Q

Which activities DO NOT Trigger a sync FROM Pardot TO Salesforce? (Name all 7)

A
  1. Receiving or opening an email, unless the action is set to adjust prospect score. 2. Page views, unless the action is set to adjust prospect score. 3. Visitor sessions. 4. Prospect account changes. 5. Creating or mapping new custom fields. 6. Changes to formula fields in Salesforce. 7.Undeleting a prospect
53
Q

Which Prospect activities trigger a a prospect record to sync FROM Pardot TO Salesforce (Name 4)?

A
  1. Form submission. 2. Form handler submission. 3. Landing page submission. 4. Unsubscribe
54
Q

Which user actions trigger a prospect record to sync FROM Pardot TO Salesforce (Name 5)?

A
  1. Prospect import. 2. Prospect field changes (including opting out prospects via import or manually) 3. Pardot campaign changes. 4. Changes to assigned user. 5. Manually syncing from the prospect record
55
Q

Which system actions cause prospect records to queue for syncing: (Name 3)

A
  1. Record changes that occur because of an automation rule or completion action. 2. Add to Salesforce campaign via automation rule, segmentation rule, completion action, or Engagement Program action. 3. Salesforce campaign status update via automation rule, segmentation rule, completion action, or Engagement Program action
56
Q

Where do Prospect Records live: Salesforce or Pardot?

A

Pardot.

57
Q

Regarding a landing page form, what’s the difference between a Conversion and a Submission?

A

Every form submission counts as a submission. Conversions are a subset of all form submissions. Conversions are from when a Visitor becomes a Prospect. So, existing prospects can increase the number of form submissions but cannot increase the number of Conversions.

58
Q

If a prospect in Pardot has a CRM ID that matches the ID of a record in Salesforce, can the two records sync.?

A

Yes, and these prospects don’t need an assigned user in Pardot to sync.

59
Q

If your Pardot account allows multiple prospects with the same email address, how do prospects sync to Salesforce records?

A

with matching CRM IDs (lead or contact ID).

60
Q

If your Pardot account doesn’t allow multiple prospects with the same email address, how do prospects sync to Salesforce records

A

with matching email addresses.

61
Q

Pardot prospects can Sync in Salesforce if either of these two conditions are met. What are the two conditions?

A

Syncing a Pardot prospect to Salesforce requires 1. a corresponding Salesforce record or 2. the prospect must be assigned in Pardot.

62
Q

During connector (v2) setup, what do you need to do to the conector (v2) so that Salesforce records start to sync?

A

unpause it

63
Q

What is the Pardot integration user and what does it do?

A

It’s an automatically provisioned user that connects to Salesforce to sync data.

64
Q

Which rules can you create with Marketing Data Sharing?

A

Use Marketing Data Sharing to create rules for 1. syncing a subset of leads, 2. contacts, 3. opportunities, and 4. custom objects.

65
Q

Why should you pause the connector before you set up or edit Marketing Data Sharing rules?

A

Otherwise, you risk syncing data to the wrong business unit.

66
Q

Which user permissions are needed to to configure Marketing Data Sharing rules?

A

Pardot Administrator role

67
Q

Which user permissions are needed to map fields?

A

Pardot Administrator role

68
Q

Before you can map Pardot and Salesforce custom fields, what do you have to create first?

A

you must create the corresponding custom field in Pardot.

69
Q

Is custom field mapping case sensitive?

A

Yes.

70
Q

Can you map Pardot number type fields to Salesforce phone type fields?

A

No, Phone fields contain non-number characters and don’t sync to Pardot correctly.

71
Q

Does mapping a Pardot custom field with a Salesforce field trigger a sync with the CRM?

A

No.

Salesforce Pardot Specialist Certification - Trailmix 2022 (5 decks)

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