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Tools and knowledge for certification
Account Engagement (Pardot) - Administrator
1 day • £1,000pp- date
- spaces
- 5/6
- location
- Virtual - Instructor-led
About the course
Our 2-session Account Engagement (Pardot) administrator training is designed for new admins aiming to build their capabilities in owning and maintaining an your organisation's instance. Led by our experienced Pardot Consultants, this 4-hour course focuses on the key skills and best practices you need to optimise your Pardot instance and have the flexibility to facilitate change.
This workshop is designed for:
Newly appointed Pardot Admins or Product Owners who need to build their skills in managing the day-to-day usage of the platform
Marketing Operations professionals who are supporting Pardot Admins or are overseeing a Salesforce/Pardot ecosystem
Salesforce professionals who are looking to gain experience across a wider range of integrated Salesforce platforms
Teams implementing Pardot who need an understanding of the platform setup and structure
Outcomes
By the end of this short course, participants will:
- Understand the structure of Pardot's data landscape, and how this is integrated with Salesforce
- Be comfortable managing the Salesforce connector, and troubleshooting issues that can arise
- Learn how to maintain an instance of Pardot with best practice
- Explore the integration capability of Pardot with other non-Salesforce systems
- Master the management of granting users the correct access and permissions to carry out their roles effectively
How we teach you
- Blended Learning: We use a mix of classroom and hands-on learning techniques, adapting to the learning styles and preferences of those in the 'room'. We utilise practical exercises, polls, quiz questions and discussions to get you thinking and give you the knowledge and expertise to maximise use of your martech.
- Interactive Remote Learning - We utilise a dedicated online learning platform which has been designed with facilitation, training and interactivity in mind. You'll feel like you are in the room with us!
- On-going Support & Resources - All sessions will be recorded and shared after each session, along with the content and exercises that we'll use during the training. Our trainers will keep you updated with new platform features and best practices too.
Course Structure
| Access and Permissions Salesforce Permissions, User Sync, Pardot User Roles, API Access - Connected Apps, Business Units | |
| Salesforce Connector Connected Campaigns, Prospect Creation, Sync Errors / Sync Queue, Field Management, Marketing Data Sharing Rules | |
| Lead Qualification Scoring, Scoring Categories, Grading, Automated Qualification | |
| Maintenance Account Optimizer, Folder Structure, Naming Conventions and Tags, Recycle Bin, Resubscribe Pathway, Imports and Exports, Audit Logs, Best Practices |
Your trainer
Paul Shefferd is an Enablement Consultant at Clevertouch and a Marketing Cloud Certified Developer (as well as a Pardot Consultant and Salesforce Admin). Sheff is our go-to-guy for all things Salesforce, Pardot and Marketing Cloud, and even has his own pair of Salesforce slippers, it's true.
As a dedicated Enablement Consultant, Sheff has created and delivered bespoke training courses for some of the world's largest brands, taking their unique requirements and weaving them into memorable and relatable content.