Salesforce Pardot Question and Answers

What can a form report be filtered by?

Options are :

  • Submission date/time or score
  • Campaign Submission
  • Campaign or date range
  • Form or submission date/time

Answer : Campaign or date range

Explanation You can filter a form report by either the campaign or the date of submissions.

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What are user role security limits?

Select 3

Options are :

  • Max number of emails the person can send
  • Max number of prospects the person can export
  • Max number of records someone can delete
  • Max number of prospects assigned
  • Max number of records someone can import

Answer : Max number of emails the person can send Max number of prospects the person can export Max number of records someone can import

Explanation Security limits are used to limit -Max number of emails the person can send -Max number of prospects the person can export -Max number of records someone can import

True or False: Completion actions will not execute on images?

Options are :

  • False
  • True

Answer : True

Explanation Completion actions will not execute for image files.

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What are the key components of a segmentation rule?

Options are :

  • Actions and Objects
  • Actions and Reactions
  • Actions and Rules
  • Actions and Criteria

Answer : Actions and Rules

Explanation In a segmentation rule you you first set the rule and then add the action to run.

Viewing your pricing page is considered a valuable buying signal. You would like to be able to report on and segment prospects who have visited your pricing page. What automation tool would best achieve this?

Options are :

  • Create a Page Action set to Tag prospects as having viewed it and add them to a list
  • Create a special campaign to track pricing pageviews
  • Create a Dynamic List based on page view to segment automatically
  • Create a Form with a Completion Action to send a pricing sheet

Answer : Create a Page Action set to Tag prospects as having viewed it and add them to a list

Explanation Using a page action to both tag a prospect and add them to a list automatically is the best tool to use.

True or False: Completion actions will not execute for filtered activities?

Options are :

  • True
  • False

Answer : True

Explanation TRUE: Completion actions will not execute for filtered activities.

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What are form handlers?

Options are :

  • Form Handlers allow you to grab different information on the prospect
  • Form handlers allow you to use your own form but post the data to Pardot
  • They are just like regular pardot form

Answer : Form handlers allow you to use your own form but post the data to Pardot

Explanation Form handlers are an alternative to Pardot forms. You can use a form handler to integrate your third-party or custom forms with Pardot to track submission data.

LenoxSoft has had a Product Interest form live on their website for the past few months. They would like to make sure that, moving forward, every time the form is submitted, a custom field is updated. They also want to update that custom field for anyone who has submitted the form before today. What combination of automation tools should LenoxSoft use to achieve this?

Options are :

  • Segmentation rule and completion action
  • Dynamic list and automation rule
  • Completion action and dynamic list
  • Automation rule and completion action

Answer : Automation rule and completion action

Explanation First we want to make sure we create an automation rule for anyone has already filled out the form. Moving forward using the completion action on the form users will automatically have their custom field updated.

What do Administrator, Marketing, and Sales Manager users all have the ability to do?

Options are :

  • Edit users
  • Create email templates
  • Import prospects
  • Send one-to-one emails

Answer : Send one-to-one emails

Explanation All users have the ability to send one-to-one, however sales users can only send one-to-one emails only to prospects assigned to them.

What process is used to switch out an email template in an engagement program after the program has been paused?

Options are :

  • Delete the engagement program and create a new one with the new email template, using the same lists and logic.
  • Edit the program, and then click on the hyperlinked icon of the email and select the desired email template.
  • Edit the email template and update the content of the template to contain the desired content.
  • You cannot switch out an email template once a drip program has started.

Answer : Edit the program, and then click on the hyperlinked icon of the email and select the desired email template.

Explanation Once the program is paused you can updated templates and actions as needed. Make sure to make a note on why you edited the program and what you updated so there is a log of changes over time.

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What is needed in order to track visitor and prospect activity on a web page?

Options are :

  • Pardot tracking code embedded In the web page's HTML
  • A visitor ID and prospect ID
  • A layout template
  • A form

Answer : Pardot tracking code embedded In the web page's HTML

Explanation In order to cookie a visitor you need to embed the tracking code found in a Pardot campaign. It's best to place this code on a shared footer of your website.

How can scoring rules be edited?

Options are :

  • Marketing > Segmentation > Rules
  • Marketing > Automation > Scoring Rules
  • Admin > Scoring > Rules
  • Admin > Automation Settings > Scoring Rules

Answer : Admin > Automation Settings > Scoring Rules

Explanation Expect some navigation questions. Its good to get familiar with where things live.

How can you ensure your email doesn't get stuck in spam?

Choose 3

Options are :

  • Avoid spammy words in the email copy
  • Create a text version
  • Don't send emails
  • Add domain keys and SPF
  • Use only images

Answer : Avoid spammy words in the email copy Create a text version Add domain keys and SPF

Explanation - create a text version - avoid spammy words in the email copy - Check image to text ratio - Add domain keys and SPF

What report allows you to see how successful or active a form has been on your site?

Options are :

  • Submission Report
  • Completion Report
  • Form Reports
  • Prospect Report

Answer : Form Reports

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How can a Prospects score be changed?

Options are :

  • sending an email
  • Completing a form
  • Viewing an image
  • calling a sales rep

Answer : Completing a form

Explanation By completing a form the prospects score will change automatically to 50pts if left with the Pardot default scoring.

Which connector tracks video views?

Options are :

  • Olark
  • Eventbrite
  • Youtube
  • Wistia
  • Vidyard

Answer : Wistia

Explanation Although Vidyard does integrate into Pardot VIA the API, the native connector for video viewership is Wistia.

A new visitor lands on a page with a Pardot campaign that is set to "Website Tracking." The visitor then fills out a form with a Pardot campaign set to "Contact Us."Which Pardot campaign will be associated with the visitor once they convert by submitting the form?

Options are :

  • There will be no campaign assigned since the visitor is unknown.
  • "Website Tracking"
  • Both "website Tracking" and "Contact Us"
  • "Contact Us"

Answer : "Website Tracking"

Explanation Pardot attaches a cookie based on first touch. Because they first touched Website Tracking you will find that attached to the prospect.

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Your client is looking for a way to increase the quality of leads that are being passed from marketing to sales. What advice do you offer?

Options are :

  • Create page actions
  • Create automation rules
  • Creating an engagement program to nurture leads
  • Implement scoring and grading

Answer : Implement scoring and grading

Explanation Implement a blended lead scoring and grading system to help qualify the leads going into salesforce.

True or False: Completion actions are retroactive?

Options are :

  • False
  • True

Answer : False

Explanation FALSE: Completion actions are not retroactive and will only apply to activities moving forward once you add them.

What report gives you insight into a prospect's score at each stage of their lifecycle?

Options are :

  • Lifecycle Report
  • Sales Cycle Report
  • Stages Report
  • Marketing Report

Answer : Lifecycle Report

Explanation Prospect Lifecycle report. This report shows how a particular prospect moved through the sales lifecycle and which prospect-initiated activities changed their activity score.

When will Pardot rewrite a link in an email to be trackable?

Options are :

  • Link begins with ww3 or go
  • Link begins with https:// or http://
  • Link ends with .jpg
  • Link is inside

Answer : Link begins with https:// or http://

Explanation Pardot will re-write any link that starts with https or http. You can prevent tracking a link by removing http or https from the beginning of your link before sending the email. You can also surround the link with a tag in the source code of the email template.

What does the unique clicks metric on a custom redirect report measure?

Options are :

  • The number of identified prospects who click the link. when a person clicks the link multiple times, only the first click is counted in this number. This does not include unidentified visitors.
  • Each time unidentified visitors and identified prospects click the link. When a person clicks the link multiple times, each click is counted in this number.
  • Each time identified prospects click the link. When a person clicks the link multiple times, each click is counted in this number. This does not include unidentified visitors.
  • The number of unidentified visitors and identified prospects who click the link. when a person clicks the link multiple times, only the first click is counted in this number.

Answer : The number of unidentified visitors and identified prospects who click the link. when a person clicks the link multiple times, only the first click is counted in this number.

Explanation Unique clicks are just that. Unique. Pardot will report on both visitors and known prospects.

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What is an action you can take with an automation rule?
Choose 2 answers

Options are :

  • Add prospects to an engagement studio program
  • Add prospect to list
  • Create Salesforce Task
  • Assign prospect to a specific user in a group
  • Notify group

Answer : Add prospect to list Create Salesforce Task

Explanation Watch out for trick questions, we can't assigned prospects to a specific user within a group. You can add prospects to lists, create salesforce tasks and a numerous other actions.

By default, what record type does Pardot sync with in Salesforce.
Choose 3 answers

Options are :

  • Case records
  • Contact records
  • Lead records
  • Account records
  • People records

Answer : Contact records Lead records Account records

Explanation Pardot automatically syncs with Contacts, Leads and Account Records. You can chat with your Pardot advocate to have Pardot sync with Person Account Records if needed.

What are custom roles?

Options are :

  • Custom Roles allow you to grade prospects
  • Custom Roles allow you to add roles to specific prospects
  • Custom Roles allow you to provide specific abilities to a user or users.

Answer : Custom Roles allow you to provide specific abilities to a user or users.

Explanation Custom roles are included in Ultimate Edition accounts (or as an add-on to Enterprise Edition accounts).

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What causes a sync from the CRM to Pardot?

Options are :

  • Adding an email address to a record after the record had already been created
  • Updating the record's assigned owner
  • Tracked email open sent from the CRM
  • Updating a formula field in the CRM

Answer : Updating the record's assigned owner

Explanation Changes to the assigned user will cause a sync from Salesfore to Pardot. Syncing a Pardot prospect to Salesforce requires a corresponding Salesforce record or the prospect must be assigned to a user in Pardot. If your Pardot account allows multiple prospects with the same email address, prospects sync to Salesforce records with matching CRM IDs (lead or contact ID).

What must be created in order to send an autoresponder?

Options are :

  • Email template
  • Test email
  • One-to-one email
  • List email

Answer : Email template

Explanation Autoresponders are based on email templates. Make sure you select the email template to only be available for autoresponders.

What is a main component of a dynamic list?
Choose 2 answers

Options are :

  • It only adds prospects to the list the first time you run it
  • It can be split into multiple static lists
  • It can add an action to the dynamic list that triggers when a new prospect is added
  • It automatically updates list membership based on criteria

Answer : It can be split into multiple static lists It automatically updates list membership based on criteria

Explanation The neat thing with dynamic lists is that they can be split into multiple static lists (useful for manual A/B testing) also it will automatically update as new prospects match the criteria.

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How can a prospect be removed from the recycle bin?

Choose 2 answers

Options are :

  • Creating a segmentation rule to un-delete prospects who match
  • Importing a list and selecting to un-delete matching prospects
  • Creating an automation rule to un-delete prospects who match
  • Manually undeleting them

Answer : Importing a list and selecting to un-delete matching prospects Manually undeleting them

Explanation The two ways you can un-delete a prospect is by going to the recycle bin and undeleting them manually or doing an import process.

What automation tool would an Administrator use to pull a one-time list for prospects with a grade greater than C and a score of greater than 120?

Options are :

  • Automation rule
  • Segmentation rule
  • Automation list
  • Segmentation list

Answer : Segmentation rule

Explanation One time segmentation rules are a great way to create a table of prospects who meet specific criteria without having to create a new dynamic list or use up one of your automation rules.

How are prospect thats have started a wait step impacted when an entire engagement program is paused?

Options are :

  • They will NOT continue to progress through the wait step and once the egagement program is resumed, they will start the wait step from the beginning.
  • They will continue through the wait step until they hit the end of it and once the engagement program is resumed, the prospect will immediately move on to the next step even if the engagement program pause was shorter than the wait step.
  • They will NOT continue to progress through the wait step and once the engagement program is resumed the wait step will start where it left off.
  • They will continue to progress through the wait step until they hit the end of it and once the engagement program resumed, if it has been beyond the length of the wait step logic, the prospect will immediately move on to the next step.

Answer : They will NOT continue to progress through the wait step and once the engagement program is resumed the wait step will start where it left off.

Explanation Just like everyone else once the engagement program is paused nothing happens until the program is resumed.

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Where can you find the Email Usage for your account?

Options are :

  • Dashboard
  • Admin Overview
  • User Settings
  • Account Settings

Answer : Admin Overview

Explanation You can view email usage by going to the admin and then into overview area.

What does not cause a prospect record to sync between Pardot and your CRM?

Options are :

  • Updating a custom field
  • Filling out a form
  • Receiving or opening an email (unless this action is set to adjust prospect score).

Answer : Receiving or opening an email (unless this action is set to adjust prospect score).

The marketing team likes to thoroughly test emails before sending them. This includes being able to view the links and variable tags as prospects will see them. What Pardot feature of email flow can be used to run these tests? 

Options are :

  • Create a static list of approved users to use as the recipient list in the sending tab.
  • Create a test list of approved users to use in the testing tab of the email flow.
  • Create a dynamic list of approved users to use as the recipient list in the sending tab.
  • Create a one off email test send by entering an email address in the Send to Emails section of the testing tab

Answer : Create a test list of approved users to use in the testing tab of the email flow.

Explanation You'll want to make sure you use the test list feature if you want to test out the links and variable tags within an email.

What can a Pardot user with single sign-on access do?
Choose 2 answers

Options are :

  • Log in to Pardot from within Salesforce without needing to enter a Pardot username and password
  • Log in to Pardot with the Salesforce username and password.
  • Access Salesforce with a Pardot username and password.
  • Access all Administrator options within Salesforce.

Answer : Log in to Pardot from within Salesforce without needing to enter a Pardot username and password Log in to Pardot with the Salesforce username and password.

Explanation If you enable SSO for users who were created via import or haven’t activated their Pardot user seat, the users can’t access Pardot directly. They don’t have a Pardot password and can access Pardot only through the CRM. Their Pardot user records are marked as SSO-only. Users marked as SSO-only don’t have access to email plug-ins or LeadDeck.

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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 :

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

Answer : Send using the form's completion actions

Explanation You can setup your form to send an auto-responder email each time the form is submitted.

What is a full export?

Options are :

  • Default prospect fields, scores, grades, and custom fields.
  • Default and Custom Fields Only
  • Default prospect fields only

Answer : Default prospect fields, scores, grades, and custom fields.

Explanation Full Exports include all default prospect fields, scores, grades, and custom fields.

How can a Marketer avoid emailing prospects more than once in a 10-day Span?

Options are :

  • Use a dynamic list to create a frequency suppression list.
  • Use an automation rule to create a frequency suppression list.
  • Use a segmentation rule to create a frequency suppression list.
  • Pardot automatically suppresses prospects who have been emailed too frequently

Answer : Use a dynamic list to create a frequency suppression list.

Explanation You can use a dynamic list and set criteria as: Prospect has been emailed at least 1 times in 10 days.

An Administrator wants to adjust the score of any prospect whose first touchpoint was a Google Adwords campaign and who also converted through a pricing page form.What automation tool should be used?

Options are :

  • A completion action on the form
  • A page action on the landing page
  • An automation rule matching both criteria
  • A dynamic list so that table actions can be used

Answer : An automation rule matching both criteria

Explanation This is a time when automation rules come into play perfectly. You can create an automation rule to fit both criteria and as an action item add additional points to their score.

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What is a soft bounce?

Options are :

  • When someone clicks on the unsubscribe button
  • When a mail server is temporarily unavailable
  • When someone opens and deletes an email

Answer : When a mail server is temporarily unavailable

Explanation A Soft Bounce is an email that is recognized by the recipient's mail server but is returned to the sender because the recipient's mailbox is full or the mail server is temporarily unavailable. A soft bounce message may be deliverable at another time or may be forwarded manually by the network administrator in charge of redirecting mail on the recipient's domain.

What criteria can be used to add and remove a prospect from a dynamic list?
Choose 2 answers

Options are :

  • Prospect Score
  • Email Open for Individual Send
  • Webpage visit
  • Prospect Email Status

Answer : Prospect Score Prospect Email Status

Explanation There are lots of options to select for creating a dynamic list. Email status and Prospect score are just two of the many. Get familiar with them.

What is a CNAME?

Options are :

  • CNAME records for link rewriting and vanity URLs
  • CNAME is a secured URL
  • A CNAME is a Certified Name

Answer : CNAME records for link rewriting and vanity URLs

Explanation A CNAME gives visitors a seamless transition when traveling between pages and forms that you host and Pardot-hosted campaign elements such as landing pages and search results. The Alias is also used for any individually tracked links sent out in emails to your prospects.

What are 2 ways to define a user's role? 

Choose two answers. 

Options are :

  • Directly from the user record
  • When grouping users to a Pardot group
  • During the import process
  • In the options area on the user record

Answer : Directly from the user record During the import process

Explanation User roles in Pardot allow you to control access to the product for individual users. Pardot comes with four default user roles: Administrator, Marketing, Sales Manager and Sales.

What are some metrics the form reports will include?

Choose Two

Options are :

  • Total submissions
  • Total Opt Outs
  • Total views
  • Total Forwards

Answer : Total submissions Total views

Explanation Form reports will include: - Total views - total submissions - submission rate - total errors - error rate

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What are filters?

Options are :

  • Filters help unwanted spam bots
  • Filters allow you to exclude certain types of visits, clicks, or other actions from your campaign
  • Filters help you filter out unwanted prospects from competitors

Answer : Filters allow you to exclude certain types of visits, clicks, or other actions from your campaign

Explanation Use filters to exclude some types of visits, clicks, or other actions from your campaign results and email notifications. The most common use is to exclude your company’s IP address to avoid skewing your reporting. Filters hide activities from a filtered prospect’s profile.

What will undelete a prospect?

Options are :

  • If they get an opportunity attached to them
  • If the deleted prospect re-converts by filling out a form with the same email address
  • If they call their sales rep

Answer : If the deleted prospect re-converts by filling out a form with the same email address

Explanation These are all the ways a prospect can become undeleted: if the deleted prospect is imported into Pardot with the same email address - If the deleted prospect re-converts by filling out a form with the same email address - if the deleted prospect clicks a custom redirect - if a deleted prospect downloads a non image file - if the deleted prospect has an associated record in the CRM.

In order for Pardot to sync with a contact record in Salesforce, what needs to be in place?

Options are :

  • The Pardot prospect must be assigned.
  • The Salesforce connector must be verified.
  • The contact record has to have an email address.
  • The contact record has to have a first name.

Answer : The contact record has to have an email address.

Explanation For a lead or a contact to go into Pardot it needs to have an email address.

How longs does it take an engagement program to start after unpausing it?

Options are :

  • 30 minutes
  • 1 day
  • 2 hours
  • 1 hour

Answer : 1 hour

Explanation Once you unpause a drip program, it should start sending emails within an hour.

When re-assigning a prospect from within Pardot, what happens?

Options are :

  • A sync triggers with Salesforce, and the Assigned User in Salesforce will be changed to match the Assigned User in Pardot.
  • The Assigned User in both Pardot and Salesforce changes.
  • A sync triggers with Salesforce, and the Assigned User in Pardot will revert back to whomever is assigned to the contact in Salesforce.
  • A sync triggers, but the Assigned User will not change.

Answer : A sync triggers with Salesforce, and the Assigned User in Pardot will revert back to whomever is assigned to the contact in Salesforce.

Explanation Remember... Salesforce is always the master of assignment.

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