Essentials of Pardot Lightning App for Digital Marketers

General Overview

Are you looking to become proficient in designing and implementing marketing workflows in Pardot Lightning App to drive your company's business? Are you looking to take the next step in your career by becoming a Salesforce Certified Pardot Specialist? Whether you are an experienced user or completely new to Pardot, this course will show you how to effectively design, build, and implement marketing workflows, as well as use Pardot-generated reports in the Pardot Lightning App to make data-driven decisions.

Who should take this training?

Pardot Marketers, Business Users, and Salesforce Administrators

Upon successful completion, 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

This class is based on the Salesforce PDX101 class.

See entire list of AcademyX's Salesforce classes here

Lessions and Topics

Unit 1: Course Introduction
  • Course Objectives
  • Learner Expectations
  • Housekeeping
  • Additional Course Resources
  • Course Case Study
Unit 2: Salesforce Integration
  • Pardot Salesforce Relationship
  • Syncing
  • Enabling the Pardot Lightning App in Salesforce
  • Custom Fields
  • Salesforce Campaigns
Unit 3: Admin
  • Pardot Dashboard
  • Email Domains
  • Connectors
  • Recycle Bin
  • Users and User Groups
  • Usage Governance
Unit 4: Visitors and Prospects
  • Visitors
  • Prospects
Unit 5: List Management
  • List Types
  • Static Lists
  • Test Lists
Unit 6: Personalization and Email Marketing
  • Variable Tags and Advanced Dynamic Content
  • Email Marketing
  • Email Templates
  • AB Testing
  • Email Reports
Unit 7: Forms and Landing Pages
  • Forms
  • Landing Pages
  • Forms and Landing Page Reports
  • Custom Redirects
  • Custom Redirect Reports
Unit 8: Lead Management
  • Page Actions
  • Completion Actions
  • Segmentation Rules
  • Automation Rules
  • Dynamic Lists
  • Choosing an Automation Tool
Unit 9: Lead Qualification
  • Scoring
  • Grading
Unit 10: Lead Nurturing
  • Building an Engagement Program
  • Engagement Program Reports
Unit 11: Capstone

Unit 12: Course Wrap

Note: Since these classes are already discounted, other AcademyX discounts cannot be applied to them.