Description

Duration

3 Days

18 CPD hours

This course is intended for

This course is designed for Pardot Marketers and Salesforce Administrators responsible for designing, building, and implementing marketing workflows and reports in the Pardot Lightning App. It's also for Business Users looking to learn more about the Pardot Lightning App. This course is a great foundation builder for anyone looking to take the Salesforce Pardot Specialist Certification Exam.

Overview

When you complete this course, you will be able to:
Enable the Pardot Lightning App.
Explain the relationship created between Pardot and Salesforce once the Pardot Lightning App has been enabled.
Generate leads with Pardot Lightning App's various lead generation tools including forms, landing pages, and custom redirects.
Manage leads with Pardot Lightning App's lead management tools including page actions, automation rules, segmentation rules, dynamic lists, and completion actions.
Engage leads with Pardot Lightning App's lead engagement tools including email, personalization, dynamic content, and Engagement Studio.
Qualify leads with Pardot Lightning App's scoring and grading functionality.
Interpret data generated via Pardot Lightning App's reporting capabilities.
Design and execute successful end-to-end marketing workflows using the Pardot Lightning App.

Discover how to drive more qualified leads, nurture prospects through the sales cycle, and sell more effectively using the Pardot Lightning App. In this 3-day class, Pardot experts will show you how to design and implement marketing workflows in the Pardot Lightning App to make data-driven decisions and drive your company?s business forward. Learn how to create and automate dynamic emails, generate and qualify leads, and leverage reports and data to boost sales.

Course Introduction

Review Course Objectives

Set Learner Expectations

Review Housekeeping Items

Review Additional Course Resources

Explore Course Case Study

Salesforce Integration

Understand the Pardot-Salesforce Relationship

Sync Data Between Salesforce and Pardot

Enable the Pardot Lightning App in Salesforce

Create Custom Fields

Review Salesforce Campaigns

Administration

Create a Pardot Dashboard

Authenticate Your Email Sending Domains

Sync with Third-Party Applications Using Connectors

Restore Assets from the Recycle Bin

Create and Assign Users and User Groups

Understand Usage Governance

Visitors and Prospects

Understand Pardot Visitors

Understand Pardot Prospects

List Management

Create List Types

Organize Prospects Using Static Lists

Test Emails Using Test Lists

Personalization and Email Marketing

Personalize Your Emails with HML and Advanced Dynamic Content

Automate Email Marketing

Create Email Templates

See What Works Best for Your Audience Using AB Testing

Track Email Performance Using Email Reports

Forms and Landing Pages

Capture Leads with Forms

Convert Visitors to Leads Using Landing Pages

Track Leads with Forms and Landing Page Reports

Track Clicks Using Custom Redirects

Create Custom Redirect Reports

Lead Management

Trigger Page Actions

Automate Actions from a Marketing Element Using Completion Actions

Create a List of Prospects and Apply a Segmentation Action Using Segmentation Rules

Create Repeatable, Criteria-Based Automation Rules

Create Dynamic Lists

Choose an Automation Tool

Lead Qualification

Understand Prospect Scoring

Grade Prospects Based on Profiles

Lead Nurturing

Build an Engagement Program

Create Engagement Program Reports

Additional course details:

Nexus Humans Salesforce Drive Sales with the Pardot Lightning App (PDX101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Salesforce Drive Sales with the Pardot Lightning App (PDX101) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

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Salesforce Drive Sales with the Pardot Lightning App (PDX101)

By Nexus Human

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