Master Salesforce Marketing Account Engagement Pardot SU23

سرفصل های دوره

Complete Pardot 2023 Salesforce course : Learning Marketing Cloud Account Engagement Summer 23 SFDC updated

1. Introduction

1.1 Salesforce Marketing Account Engagement Glossary.pdf

1. Summary How is this course orgnised

2. Who is this course for

3.1 Personal Linkedin.html

3. Why learn from me

4. How to rate this course

2. Exploring Salesforce Marketing Account Engagement (formerly known as Pardot)

1. Key features and benefits of Marketing Cloud Account Engagement

2. Pardot vs. Marketing Cloud A Comparison

3.1 Sign up for your Salesforce Developer Edition.html

3. Creating a Developer Edition

3. Implementing Account Engagement (Pardot) in Salesforce

1. Account Engagement Set up Agenda

2. Data Sync between Account Engagement (Pardot) & Salesforce

3. Connector User Configuration

4.1 Account Engagement (Pardot) AppExchange Package Download and Release History.html

4. Installing Account Engagement AppExchange Application

5. Business Unit Setup & Account Engagement Admin Designation

6. Enabling Account Engagement application in Salesforce

7. Unpausing the Connector

8.1 Considerations for Upgrading to v2 of the Salesforce Connector.html

8.2 Step-by-step guide for Upgrading to V2 of Salesforce Connector.xlsx

8. Additional (Part 1) Upgrade the Connector from V1 to V2

9.1 Considerations for Upgrading to v2 of the Salesforce Connector.html

9.2 Step-by-step guide for Upgrading to V2 of Salesforce Connector.xlsx

9. Additional (Part 2) Upgrade the Connector from V1 to V2

4. Managing Pardot Users with Salesforce User Sync

1. Salesforce User Sync Implementation steps and who is it for

2. Assign Salesforce Users to Account Engagement

3. Map Salesforce Profiles to Pardot Roles

4.1 Salesforce Implemntation Guide for Salesforce User Sync.html

4. Transfer User Management to Salesforce

5.1 Account Engagement Setup Implementation Guide.html

5. Next Actions

5. Lead Generation using Landing Pages & Forms

1. Section Agenda

2. Landing Pages explained

3. Set Up the Enhanced Landing Page Experience

4. Create, Edit and Publish a Landing Page

5. Forms & Form Handlers explained

6. Create a Form, Preview and Test it

7. Add a Form to your Website or to a Landing Page

8. Create a Form Handler

9. Test a Form Handler

10. Integrate Form Handlers with your Website Form and with Web-to-Lead

6. Dynamic Content

1. Dynamic Content explained

2. Create a Dynamic Content

3. Add Dynamic Content to a Form

4. Add Dynamic Content to Emails & Pages

7. Emailing Prospects Email Template & Email Content

1. Email Content & Email Template explained

2. Set Up Enhanced Email Experience Permissions

3. Create an Email Template in Builder

4. Create an Email Content

5. Test & Preview Emails

6. Send Emails (in Account Engagement Litghtning)

7. Send Emails (in legacy Pardot)

8.1 Add and Verify a Domain for Email Sending.html

8. Best Practices for email Design and Deliverability

8. Automations (Part 1) Segmentation Lists & Engagement Studio

1. Section Agenda

2. Choosing the Right Automation Tool

3. Segmentation explained Types, Definition, & Practical Uses

4. Create a Static List

5. Create a Dynamic List

6. Engagement Studio explained

7. Build your 1st Engagement Studio Program

8. Test, Edit and Start an Engagement Program

9. Engagement Program Reporting

9. Automations (part 2) Automation Rules, Completion Actions & Page Actions

1. Choosing the Right Automation Tool

2. Auromation Rules explained

3. Create an Automation Rule

4.1 List of Available Comepltion Actions in Salesforce Marketing Cloud Account Engagement.html

4. Completion Actions explained

5. Create a Compeltion Action

6. Create a Conditional Completion Action

7. Page Actions explained

8. Create a Page Action

10. Engagement History features, Reportings and Dashboards

1. Section Agenda

2. Engagement History Features Explained

3. Configure Metric fields & Related Lists on Campaigns, Leads & Contacts

4. Configure Engagement History Metrics Lightning Component

5. Configure Engagement History Dashboards

6.1 Account Engagement (Pardot) standard reports on marketing assets, connected apps, campaigns, and prospects.html

6. Account Engagement Reportings Overview

7. Campaigns Reporting

8. Email Bounces & Deliverability Reports

11. Conclusion

1. Conclusion

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