PDX101-EN-L02

Which two Salesforce objects does Account Engagement directly sync with?

• Leads

• Campaigns

• Contacts

• Accounts

In order for Account Engagement to sync with a Salesforce Opportunity, what must it be related to in Salesforce?

• Salesforce Account using Contact Roles

• Salesforce Contact using Contact Roles

• Salesforce Account using Account Roles

• Salesforce Person Account using Account Roles

When a sync occurs, which two could happen when the field is set to the Sync Behavior: Use the most recently updated record?

• If the Salesforce record was most recently updated, Salesforce’s values will overwrite Account Engagement values.

• If the Account Engagement record was most recently updated, Account Engagement’s values will overwrite Salesforce values.

• If the Salesforce record was most recently updated, Salesforce’s values will overwrite only Salesforce values.

• If the Account Engagement record was most recently updated, Pardot’s values will overwrite only Salesforce values.

Which of the following two triggers a data sync between Account Engagement and Salesforce?

• In Account Engagement, a prospect submits a form

• In Salesforce, a lead or contact field is changed.

• In Account Engagement, a prospect email open

• In Salesforce, a prospect opts out of an email list

If you update the Assigned User field in Account Engagement, which of the following will happen?

• If there is no assigned users in Salesforce, then the assigned user established will be the connector user

• If there is already an assigned user in Salesforce, then Salesforce will simply overwrite the Pardot assignment.

• The field can only be updated by the Connector user.

• If there is already an assigned user in Salesforce, you can update to select a new user

How are prospects added to active Salesforce Campaigns?

• They can be added through a Dynamic list.

• They must be imported into Salesforce and then assigned to a campaign.

• They can be added using the ‘Add to CRM Campaign’ action in automation rules, segmentation rules, completion actions, and engagement programs.

• A custom field for Salesforce campaigns must be created on the prospect record and mapped to the Salesforce account record.

What are two benefits of using the Connected Campaigns functionality?

• Ensure prospects are only ever in one campaign between Salesforce and Account Engagement.

• Allow Account Engagement and Salesforce campaigns to be in sync, including campaign members.

• Establish a one to one relationship between Salesforce and Pardot Campaigns.

• Allow prospects to opt into campaigns from the email preference page.