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Pardot > Administration 11% - Pardot & Salesforce > Flashcards

Administration 11% - Pardot & Salesforce Flashcards

1
Q

Why would you use Pardot with Salesforce?

A

Use Pardot with Salesforce to simplify your sales and marketing efforts on one platform. Bring data, assets, and actions together with tools like the Pardot Lightning App, Engagement History, Salesforce Engage, and the Salesforce-Pardot Connector.

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2
Q

Why is it important to integrate pardot and salesforce together?

A

Integrating the two systems lets you sync information bidirectionally. When you update a record in your CRM, it automatically updates in your marketing automation system and vice versa to keep sales, marketing, and service on the same page.

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3
Q

how often does the sync between sf and pardot happen?

A

every 2 -4 minutes

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4
Q

How is sf and pardot integration set up?

A

Data is shared through a Salesforce-Pardot connector via the connector user

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5
Q

Configuring Pardot features and settings often requires a Salesforce admin and a Pardot admin. how would you bypass this?

A

set up a custom permission set in Salesforce to delegate Pardot tasks to a marketing admin.

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6
Q

What causes a lead to sync from Pardot to Salesforce?

A

If a Pardot lead has an email address that matches the email address on a Salesforce record, these two records can be synced. These leads do not need a mapped user in Pardot to sync.

If a lead has a user assigned, but Salesforce doesn’t have a record with a matching email address, Pardot creates a record in Salesforce

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7
Q

what Activities Trigger Pardot to Salesforce Sync?

A

These lead activities generate lead records that are queued for sync:

Form Submission
Form handler submit
Landing page submission
unsubscribe

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8
Q

what user Actions Trigger Pardot to Salesforce Sync?

A

These user actions generate lead records that are queued for sync:

Lead Import
Lead field changes (including unsubscribing leads via import or manually)
Pardot campaign changes
Changes in the assigned user
Manual sync from lead record
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9
Q

what system actions Trigger Pardot to Salesforce Sync?

A

These system actions generate lead records that are queued for synchronization:

  • Log of changes produced by an automation rule or completion action
  • Adding to the Salesforce campaign via an automation rule, targeting rule, completion action, or engagement program action
  • Updating Salesforce campaign status through an automation rule, targeting rule, completion action, or engagement program action
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10
Q

what Activities do Not Trigger Pardot to Salesforce Sync?

A
  • Receiving or opening an email, unless the action to adjust the lead’s score is set.
  • Page views, unless the action to adjust the lead’s score is set.
  • Visitor sessions.
  • Potential customer account changes.
  • Creation or assignment of new custom fields.
  • Changes to formula fields in Salesforce.
  • Recovery of a potential client.
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11
Q

What causes a lead to sync from Salesforce to Pardot?

A
  • Activities that update the Last Modified timestamp trigger a sync with Pardot for existing leads
  • Updating a lead’s or contact’s email address
  • Updating the assigned user (owner) for the lead or contact record
  • Making changes to a lead or contact record
  • Updating a related account record in Salesforce for a lead or contact that is associated with a Pardot lead.
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12
Q

How does Sync Behavior Work with fields?

A
  • Sync behavior set to use Pardot value
  • Sync behavior set to use Salesforce value
  • Set sync behavior to use most recently updated record
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13
Q

How does Pardot handle deleted leads and contacts?

A

When a synced lead or contact is deleted in Salesforce, Pardot marks it as [[crm_deleted]] and sends it to the recycle bin. Pardot doesn’t recreate the lead or contact in Salesforce.

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14
Q

The following actions remove the [[crm_deleted]] flag and make the lead eligible for sync:

A
  • Undelete the record in Salesforce.
  • Create a record with the same email address in Salesforce if Auto-create leads in Pardot is created as lead or contact in Salesforce is enabled (only in accounts that don’t allow multiple leads with the same email address) .
  • Use one of these Salesforce features: Send to Pardot, Send Pardot Email, Add to Pardot List, or Send Engage Email. In Pardot accounts that allow multiple leads to have the same email address, the Send to Pardot button does not clear the [[crm_deleted]] flag. Instead, create a lead record.
  • Create a Pardot automation rule with an action to Allow a deleted CRM lead or contact to be recreated from Pardot.
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15
Q

How to Review and clear lead sync errors

A

in the Lightning app, select Pardot
Settings and then Connectors .

  • Click on the icongear iconnext to the Salesforce connector, and then select Sync errors .
  • Review and fix lead sync errors.
  • Select the leads you want to resynchronize, then click the dropdown below the leads table and select
  • Resynchronize Leads .
  • Click Go .
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16
Q

can you have more than one Salesforce connector in Pardot?

A

No. You can have only one Salesforce connector in Pardot.

17
Q

Can Pardot integrate with Salesforce Person Account record types?

A

yes

18
Q

True or false - when Importing prospects into Pardot syncs them with Salesforce. Unassigned prospects sync to Salesforce, but records aren’t created when there is no matching email address.

A

True

19
Q

Connector Version 2 Considerations, what happens when the connector is paused?

A

Prospect records don’t automatically sync until the connector is unpaused.

Users campaigns, and metadata will continue to sync and prospects records can be mannually synced while the connector is paused.

20
Q

what are the two ways a prospect can be synced manually via salesforce and pardot:

A

Sync with CRM on a prospect record

Send to Pardot on a lead or contact record.

21
Q

True or False - Pardot is the only app that can log in to Salesforce via the integration use?

A

True. But only after a Salesforce admin has finished the Pardot setup.

22
Q

How does salesforce connect to pardot - Accounts That Allow Multiple Prospects with the Same Email Address?

A

The Salesforce-Pardot Connector uses CRM ID as the matching criteria for syncing in both directions in accounts that allow multiple prospects with the same email address.

23
Q

Before configuring the connector user, make sure they have the following permissions:

A
  • API Enabled
  • Manage Profiles and Permission Sets
  • View All User
  • View Setup and Configuration
24
Q

how to grant the connector user the Pardot Connector User permission set.

A

From Marketing Setup, enter Users in the Quick Find box and select Users.
Select your connector user.
Scroll to Permission Set Assignments and click Edit Assignments.
Click Pardot Connector User in the Available Permission Sets box.
Click the Add arrow button.
Click Save.

25
Q

who can install the Pardot AppExchange Application?

A

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

26
Q

how is the salesforce-pardot connector configured?

A

The Salesforce-Pardot connector is created in a paused state.

27
Q

what are the two ways to Connect Pardot and Salesforce Users

A

automatically or manually.

28
Q

what is Salesforce User Sync?

A

Salesforce User Sync lets you management your users with access to both Salesforce and Pardot in one system salesforce. By mapping their Salesforce profile to their Pardot user roles

29
Q

If you have accounts that allow multiple prospects with the same email address, how can you test the Salesforce-Pardot Connector?

A
  • Assign prospects in Pardot. Create a prospect in Pardot, and assign the prospect to a user. Check to see whether the record is created in Salesforce.
  • Create a record in Salesforce. Wait for the record to sync, or manually sync by clicking Send to Pardot. Check to see whether the record is created in Pardot.
30
Q

what are Role-Based Email Addresses in Pardot?

A

Role-based email addresses have generic prefixes that do not identify a specific person.

31
Q

examples of role-based email addresses?

A 
admin@
default@
e-mail@
feedback@
info@
mail@
marketing@
news@
newsletter@
ops@
orders@
press@
pressrelease@
you go out@
security@
support@
32
Q

True or false: The connector automatically creates prospects in Pardot from existing Salesforce leads and contacts.

A

False

33
Q

What causes prospect records to sync from Pardot to the CRM?

A

The prospect must be assigned in Pardot

34
Q

Which admin ability is required on the salesforce side in order to map a pardot custom field to a new salesgorce field?

A

Create custim lead fields

35
Q

How can you check if the salesforce contact recird is syncing with pardot?

A

The pardot URL field has a value

36
Q

What causes/triggers a sync with salesforce?

A

Contact owner updated

Email address was added after the salesforce lead or contact was created

Pardot (14 decks)

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