Salesforce Pardot Mock Questions

What is a good way in Salesforce to verify that a record has synced to a prospect in Pardot?

Options are :

  • The Pardot sync checkbox is checked
  • The first and last name fields are not empty
  • The Pardot URL field is not empty
  • The lead/contact URL in Salesforce contains "Pardot"

Answer : The Pardot URL field is not empty

Explanation As long as you have access to view the Pardot URL field in Salesforce you'll see it populated if the lead/contact is synced to a prospect in Pardot.

What does Pardot use to track HTML email opens?

Options are :

  • A tracking pixel loads on HTML mails when images are downloaded.
  • Opens are only tracked if a link is clicked; otherwise they are not tracked.
  • A tracking link is used as soon as a prospect clicks to open the email.
  • A tracking pixel loads on text emails when images are downloaded.

Answer : A tracking pixel loads on HTML mails when images are downloaded.

Explanation Tracking is only enabled on HTML emails when images are downloaded to the email client. Sometimes this causes issues with true open reporting and will be higher than what is reported.

How can you add a prospect who visits a pricing page to a list?

Options are :

  • Create a page action
  • Create an automation rule
  • Use a Tag
  • Create a segmentation rule

Answer : Create a page action

Explanation Creating page actions is a great way to apply completion actions to prospects who visit specific pages on your website that has the Pardot tracking code installed.

What must you do in Salesforce to map a Pardot prospect custom field to a Salesforce field?
Choose 2 answers

Options are :

  • Adjust the lead settings in Salesforce.
  • Add a new lead record type in Salesforce.
  • Add a new custom contact field in Salesforce.
  • Add a new custom lead field in Salesforce.

Answer : Add a new custom contact field in Salesforce. Add a new custom lead field in Salesforce.

Explanation You must add the custom field both on the lead and contact records. You'll then want to map the two fields together so when a lead converts to a contact that field is mapped over properly.

What Pardot function should you use to track prospect engagement on a banner ad on a third party site?

Options are :

  • Page action
  • Campaign tracking code
  • Custom redirect
  • Landing page

Answer : Custom redirect

Explanation Custom redirects are a great way to track not only prospects who click on a banner ad but also visitors! It will show total number of clicks.

What information is required when creating a prospect manually?

Options are :

  • Campaign, Email, Profile, Score
  • Account, Email, Profile, Score
  • Campaign, Company, Email, Score
  • Campaign, Email, Full Name, Profile

Answer : Campaign, Email, Profile, Score

Explanation Technically you don't have to add a score to a user but the score option is highlighted as a required field and has to have a value even if that value is zero.

There are a number of unassigned prospects in the Lenoxsoft database that have NOT been active in more than 60 days. An automation rule is set to assign prospects once they reach a score of 100. What automatic workflow can you create to prevent the cold prospects from getting assigned?

Options are :

  • Create an automation rule based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.
  • Create a segmentation rule based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.
  • Create a dynamic list based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.
  • Create a completion action based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.

Answer : Create an automation rule based on the prospects time to adjust their score to 0 if they haven't been active in 60 days.

Explanation We want to create an automation rule that is based on time and last activity subsection within time. From there we can place the action to reset the score back to zero.

What would make the Salesforce connector become unverified?

Options are :

  • The Salesforce account has reached the limit of the number of lead or contact records that could be created
  • The Pardot account has reached the limit of the number of prospect records that could be created
  • The connector user's Pardot password was changed
  • The connector user's Salesforce password was changed

Answer : The connector user's Salesforce password was changed

Explanation If your salesforce password changes make sure you update the connector!

How can an anonymous visitor convert into an identified prospect?
Choose 2 answers

Options are :

  • Submitting a form on a landing page
  • Matching an automation rule
  • Viewing more than one web page
  • Clicking on a tracked link in an email

Answer : Submitting a form on a landing page Clicking on a tracked link in an email

Explanation Two ways a visitor can can concert to a known prospect is by filling out a form or if they are already in your pardot instance clicking on a tracked link within an email.

How can an interested lead that comes to your company's website and fills out your Contact Us form receive a follow-up email each time he or she submits?

Options are :

  • Use a dynamic list to use as a recipient list on an email send
  • Send using the form's completion actions
  • Send using a segmentation rule
  • Send using an automation rule

Answer : Send using the form's completion actions

Explanation On the form you can set the completion action to send an autoresponder each time the form has been submitted.

An engagement program "New Client Onboarding" is set to "Only send emails during business hours (10am - 4pm M-F)." The logic is outlined below: 

Step 1: Send email "Welcome." 

Step 2: Pause 3 days.

Step 3: Send email "Getting Started." 

Step 4: Pause 7 days.

Step 5: Send email "Tech Setup."

Step 6: Pause 7 days.

Step 7: Send email "Complete Configuration." 

If a prospect starts the engagement program on Wednesday, when will the email in Step 3: Send email "Getting Started" be received by the prospect? 

Options are :

  • The prospect will receive the email Monday.
  • The prospect will receive the email Friday.
  • The prospect will receive the email Tuesday.
  • The prospect will receive the email Saturday.

Answer : The prospect will receive the email Monday.

Explanation You can count out on a calendar when the prospect will get an email. In this case they will get the email on Monday as when it was supposed to trigger on Saturday but because of the rules set it won't be sent out until Monday. Engagement studio has now also set specific send dates for emails which is useful for trade show or specific timed events.

What is the function of the Monthly Cohort Report?

Options are :

  • To show graphically all prospects and opportunities created within the time period designated
  • To show how many opportunities are linked with prospects
  • To show how many prospects have been sent to Salesforce within the time period designated
  • To show how many prospects have been created based on the most popular campaigns

Answer : To show how many prospects have been created based on the most popular campaigns

Explanation This page gives statistical information for each Pardot campaign beyond the basic campaign report data. The Monthly Cohort graph gives you a look over a selected period of time to see how many prospects and opportunities were created.

A prospect believed to be on a engagement program did not receive an email. What troubleshooting step could an Administrator take to determine why the prospect did not receive the email?
Choose 3 answers

Options are :

  • Check the Profile tab to make sure the prospect has the right engagement program profile.
  • Check the Audits tab to see if the prospect was on the correct lists when the email was sent.
  • Check the Lifecycle tab to confirm whether the prospect entered the engagement program before the email was sent.
  • Check the Overview tab to determine whether the prospect is un-mailable.
  • Check the Lists tab to determine whether the prospect is on the recipient list or any suppression lists.
  • Check to see if the prospect has already received the email template in another program

Answer : Check the Overview tab to determine whether the prospect is un-mailable. Check the Lists tab to determine whether the prospect is on the recipient list or any suppression lists. Check to see if the prospect has already received the email template in another program

Explanation A few things to note when trouble shooting. First make sure the prospect is mailable and then start to research if they are correctly added to the list, if they are on any suppression lists and check to see if they might have already received that email template.

What should be enabled on a Pardot form if an Administrator wants to sign many people up on the same computer at a trade show booth?

Options are :

  • Progressive Profiling
  • "Not you?" Link
  • Kiosk/Data Entry Mode
  • ReCAPTCHA

Answer : Kiosk/Data Entry Mode

Explanation By adding the Kiosk/data entry mode you won't cookie the browser at the trade show. I suggest having either an engagement program or autoresponder setup so an email can go out and when they click on that email it will then cookie their device.

How long should it take for changes to records in Pardot and Salesforce to be synced?

Options are :

  • 1 minute
  • 5 minutes
  • 10 minutes
  • Instantly

Answer : 10 minutes

Explanation Although the Pardot and Salesforce sync is pretty quick Pardot estimates the usual sync time is 10 minutes.

An Administrator imported a list of trade show attendees and added them all to the same Pardot campaign. A few months later, the Administrator wants to pull a one-time list of all of these attendees. How should this be accomplished?

Options are :

  • Run a dynamic list based on the Pardot campaign
  • Run an automation rule based on the Pardot campaign
  • Run a segmentation rule based on the Pardot campaign
  • Look for the original list based on the Pardot campaign

Answer : Run a segmentation rule based on the Pardot campaign

Explanation Remember a segmentation rule is a great way to run a one time table list. Segmentation rules allow you to pull a one-time list of prospects based on specific criteria. Unlike automation rules, segmentation rules do not run continuously.

Which type of asset is permanently deleted and not saved in the recycle bin?

Options are :

  • Content files
  • Landing pages
  • Automation rules
  • Site searches

Answer : Content files

Explanation Don't delete those PDF's too quickly! Its the one type of asset that gets permanently deleted!

How many visitors per identified company will be displayed in the Identified Companies table on the dashboard?

Options are :

  • 5
  • 2
  • Unlimited
  • 10

Answer : Unlimited

Explanation The Visitors report displays the captured website sessions of anonymous visitors and identified prospects. You can filter sessions based on page views, campaign, and date range. To access the visitors report, navigate to Prospects | Visitors. Pardot retains an unlimited amount of web history for prospects and at least a year of data for anonymous visitors.

What type of list can be used as a suppression list on an email send?
Choose 2 answers

Options are :

  • Test list
  • Dynamic list
  • Public list
  • Static list

Answer : Dynamic list Static list

Explanation Only dynamic and static lists can be used as suppression lists.

A custom Prospect field in Pardot must have what mapped to it in order to sync with Salesforce?

Options are :

  • A drop down list
  • A text type field
  • A field ID
  • A Salesforce field name

Answer : A Salesforce field name

Explanation In order to sync the Pardot Field into Salesforce you need to make sure it is mapped to the correct salesforce field name.

How is an active visitor different from an identified visitor?

Options are :

  • An active visitor visited two or more pages and have been identified.
  • An active visitor is identified by Pardot after visiting a web page and are not ISPs.
  • An active visitor visited two or more pages regardless of identification.
  • An active visitor is identified by Pardot after visiting a web page.

Answer : An active visitor visited two or more pages regardless of identification.

Explanation Active visitors will list all visitors who visited two or more pages on your website, irrespective of whether their organizations are identified or not.

The "New Customers" engagement program has the "Customer's" recipient list and the "Partners" suppression list added in the program's setup. If a prospect is on both lists, what should an Administrator expect to happen?

Options are :

  • The prospect will get all of the emails twice.
  • The prospect won't get any emails
  • The prospect will get all of the emails once.
  • The prospect will get none of the emails but the actions will still trigger.

Answer : The prospect won't get any emails

Explanation When a prospect is suppressed from an engagement studio they won't get any emails nor will they trigger any actions. They basically get removed from the program all together.

When would you use an automation rule instead of a segmentation rule?

Options are :

  • When you want the action to be based on criteria
  • When you want the action to trigger continuously for new prospects that match the rule
  • When you want the action to only trigger once for new prospects that match the rule
  • When you want to have the action retroactively trigger for new prospects that match the rule

Answer : When you want the action to trigger continuously for new prospects that match the rule

Explanation An automation runs continuously and can run more than once on each prospect where as a segmentation rule will only run that one time.

What would an Administrator use to send a single email to a list of prospects?

Options are :

  • Email template
  • Social message
  • Autoresponder
  • List email

Answer : List email

Explanation When you want to send an email to a list of prospects you can easily set up a list email for a one time send.

What does scoring measure?

Options are :

  • Time spent on a website by a prospect and explicit information about the prospect
  • Time spent on website by a prospect
  • Information about a prospect
  • Activities performed by a prospect

Answer : Activities performed by a prospect

Explanation A score is based on the activities the prospect takes and how s/he interacts with your company. A score is how interested a prospect is with your company.

How does Pardot retrieve a visitor's company name and state?

Options are :

  • With a check of the browser's cookies
  • From a visitor list
  • Through a WHOIS lookup
  • Through a form submission

Answer : Through a WHOIS lookup

Explanation Identified Visitors are visitors that had their organizations identified by Pardot through the WHOIS IP address look up (we need both 1. their company name AND 2. state OR country) and they are not ISPs.

A prospect was created in Pardot 3 months ago with the Pardot campaign "New Prospects." The same prospect then matches an automation rule to change the Pardot campaign to "Demo Request Form. Will the prospect's campaign change?

Options are :

  • Yes, the prospect's campaign will change to "Demo Request Form."
  • No, but "Demo Request Form" campaign will be added to the Notes field.
  • Yes, but the prospect's "New Prospects" campaign will be recorded in the Source field.
  • No, the prospect's campaign will not change.

Answer : Yes, the prospect's campaign will change to "Demo Request Form."

Explanation You most certainly can overwrite the campaign in Pardot. Please be aware of this.

What does a marketing user have access to in Pardot?

Options are :

  • Prospect management
  • Connectors
  • Overview Administration

Answer : Prospect management

Explanation You can view the full list of user options here: https://help.salesforce.com/articleView?id=pardot_default_user_roles.htm&type=0

If an engagement program is set to only send during business hours, how do pauses work?

Options are :

  • Pause periods will include weekends, and emails could be sent outside of business hours.
  • Pause periods will exclude weekends, and emails could be sent outside of business hours.
  • Pause periods will exclude weekends, but emails will not be sent outside of business hours.
  • Pause periods will include weekends, but emails will not be sent outside of business hours.

Answer : Pause periods will include weekends, but emails will not be sent outside of business hours.

Explanation Sort of a trick question but please remember pause periods do include weekends. The email will be sent once its within business hours.

Do hard bounces need to be removed from lists?

Options are :

  • Yes, or else they will continue to bounce after each email send.
  • No. They will automatically be removed from an email send
  • Yes, or you will go above the 10% bounce rule

Answer : No. They will automatically be removed from an email send

Explanation No Pardot automatically marks prospects who opt-out, hard bounce once, or soft bounce 5 times as unmailable so they no longer receive emails sent from Pardot.

TRUE or FALSE: Email, First Name, and Last Name are required fields in order for GoToWebinar to register a new user to an event.

Options are :

  • False
  • True

Answer : True

Explanation TRUE: When creating a Pardot form to register a prospect for a webinar, you must, at a minimum, include these three required fields to successfully register the prospect for a webinar.

What type of custom field can be created within Pardot?

Options are :

  • Case, Contact, Lead
  • Account, Prospect, User
  • Account, Opportunity, Prospect
  • Campaign, Opportunity, Prospect

Answer : Account, Opportunity, Prospect

Explanation By default you can add additional custom fields in Account, Opportunity and Prospect. In some instances you can also have custom object fields.

If a prospect in a Pardot account is un-mailable, what tabs can an Administrator view on the prospect record to help determine the cause?

Options are :

  • Activities and Lifecycle
  • Profile and Audits
  • Activities and Audits
  • Lifecycle and Profile

Answer : Activities and Audits

Explanation The audits tab on the prospect will be your new BFF, that and activities gives you a history of everything that has happened to your prospect on stage and behind stage.

True of False: You must manually link a Pardot prospect to an opportunity.

Options are :

  • False
  • True

Answer : False

Explanation FALSE: Any time an opportunity is linked to a prospect, Pardot records an opportunity activity in the prospect's activity record.

What happens when you positively or negatively adjust a score in a completion action?

Options are :

  • This action will add or subtract a specified number of points from the prospect's score and replace the default score value for that asset type.
  • This action will adjust the prospect's entire score to a specified number.
  • This action will adjust the prospect's entire score to zero.
  • This action will add or subtract a specified number of points from the prospect's score beyond the default score value for that asset.

Answer : This action will add or subtract a specified number of points from the prospect's score beyond the default score value for that asset.

Explanation The scoring system can be modified if you’d like to change certain point values. These changes will be retroactive (all of your prospects will be rescored), they will result in all of your prospects resyncing with the CRM and could affect score-based automation rules, so it is very important to read all of the notes in the Custom Scoring article before you edit any values.

What do bounce codes mean?

Options are :

  • Error from prospects email server
  • If they bounced away from your website
  • If they bounced from a page view

Answer : Error from prospects email server

Explanation A bounce message (or code) is a reply from the receiving mail server describing why the email was not delivered.

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