Salesforce Pardot Training Overview
This practical, instructor-led course walks you through every aspect of Pardot, from foundational setup to advanced campaign execution. You'll explore real-world scenarios for lead nurturing, engagement studio, automation rules, and ROI reporting. With hands-on labs, quizzes, and a final capstone project, this course ensures you're ready for both certification and real-time B2B marketing automation tasks.
Why Salesforce Pardot?
-
High demand for certified marketing automation professionals
-
Ideal tool for aligning B2B sales and marketing strategies
-
Boosts customer engagement and conversion through automation
-
Recognized certification for digital marketing and CRM professionals
-
Strong integration with the Salesforce CRM ecosystem
What You Will Learn
-
Pardot setup and user management
-
Lead generation and segmentation
-
Email marketing campaigns and A/B testing
-
Engagement Studio and nurture programs
-
Forms, landing pages, and progressive profiling
-
Scoring, grading, and lead qualification
-
Campaign performance analysis and ROI reporting
-
Salesforce and Pardot integration best practices
Prerequisites
-
Basic understanding of marketing or CRM systems
-
Familiarity with email marketing tools is helpful
-
No prior Salesforce or Pardot experience required
Course Curriculum
• Overview of Pardot and Salesforce integration
• Setting up and managing Salesforce-Pardot connector
• Syncing fields, campaigns, and users
• Mapping Pardot prospects to Salesforce leads and contacts
• Troubleshooting sync errors and connector issues
• Aligning Pardot and Salesforce campaign tracking
• Understanding visitor tracking and cookies
• Converting anonymous visitors into prospects
• Prospect record creation and management
• Managing prospect activities and scoring
• Grading and segmentation based on engagement
• Lifecycle management and automation triggers
• Creating static and dynamic lists
• Segmentation rules and best practices
• Using tags and folder structures for organization
• Automation rules and completion actions
• Drip campaigns and engagement studio basics
• Managing suppressions, exclusions, and re-engagement
• Building responsive email templates
• Creating and launching email campaigns
• Personalization with merge fields and dynamic content
• Email testing, rendering, and A/B testing
• Deliverability, spam compliance, and opt-outs
• Email performance reporting and metrics analysis