Pardot Consultant

ABOUT THE DOC

A document that summarizes learning materials, links, frequent topics, and summaries during the course of study.
The document itself does not mean much.
I recommend learning while rearranging the document itself after copying.

Resource

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Blog | Salesforce Pardot

Goodbye, Winter…..Hello, Spring! This February, Salesforce Pardot is bringing you an exciting batch of analytics tools, including an Einstein Behavior Scoring dashboard and an Account-Based…

www.pardot.com

Releases | Salesforce Pardot

Find and Nurture Leads Emoji in Email Emojis are quickly becoming a part of all communication, both personal and professional, and can add a strong touch to your marketing. Emojis have been shown to increase email open rates, so adding an emoji to your sub

www.pardot.com

Trailhead | Help & Support

Trailhead, the fun way to learn Salesforce

trailhead.salesforce.com

Exam Outline

The Salesforce Pardot Consultant exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience with the Pardot application and demonstrate the knowledge and expertise in each of the areas below.

http://www.salesforcechris.com/pardot-consultant-resource-guide/

Discovery: 13%

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

Account Configuration: 13%

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

Lead Generation: 12%

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

Automating Business Processes: 15%

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 (Trailhead)

Email Marketing: 15%

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 Qualification: 13%

Develop and implement a Lead Qualification strategy (including the 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.

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

Personalizing the Prospect Experience: 7%

Create advanced dynamic content in Pardot.

Pardot Dynamic Content Training

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