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.


* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

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.

  • 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


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.




While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.


Length: 3.0 days (24 hours)


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