Salesforce Basics for Pardot Admins

Learn the key capabilities of Salesforce and how they can be applied to make you a better digital marketer.

About this Salesforce Course

The days of Pardot Admins working exclusively in Pardot are quickly coming to an end. As Salesforce and Pardot continue to move closer to a single platform, Salesforce skills are becoming essential for all digital marketers.

This course will explore key areas of Salesforce including data architecture, security, sales processes, reports, dashboards, and the integration between Salesforce and Pardot. You’ll build your skills through live instruction and hands-on exercises and come away with a solid understanding of capabilities and how they can be leveraged to improve your digital marketing efforts.

What you need to know

  • 6-Week Online Course Starts August 13th

  • Course cost: $2400 per participant

  • Virtual participation format. Join from anywhere with wifi and equipment that supports live-stream video through Zoom.

  • 2 hour lecture at 2 pm ET / 6 pm GMT on Thursdays starting August 13th

  • Open office hours at 2 pm ET / 6 pm GMT on Tuesdays for the duration of the course

  • Topical sessions broken out over 6 weeks with concepts you will apply to your work right away

  • Interactive, discussion style format

Requirements

  • A Trailhead account and Trailhead Playground
  • A working camera and mic to participate through Zoom video chat
  • Willingness to learn and participate
  • Motivation to challenge oneself

What you’ll learn

Lesson 1

  • Introductions

    • Course Objective
    • Housekeeping Items
  • Getting to Know Salesforce

    • CRM Defined & Benefits
    • What is Salesforce?
    • The Role of Salesforce Administrators
    • Salesforce Lightning Home and Navigation
  • Data and Relationships

    • Salesforce Data Model
    • Types of Objects
    • Custom Objects
    • Field Types
    • Validation Rules
  • Accessibility and Security

    • Organizational Overview
    • Profiles, Permission Sets and Role Hierarchy
    • User Records
    • Field Types
    • Salesforce User Sync
    • Field Level Security

Lesson 2

  • Leads, Contacts and Accounts

    • Leads
    • Lead Creation Methods
    • Contacts
    • Lead Conversion

  • Opportunities

    • Definition
    • Stages
    • Contact Roles
  • Salesforce Campaigns

    • Definition
    • Use Cases
    • Campaign Member Status

Lesson 3

  • Reports

    • Reports Defined
    • Report Formats
      • Tabular, Summary, Matrix, and Joined
    • Standard Report Types vs. Custom Report Types
    • Report Filters and Filter Logic
    • Adding Charts to Reports
    • Cool Things with Reports
      • Running User
      • Scheduling
      • Snapshots
  • Dashboards

    • Dashboards Defined
    • Dashboard Elements
    • Choosing the Right Component
    • Dashboard Editor
    • Scheduling Dashboards

Lesson 4

  • Connecting Salesforce and Pardot

    • Why Connect?
    • Sync Triggers and Timing
    • What Pardot Can Do to Records in Salesforce
  • Sync Behavior

    • Prospect Sync Behavior
    • Prospect Sync Flow
    • Sync Behavior Settings
    • Person Account Sync Behavior
    • Opportunity Sync Behavior
    • Custom Object Sync Behavior
  • Managing & Troubleshooting Syncing Errors

    • Checking for Sync Errors
    • View Error Details
    • Common Sync Issues
    • Steps to Resolve Sync Errors

Lesson 5

  • Viewing & Reporting Pardot Data in Salesforce

    • Pardot Information
    • Pardot Engagement History
    • Scoring Categories
    • Engagement History Lightning Components

  • Reporting on Pardot Data in Salesforce

    • Engagement History Custom Report Types
    • Setting up Engagement History Custom Report Types

  • Add to Pardot Emails

    • Add to Pardot List Button
    • Add to SFDC Campaign
    • Send Engage Email

Lesson 6

  • Campaigns

    • Salesforce Campaigns vs. Pardot Campaigns
    • Connected campaigns
    • Campaign hierarchy
  • Campaign Influence

    • What is campaign influence?
    • How does it work?
    • Influence settings
    • Campaign influence 1.0 vs. Customizable
    • First touch, last touch and even distribution
    • Auto-association

Hand-on Exercises

  • Exercise 1

    • Personalize Your Nav Bar

  • Exercise 2

    • Explore Standard Objects

  • Exercise 3

    • Create a Custom Field

  • Exercise 4

    • View User Records

  • Exercise 5

    • Apply Field-Level Security

  • Exercise 6

    • Create a Lead

  • Exercise 7

    • Add a Field to a Lead List View

  • Exercise 8

    • Convert a Lead

  • Exercise 9

    • Manually Add a Contact Role

  • Exercise 10

    • Create a Campaign

  • Exercise 11

    • Create a Tabular Report

  • Exercise 12

    • Experiment with Chart Types

  • Exercise 13

    • Create a Simple Dashboard

  • Exercise 14

    • Add Dashboard Filters

  • Exercise 15

    • Map Sync Behavior for Prospect Fields

  • Exercise 16

    • Check Your Sync Errors

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