Summary-Pardot Specialist Exam
Completely Answered
How do you set up for and sync a Salesforce connector?
1. Install App Exchange and apply Pardot user permission sets
2. Add Salesforce Connector in Pardot.
3. Configure Salesforce (update leads and contact pages layout.)
4. Configure Pardot (map fields, map users & enable SSO)
Do Contacts and Leads in Salesforce automatically sync to Pardot if they do not
exist in Pardot yet?
No, they do not sync automatically, you need to import those records to establish a sync
first.
What do Pardot Prospects sync with?
Contacts and Leads. Connections are bi-directional.
List the objects synced between Salesforce and Pardot
Do Campaigns in Salesforce sync one way or bi-directionally with Leads and
Contacts?
Bi-directionally.
How do objects sync between Pardot and Salesforce?
How often do Pardot and Salesforce sync?
Every 2 minutes
What are the primary and secondary ways of syncing prospects?
Primary - Unique CRM ID is primary identifier, Secondary - email
What Pardot activities can trigger a sync?
1. Prospect activities
2. user actions
3. system actions
What Pardot prospect activities can trigger a sync?
,1. Form submission
2. Form handler submission
3. Landing page submission
4. Unsubscribing from emails
What Pardot USER actions will cause a prospect to queue up for syncing?
1. Import of prospects
2. Any prospect field changes (including opting out manually or automatically)
3. Campaign change
4. Clicking "syncronize with CRM" link on any prospect record.
What Pardot SYSTEM actions will cause a prospect to queue up for syncing?
1. Any record changes that take place because of an automation rule or completion
action
2. Add to a Salesforce campaign (via automation rule, segmentation rule, completion
action or drip program action)
How can you verify whether records have synced?
1. In Pardot Prospect Record you'll see the little Salesforce cloud icon and a value for
CRM fields.
2. In Salesforce Lead or Contact Record the Pardot URL has a field value
What Salesforce activities can trigger a sync?
1. Lead or Contact User (Owner) update.
2. Lead or Contact Field Change
3. Creating a New Lead or Contact (must have a connector setting enabled)
In Salesforce do Custom Objects, Accounts and Opportunities sync one way or
bidirectionally? Which way?
They sync one way. Sync to the Lead or Contact, but not vice versa.
What is the purpose of a Connector and where can it be found?
A Connector allows Pardot and Third-Party Applications to sync data and activities. Can
get there from Admin > Connectors. Note: Connectors must be verified in Pardot, not
the Pardot tab in Salesforce.
What are the types of connectors?
CRM, Event, Other, Social Media, Social Posting, Video, Webinar
,How do you create a social connector?
Admin > Connectors > +Add Connector > Choose social posting connector of your
choice > Verify social posting connector
Identify the main components of the Salesforce Connector
What does the Salesforce-Pardot API Connector Do?
The Salesforce-Pardot connector makes it possible to share data between the platforms
using an API.
Each time Pardot accesses data with the Salesforce API, it's considered a call. Many
actions trigger an API call, including individual user activities, system and CRM actions,
and data syncing
What are default fields? What are examples of them? How do they sync?
Default fields are fields already in there, no need to create them. They will sync
automatically (First Name, Last Name, Email, Do Not Email)
What are custom fields and why do they need to be mapped?
Custom fields need to be mapped to ensure data syncs between systems and placed
on page layouts for values to be displayed in Salesforce.
What are the custom field requirements?
1. Prospect fields must be on a Lead or Contact record in Salesforce. 2. Field has to
exist in Salesforce before it can be mapped in Pardot
What are the three custom field types?
Account, Prospect, Opportunity
Describe the capabilities and limitations with field syncing
By default, Salesforce will always be the master of default fields (except Pardot's
proprietary fields). However, you can choose to make Pardot the master for almost all
other fields. 1. Salesforce will always control Assigned User (Owner), 2. Recent
interaction fields cannot be remapped.
If you want to map a lead or contact to the same prospect field, requirements
include these two things (note: why would you want to do that?)
1. Salesforce lead and contact need the same API field name 2. Pardot field must be
mapped to the CRM API field name
Explain how to create, edit and map prospect custom fields
, 1. Navigate to Admin-->Configure Fields-->Prospect Fields. 2. Create a custom field. 3.
Map a custom field.
What is the custom field mapping process?
Create Custom Field in Salesforce-->Add to Page Layout in Salesforce-->Create
Custom Field in Pardot-->Map Pardot Field to Salesforce Field
Examples of unsupported custom field types are:
Lookup, Formula, Record Type, Geolocation, Phone, Text Area (rich)
Pardot Overview Tab - Describe how to update the email sending and vanity
domains associated with the account
How many Salesforce connectors can you have in a Pardot Org?
1
Which 2 objects does Salesforce sync directly with?
Leads and Contacts
In order for Pardot to sync with Salesforce opportunities, what object must they
be related to in Salesforce?
Contacts
What triggers a data sync between Salesforce and Pardot?
If you updated a field in one system (in general, if a value changes), it's going to update
the other system as well. It does it every 2 minutes (maybe more).
Who determines Pardot's visibility and permissions in Salesforce?
Connector User
During the Salesforce connector setup process, what configuration steps should
you complete in Pardot?
Create custom fields, map the fields, import leads and contacts, custom objects -
recreate and sync over. Adding in additional users who didn't sync over in step 2.
When a sync occurs, what happens when the field is set to the sync behavior:
use the most recently updated record?
Whichever was most recently updated
If you attempt to update the Assigned User field in Pardot, what will happen?
If there is an assigned user, you cannot override in Pardot. If there is no assigned user it
will pass over to Salesforce.
Completely Answered
How do you set up for and sync a Salesforce connector?
1. Install App Exchange and apply Pardot user permission sets
2. Add Salesforce Connector in Pardot.
3. Configure Salesforce (update leads and contact pages layout.)
4. Configure Pardot (map fields, map users & enable SSO)
Do Contacts and Leads in Salesforce automatically sync to Pardot if they do not
exist in Pardot yet?
No, they do not sync automatically, you need to import those records to establish a sync
first.
What do Pardot Prospects sync with?
Contacts and Leads. Connections are bi-directional.
List the objects synced between Salesforce and Pardot
Do Campaigns in Salesforce sync one way or bi-directionally with Leads and
Contacts?
Bi-directionally.
How do objects sync between Pardot and Salesforce?
How often do Pardot and Salesforce sync?
Every 2 minutes
What are the primary and secondary ways of syncing prospects?
Primary - Unique CRM ID is primary identifier, Secondary - email
What Pardot activities can trigger a sync?
1. Prospect activities
2. user actions
3. system actions
What Pardot prospect activities can trigger a sync?
,1. Form submission
2. Form handler submission
3. Landing page submission
4. Unsubscribing from emails
What Pardot USER actions will cause a prospect to queue up for syncing?
1. Import of prospects
2. Any prospect field changes (including opting out manually or automatically)
3. Campaign change
4. Clicking "syncronize with CRM" link on any prospect record.
What Pardot SYSTEM actions will cause a prospect to queue up for syncing?
1. Any record changes that take place because of an automation rule or completion
action
2. Add to a Salesforce campaign (via automation rule, segmentation rule, completion
action or drip program action)
How can you verify whether records have synced?
1. In Pardot Prospect Record you'll see the little Salesforce cloud icon and a value for
CRM fields.
2. In Salesforce Lead or Contact Record the Pardot URL has a field value
What Salesforce activities can trigger a sync?
1. Lead or Contact User (Owner) update.
2. Lead or Contact Field Change
3. Creating a New Lead or Contact (must have a connector setting enabled)
In Salesforce do Custom Objects, Accounts and Opportunities sync one way or
bidirectionally? Which way?
They sync one way. Sync to the Lead or Contact, but not vice versa.
What is the purpose of a Connector and where can it be found?
A Connector allows Pardot and Third-Party Applications to sync data and activities. Can
get there from Admin > Connectors. Note: Connectors must be verified in Pardot, not
the Pardot tab in Salesforce.
What are the types of connectors?
CRM, Event, Other, Social Media, Social Posting, Video, Webinar
,How do you create a social connector?
Admin > Connectors > +Add Connector > Choose social posting connector of your
choice > Verify social posting connector
Identify the main components of the Salesforce Connector
What does the Salesforce-Pardot API Connector Do?
The Salesforce-Pardot connector makes it possible to share data between the platforms
using an API.
Each time Pardot accesses data with the Salesforce API, it's considered a call. Many
actions trigger an API call, including individual user activities, system and CRM actions,
and data syncing
What are default fields? What are examples of them? How do they sync?
Default fields are fields already in there, no need to create them. They will sync
automatically (First Name, Last Name, Email, Do Not Email)
What are custom fields and why do they need to be mapped?
Custom fields need to be mapped to ensure data syncs between systems and placed
on page layouts for values to be displayed in Salesforce.
What are the custom field requirements?
1. Prospect fields must be on a Lead or Contact record in Salesforce. 2. Field has to
exist in Salesforce before it can be mapped in Pardot
What are the three custom field types?
Account, Prospect, Opportunity
Describe the capabilities and limitations with field syncing
By default, Salesforce will always be the master of default fields (except Pardot's
proprietary fields). However, you can choose to make Pardot the master for almost all
other fields. 1. Salesforce will always control Assigned User (Owner), 2. Recent
interaction fields cannot be remapped.
If you want to map a lead or contact to the same prospect field, requirements
include these two things (note: why would you want to do that?)
1. Salesforce lead and contact need the same API field name 2. Pardot field must be
mapped to the CRM API field name
Explain how to create, edit and map prospect custom fields
, 1. Navigate to Admin-->Configure Fields-->Prospect Fields. 2. Create a custom field. 3.
Map a custom field.
What is the custom field mapping process?
Create Custom Field in Salesforce-->Add to Page Layout in Salesforce-->Create
Custom Field in Pardot-->Map Pardot Field to Salesforce Field
Examples of unsupported custom field types are:
Lookup, Formula, Record Type, Geolocation, Phone, Text Area (rich)
Pardot Overview Tab - Describe how to update the email sending and vanity
domains associated with the account
How many Salesforce connectors can you have in a Pardot Org?
1
Which 2 objects does Salesforce sync directly with?
Leads and Contacts
In order for Pardot to sync with Salesforce opportunities, what object must they
be related to in Salesforce?
Contacts
What triggers a data sync between Salesforce and Pardot?
If you updated a field in one system (in general, if a value changes), it's going to update
the other system as well. It does it every 2 minutes (maybe more).
Who determines Pardot's visibility and permissions in Salesforce?
Connector User
During the Salesforce connector setup process, what configuration steps should
you complete in Pardot?
Create custom fields, map the fields, import leads and contacts, custom objects -
recreate and sync over. Adding in additional users who didn't sync over in step 2.
When a sync occurs, what happens when the field is set to the sync behavior:
use the most recently updated record?
Whichever was most recently updated
If you attempt to update the Assigned User field in Pardot, what will happen?
If there is an assigned user, you cannot override in Pardot. If there is no assigned user it
will pass over to Salesforce.
